Trinity Multi Academy Trust: Trinity MAT - Provision and Supply of External Audit Services

UK-Halifax: Accounting and auditing services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       TRINITY MULTI ACADEMY TRUST
       Trinity Academy Halifax, Shay Lane, Halifax, HX2 9TZ, United Kingdom
       Tel. +44 1422769426, Email: procurement@trinitymat.org
       Contact: Ian MacDonald
       Main Address: https://www.trinitymat.org/
       NUTS Code: UKE4

   I.2) Joint procurement:
      The contract involves joint procurement: No          
      In the case of joint procurement involving different countries, state applicable national procurement law: Not Provided
      The contract is awarded by a central purchasing body: No

   I.4)Type of the contracting authority:
      Body governed by public law

   I.5) Main activity:
      Education

Section II: Object Of The Contract

   II.1) Scope of the procurement

      II.1.1) Title: Trinity MAT - Provision and Supply of External Audit Services            
      Reference number: 771713026

      II.1.2) Main CPV code:
         79210000 - Accounting and auditing services.


      II.1.3) Type of contract: SERVICES

      II.1.4) Short description: Trinity Multi Academy Trust (Trinity MAT) is an education provider for young people from the ages of 3-19. It is a growing trust, and currently Its sites consist of 10 academies, 1 head office, 2 external initiatives, and 1 x subsidiary company ‘White Rose Education Ltd’. (As of March 2023). Trinity MAT are seeking a supplier for the provision and supply of external audit services. This Invitation to Tender (ITT) is a call for competition amongst suppliers to meet our organisational requirements. The contract has an estimated value of between £200,000 and £250,000 for the maximum life of the contract 5 years All references in these documents to values and/or volumes of business are for guidance only and there is no guarantee of any business

      II.1.6) Information about lots
         This contract is divided into lots: No
            
      II.1.7) Total value of the procurement (excluding VAT)
          Value: 245,750
                  
         Currency:GBP            

   II.2) Description

      II.2.2) Additional CPV code(s):
      Not Provided

      II.2.3) Place of performance
      Nuts code:
      UKE4 - West Yorkshire
   
      Main site or place of performance:
      West Yorkshire
             

      II.2.4) Description of the procurement: Trinity MAT is looking to appoint a firm of Auditors to: 1.Deliver an annual audit plan for the trust and its subsidiaries (currently only White Rose Education (WRE) Limited). 2.Annual audit of annual financial statements of Trinity MAT and subsidiaries as per ESFA trust handbook. 3.Prepare the annual financial statements of Trinity MAT, its subsidiary and consolidated accounts. 4.Attend and present the Audit Findings and Financial Statements to the Audit Committee & WRE Directors for recommendation/signing in December. 5.Prepare and audit of the Annual Accounts Return including the provision of an Independent Report on the Annual Accounts Return as required by the ESFA. 6.Audit our Teachers’ Pensions End of Year Certificate. 7.Audit of any Department for Education/ESFA funding streams and related expenditure, as required. 8.Any audit, corporation tax (including gift aid and R&D credits), payroll and VAT advice as required especially in relation to overseas tax regulations. 9.Support, advice and guidance with annual stocktake quality assurance for Balance Sheet figures (mainly WRE). 10.Computation and submission of Corporation Tax Return for WRE Ltd. 11.Submission of all financial statements to Companies House 12.Trinity MAT can accommodate a hybrid working model with the supplier during the contract, this will entail some onsite working, as well as work being carried out in relation to the Eternal Audit Service offsite. Tenderers proposals should not include remote and offsite only proposals. 13.Shall be fully compliant with Academies Financial Handbook. The Academies Financial Handbook sets out the financial management, control and reporting requirements that apply to all academy trusts. It describes a financial framework for trusts that focuses on principles rather than detailed guidance and reflects their accountability to Parliament and to the public. Compliance with the handbook is a condition of each trust’s funding agreement. The Academies Financial Handbook sets out the duties and obligations of academy trusts which have a funding agreement with the Secretary of State for Education. The handbook, together with the funding agreement (of which this document forms part) describes the financial relationship between EFA and academy trusts. The handbook covers all the requirements under the financial accountability system for academy trusts. The handbook sets out the areas of HM Treasury’s Managing Public Money that directly apply to trusts, and all references to it provide further explanation and clarification of these areas.

      II.2.5) Award criteria:
      Quality criterion - Name: Quality / Weighting: 60
                  
      Cost - Weighting: 40
            

      II.2.11) Information about options
         Options: No
         

      II.2.13) Information about European Union funds
         The procurement is related to a project and/or programme financed by European Union funds: No
         

      II.2.14) Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/Y35PD8J2EH


Section IV: Procedure

IV.1) Description

   IV.1.1)Type of procedure: Open


   IV.1.3) Information about a framework agreement or a dynamic purchasing system
      The procurement involves the establishment of a framework agreement: No       
      

   IV.1.6) Information about electronic auction
      An electronic auction has been used: No

   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

   IV.2.1) Previous publication concerning this procedure
       Notice number in the OJEU: 2023/S 000-005576
      
   

   IV.2.9) Information about termination of call for competition in the form of a prior information notice
      The contracting authority will not award any further contracts based on the above prior information notice: No

Section V: Award of contract

Award Of Contract (No.1)

   Contract No: 771713026    
   Lot Number: Not Provided    
   Title: Trinity MAT - Provision and Supply of External Audit Services

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 14/07/2023

      V.2.2) Information about tenders
         Number of tenders received: 3
         Number of tenders received from SMEs: Not Provided          
         Number of tenders received from tenderers from other EU Member States: Not Provided          
         Number of tenders received from tenderers from non-EU Member States: Not Provided          
         Number of tenders received by electronic means: Not Provided

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: No
         
         Contractor (No.1)
             Armstong Watson LLP, OC415608
             15 Victoria Place, Carlisle, CA1 1EW, United Kingdom
             Internet address: https://www.armstrongwatson.co.uk/
             NUTS Code: UKE4
            The contractor is an SME: No

      V.2.4) Information on value of the contract/lot (excluding VAT)
         Initial estimated total value of the contract/lot: 245,750          
         Total value of the contract/lot: 245,750
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         
Section VI: Complementary information

   VI.3) Additional information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=796880917

   VI.4) Procedures for review

      VI.4.1) Review body
          TRINITY MULTI ACADEMY TRUST
          SHAY LANE, HALIFAX, HX2 9TZ, United Kingdom
          Internet address: https://www.trinitymat.org/

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: Not Provided

      VI.4.4) Service from which information about the review procedure may be obtained
         Not Provided

   VI.5) Date of dispatch of this notice: 20/07/2023