Trinity Multi Academy Trust is using Delta eSourcing to run this tender exercise
| Notice Summary |
|---|
| Title: | Trinity MAT - Provision and Supply of External Audit Services |
| Notice type: | Contract Notice |
| Authority: | Trinity Multi Academy Trust |
| Nature of contract: | Services |
| Procedure: | Open |
| 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 |
| Published: | 29/03/2023 11:01 |
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Section I: Contracting Authority
I.1) Name and addresses
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.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-Halifax:-Accounting-and-auditing-services./Y35PD8J2EH
Additional information can be obtained from: the abovementioned address
Tenders or requests to participate must be sent electronically via https://www.delta-esourcing.com/tenders/UK-title/Y35PD8J2EH to the abovementioned address
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
I.4) Type of the contracting authority
Body governed by public law
I.5) Main activity
Education
Section II: Object
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.1.5) Estimated total value:
Value excluding VAT: 250,000
Currency: GBP
II.1.6) Information about lots:
This contract is divided into lots: No
II.2) Description
II.2.2) Additional CPV codes:
Not Provided
II.2.3) Place of performance:
UKE4 West Yorkshire
II.2.4) Description of 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:
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value:
Value excluding VAT: 250,000
Currency: GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
Duration in months: 60
This contract is subject to renewal: No
Description of renewals: Not provided
II.2.10) Information about variants:
Variants will be accepted: No
II.2.11) Information about options:
Options: No
Description of options: Not provided
II.2.12) Information about electronic catalogues:
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: 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
Identification of the project: Not provided
II.2.14) Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/Y35PD8J2EH
Section III: Legal, Economic, Financial And Technical Information
III.1) Conditions for participation
III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
Not Provided
III.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
List and brief description of selection criteria:
Not Provided
Minimum level(s) of standards possibly required (if applicable) :
Not Provided
III.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
List and brief description of selection criteria:
Not Provided
Minimum level(s) of standards possibly required (if applicable) :
Not Provided
III.1.5) Information about reserved contracts (if applicable)
The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No
The execution of the contract is restricted to the framework of sheltered employment programmes: No
III.2) Conditions related to the contract
III.2.1) Information about a particular profession
Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:
Not Provided
III.2.2) Contract performance conditions
Not Provided
III.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No
Section IV: Procedure
IV.1) Description OPEN
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
In the case of framework agreements justification for any duration exceeding 4 years: Not Provided
IV.1.6) Information about electronic auction:
An electronic auction will be used: No
Additional information about electronic auction: Not provided
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 OJ S: 2023/S 000 - 005576
IV.2.2) Time limit for receipt of tenders or requests to participate
Date: 02/05/2023 Time: 14:00
IV.2.4) Languages in which tenders or requests to participate may be submitted: English,
IV.2.6) Minimum time frame during which the tenderer must maintain the tender:
Until: 29/06/2023
IV.2.7) Conditions for opening of tenders:
Date: 02/05/2023
Time: 14:30
Section VI: Complementary Information
VI.1) Information about recurrence
This is a recurrent procurement: No
Estimated timing for further notices to be published: Not provided
VI.2) Information about electronic workflows
Electronic ordering will be used Yes
Electronic invoicing will be accepted Yes
Electronic payment will be used Yes
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.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Halifax:-Accounting-and-auditing-services./Y35PD8J2EH
To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/Y35PD8J2EH
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.4.2) Body responsible for mediation procedures:
Not provided
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures:
Not Provided
VI.4.4) Service from which information about the lodging of appeals may be obtained:
Not provided
VI.5) Date Of Dispatch Of This Notice: 29/03/2023
Annex A
View any Notice Addenda
UK-Halifax: Accounting and auditing services.
Section I: Contracting authority/entity (as stated in the original notice)
I.1) Name and addresses
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
Section II: Object (as stated in the original notice)
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
Section VI: Complementary information
V1.5) Date of dispatch of this notice: 25/04/2023
VI.6) Original notice reference:
Notice Reference: 2023 - 574278
Notice number in OJ S: 2023/S 000 - 005576
Date of dispatch of the original notice: 29/03/2023
Section VII: Changes
VII.1) Information to be changed or added
VII.1.1) Reason for change: Modification of original information submitted by the contracting authority
VII.1.2) Text to be corrected in original notice No: 1
Section Number: IV.2.2
Lot No: Not provided
Place of text to be modified: IV.2.2 IV.2.7
Instead of: IV.2.2)Time limit for receipt of tenders or requests to participate Date: 02/05/2023 Time: 14:00 IV.2.7) Conditions for opening of tenders: Date 02/05/2023 Time 14:30
Read: IV.2.2)Time limit for receipt of tenders or requests to participate Date: 15/05/2023 Time: 14:00 IV.2.7) Conditions for opening of tenders: Date 15/05/2023 Time 14:30
VII.2) Other 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.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Halifax:-Accounting-and-auditing-services./Y35PD8J2EH
To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/Y35PD8J2EH
View Award Notice
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