External Audit Services

Descriptions

We are tendering for external audit services for the LEARNERs' Trust. The LEARNERs' Trust is a medium to large Trust with eighteen open schools across Rotherham, Derbyshire and Derby. Our requirements are: We are seeking to procure a service that provides: •External Audit Services The Trust requirements are as follows: •Preparation of the LEARNERs' Trust Annual Report and Accounts; •Expressing an opinion of the above Financial Statements; •Accounts Assurance Report on Regularity as required by the ESFA; •Accounts Assurance Report on the Annual Accounts Return as required by the ESFA; •Attendance at the Trust Board of Directors meeting at which the Statutory Accounts are scrutinised; •Attendance at the appropriate Leadership & Management committee meetings to present the audit plan; •Audit of the Teachers' Pension Scheme End of Year Certificate; •Preparation and submission of the Academies Accounts return; •A working knowledge of the Access financial management system; •Other ad hoc services as required; •Taxation advice as required; •Accountancy advice as required; •VAT advice as required. All tenders should specifically identify: •A total annual cost proposal; •A clear indication of services provided as part of the fee; •The variable costs for the proposal, including charge per new school/ ad-hoc advice, if applicable; •Any inflationary or other provisions for periodic increase in fees; •Fees chargeable for additional services that are not included in as part of the annual cost proposal; •Your firms approach ti client management and how you offer ongoing support; •Evidence of working with Multi Academy Trusts and/ or charitable trusts; •Evidence of working with Access Finance software; •Example management letter; •Statistics on client retention and recruitment rates; •Biographies of staff the Trust will be working with, listing expertise and experience; •The reports available to the Trust; •Two references from organisations that you have worked with within the educational sector; •Compliance measures for meeting the requirements of the Data Protection Act; •A brief description of your business continuity plan that mitigate against an interrupted service should this arise; •Confirmation that you will carry out code of conduct of the professional body; •Details of any additional measurable benefits you can provide in terms of quality and cost which impact on social value indicators; •Explanation of training/ events provided to clients. Are these FOC? •What "added value" you can offer LEARNERs' Trust All tenderers must be complete and submitted to COO@learnerstrust.org by 23.59 on the 29th March 2023.