External Audit Services

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 [email protected] by 23.59 on the 29th March 2023.