Leaseholder Service Charge Audit

2024-11-18

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英语 (English)

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Published date: 18 November 2024

Open opportunity - This means that the contract is currently active, and the buying department is looking for potential suppliers to fulfil the contract.

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Contract summary

Industry

Financial auditing services - 79212100

Location of contract

BD1 2ST

Value of contract

£170,000 to £180,000

Procurement reference

CF-0003600DQH000001r8Gb2AI

Published date

18 November 2024

Closing date

5 January 2025

Closing time

12pm

Contract start date

27 January 2025

Contract end date

27 January 2028

Contract type

Service contract

Procedure type

Open procedure (above threshold)

What is an open procedure (above threshold)?

Any interested supplier may submit a tender in response to an opportunity notice.

This procedure can be used for procurements above the relevant contract value threshold.

Contract is suitable for SMEs?

Contract is suitable for VCSEs?

Description

Anchor will require the following leaseholder service charge audits/services based on:-

- Preparing the service charge statement in accordance with Tech 03/11 Residential
Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS;
- Anchor will make available all relevant information and documentation in relation to
which your procedures are to be performed including transaction list and trial balance spreadsheet for each home as well as relevant information requested upon sampling;
- Maintaining proper accounting records in relation to the premises in respect of which a service charge statement is prepared;
- Ensuring your compliance with the requirements of the Landlord and Tenant Acts
1985 and 1987;
- Safeguarding the assets relevant to the service charge statement and preventing
and detecting fraud, error and non-compliance with law or regulations.

More information

Additional text: Ensuring that all arithmetic on the service charge statements is correct. Your procedures will be performed in order to detect any mathematical errors in the calculations made by Anchor.

Agreeing all entries on the service charge statements to supporting working papers
and income and expenditure data for the service charge period.

Agreeing a sample of expenditure declared in the statement of expenditure to
invoices / other supporting documentation and evidence of payment to ensure that:

- expenditure is eligible under the Anchor Hanover Group's agreement with their tenants
- expenditure included in the certificate is defrayed in the correct service charge
period; and
- apportionments included in the certificate for admin costs and overheads are on
a basis that is consistent with the Anchor Hanover Group's internal systems

The above agreed procedures will be performed having regard to Tech 03/11 Residential
Service Charge Accounts published jointly by the professional accountancy bodies with
ARMA and RICS.
Having performed the agreed procedures, you will report to Anchor in writing on your findings.

Tender Documentation can be found here: https://anchor.my.salesforce-sites.com/?searchtype=Projects

How to apply

Follow the instructions given in the description or the more information section.

About the buyer

Contact name

Sorour Salekroshani

Address

2 Godwin Street
Bradford
BD1 2ST
United Kingdom

Email

sorour.salekroshani@anchor.org.uk

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