Expression of Interest - Provision and Supply of External Audit Services

Trinity Multi Academy Trust is seeking to tender its External audit requirements, I am writing to request if you have an expression of interest to be part of an upcoming tender, we will be holding this financial year.

I have detailed a summary of our requirements below.

Should you wish to participate or have any questions relating to the request, please email me at procurement@trinitymat.org Overview statement Trinity Multi Academy Trust (TMAT) is an education provider for young people from the ages of 3-19 operating in West and South Yorkshire.

It is a growing trust, and currently Its sites consist of 10 academies, 1 head office, and 1 x subsidiary company White Rose Education Services Ltd. (as of January 2023).

TMAT has a requirement for the provisions of External audit services.

TMAT is seeking to carry out a further competition tendering in March / April 2023, which will cover the duration of the term.

This expression of interest (EOI) is to identify interest parties and suppliers to take part in the Tender which will go live in March / April 2023.

Contract Term and Key Dates Contract term - 5 years ITT Launch - March / April 2023 EOI Response - 24th March 2023 (16:00) Responses If you wish to be included within the Invitation to Tender (ITT), please respond via the method below and state who to send the ITT to when it is launched.

Responses are to be submitted by email to procurement@trinitymat.org no later than; 24th March 2023 (16:00).

Summary of Statement of Requirements We are 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