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Brooke Weston Trust has a requirement to recruit an independent accountant and auditor to ensure the Trust and schools within its remit, have the necessary financial processes and checks in place to meet the requirements laid out in the Academies ...

Contract notice


Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Brooke Weston Trust
Coomb Road
NN18 8LA
United Kingdom
Contact person: Joanna Bailey
NUTS code: UK

Internet address(es):

Main address:

I.2)Joint procurement
The procurement documents are available for unrestricted and full direct access, free of charge, at:
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via:
Tenders or requests to participate must be submitted to the abovementioned address
I.4)Type of the contracting authority
Body governed by public law
I.5)Main activity

Section II: Object

II.1)Scope of the procurement

Auditor and Accountancy Services for Brooke Weston Trust.

Reference number: 0067
II.1.2)Main CPV code
II.1.3)Type of contract
II.1.4)Short description:

Brooke Weston Trust has a requirement to recruit an independent accountant and auditor to ensure the Trust and schools within its remit, have the necessary financial processes and checks in place to meet the requirements laid out in the Academies Financial Handbook and Academies Account Directive.

It is important that the selected organisation has experience of working with Multi Academy Trusts, and would be able to provide comprehensive audit and accountancy support, for preparation of accounts, pensions, VAT and Tax.

II.1.5)Estimated total value
Value excluding VAT: 250 000.00 GBP
II.1.6)Information about lots
This contract is divided into lots: no
II.2.2)Additional CPV code(s)
II.2.3)Place of performance
NUTS code: UK
II.2.4)Description of the procurement:

Brooke Weston Trust is a Multi-Academy Trust of 10 schools; see section Business Overview & Background. The schools are located in the Corby, Kettering and Wisbech areas. Should other Academies be added to Brooke Weston Trust, these would also be included in the scope of work.

It is planned that the Auditors will be appointed to commence work during quarter one of 2017/18. As a Multi Academy Trust our financial year commences in September in line with the academic year.

Bidders should be able to demonstrate they hold the relevant recognised UK Chartered Accountant qualifications pertinent to this project.

Specific Requirements:

1. Carry out internal audits at all schools and Trust central office to ensure internal processes are being followed. (Completed by different person to 2 & 3) - Quarterly

2. Prepare Trust Annual Accounts (Completed by different person to 1) - Annually

3. Carry out the external audit of The Brooke Weston Trust. (Completed by different person to 1) - Annually

4. Extra Services

Audit Teachers' Pension Return Annually

Audit Teaching School Return Annually

Advice on VAT & Tax Adhoc

Accountancy Advice Adhoc

Contract Period:

3 Years with option for additional 2 years

Clarification Period:

Please submit any clarification questions during this period.

14.7.2017 - 23.8.2017

Answers will be communicated back on the following dates:





This project will be evaluated on

20 % Price

80 % Non Price

Annual and Contract Costs should be broken down for the above 4 categories. Any additional fees including details of hourly rates should be supplied on a 5th line.

Non Price Evaluation will be based on bidders response to the following questions

1. 5 % Provide logistical summary of how support will be delivered, and detail availability and flexibility that we can benefit from.

2. 10 % Provide details of level of support available during the internal audits, external audits, preparation of accounts, and extra services laid out in the requirements. Responses should include timescales (days) expected to carry out each activity.

3. 5 % Evidence of capacity to take on new clients

4. 5 % Experience of recent experience working with a MAT, detail size, services and level of support provided.

5. 5 % Provide details of experience of working with PS Financials and any relevant information.

6. 10 % Provide references. Does the company have a good reputation within the Academy Sector, for reliability and knowledge?

7. 10 % Provide details of qualification levels of staff carrying out required activities, and size of the team within the firm

8. 10 % Present company, staff and proposed solution to BWT Panel

9. 5 % Provide a sample management letter

10. 10 % Provide a sample audit plan

11. 5 % Provide an annual schedule of delivery

Documents are published to add responses, also see Tender Pack.

II.2.5)Award criteria
Criteria below
Quality criterion - Name: Non Price / Weighting: 80
Price - Weighting: 20
II.2.6)Estimated value
Value excluding VAT: 250 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 60
This contract is subject to renewal: yes
Description of renewals:

36 months with option to extend for further 24 months.

II.2.10)Information about variants
Variants will be accepted: yes
II.2.11)Information about options
Options: no
II.2.12)Information about electronic catalogues
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

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:

Recognised UK Chartered Accountancy qualifications and associated qualifications with Audit and Accountancy Services.

III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1.1)Type of procedure
Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction
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
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 07/09/2017
Local time: 15:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
IV.2.4)Languages in which tenders or requests to participate may be submitted:
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until: 31/12/2017
IV.2.7)Conditions for opening of tenders
Date: 08/09/2017
Local time: 01:00

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: yes
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
Brooke Weston Trust
Coomb Road
NN18 8LA
United Kingdom


VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained
VI.5)Date of dispatch of this notice: