Leaseholder Service Charge Audit

{
  "id": "037177-2024",
  "tag": [
    "tender"
  ],
  "date": "2024-11-18T12:33:12Z",
  "ocid": "ocds-h6vhtk-04b743",
  "buyer": {
    "id": "GB-FTS-115367",
    "name": "Anchor Hanover Group"
  },
  "tender": {
    "id": "C8551",
    "lots": [
      {
        "id": "1",
        "value": {
          "amount": 180000,
          "currency": "GBP"
        },
        "status": "active",
        "renewal": {
          "description": "12 Months +12 Months"
        },
        "hasOptions": false,
        "hasRenewal": true,
        "description": "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. <br/><br/>Agreeing all entries on the service charge statements to supporting working papers<br/>and income and expenditure data for the service charge period.<br/><br/>Agreeing a sample of expenditure declared in the statement of expenditure to<br/>invoices / other supporting documentation and evidence of payment to ensure that:<br/><br/>-\texpenditure is eligible under the Anchor Hanover Group’s agreement with their tenants<br/>-\texpenditure included in the certificate is defrayed in the correct service charge<br/>period; and<br/>-\tapportionments included in the certificate for admin costs and overheads are on<br/>a basis that is consistent with the Anchor Hanover Group’s internal systems<br/><br/>The above agreed procedures will be performed having regard to Tech 03/11 Residential<br/>Service Charge Accounts published jointly by the professional accountancy bodies with<br/>ARMA and RICS.<br/>Having performed the agreed procedures, you will report to Anchor in writing on your findings.",
        "contractPeriod": {
          "endDate": "2028-01-27T23:59:59Z",
          "startDate": "2025-01-27T00:00:00Z"
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryLocation": {
          "description": "Bradford, Sites Across England"
        },
        "deliveryAddresses": [
          {
            "region": "UKE41"
          }
        ]
      }
    ],
    "title": "Leaseholder Service Charge Audit",
    "value": {
      "amount": 180000,
      "currency": "GBP"
    },
    "status": "active",
    "bidOpening": {
      "date": "2025-01-06T12:00:00Z"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2025-01-06T12:00:00Z"
    },
    "description": "Anchor will require the following leaseholder service charge audits/services based on:-<br/><br/>-\tPreparing the service charge statement in accordance with Tech 03/11 Residential<br/>Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS;<br/>-\tAnchor will make available all relevant information and documentation in relation to<br/>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;<br/>-\tMaintaining proper accounting records in relation to the premises in respect of which a service charge statement is prepared;<br/>-\tEnsuring your compliance with the requirements of the Landlord and Tenant Acts<br/>1985 and 1987;<br/>-\tSafeguarding the assets relevant to the service charge statement and preventing<br/>and detecting fraud, error and non-compliance with law or regulations.",
    "tenderPeriod": {
      "endDate": "2025-01-05"
    },
    "communication": {
      "atypicalToolUrl": "https://anchor.my.salesforce-sites.com/?searchtype=Projects"
    },
    "contractTerms": {
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": false,
    "classification": {
      "id": "79212100",
      "scheme": "CPV",
      "description": "Financial auditing services"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "bidValidityPeriod": {
        "endDate": "2025-02-28T23:59:59Z"
      }
    },
    "submissionMethod": [
      "electronicSubmission",
      "written"
    ],
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "https://anchor.my.salesforce-sites.com/?searchtype=Projects",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-115367",
      "name": "Anchor Hanover Group",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKE41",
        "locality": "Bradford",
        "postalCode": "BD1 2ST",
        "countryName": "United Kingdom",
        "streetAddress": "2 Godwin Street"
      },
      "details": {
        "url": "https://www.anchor.org.uk/",
        "buyerProfile": "https://www.anchor.org.uk/",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
            "id": "06",
            "scheme": "COFOG",
            "description": "Housing and community amenities"
          }
        ]
      },
      "identifier": {
        "id": "7843",
        "legalName": "Anchor Hanover Group"
      },
      "contactPoint": {
        "url": "https://anchor.my.salesforce-sites.com/?searchtype=Projects",
        "name": "Sorour Salekroshani",
        "email": "sorour.salekroshani@anchor.org.uk",
        "telephone": "+44 7483149169"
      }
    },
    {
      "id": "GB-FTS-63328",
      "name": "High Court of England and Wales",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "London",
        "postalCode": "WC2A 2LL",
        "countryName": "United Kingdom",
        "streetAddress": "The Strands"
      },
      "details": {
        "url": "https://www.justice.gov.uk"
      },
      "identifier": {
        "legalName": "High Court of England and Wales"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}