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Summary

OCID:: ocds-kuma6s-071667
Published by:: Coastal Housing Group
Authority ID:: AA29980
Publication date:: 04 October 2017
Deadline date:: 10 November 2017
Notice type:: Contract Notice
Has documents:: Yes
Has SPD:: No
Has Carbon Reduction Plan:: N/A

Abstract

The engagement will begin with the audit for the year ended 31 March 2018 and is a 6 year appointment, subject to annual reappointment. The successful Tenderer will: Audit the statutory group financial statements of Coastal and Pennant, in compliance with accounting standards and the Welsh Government Determination. Provide audit plans in advance of the audit, and an audit management letter following the audit, to the Board/Committee. Certify as required returns to funders on information based on the financial statements. Prepare tax computations and returns for Coastal and Pennant. Prepare and examine/audit a small number of service charge accounts and housing co-operative accounts. Prepare Trust & Estate Tax Returns/Company Tax Returns and deal with other tax requirements for the service charge accounts and housing co-operative accounts. A quotation is also required for full preparation of the financial statements of Coastal and Pennant from trial balance and supporting information supplied by the client.

Full notice text

CONTRACT NOTICE – NATIONAL

Notice Type: SERVICES

1 Authority Details

1.1 Authority Name and Address

Official Name: Coastal Housing Group
Postal Address: Finance, 3rd Floor, 220 High Street,
Town: Swansea	Postal Code: SA1 1NW	Country: UK
For the attention of: Simon Jones, Director of Finance	Telephone: +44 1792479200
E-Mail: simon.jones@coastalhousing.co.uk	Fax:
Internet Address (URL): www.coastalhousing.co.uk Electronic access to information: www.sell2wales.gov.wales Electronic submission of tenders and requests to participate: www.sell2wales.gov.wales

1.2 Address from which documentation may be obtained

As in 1.1

1.3 Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1 Title

Provision of External Audit & Tax Services

2.2 Description of the goods or services required

The engagement will begin with the audit for the year ended 31 March 2018 and is a 6 year appointment, subject to annual reappointment.

The successful Tenderer will:

Audit the statutory group financial statements of Coastal and Pennant, in compliance with accounting standards and the Welsh Government Determination.

Provide audit plans in advance of the audit, and an audit management letter following the audit, to the Board/Committee.

Certify as required returns to funders on information based on the financial statements.

Prepare tax computations and returns for Coastal and Pennant.

Prepare and examine/audit a small number of service charge accounts and housing co-operative accounts.

Prepare Trust & Estate Tax Returns/Company Tax Returns and deal with other tax requirements for the service charge accounts and housing co-operative accounts.

A quotation is also required for full preparation of the financial statements of Coastal and Pennant from trial balance and supporting information supplied by the client.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=71667.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

2.3 Notice Coding and Classification

a) Commodity Codes

	Code		Description
	79210000		Accounting and auditing services
	79212000		Auditing services
	79212100		Financial auditing services
	79212300		Statutory audit services

b) Delivery Location/Area

	Code		Location
	1018		Swansea

2.4 Total quantity or scope of tender

The appointment is subject to annual reappointment and has a value of approximately £25,000 per annum plus VAT.

3 Conditions for Participation

3.1 Minimum standards and qualification required

Legally qualified to carry out the services.

Demonstrated experience of the social housing sector in Wales.

Demonstrated scale to carry out the services to time and to the expected standard while ensuring reasonable continuity of staff.

4 Administrative Information

4.1 Type of Procedure

Single stage

4.2 Reference number attributed to the notice by the contracting authority

N/a

4.3 Time Limits

Time-limit for receipt of completed tenders
10-11-2017 Time 12:00

Estimated award date
07-12-2017

4.5 Language or languages in which tenders or requests to participate can be drawn up

4.6 Tender Submission Postbox

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

5 Other Information

5.1 Additional Information

A full tender document and the financial statements of Coastal Housing Group and Pennant Housing Association are provided. This includes the criteria on which tenders will be assessed.

Shortlisted candidates will need to be available to attend and present their bid to a panel on 7 December 2017.

(WA Ref:71667)

5.2 Additional Documentation

The following additional documents relating to this notice are available from the site:

Coastal Financial Statements 2017 - signed

Pennant Financial Statements 2017 - signed

Coastal Housing Group - External audit tender 2017

5.3 Publication date of this notice

04-10-2017

SF 51a

Coding

Commodity categories

ID	Title	Parent category
79210000	Accounting and auditing services	Accounting, auditing and fiscal services
79212000	Auditing services	Accounting and auditing services
79212100	Financial auditing services	Auditing services
79212300	Statutory audit services	Auditing services

Delivery locations

ID	Description
1018	Swansea

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID	Description
There are no alert restrictions for this notice.

Document family

Notice details
OCT217303: Provision of External Audit & Tax Services Publication date: 04 October 2017 Deadline date: 10 November 2017 00:00 Notice type: Contract Notice Authority name: Coastal Housing Group
JAN231143: Provision of External Audit & Tax Services Publication date: 09 January 2018 Notice type: Contract Award Notice Authority name: Coastal Housing Group

About the buyer

Main contact:: simon.jones@coastalhousing.co.uk
Admin contact:: N/a
Technical contact:: N/a
Other contact:: N/a

Further information

Date	Details
27/10/2017 14:57	ADDED FILE: Glynneath accounts Glynneath accounts
27/10/2017 15:07	ADDED FILE: Glynneath accounts Glynneath accounts
27/10/2017 15:14	Fees clarification Please note that the estimated tender value includes the costs relating to the additional accounts, referred to in the tender document. Costs relating to accounts preparation were not included in the estimated value.
27/10/2017 15:27	ADDED FILE: Gwynfyd accounts Gwynfyd accounts
27/10/2017 15:31	ADDED FILE: Mariners Court Accounts Mariners Court Accounts
27/10/2017 15:32	ADDED FILE: Oakland Accounts Oakland Accounts
27/10/2017 15:34	ADDED FILE: Runnymede Accounts Runnymede Accounts
07/11/2017 16:21	Tax returns Apologies for the late posting of additional information. For the 2015/16 financial year the following tax information was prepared: Coastal HG - Company Tax Return - £nil Pennant HA - Company Tax Return - £21,036 tax Gwynfyd - Company Tax Return - £13 due, suffered by deduction against interest received Oaklands - Trust & Estate Tax Return - £188 tax due against UK savings income Runymede - Trust & Estate Tax Return - £nil

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Postbox – for Buyers and Suppliers

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.