Tender for External Audit Services

{
  "buyer": {
    "id": "GB-PPON-PCVZ-4413-LTNJ",
    "name": "Greatwell Homes Limited"
  },
  "date": "2026-02-05T16:05:20Z",
  "id": "010650-2026",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-064958",
  "parties": [
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Wellingborough",
        "postalCode": "NN8 4AD",
        "region": "UKF25",
        "streetAddress": "Unit 7, Midland Business Units, Finedon Road"
      },
      "contactPoint": {
        "email": "helen.haywood@greatwellhomes.org.uk",
        "name": "Helen Haywood",
        "telephone": "01933234450"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - sub-central government",
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE"
          }
        ]
      },
      "id": "GB-PPON-PCVZ-4413-LTNJ",
      "identifier": {
        "id": "PCVZ-4413-LTNJ",
        "scheme": "GB-PPON"
      },
      "name": "Greatwell Homes Limited",
      "roles": [
        "buyer"
      ]
    }
  ],
  "tag": [
    "tender"
  ],
  "tender": {
    "aboveThreshold": true,
    "awardPeriod": {
      "endDate": "2026-05-21T23:59:59+01:00"
    },
    "contractTerms": {
      "financialTerms": "All invoices must include a valid purchase order number."
    },
    "description": "The main purpose of the tender is to appoint an external auditor to determine if the annual financial statements for each year of the contract give a true and fair view of the state of affairs of Greatwell Homes at the reporting date and for the year under review taking into account the requirements of (or any update or replacement to):\n\u2022The latest Housing SORP - The Statement of Recommended Practice for social housing providers;\n\u2022The Accounting Direction for Private Registered Providers of Social Housing in England 2022;\n\u2022The Housing Act 1996 and the Housing and Regeneration Act 2008; and\n\u2022UK Generally Accepted Accounting Practice FRS 102\nAnd any other applicable legislation or accepted accounting practice and in line with auditing standards.\nFor more information about this opportunity, please visit the Delta eSourcing portal at: \nhttps://www.delta-esourcing.com/tenders/UK-UK-Wellingborough:-Statutory-audit-services./YKHYCB9KCS\nTo respond to this opportunity, please click here: \nhttps://www.delta-esourcing.com/respond/YKHYCB9KCS",
    "documents": [
      {
        "description": "Not published",
        "documentType": "conflictOfInterest",
        "id": "conflictOfInterest"
      },
      {
        "documentType": "biddingDocuments",
        "format": "application/pdf",
        "id": "A-11591",
        "url": "https://www.find-tender.service.gov.uk/Notice/Attachment/A-11591"
      },
      {
        "datePublished": "2026-02-05T16:05:20Z",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "format": "text/html",
        "id": "010650-2026",
        "noticeType": "UK4",
        "url": "https://www.find-tender.service.gov.uk/Notice/010650-2026"
      }
    ],
    "enquiryPeriod": {
      "endDate": "2026-03-06T17:00:00+00:00"
    },
    "id": "ocds-h6vhtk-064958",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Statutory audit services",
            "id": "79212300",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKF25"
          }
        ],
        "id": "1",
        "relatedLot": "1"
      }
    ],
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "name": "Audit Qualifications \u0026 Experience",
              "numbers": [
                {
                  "number": 35,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "name": "Audit Approach",
              "numbers": [
                {
                  "number": 15,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "name": "Value Added including Social Value Added",
              "numbers": [
                {
                  "number": 10,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "name": "Pricing",
              "numbers": [
                {
                  "number": 40,
                  "weight": "percentageExact"
                }
              ],
              "type": "price"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2031-06-07T23:59:59+01:00",
          "maxExtentDate": "2033-06-07T23:59:59+01:00",
          "startDate": "2026-06-08T00:00:00+01:00"
        },
        "hasRenewal": true,
        "id": "1",
        "renewal": {
          "description": "The contract will include the option for two 1 year extensions at the end of the 5 year term."
        },
        "selectionCriteria": {
          "criteria": [
            {
              "description": "As required by our Rules and the Co-operative and Community Benefit Societies Act you must be a person eligible for appointment as a statutory auditor under Part 42 of the Companies Act 2006.  You must not be:\nan Officer or employee of Greatwell Homes; or\na person employed by or employer of, or the partner of, an Officer or employee of Greatwell Homes\nYou must be on the Register of Statutory Auditors and have in place at the start and for the duration of the contract professional indemnity insurance to meet the minimum required by your Recognised Supervisory Body (RSB).\nFinancial capacity will be assessed using an Experian Company Credit check where a low risk score or sign-off by an Executive Director is required.",
              "type": "economic"
            },
            {
              "description": "You must have an understanding of the social housing sector and experience of auditing the financial statements of a Registered Provider registered with the Regulator of Social Housing for England and Wales.",
              "type": "technical"
            }
          ]
        },
        "status": "active",
        "suitability": {
          "sme": true
        },
        "value": {
          "amountGross": 504000.0,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "services",
    "procedure": {
      "features": "1. Preliminary Market Engagement Notice Published 22 October 2025\n2. Tender Notice Published and Invitations to Tender and Tender Documents Issued\n3. Opportunity for Bidders Clarification Meeting and to submit clarification questions\n4. Tender Evaluation and Shortlist (assessment summaries issued to those not on the shortlist)\n5. Shortlist invited to meet with Evaluation Panel\n6. Selection of Most Advantageous Tender (MAT) and internal approvals\n7. Preferred supplier notified and assessment summaries issued to unsuccessful shortlist\n8. Publish Tender Award Notice \u0026 commence 8-day standstill period\n9. Publish Tender Details Notice \u0026 Contract Start Date"
    },
    "procurementMethod": "open",
    "procurementMethodDetails": "Competitive flexible procedure",
    "riskDetails": "There is no flexibility on timeframes for the filing of the final signed financial statements with associated bodies each year.  This risk can be managed by adherence to the annual audit timetable as agreed between Greatwell Homes and the Auditor. \nThere is a risk that changes to recommended practice and audit directives are not incorporated into the financial statements.  There is a reliance on the appointed Auditor to support Greatwell Homes to manage this risk.",
    "status": "active",
    "submissionMethodDetails": "https://www.delta-esourcing.com",
    "submissionTerms": {
      "electronicSubmissionPolicy": "allowed",
      "languages": [
        "en"
      ]
    },
    "tenderPeriod": {
      "endDate": "2026-04-02T17:00:00+01:00"
    },
    "title": "Tender for External Audit Services",
    "value": {
      "amountGross": 504000.0,
      "currency": "GBP"
    }
  }
}