Source: https://tendernation.io/opportunities/01a13bb0-37e9-7018-9c0c-17b494005285/leaseholder-service-charge-audit

closed GB open procedure

# Leaseholder Service Charge Audit

[Anchor Hanover Group](https://tendernation.io/buyers/anchor-hanover-group)

Estimated value

£170,000 to £180,000

Published

18 Nov 2024

Deadline

Closed

5 Jan 2025

## Who can bid

- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

## About this tender

Anchor will require the following leaseholder service charge audits/services based on:-

- Preparing the service charge statement in accordance with Tech 03/11 Residential

Service Charge Accounts published jointly by the professional accountancy bodies with ARMA and RICS;

- Anchor will make available all relevant information and documentation in relation to

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;

- Maintaining proper accounting records in relation to the premises in respect of which a service charge statement is prepared;
- Ensuring your compliance with the requirements of the Landlord and Tenant Acts

1985 and 1987;

- Safeguarding the assets relevant to the service charge statement and preventing

and detecting fraud, error and non-compliance with law or regulations.

Additional information:

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.

Agreeing all entries on the service charge statements to supporting working papers

and income and expenditure data for the service charge period.

Agreeing a sample of expenditure declared in the statement of expenditure to

invoices / other supporting documentation and evidence of payment to ensure that:

- expenditure is eligible under the Anchor Hanover Group's agreement with their tenants
- expenditure included in the certificate is defrayed in the correct service charge

period; and

- apportionments included in the certificate for admin costs and overheads are on

a basis that is consistent with the Anchor Hanover Group's internal systems

The above agreed procedures will be performed having regard to Tech 03/11 Residential

Service Charge Accounts published jointly by the professional accountancy bodies with

ARMA and RICS.

Having performed the agreed procedures, you will report to Anchor in writing on your findings.

Tender Documentation can be found here: [anchor.my.salesforce-sites.com](https://anchor.my.salesforce-sites.com/?searchtype=Projects)

Read full description

## CPV classification

Financial auditing services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/35e8b755-d545-4642-a736-e7b17eb8033a)

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