REQUEST FOR TENDER (RFT) FOR ANNUAL AUDITING SERVICES
INTRODUCTION
Sage Advocacy is a support and advocacy service for vulnerable adults,
older people and healthcare patients.
The mission of Sage Advocacy is to promote, protect and defend the
rights and dignity of vulnerable adults, older people and healthcare
patients. We support and advocate for people independently of family,
service provider or systems interests and much of our work involves
people whose decision-making capacity is in question.
The Board of Sage Advocacy is now seeking a service-provider to
provide services in relation to the annual financial statement
process.
BACKGROUND TO SAGE ADVOCACY
Sage Advocacy has an annual income of circa ?1.9M
* **Apply on the website**% of income is sourced from HSE funding
agreement
* Other income is sourced via
* Funding opportunities
* Donations
Sage Advocacy has an annual expenditure of circa ?2M
* There are currently **Apply on the website** members of staff and
this accounts for **Apply on the website**% of total expenditure.
* Sage Advocacy do not own any premises.
* Sage Advocacy has no loans.
* Sage Advocacy has fixed assets comprised of fixtures and fittings
and computers.
OVERVIEW
The successful service-provider will:
* Provide their opinion as to whether the information provided in the
directors? report is consistent with the financial statements.
* Provide their opinion as to whether the directors? report has
been prepared in accordance with the Companies Act **Apply on the
website**.
* Report to the Board of Directors on their expert opinion the
financial statements including whether they;
* Give a true and fair view of assets, liabilities and the financial
position of Sage Advocacy at the end of the financial year.
* Have been properly prepared in accordance with generally accepted
accounting practice in Ireland, specifically the Statement of
Recommended Practice (SORP) for charities; and
* Have been properly prepared in accordance with the requirements of
the Companies Act **Apply on the website**, Charities Act **Apply on
the website**, Charities Regulatory Authority (CRA) guidance and any
other relevant legislation.
REQUIREMENTS
The range of services for which the successful service provider may be
responsible include, but are not limited to:
AUDITING
* Carry out a pre-audit meeting to discuss the forthcoming audit.
* Advise on the presentation, structure and content of the annual
financial statements.
* Identify and assess the risks of material misstatement of the
financial statements.
* Conclude on the appropriateness of the directors? use of the
going concern basis for the preparation of the accounts.
* Conduct a follow up meeting, post audit, to discuss any
significant findings.
* Present/review draft audited accounts with Sage Advocacy?s
Finance committee / Risk & Audit committee and board (as required),
including any audit findings.
DURATION OF CONTRACT
The contract will commence in **Apply on the website** for a three
year period, subject to the services being satisfactorily delivered
each year.
TENDER PROCESS
Interested service providers should submit a proposal to Mary Warren,
Operations & Governance Manager, email: **Apply on the website** by
close of business on **Apply on the website**rd September **Apply on
the website**.
THE PROPOSAL SHOULD PROVIDE THE FOLLOWING INFORMATION:
SERVICES
* the range of services you provide;
* your proven ability to efficiently and effectively conduct an
annual audit;
REFERENCES
Two examples of previous work ? client name, contact number and
email. We will not contact your references without letting you know
first.
PROPOSAL
A short proposal on how you plan to deliver on the above listed
requirements over a three year period, outlining your proposed
approach to meet our auditing requirements as set out in this
document.
COSTS
A detailed breakdown of costs, including hourly or daily rates for
your staff and a best estimate of the overall annual cost (including
VAT).
APPOINTMENT
The Board of Directors? Risk & Audit Committee will consider all
applications and contact the successful applicant with a view to
appointment by the Board of Directors.
_Canvassing will disqualify_
We need : English (Good)
Type: Permanent
Payment:
Category: Others
