Award

Strategic Partner - Grant Management Services

ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT

This public procurement record has 2 releases in its history.

Award

14 Feb 2020 at 17:13

Award Notice
Tender

01 Jul 2019 at 07:50

Tender Notice
Summary of the contracting process

The procurement process involves Access - The Foundation for Social Investment, seeking a strategic partner to provide grant management services for the Enterprise Development Programme (EDP). This opportunity falls under the administration services sector and is located in England. The procurement method is an open procedure above threshold, with the tender period having closed on 9th August 2019. The total contract value is set at £22,800,000, with a minimum expected value of £10,250,000, covering a contract duration from 1st September 2019 to 31st August 2023.

This tender presents significant opportunities for businesses focused on grant management, particularly small and medium enterprises (SMEs) and voluntary, community, and social enterprise (VCSE) organisations. Firms that can effectively design grant products, manage applications, and ensure compliance with grant terms would be particularly well-suited to compete. Additionally, businesses with experience in facilitating programmes for charities and social enterprises can capitalise on this opportunity to grow and expand their reach within the sector.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Strategic Partner - Grant Management Services

Notice Description

Access is seeking a strategic partner to support the foundation's work with essential grant management services. This role will predominately be to deliver grant management services for the Enterprise Development Programme (EDP) over the next four years. However as our programmes evolve we expect our strategic partner to play a flexible role in working with Access to deliver other programmes and support as may be developed. We anticipate that the minimum value of grants to be managed through this contract to be PS10,250,000 but may be greater than that. The EDP provides a broad range of support to help charities and social enterprises make a transition to new enterprise models, or grow existing ones, with a focus on the models which are best enabled by access to finance, and on enabling organisations to utilise the tool social investment as part of that transition. The strategic partner is expected to undertake the following roles: Working strategically with Access and EDP Partners: * Work with Access and the sector partners involved in the programme to design relevant grant products * Play a central role in the EDP partnership, contributing ideas to the further development of the programme both in relation to grant products and also in relation to other aspects of the programme as appropriate * Support the EDP partnership in how best to facilitate easy navigation for charities and social enterprises Promoting the programme and managing applications: * Design and deliver appropriate marketing strategies in partnership with sector specialist networks * Advise on the best approach to managing demand and attracting high quality applications * Manage the end to end customer journey for applicants and grantees, setting clear expectations about timescales for decisions and feedback and the work involved. * Design and provide a simple and proportionate online application process for each grant product with support from Access's learning partner Decision making: * Develop and operate a proportionate and robust decision making process for each grant product * For unsuccessful applicants, provide feedback on how their application can be improved and /or signpost to other relevant sources of support. Awarding and managing grants: * Undertake appropriate due diligence checks to ensure appropriate use of public money, and provide relevant grant documentation for the charity to sign, establishing necessary milestones and with clear reporting requirements. * Manage payment processes of grants in trances as appropriate to grantees. * Gather monitoring information and data from grantees to ensure compliance with grant terms and conditions * Make data and information about the performance of the grant programme available to be published. * Ensure adherence to all relevant laws, regulations (including State Aid), requirements upon Access and best practice for grant making. * Ensure high levels of customer service Additional information: Please note the services are to be delivered within England only

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-11966b06-efca-42b6-802e-afc2628f9553
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/7e62f7a7-4e64-4439-8f6f-2be60c73e5c7
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (above threshold)
Tender Suitability
SME, VCSE
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

75 - Administration, defence and social security services

CPV Codes

75100000 - Administration services

Notice Value(s)

Tender Value
£22,800,000 £10M-£100M
Lots Value
Not specified
Awards Value
£11,619,000 £10M-£100M
Contracts Value
Not specified

Notice Dates

Publication Date
14 Feb 20206 years ago
Submission Deadline
9 Aug 2019Expired
Future Notice Date
Not specified
Award Date
11 Feb 20206 years ago
Contract Period
11 Feb 2020 - 30 Sep 2023 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LONDON
Postcode
EC4A 1AZ
Post Town
Central London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified
Local Authority
City of London
Electoral Ward
Castle Baynard
Westminster Constituency
Cities of London and Westminster

Supplier Information

Number of Suppliers
1
Supplier Name

THE SOCIAL INVESTMENT BUSINESS

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-11966b06-efca-42b6-802e-afc2628f9553-2020-02-14T17:13:47Z",
    "date": "2020-02-14T17:13:47Z",
    "ocid": "ocds-b5fd17-11966b06-efca-42b6-802e-afc2628f9553",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "Strategic Partner - Grant Management Services",
        "title": "Strategic Partner - Grant Management Services",
        "description": "Access is seeking a strategic partner to support the foundation's work with essential grant management services. This role will predominately be to deliver grant management services for the Enterprise Development Programme (EDP) over the next four years. However as our programmes evolve we expect our strategic partner to play a flexible role in working with Access to deliver other programmes and support as may be developed. We anticipate that the minimum value of grants to be managed through this contract to be PS10,250,000 but may be greater than that. The EDP provides a broad range of support to help charities and social enterprises make a transition to new enterprise models, or grow existing ones, with a focus on the models which are best enabled by access to finance, and on enabling organisations to utilise the tool social investment as part of that transition. The strategic partner is expected to undertake the following roles: Working strategically with Access and EDP Partners: * Work with Access and the sector partners involved in the programme to design relevant grant products * Play a central role in the EDP partnership, contributing ideas to the further development of the programme both in relation to grant products and also in relation to other aspects of the programme as appropriate * Support the EDP partnership in how best to facilitate easy navigation for charities and social enterprises Promoting the programme and managing applications: * Design and deliver appropriate marketing strategies in partnership with sector specialist networks * Advise on the best approach to managing demand and attracting high quality applications * Manage the end to end customer journey for applicants and grantees, setting clear expectations about timescales for decisions and feedback and the work involved. * Design and provide a simple and proportionate online application process for each grant product with support from Access's learning partner Decision making: * Develop and operate a proportionate and robust decision making process for each grant product * For unsuccessful applicants, provide feedback on how their application can be improved and /or signpost to other relevant sources of support. Awarding and managing grants: * Undertake appropriate due diligence checks to ensure appropriate use of public money, and provide relevant grant documentation for the charity to sign, establishing necessary milestones and with clear reporting requirements. * Manage payment processes of grants in trances as appropriate to grantees. * Gather monitoring information and data from grantees to ensure compliance with grant terms and conditions * Make data and information about the performance of the grant programme available to be published. * Ensure adherence to all relevant laws, regulations (including State Aid), requirements upon Access and best practice for grant making. * Ensure high levels of customer service Additional information: Please note the services are to be delivered within England only",
        "datePublished": "2019-07-01T08:50:36+01:00",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "75100000",
            "description": "Administration services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "British Oversea Territories"
                    },
                    {
                        "countryName": "Channel Islands"
                    },
                    {
                        "countryName": "Europe"
                    },
                    {
                        "countryName": "Isle of Man"
                    },
                    {
                        "countryName": "Rest of the World"
                    },
                    {
                        "countryName": "United Kingdom"
                    },
                    {
                        "countryName": "British Oversea Territories"
                    },
                    {
                        "countryName": "Channel Islands"
                    },
                    {
                        "countryName": "Europe"
                    },
                    {
                        "countryName": "Isle of Man"
                    },
                    {
                        "countryName": "Rest of the World"
                    },
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "minValue": {
            "amount": 10250000,
            "currency": "GBP"
        },
        "value": {
            "amount": 22800000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure (above threshold)",
        "tenderPeriod": {
            "endDate": "2019-08-09T23:59:59+01:00"
        },
        "contractPeriod": {
            "startDate": "2019-09-01T00:00:00+01:00",
            "endDate": "2023-08-31T23:59:59+01:00"
        },
        "suitability": {
            "sme": true,
            "vcse": true
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/1ebf94e9-dace-45e6-8ee9-739edde62973",
                "datePublished": "2019-07-01T08:50:36+01:00",
                "format": "text/html",
                "language": "en"
            },
            {
                "id": "2",
                "documentType": "tenderNotice",
                "description": "Invitation to tender",
                "url": "https://access-socialinvestment.org.uk/wp-content/uploads/2019/06/Strategic-Grant-Management-Partner-ITT-June-2019.pdf"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-SRS-supplierregistration.cabinetoffice.gov.uk/TmMA73PS",
            "name": "Access - The Foundation for Social Investment",
            "identifier": {
                "legalName": "Access - The Foundation for Social Investment",
                "scheme": "GB-SRS",
                "id": "supplierregistration.cabinetoffice.gov.uk/TmMA73PS"
            },
            "address": {
                "streetAddress": "8-10 New Fetter Lane",
                "locality": "London",
                "postalCode": "EC4A1AZ",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Seb Elsworth",
                "email": "seb.elsworth@access-si.org.uk",
                "telephone": "020 7084 6830"
            },
            "details": {
                "url": "https://access-socialinvestment.org.uk/"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-COH-06490609",
            "name": "THE SOCIAL INVESTMENT BUSINESS LIMITED",
            "identifier": {
                "legalName": "THE SOCIAL INVESTMENT BUSINESS LIMITED",
                "scheme": "GB-COH",
                "id": "06490609"
            },
            "address": {
                "streetAddress": "7-14 Great Dover Street LONDON WC1H 8AG GB"
            },
            "details": {
                "scale": "sme",
                "vcse": true
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SRS-supplierregistration.cabinetoffice.gov.uk/TmMA73PS",
        "name": "Access - The Foundation for Social Investment"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-11966b06-efca-42b6-802e-afc2628f9553-1",
            "status": "active",
            "date": "2020-02-11T00:00:00Z",
            "datePublished": "2020-02-14T17:13:47Z",
            "value": {
                "amount": 11619000,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-COH-06490609",
                    "name": "THE SOCIAL INVESTMENT BUSINESS LIMITED"
                }
            ],
            "contractPeriod": {
                "startDate": "2020-02-11T00:00:00Z",
                "endDate": "2023-09-30T23:59:59+01:00"
            },
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/7e62f7a7-4e64-4439-8f6f-2be60c73e5c7",
                    "datePublished": "2020-02-14T17:13:47Z",
                    "format": "text/html",
                    "language": "en"
                },
                {
                    "id": "2",
                    "documentType": "tenderNotice",
                    "description": "Invitation to tender",
                    "url": "https://access-socialinvestment.org.uk/wp-content/uploads/2019/06/Strategic-Grant-Management-Partner-ITT-June-2019.pdf"
                }
            ]
        }
    ]
}