Award

Enterprise-based Finance Support for Charities and Social Enterprises

ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT

This public procurement record has 3 releases in its history.

Award

03 Mar 2021 at 16:50

TenderAmendment

10 Dec 2020 at 18:05

Tender

10 Dec 2020 at 17:57

Summary of the contracting process

The procurement process for the tender titled "Enterprise-based Finance Support for Charities and Social Enterprises" is managed by Access - The Foundation for Social Investment, based in London, England. The tender falls under the industry category of financial management consultancy services and is currently at the award stage. The initial call for tenders was published on 10 December 2020, with responses due by 15 January 2021. The awarded contract is valued at £368,000, with a contract period starting from 5 April 2021 and running until 29 March 2024, including a potential one-year extension.

This tender presents significant opportunities for businesses, particularly small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) that specialise in financial management consultancy. Capitalising on this opportunity could enable firms to engage with a growing pool of approximately 300 charities and social enterprises requiring financial management support over the contract period. Participants must be prepared to deliver high-quality, tailored support to these organisations, enhancing their operational capabilities and stability, thus fostering business growth.

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Notice Title

Enterprise-based Finance Support for Charities and Social Enterprises

Notice Description

Full details of this tender are available at: https://access-socialinvestment.org.uk/wp-content/uploads/2020/12/Access-Enterprise-Support-Framework-ITT-December-2020.pdf Access runs an Enterprise Development Programme (EDP - www.enterprisedevelopmentprogramme.org.uk) for charities and social enterprises in England. Between Apr 21-Mar 24 EDP will support around 300 organisations (around 100 per year) to set up new enterprise activity, or grow existing enterprise activity. This tender relates to the provision of Financial Management Support within the programme. The Framework We are looking to recruit a pool of qualified and experienced accountants to provide Financial Management Support over a three year period from Apr 21-Mar 24, with the possibility of a further one year extension at Access' discretion. We expect that around 40% of participants will need Financial Management Support, so we expect to make around 40 referrals per year. We expect to recruit a min of 5 and a max of 12 suppliers (qualified accountant) onto the Framework but reserve the right to vary those figures. There will be no guarantee of work volumes for any supplier, and no obligation on suppliers to accept any referrals offered during the period of the Framework. There will be no further process of tender or quoting for these referrals. Referrals will instead be made at Access' discretion to any supplier on the Framework, and may be based on issues including, without limitation: geographical proximity, specialist expertise, performance under the framework to date, potential conflicts of interest and price. If a supplier chooses not to accept the referral, Access will offer it to an alternative supplier. Once a referral is agreed, the supplier will be provided with instructions and a standard pack of documents from the participating organisation (financial accounts, management accounts, financial procedures manual, business plan etc) in order to prepare for the support work. The supplier will then make contact to commence support work with the participating organisation: The core referral will be on the basis of four days of work and will be paid as such. Referral requirements may vary and contain specific review and support components, but will typically comprise: * Review of background documentation * Review and support in relation to accounting system in use - chart of accounts, apportionment system etc * Guidance on financial procedures/policies/manuals * Guidance on accounting and reporting on performance of enterprise income streams, costs and profitability In a minority of cases, subject to budget and with the mutual agreement of all participant and supplier, the referral may be extended by anything from 1-16 further days of work. Tender responses should be delivered in the form provided in the PDF document quoted at the start of this description, to applications@access-si.org.uk by 17.00 GMT on Friday 15 January 2021.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/e0c01337-46cc-49c2-a631-39b8518666c9
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

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

79412000 - Financial management consultancy services

Notice Value(s)

Tender Value
£368,000 £100K-£500K
Lots Value
Not specified
Awards Value
£368,000 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
3 Mar 20215 years ago
Submission Deadline
15 Jan 2021Expired
Future Notice Date
Not specified
Award Date
3 Mar 20215 years ago
Contract Period
4 Apr 2021 - 29 Mar 2024 2-3 years
Recurrence
Not specified

Notice Status

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

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
TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England)

Local Authority
City of London
Electoral Ward
Castle Baynard
Westminster Constituency
Cities of London and Westminster

Supplier Information

Number of Suppliers
9
Supplier Names

ADDING VALUE

BRIDGE CONSULTING

HARRIS ACCOUNTANCY SERVICES

JAMES MONEY-KYRLE

KATHLEEN MOSS

KEY FUND INVESTMENTS

NEAL HOWARD

SOCIAL ENTERPRISE COALITION

SUMERIAN PARTNERS

Open Contracting Data Standard (OCDS)

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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.

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