---
title: "Enterprise-based Finance Support for Charities and Social Enterprises"
ocid: "ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT"
published: "2021-03-03"
---

# Enterprise-based Finance Support for Charities and Social Enterprises

Buyer: ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT  
Current stage: Award  
OCID: ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a

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## Summary

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.

## Notice

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/e0c01337-46cc-49c2-a631-39b8518666c9 |
| 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 |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 3 Mar 2021 |
| Submission deadline | 15 Jan 2021 |
| Future notice date | Not specified |
| Award date | 3 Mar 2021 |
| Contract period | 4 Apr 2021 - 29 Mar 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £368,000 |
| Lots value | Not specified |
| Awards value | £368,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT |
| Locality | LONDON |
| Post town | Central London |
| Postcode | EC4A 1AZ |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | City of London |
| Electoral ward | Castle Baynard |
| Westminster constituency | Cities of London and Westminster |
| 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) |

## Supplier

| Field | Value |
| --- | --- |
| 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 |

## CPV Codes

### Divisions

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

### Codes

- 79412000 - Financial management consultancy services

## Release History

- 3 Mar 2021 at 16:50 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/e0c01337-46cc-49c2-a631-39b8518666c9
- 10 Dec 2020 at 18:05 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/42d012b2-27fb-4326-87f8-88e777f81208
- 10 Dec 2020 at 17:57 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/42d012b2-27fb-4326-87f8-88e777f81208

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/e0c01337-46cc-49c2-a631-39b8518666c9
  3rd March 2021 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/42d012b2-27fb-4326-87f8-88e777f81208
  10th December 2020 - Opportunity notice on Contracts Finder
- https://access-socialinvestment.org.uk/wp-content/uploads/2019/06/Strategic-Grant-Management-Partner-ITT-June-2019.pdf
- https://access-socialinvestment.org.uk/wp-content/uploads/2020/12/Access-Enterprise-Support-Framework-ITT-December-2020.pdf

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-7270442a-151e-4428-94d3-97a804e1da0a.json.