---
title: "Retention and Transfer Toolkit for Charities and Voluntary Organisations"
ocid: "ocds-b5fd17-d9e2d8e0-bc6f-4ac4-86da-4ebea8be5e0b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-d9e2d8e0-bc6f-4ac4-86da-4ebea8be5e0b"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-d9e2d8e0-bc6f-4ac4-86da-4ebea8be5e0b.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-d9e2d8e0-bc6f-4ac4-86da-4ebea8be5e0b.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "THE NATIONAL ARCHIVES"
published: "2018-11-06"
---

# Retention and Transfer Toolkit for Charities and Voluntary Organisations

Buyer: THE NATIONAL ARCHIVES  
Current stage: Award  
OCID: ocds-b5fd17-d9e2d8e0-bc6f-4ac4-86da-4ebea8be5e0b

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## Summary

The National Archives, based in Richmond, England, issued a tender titled "Retention and Transfer Toolkit for Charities and Voluntary Organisations". This initiative falls under the services category, specifically focusing on research and development, and the maximum budget set for this project is £10,000. The procurement method used is an open procedure below threshold, and the tender period ended on 23 October 2018, with the contract period commencing on 20 November 2018 and concluding on 31 May 2019.

This tender presents significant opportunities for small and medium enterprises (SMEs) and voluntary and community sector enterprises (VCSEs) that specialise in consultancy related to records management, charity operational standards, and compliance with regulatory requirements. Businesses offering services in developing retention schedules, particularly those with experience in the charity sector, will be well-positioned to compete effectively for this contract.

## Notice

This invitation to tender specifies the requirements for the production of a model retention schedule for use within charity archive and records management services. This project will consider and identify the wide landscape of operational, statutory and regulatory requirements affecting the voluntary sector, and result in a generic records retention schedule for use within charities. The maximum budget available for this project is PS10,000 INCLUSIVE of all taxes and expenses.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/83940f32-44f8-4f0a-83f7-4f7c5c735cd5 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME, VCSE |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Nov 2018 |
| Submission deadline | 23 Oct 2018 |
| Future notice date | Not specified |
| Award date | 2 Nov 2018 |
| Contract period | 20 Nov 2018 - 31 May 2019 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £9,937 |
| 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 | THE NATIONAL ARCHIVES |
| Locality | RICHMOND |
| Post town | Twickenham |
| Postcode | TW9 4DU |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI7 Outer London - West and North West |
| ITL 3 | TLI75 Hounslow and Richmond upon Thames |
| Local authority | Richmond upon Thames |
| Electoral ward | Kew |
| Westminster constituency | Richmond Park |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | METATAXIS |

## CPV Codes

### Divisions

- 73 - Research and development services and related consultancy services
- 79 - Business services: law, marketing, consulting, recruitment, printing and security
- 92 - Recreational, cultural and sporting services

### Codes

- 73000000 - Research and development services and related consultancy services
- 79000000 - Business services: law, marketing, consulting, recruitment, printing and security
- 92000000 - Recreational, cultural and sporting services

## Release History

- 6 Nov 2018 at 11:02 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/83940f32-44f8-4f0a-83f7-4f7c5c735cd5
- 7 Sep 2018 at 07:59 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/e144416c-8aba-4ade-8ee4-1ed9898d2431

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/83940f32-44f8-4f0a-83f7-4f7c5c735cd5
  6th November 2018 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/e144416c-8aba-4ade-8ee4-1ed9898d2431
  7th September 2018 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/808fc7c8-b237-401f-8d91-bd00b5ae4cbb

## 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-d9e2d8e0-bc6f-4ac4-86da-4ebea8be5e0b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-d9e2d8e0-bc6f-4ac4-86da-4ebea8be5e0b.json.