Published date: 3 March 2021

Awarded contract - This means that the contract has been awarded to a supplier.


Closing: 15 January 2021, 5pm

Contract summary

Industry

  • Financial management consultancy services - 79412000

Location of contract

England

Value of contract

£200,000 to £368,000

Procurement reference

Access03

Published date

3 March 2021

Closing date

15 January 2021

Closing time

5pm

Contract start date

5 April 2021

Contract end date

29 March 2024

Contract type

Service contract

Procedure type

Open procedure (above threshold)

Any interested supplier may submit a tender in response to an opportunity notice.

This procedure can be used for procurements above the relevant contract value threshold.

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

Yes

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.

More information

Previous notice about this procurement

Enterprise-based Finance Support for Charities and Social Enterprises

  • Opportunity
  • Published 10 December 2020, last edited 10 December 2020

Links

Award information

Awarded date

3 March 2021

Contract start date

5 April 2021

Contract end date

29 March 2024

Total value of contract

£368,000

This contract was awarded to 9 suppliers.

NEAL HOWARD LTD

Address

20-22 WENLOCK ROAD
LONDON
N1 7GU
GB

Reference

Companies House number: 08837406

Supplier is SME?

Yes

Supplier is VCSE?

No

SOCIAL ENTERPRISE COALITION CIC

Address

The Fire Station
LONDON
SE1 2HZ
GB

Reference

Companies House number: 04426564

Supplier is SME?

Yes

Supplier is VCSE?

Yes

KEY FUND INVESTMENTS LIMITED

Address

800 Brightside Lane
S9 2RX
GB

Reference

Companies House number: 04502557

Supplier is SME?

Yes

Supplier is VCSE?

Yes

Harris Accountancy Services Ltd

Address

Cobalt Square, 83 Hagley Road, Birmingham, England, B16 8QG

Reference

Companies House number: 09863150

Supplier is SME?

Yes

Supplier is VCSE?

No

Adding Value

Address

36 Banks Avenue, Meols, Wirral, CH47 0NQ

Reference

Companies House number: 09030251

Supplier is SME?

Yes

Supplier is VCSE?

Yes

Sumerian Partners

Address

2 Temple Place, London, England, WC2R 3BD

Reference

Companies House number: 08363117

Supplier is SME?

Yes

Supplier is VCSE?

Yes

James Money-Kyrle

Address

Walkers Farm, Walkers Lane, Ruardean, Gloucestershire, GL17 9XN

Reference

No reference - sole trader

Supplier is SME?

Yes

Supplier is VCSE?

No

Bridge Consulting

Address

33 The Kymin, Monmouth, Monmouthshire, NP25 3SE

Reference

Companies House number: 02716047

Supplier is SME?

Yes

Supplier is VCSE?

No

Kathleen Moss

Address

48 Lawn Terrace
London
SE3 9LP

Reference

No reference - sole trader

Supplier is SME?

Yes

Supplier is VCSE?

No

About the buyer

Contact name

Neil Berry

Address

8-10 New Fetter Lane
London
EC4A1AZ
England

Telephone

020 7084 6830

Email

applications@access-si.org.uk