Source: https://tendernation.io/opportunities/01a13c73-4e66-71d1-88b5-01ee5a9249f1/enterprise-based-finance-support-for-charities-and-social-enterprises

awarded GB open procedure Suitable for SMEs

# Enterprise-based Finance Support for Charities and Social Enterprises

[Access - The Foundation for Social Investment](https://tendernation.io/buyers/access-the-foundation-for-social-investment)

Estimated value

£200,000 to £368,000

Published

10 Dec 2020

Deadline

Closed

15 Jan 2021

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Buyer says suitable for VCSEs

    The buyer ticked “suitable for voluntary, community and social enterprises” on the notice.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

[More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses)

## About this tender

Full details of this tender are available at:

[access-socialinvestment.org.uk](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 - [enterprisedevelopmentprogramme.org.uk](https://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:

â&#128;¢ Review of background documentation

â&#128;¢ Review and support in relation to accounting system in use - chart of accounts, apportionment system etc

â&#128;¢ Guidance on financial procedures/policies/manuals

â&#128;¢ 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  by 17.00 GMT on Friday 15 January 2021.

Read full description

## CPV classification

Financial management consultancy services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/7270442a-151e-4428-94d3-97a804e1da0a)

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[Buyer profile Access - The Foundation for Social Investment: past awards and live tenders](https://tendernation.io/buyers/access-the-foundation-for-social-investment) [Sector More Business services tenders](https://tendernation.io/sectors/business-services)

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