CONTRACT NOTICE – NATIONAL

1 Authority Details

1.1

Authority Name and Address

1.2

Address from which documentation may be obtained

As in 1.1

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

Financial Management Information Review

2.2

Description of the goods or services required

Newport Mind are seeking to improve the Financial Management Information (MI) produced for the Board of Directors. The purpose of this evaluation is to assess the impact and effectiveness of the existing MI and to look at the current financial systems.

To evaluate the current processes and systems that support the MI and year end financial reporting.

To recommend any improvements to the current systems with detailed analysis of why the improvements have been suggested.

To assess the need of a new cash flow statement utilising the existing systems so it can be produced on a regular basis by the Finance Manager.

To evaluate the forecasting process and suggest any recommendations to meet the needs of the Board of Directors.

To evaluate the existing budgeting process with an extension to cover a 3-year period, meeting the needs of the Board of Directors

To deliver improvement in the MI presentation and format.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=109249.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

2.3

Notice Coding and Classification

2.4

Total quantity or scope of tender

A review and evaluation report with recommendations and where appropriate costings.

3 Conditions for Participation

3.1

Minimum standards and qualification required

Membership of The Chartered Institute of Management Accountants or ICAEW Chartered Accountant or similar.

4 Administrative Information

4.1

Type of Procedure

Single stage

4.2

Reference number attributed to the notice by the contracting authority

N/a

4.3

Time Limits

4.5

Language or languages in which tenders or requests to participate can be drawn up

4.6

Tender Submission Postbox

5 Other Information

5.1

Additional Information

This notice has been sent as a region specific notice. If you did not receive an alert about this you are not based in the specific region selected by the buying authority. Questions on why this was sent as a region specific notice should be sent to the buying authority.

(WA Ref:109249)

5.2

Additional Documentation

5.3

Publication date of this notice