CONTRACT NOTICE – NATIONAL

1 Authority Details

1.1

Authority Name and Address

1.2

Address from which documentation may be obtained

1.3

Completed documents must be returned to:

2 Contract Details

2.1

Title

Fundraising Health Check Project Evaluation

2.2

Description of the goods or services required

The Institute of Fundraising wishes to appoint a consultant with experience in evaluation of third sector projects to undertake ongoing evaluation of the Fundraising Health Check and Executive Coaching project. The evaluation will commence during year two of the project (starting April 2018), and will include an overall evaluation of the project’s achievements and legacy after it comes to an end in March 2020.

The aim of the evaluation study is to gain feedback from project participants and other stakeholders on the impact participating in the project has had on their fundraising. The study will clarify whether the two aspects of fundraising coaching (through the Fundraising Heath Check and the Executive Coaching) were successful in their methods to increase fundraising knowledge and confidence amongst organisations and individual fundraisers in Wales. It will also identify what added value the participants have received from additional activities within the project, such as networking meetings and training courses, as well as added value gained by the Institute of Fundraising through the delivery of the project.

IoF Cymru welcomes suggestions within the quotation for the most appropriate and efficient ways to gain feedback from project participants, who are based all over Wales with limited spare time. All participants who completed their fundraising strategies prior to the engagement of an external evaluator will have completed evaluation forms designed by the Project Coordinator.

Detailed Requirements

6.1 Fundraising Health Check

The Supplier will evaluate the Fundraising Health Check participant’s perspective on the quality and value of the support they have received. This will involve interviewing both the trustees and staff, and obtaining their opinions of:

i. if and how the coaching support improved fundraising knowledge within the organisation;

ii. if and how the coaching support improved confidence in fundraising within the organisation;

iii. if and how the coaching support has led to improved income generation for the organisation;

iv. what further support the organisation feels it would benefit from to continue to develop and improve their fundraising and overall sustainability.

6.2 Executive Coaching

The Supplier will evaluate the Executive Coaching participant’s perspectives on the quality and value of the support they have received. This will involve interviewing the participants, and obtaining their opinions of:

i. if and how the coaching support improved the individual’s fundraising knowledge;

ii. if and how the coaching support improved the individual’s confidence in fundraising;

iii. what further support the individual feels they would benefit from to continue to develop and improve their fundraising ability.

6.3 Supporters’ Perspectives

The Supplier will evaluate the public’s perspective on the fundraising activities of charities that have participated in the Fundraising Health Check. This will involve:

i. assessing whether or not any identified increases in income generation can be attributed directly to activities that were carried out as part of a charity’s new fundraising strategy;

ii. interviewing supporters of participating charities for their views on the quality of communications/fundraising activities before and after the project’s intervention;

6.4 Outcomes

The Supplier will :

i. prepare an evaluation study report taking into consideration the details set out in this Clause 6;

ii. ensure that the evaluation report includes:

• a summary of all the feedback from participants, supporters and the public in relation to the issues highlighted in Clause 3 Scope above;

• any added value the project activities have created for participants;

• recommendations for ways in which the Institute of Fundraising can continue to support fundraisers and fundraising organisations in Wales in the future;

iii. provide appropriate evidence, case studies and assets in agreed formats so that the evaluation study can be promoted through social media, press releases and the IoF website (including the consultant directly promoting the results of the report as agreed with the IoF);

iv. provide evidence of all research undertaken

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=77396.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://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

Upto £20,000

3 Conditions for Participation

3.1

Minimum standards and qualification required

Bidders must submit their proposal for providing the Fundraising Health Check and Executive Coaching Project evaluation, which should include:

i. a methodology that explains how you would meet the detailed requirements of Clause 6 above;

ii. viability details: please provide a detailed time plan to demonstrate how your proposal will be completed in accordance with our timeline;

iii. value for money: please indicate who will be the key personnel working on this project, including the number of days each will commit to this project;

iv. experience: please provide examples of relevant past projects, and demonstrate their innovation;

v. experience: details of the experience of all personnel who would be involved in this appointment in the form of written CVs;

vi. two (2) relevant references;

vii. proof of Employer’s and Public Liability Insurance.

Only bids that propose to fulfil all of the Detailed Requirements of clause 6 will be considered. Elements may be sub contracted, and joint bids will be considered, so long as there is a lead contact who will oversee all joint working arrangements or sub-contractors

Quotations are welcome from Welsh-speaking organisations and individuals, but all paperwork for the quote and any completed works should be submitted in English as a minimum. Any translation costs incurred should be included in the quotation.

Prices must be in sterling. Prices must include VAT.

Quotations containing clauses such as “prices subject to fluctuation” or “those ruling at the date of delivery” will not be accepted.

Quotations must be open for acceptance for a period of 90 days from the closing date for receipt of Quotations.

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:77396)

The buyer considers that this contract is suitable for consortia bidding.

5.2

Additional Documentation

5.3

Publication date of this notice