CITY OF LONDON

CORPORATION

Request for Quote

City Bridge Trust

Review of Strategic Initiative on Philanthropy

January 2016

CONTENTS OF THIS DOCUMENT
Section A / Our requirements (pages 4 – 9)
Section B / Your organisation’s details (pages 10 - 11)
Section C / Selection criteria, process and your proposal (pages 12 – 16)
Appendix 1 / Contract terms and conditions (page 17 - 34)
TIMETABLE
Issue requests for quotations on London Tenders’ Portal / 29th January 2016
Deadline for questions of clarification via the Portal / 12 noon 19th February 2016
Circulation of responses via the Portal / 12 noon 22nd February 2016
Deadline for quotation submissions / 12 noon Thursday 25th February 2016
Interviews / Wednesday 2nd March 2016
Indicative potential date for notification of the award / Friday 4th March 2016
Start / ASAP

We reserve the right to amend the indicative timetable set out above or to extend or reduce any time period.

SUBMISSION CHECKLIST

1YOUR ORGANISATION’S DETAILS

Please complete section B.

2QUALITY AND VALUE FOR MONEY QUESTIONS

Please complete section C.

3CONTRACT TERMS AND CONDITIONS

Please read the contract terms and conditions in appendix 1.
(Please do not sign the terms and conditions at this stage)

Our requirements

1.City Bridge Trust

1.1City Bridge Trust (CBT) is the funding arm of Bridge House Estates. It was established to make use of funds surplus to bridge requirements and is the largest London grant-maker, independent of central government, spending around £20m per year on grants in Greater London. Its sole Trustee is the City of London Corporation.

1.2.CBT’s vision is a fairer London and its mission is to support disadvantaged Londoners through grant-making, social investment, encouraging philanthropy and influencing public policy. Its values are independence, inclusion and integrity.

1.3.With the City of London Corporation as its sole Trustee, CBT has a unique opportunity to use its non-financial assets to broker relationships between the private, public and voluntary sectors.

2.Funding Environment

2.1.In an age of austerity, with a shrinking State and significant cuts in spending in the public sector, it is clear that there will be an increasing role for existing private foundations and a need to identify new sources of philanthropy to deal with increasing demand.

2.2We define ‘philanthropy’ as the effective giving of time, talent and money.

2.3 The City has a proud tradition of philanthropy dating back to the Middle Ages, led by Livery Companies and the Mayorality. It is important to encourage more philanthropy, particularly in the City of London, and to communicate widely the extent and breadth of current giving in the financial and professional service sector in London.

2.4.In 2009, building on Policy Exchange’s report ‘Give and Let Give –building a culture of philanthropy in the financial services industry’, CBT launched a strategic initiative to embed a culture of effective philanthropy in the City of London and Canary Wharf, particularly among young professionals, and to promote London as a global centre for effective philanthropy. To date it has given circa £2.5m in grants for this initiative.

2.5In 2015 there has been a further very significant development in the field of philanthropy with the setting up by Paul Marshall and Tom Hughes-Hallett of the Marshall Institute for Philanthropy and Social Entrepreneurship at the LSE. The Institute is funded by a £30m donation from Mr. Marshall.

3.The CBT Initiative

3.1CBT's philanthropy initiative should be seen as part of a wider objective of making London's communities more sustainable and resilient which includes a commitment to enhancing infrastructure support for London's voluntary sector. CBT considers philanthropic activity to be part of the infrastructure of local communities.

3.2The types of funding given under this initiative can be categorised as:

  • Evidencing the need for more philanthropy and trying to establish how much philanthropy is taking place.
  • Educating more people in philanthropy.
  • Inspiring/encouraging more philanthropy and
  • Co-ordinating/networking people interested in philanthropy to each other and areas of need.

Specifically CBT:

  • Has funded City Philanthropy: a wealth of opportunity, hosted by the Association of Charitable Foundations (ACF), to promote philanthropy among young City professionals. It has funded two networks under the umbrella of City Philanthropy: Beyond Me and The Funding Network. It also sponsors the Beacon Award for City Philanthropy category of these awards for philanthropy.
  • FundsHeart of the City, a charity that supports London business to develop their CSR strategies.
  • Is promoting place-based giving initiatives throughLondon’s Giving, which aims to promote more place-based giving across London. As part of this initiative, it also funds:Islington Giving and the East End Community Foundation,the latter of which is developing schemes in the boroughs of Hackney, Tower Hamlets and Newham.
  • Has promoted an innovative approach to time-banking and volunteering through Spice which is encouraging new ways of giving time and which has the potential to enhance London's Giving.
  • Supported the Lord Mayor’s Appeal and City Giving Day.
  • Funded an exhibition and book Philanthropy: the City Story in partnership with Charterhouse and the Museum of London.

3.3In order to provide evidence to support this initiative, CBT funded the Centre for London to work in partnership with Cass Business School to undertake the first stage of a strategic review of giving in the capital. The Institute for Voluntary Action Research (IVAR) has been funded, as part of a collaboration of funders, for the London element of research into different models of place-based giving.

3.4It is anticipated that promoting and encouraging philanthropy will continue to be part of CBT’s work in the next period.

3.5Further details of the organisations, the grants and amounts given are in section 8 below.

4.The Evaluation

4.1Grants in this initiative have been made at different times and the development has been organic. After 6 years of funding, and given both the continuing environment of austerity and the development of other philanthropic initiatives, it is appropriate to review the effectiveness of the Trust’s current investments and to consider how best it can continue to encourage philanthropy.

4.2The evaluation will:

  1. Review and summarise current philanthropic initiatives in London and throughout the UK and describe any useful learning and how, where relevant, there might be synergies with CBT grants.
  1. Review the current CBT investments in terms of:
  • How City Philanthropy - a Wealth of Opportunity; Heart of the City; London's Giving; Spice Timecredits; the Lord Mayor's Appeal Charity; City Giving Day; and Philanthropy: the City Story connect together - that is, the extent to which they complement one another and whether they form a coherent overall strategy.
  • Progress against targets agreed, including direct and indirect benefit to the voluntary sector.
  • The extent to which the relationship between project costs and results are reasonable.
  • Demonstrable influence on private sector organisations and individuals.
  • Promotion of philanthropy, including to the voluntary sector.

3.Make recommendations about the future shape of the CBT philanthropy initiative based on information gained through the evaluation. The detail of the evaluation questions is given in Section C.

5.Evaluation Methodology and Process

5.1.Evaluation Methodology

CBT does not have a fixed view of the type of methodology used, as long as the processes shown below are included and the evaluators use both quantative and qualitative data. It is anticipated that the details of the methodology will be agreed with the chosen consultant(s).

5.2.Evaluation Process

Workplan

The consultant(s) will prepare a workplan to underpin the evaluation. The workplan will describe how the evaluation will be carried out, giving clear outputs and outcomes to the TORs.

The workplan will address the following reporting elements:

  • Expectations of the evaluation.
  • Roles and responsibilities.
  • Evaluation methodology.
  • Evaluation framework.
  • Information and analysis.
  • Reporting.
  • Work timetable.

5.3.The evaluation will include: desk-based research; interviews with the funded organisations; interviews (by phone or in person), with individuals and City businesses and institutions involved in the philanthropy networks; voluntary organisations that have benefitted from CBT-funded philanthropy; the City of London Corporation; representatives of other philanthropic networks; selected other funders and relevant London-based and national organisations, including London Funders, the Association of Charitable Foundations, London Voluntary Services Council and NCVO; one presentation to City Corporation staff group and one presentation to the City Bridge Trust Committee.

5.4.Deliverables

The consultants will produce; a workplan; detailed draft and final reports for CBT, including an executive summary; and a draft and final summary report of the main findings for wider circulation.

6.Evaluators

6.1.We are seeking independent consultants, as well as firms with named individuals able to offer evidence of the following:

  • Experience of conducting evaluations for grant-makers.
  • Understanding of corporate sector and individual philanthropy.
  • Good planning and project management skills.
  • Credibility with a wide range of stakeholders.
  • Ability to understand the organisational values, opportunities and constraints relevant to City Bridge Trust.
  • Understanding of the operating environment for London’s voluntary sector.
  • Understanding of the diversity of London’s voluntary sector.
  • Clear and succinct writing style.
  • Good presentational style.

Evaluators are expected to make an open declaration of any real or perceived conflicts of interest that may compromise the evaluation.

7.Days required and Timetable

The evaluation will need to be completed no later than 1st May 2016.

8.CBT grants to promote and encourage Philanthropy

8.1.City Philanthropy: a Wealth of Opportunity is a project of the Association of Charitable Foundations (ACF). Its vision is that every young professional entering the City is empowered to maximise their potential as a force for good and it aims to expose young professionals in the city to philanthropy, to provide support to people on their philanthropic journey and to promote philanthropy in the city. Its key role is to connect with young professionals through a range of initiatives to co-ordinate, collaborate and communicate philanthropic activities in the city. Initiatives include: philanthropy networks; events; educational resources; advice and bulletins. Under the umbrella of City Philanthropy, CBT has funded three city funding networks:The Funding Network; Beyond Me and the City Funding Network,as well as a new category in the Beacon Awards for City philanthropy. City Philanthropy, and its predecessor, Philanthropy UK, has received £462k since 2010.

8.2.The Funding Network: describes itself as “the friendly Dragons' Den for charities and potential donors. It brings people together at live crowdfunding events to raise vital funds, transform lives and create lasting social change.” It is a membership organisation. It received £30k in 2012 over three years to establish the City Funding Network. This networkwas launched as a way “for City professionals to enjoy a relaxed night out with friends and colleagues, while discovering innovative organisations with a social mission. It helps City professionals on their journey to discover and supportcauses which they are passionate about provides a fun and interesting night out, with access to exclusive venues and special experiences and allows attendees to network with like-minded individuals, both in their organisation and across the sector.“ In December 2015, a grant of £30,000 was awarded to support The Funding Network’s core costs.

.

8.3.Beyond Me: describes itself as “a movement dedicated to promoting generosity in leadership. We believe that by being generous, leaders can substantially improve society, their businesses and themselves.’” It was awarded £41k in 2012 over 3 years

8.4.The Beacon Awards recognise individuals whose philanthropy has achieved demonstrable impact. The bi-annual awards were given a grant of £32,500 in April 2012 to create a new category award, the Beacon Award for City Philanthropy. A further grant of £50,000 was awarded in May 2014 towards the 2014/16 Beacon Award for City Philanthropy.

8.5.Heart of the Citywas founded in 2000. It is a network of 700 small medium and large businesses committed to sharing their experiences and their time with others in order to measurably improve society, particularly by making corporate Social Responsibility (CSR) easily accessible. It has been awarded £543,828 since 2009.

8.6.Place–based giving:

Islington Giving: received £239,500 in two grants 2011 and 2014. It works to tackle poverty and inequality in Islington.

The East End Community Fund: awarded a grant in 2015 of £172,500 to develop local giving networks in Hackney, Newham and Tower Hamlets.

London’s Giving: awarded £100k in 2014 to develop place-based giving in other Boroughs. London’s Giving is hosted by London’s Funders.

A grant of £20,000 was awarded in December 2015, to establish a local giving scheme in LB Sutton, through its local council for voluntary service.

8.7.Volunteering:

Spice was awarded grants in 2011, 2012 and 2014 totaling £713,680 to develop its innovative approach to time-banking in London. Spice works through a partnership of the private, public and voluntary sectors. Volunteers earn time credits or ‘spice pounds’ that can be exchanged for leisure and recreational activities or donated to another.

8.8.Lord Mayor’s Appeal Charity and City Giving Day

£67,500 was given to establish the Lord Mayor’s Appeal Charity in 2014 and in 2015 the Director of City Philanthropy – a Wealth of Opportunity worked closely with the Lord Mayor’s Appeal charity over the development of City Giving Day.

8.9.Philanthropy: the City Story

CBT funded the City Philanthropy exhibition in partnership with Charterhouse and the Museum of London in 2013 with a grant of £152k. There was also a grant of £15k to fund an accompanying book, of which £7,216 was returned to the Trust from book sales.

8.10Other research which supports the promotion of philanthropy

  • Grants totaling £55,000 to London Funders to enable it to commission scoping research into the future of civil society support in London.
  • £19,000 a grant of £19,000 to Centre for London, to undertake, in partnership with Cass Business School, the first phase of a wider strategic review of giving in the capital.
  • A grant of £5,000 to IVAR towards a place-based funding review.

9.0Timetable

Closing Date:12 noon Thursday 25th February 2016

Interviews:Wednesday 2nd March 2016

10.0Budget

Tenders are invited up to a maximum of £25,000.

SECTION B: YOUR ORGANISATION’S DETAILS

A1. / Give the name of the legal name of your organisation and main address for correspondence
Name:
Address:
Town:
County:
Country:
Postcode:
Telephone Number:
Fax Number:
Email Address:
VAT Number:
A2.a / Please confirm whether or not you have formed, or are forming a consortium for the purpose of quoting for this requirement.
YES / NO
A2.b / If you have answered 'Yes' to A2.a, please list the names of your consortium members and their company registration numbers (if applicable). Please note City Bridge Trust reserves the right to obtain additional information on the consortium members.
A2.c / If you have answered 'Yes' to Question A2.a, please confirm the structure of the Consortium (e.g. One Legal Entity, Lead Organisation on behalf of the consortium, External Non-Delivering Organisation)”
A3. / List the names and positions within the organisation of key personnel who it is proposed will be involved in delivering the work.
A4. / Have any of the persons listed in A3 above been involved in any firm which has been liquidated or gone into receivership?
YES / NO
A5. / If you have answered ‘YES’question A4, please provide the details below:
A6. / Have any of the persons listed in A3 above been employed by the City of London?
YES / NO
A6.a / If you have answered ‘YES’question A6, please provide details below:
A7. / Have any of the persons listed in A3 above any relative or relatives employed by the City of London as a senior officer or who serve(s) the City of London as an elected member?
YES / NO
A7.a / If you have answered ‘YES’ question A7, please provide details below:
A8. / Have any of the persons listed in A3 above any involvement in any other organisation which provides services to the City of London?
YES / NO
A8.a / If you have answered ‘YES’ question A8, please provide details below:
A9. / Is any work currently being undertaken or proposed to be undertaken by the organisation or the group to which it belongs, which could give rise to any conflicts of interest?
YES / NO
A9.a / If you have answered ‘YES’ question A9, please provide details below:
A10.a / If you or your organisation’s quotation is successful, insurance will be required at the levels stated in questions A10.a – A10.c
(Please note that if your organisation is part of a group, the insurance information provided must relate to your organisation and not the group as a whole unless you are to be provided with guarantees in a form acceptable to City Bridge Trust from other group companies.)
Do you have employers’ liability not less than £5 million or as per statutory requirements
YES / NO
A10.b / Do you have public liability insurance not less than £5 million
YES / NO
A10.c / Do you have professional indemnity not less than £2 million
YES / NO
A10.d / If you have answered ‘NO’to questions A10.a – A10.c, please provide details and confirm whether you would be willing to obtain the appropriate level of insurance.
A10.e / Please submit signed evidence (a signed letter from a broker or insurer or certificate) of the above with your response. Have you attached the requested information?
YES / NO
A10.f / If you have not included the signed evidence requested in question A10.e, please give details as to why this is not possible.

SECTION C: SELECTION CRITERIA AND PROCESS

This section deals with your ability to deliver this evaluation to the standard required by City Bridge Trust.

Stage One

This stage is the first part of our assessment. Following this stage, a maximum of three of the highest scoring organisations will be invited to an interview which will also be scored.

The overall highest score from stages one and two will be determined the Most Economically Advantageous Quotation.

The stage one assessment of proposals received will be weighted 70% on quality,20% on value for money and 10% on social value as shown in the table below:

Evaluation criteria / Sub criteria / Weighting %
Quality (75%) / Expertise and experience of undertaking evaluation work for charitable funders / 20%
Proposal for delivering the work / 40%
Timeline / 5%
Understanding of the voluntary sector’s capacity and support needs / 10%
Value for money (15%) / Value for money / 15%
Social Value (10%) / Social Value / 10%

Responses to the quality criteria questions will be scored as shown in the table below: