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Invitation to tender: Social Bridging Finance

Please note that The Robertson Trust has published its new Giving Strategy. This sets out the priorities we will have when awarding funds through our open grants programme. The existing application form and guidelines can still be used until July 31st. In line with our existing procedures, we will aim to assess and present all applications received by this date to our September Board meeting. In the event that we are unable to do so, your application may be held until our November meeting. In such cases a member of staff will contact you and provide any assistance required to realign your application with the new Giving Strategy. Find out all you need to know here.

The Trust is developing Social Bridging Finance (SBF); a model of grant funding which aims to support third sector delivery of services whilst also ensuring the long-term sustainability of those which can evidence success through the development of a contract with the public sector. The model aims to bring in new funding from independent sources to support a move to preventative services.

Over the next 3-5 years, The Robertson Trust plans to trial and evaluate the SBF model in three demonstration projects, to understand the strengths and challenges of implementing SBF, whether it achieves the desired outcomes, and, if so, what elements of the model enable these to happen.

The evaluation is expected to take place between April 2019 and June 2022 during which period the Trust will trial three demonstration projects funded using the SBF model. The work will be concentrated into the first six-month period and as each demonstration project comes to an end. Evaluation activities are largely expected to be conducted across multiple sites, likely to include East Renfrewshire, Dundee and East Ayrshire.

All applicants must ensure they have fully read the evaluation brief.

We anticipate the proposal is approximately 10 pages, and will include:

  • Proposed evaluation approach and methods, including rationale, limitations, and any assumptions
  • Ethical and data protection considerations • Project management approach and work plan/timetable
  • Team member(s) roles and responsibilities within the evaluation including experience and qualifications
  • Budget
  • Links to two examples of work previous completed with projects of a similar nature

The successful provider will have relevant policies (Data Protection Policy, Indemnity and Public Liability Insurance) in place to ensure smooth delivery of the evaluation. For queries, email or contact Linda Macdonald. Send proposals to by Monday 4th March 2019. We anticipate the evaluation contract to commence early April 2019.