Business planning and financial modelling support

Tender description

Fair4All Finance is seeking a provider to deliver business planning and financial modelling support for up to three affordable credit providers in August-October 2020. In response to the Covid-19 pandemic, and its expected impact on the business models of affordable credit providers, Fair4All Finance launched an emergency grant fund in April 2020. Fair4All Finance has, through its Covid-19 Resilience Fund, awarded some individual credit unions grants of up to £15k to pay for financial consulting support to create a plan for sustainability. This work will involve: 1. Constructive engagement with the board/senior team of each organisation to develop a plan for sustainability; 2. Develop an individual business model for each organisation, with clear & agreed assumptions leading to sustainability; 3. A summary report to Fair4All Finance on building best practice at credit unions. This work is expected to take 6 weeks, to include: - For each organisation: engagement & diagnostic, building model, testing assumptions & agreeing sustainability plans - With Fair4All Finance: engagement, final report to Fair4All Finance. The work will be with two or three credit unions.