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Financial Services

The framework offers a wide range of financial management and managed accounting services, including Strategic financial management planning and support, financial systems and accounting and more.

Starting Date
Ending Date
Extended End Date
Tender Reference

CPC’s framework offers a full range of financial services for schools, academies, multi-academy trusts, colleges and universities. You can access a comprehensive range of financial management and managed accounting services, including:

  • Strategic financial management planning and support
  • Financial systems and accounting
  • Financial governance and audit
  • Business continuity
  • Financial training services
  • Ad hoc consultancy services

This framework in finance services has been designed for education sector organisations and it has three lots tailored by institution type:

Lot 1 – provides financial services for any maintained school

Lot 2 – provides financial services for academies and multi academy trusts including existing academies and those converting to academy status

Lot 3 – provides financial services for further and higher education institutions and includes support relevant to the needs and expectations of colleges and universities

  1. A one stop shop which provides a full suite of financial support and account management services – no need to access multiple frameworks
  2. Compliance with Public Contracts Regulations (PCR 2015)
  3. Competitive fixed rates for services
  4. Standard framework terms and conditions for peace of mind
  5. Framework support services available for advice and guidance
  6. Choice of award procedures – direct award and further competition
How to Use

You can choose to award business via further competition or direct award across all three lots. Please read the framework user guide for full details.

Get a Quote

The CPC Quote Tool makes it easy to perform and manage a further competition exercise on this Framework. It's free to use for all our members and offers quick, compliant access to all suppliers on purchases that fall below £214,904.00

Get a Quote

If your purchase exceeds £214,904.00, the CPC Sourcing Cloud is available that complies with the regulations to allow electronic tender returns whilst still being free to use for our members. Find out more about the CPC Sourcing Cloud.

Framework Lots
Associated Documentation
  • Framework Call Off Terms & Conditions Essential
    Having selected your chosen supplier, orders can be placed via the Call-Off Contract Terms and Conditions. Your preferred supplier will populate the Call-Off Contract terms and conditions with the full details of your requirement and then present you with completed Call-Off contract terms and conditions for signature.
  • Further Competition Template Essential
    The attached template document should assist you with running your further competition and once completed should be sent to all suppliers on the relevant framework lot.
  • Order Form Essential
  • Framework User Guide Essential
    This is required reading if you are considering using this framework. It tells you everything you need to know about the panel of providers, eligibility, running the mini-competition process, and evaluating bids.
  • Mini Competition Checklist Essential
    It is recommended that members utilise this checklist when undertaking a mini-competition process to maximise the likelihood of obtaining a satisfactory quantity and quality of bid responses from suppliers
Contract Manager
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The contracting authority for this Framework is Crescent Purchasing Consortium with Dukefield Procurement.

Steve Davies

Framework Contract Manager

[email protected]