Request for proposal: Will Scheme services

ActionAid UK is looking for a new online Will-writing service, which can be offered continually throughout the year from 2024 onwards.

Objective:

This request for proposal (RFP) is established on behalf of ActionAid UK to pitch for the opportunity to quote for and provide an online Will-writing service which AAUK can continually offer to a wide range of supporters from 2024 onwards.

Requirements:

The following are requirements expected from the Will scheme service and the Will scheme provider:

  • Provide an online, accessible service for a variety of Will-makers

  • Experience providing Will-writing services to, and working with, Charity partners

  • Values in line with AAUK’s values and policies, including but not limited to: sustainability, feminist leadership principles and anti-racism and decolonisation.

  • Clear guidance and overview of the Will-scheme and requirements for Will-makers, including potential risks and mitigation

  • Relevant legislative, compliance and data protection knowledge

  • Accurate reporting and analysis of campaign performance

Process and timeline:

The deadline to tender for this contract is 21st December 2023. Submissions will be reviewed following this and shortlisted suppliers will then be invited to interview.

Further information is available in the documents which can be downloaded below. 

Will Scheme Request for Proposal_final.doc

Pricing Template_ AAUK Will Scheme Tender.pdf

AAUK-New Supplier Questionnaire.docx

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You are welcome to ask questions before you submit your proposal. Please contact commercialUK@actionaid.org.

Closing date: 21 December 2023