Independent review tender

Standard Content

Update March 2022: The Independent Reviewer has been appointed and has begun work immediately

24 November 2021

To further address the concerns of harassment, discrimination and bullying in the fundraising community and the handling of safeguarding cases within the Chartered Institute of Fundraising, the organisation is commissioning an Independent Review into the concerns, reports and complaints of sexual harassment not being acted upon appropriately over time by the organisation.

The working group consists of the Chartered Institute’s CEO, a new trustee elected in July 2021 and two volunteers who have had no connection to the investigations or related issues. The Members of the working group are as follows:

We apologise for the time it has taken to get to this stage. This is important work and there is great need for this work to be well thought through and conducted thoroughly.

The tender process is to call for expressions of interest for Independent Reviewers. These will be reviewed and then candidates will be invited to submit their tenders. The working group will shortlist candidates for interview before conducting the interviews. Once an Independent Reviewer has been selected, their Terms of Reference will be finalised, they will conduct the Independent Review and then present their findings.

The call for expressions of interest will close at 5pm on Monday 31 January 2022. Once expressions of interests are in, the invitations to tender will be open until the end of February 2022.  Following shortlisting and interviews an Independent Reviewer will be selected and asked to provide their findings in or around April 2022. These timescales may be subject to change.

If you wish to express an interest in submitting a tender to conduct the independent review, please contact our head of professional conduct at complaints@ciof.org.uk.

Terms of Reference for An Independent Review on concerns, reports and complaints of sexual harassment not being acted upon appropriately by the Chartered Institute of Fundraising

Background

The Chartered Institute of Fundraising is a membership organisation and the professional body for fundraisers in the UK. As the Chartered body for the profession, the Chartered Institute has safeguarding responsibility to its staff, volunteers, members, events and training attendees, fundraising apprentices, and the fundraising community in the UK as a whole.

Over the years, it has become apparent that the issue of sexual harassment in the fundraising community is a concern that needs addressing. Following several complaints and concerns raised to the Chartered Institute, many members of the fundraising community have expressed disappointment in the organisation’s handling of sexual harassment cases. The Chartered Institute is committed to better-addressing harassment, discrimination and abuse within the profession, starting from reviewing the organisation’s complaints processes and handling. In 2020, the organisation commissioned Tell Jane, an independent HR consultancy, to conduct a Learning Review of the Chartered Institute’s complaints processes and handling of complaints related to sexual harassment. From this Learning Review, Tell Jane provided 18 recommendations, making way for a new Action Plan that commits to three levels of activities: culture change, safeguarding, and governance of professional standards.

Purpose and Objectives

To further address the concerns of sexual harassment and the handling of safeguarding cases within the Chartered Institute of Fundraising, the organisation aims to reflect on its past failings. The Chartered Institute wishes to do this by commissioning an Independent Review into the concerns, reports and complaints of sexual harassment not being acted upon appropriately over time by the organisation.

The objectives of the Independent Review are to:

Scope

This review will be conducting the following tasks to achieve each objective:

NOTE: It will be important to consider how EDI initiatives, staff wellbeing, values and strategy development intersects with these safeguarding recommendations.

Deliverables

For the above tasks, the Independent Review will consider the following key questions in particular:

References

The Chartered Institute will give access to documents needed for the desk review. These will include but not be limited to:

Timing

The Independent Reviewer will provide a report which seeks to answer the key questions listed above by end of March 2022. The report should also provide recommendations on improvements to the Chartered Institute of Fundraising Action Plan to tackle harassment, discrimination and bullying in the fundraising community.

Governance

The Independent Reviewer will be appointed by, and accountable to, the Independent Review Working Group (see TOR in the appendix), CEO of the Chartered Institute and Trustee with lead responsibility for safeguarding. The Independent Reviewer will ultimately report to the Board.

The terms of reference will be finalised with the appointed Independent Reviewer following consultation with them.

The findings will be shared with Chartered Institute of Fundraising members and published on the website.

Expertise and Skills

Consultant(s) Expression of Interest

Proposals should include:

The due diligence process will involve consultation with two-three potential reviewers, an assessment of their relevant experience, expertise and independence with references to be taken up and checked.

Members Only Content