Notice Information
Notice Title
CPU 4968 Invitation to Quote for the provision of Independent Financial Advice
Notice Description
This contract will be for provision of Independent Financial Advice (IFA), including care fees planning, which should be individually tailored to each client's personal and financial circumstances, with the aim of maximising the clients' income and assets. The contract will involve the provision of IFA for any client whose assets are, or rise above, PS30,000 during the contract period.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-787daa29-7f6f-4063-a47c-e0bd1d69ddc8
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/2987c5f9-432c-4ae8-9ab2-744a273f536b
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Not Specified
- Procurement Method Details
- Not applicable
- Tender Suitability
- SME
- Awardee Scale
- SME
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66171000 - Financial consultancy services
Notice Value(s)
- Tender Value
- £60,000 Under £100K
- Lots Value
- Not specified
- Awards Value
- £56,000 Under £100K
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 2 Nov 20223 years ago
- Submission Deadline
- 7 Aug 2022Expired
- Future Notice Date
- Not specified
- Award Date
- 31 Aug 20223 years ago
- Contract Period
- 1 Nov 2022 - 31 Aug 2025 2-3 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Not Specified
- Awards Status
- Active
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NOTTINGHAM CITY COUNCIL
- Contact Name
- Utari Wytchard
- Contact Email
- utari.wytchard@nottinghamcity.gov.uk
- Contact Phone
- +44 1159155555
Buyer Location
- Locality
- NOTTINGHAM
- Postcode
- NG2 3NG
- Post Town
- Nottingham
- Country
- England
-
- Major Region (ITL 1)
- TLF East Midlands (England)
- Basic Region (ITL 2)
- TLF1 Derbyshire and Nottinghamshire
- Small Region (ITL 3)
- TLF14 Nottingham
- Delivery Location
- Not specified
-
- Local Authority
- Nottingham
- Electoral Ward
- Castle
- Westminster Constituency
- Nottingham East
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/2987c5f9-432c-4ae8-9ab2-744a273f536b
2nd November 2022 - Awarded contract notice on Contracts Finder
Notice URLs
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.
{
"tag": [
"compiled"
],
"id": "ocds-b5fd17-787daa29-7f6f-4063-a47c-e0bd1d69ddc8-2022-11-02T13:12:27Z",
"date": "2022-11-02T13:12:27Z",
"ocid": "ocds-b5fd17-787daa29-7f6f-4063-a47c-e0bd1d69ddc8",
"language": "en",
"initiationType": "tender",
"tender": {
"id": "NOTTCITY001-DN623324-76144197",
"title": "CPU 4968 Invitation to Quote for the provision of Independent Financial Advice",
"description": "This contract will be for provision of Independent Financial Advice (IFA), including care fees planning, which should be individually tailored to each client's personal and financial circumstances, with the aim of maximising the clients' income and assets. The contract will involve the provision of IFA for any client whose assets are, or rise above, PS30,000 during the contract period.",
"status": "complete",
"classification": {
"scheme": "CPV",
"id": "66171000",
"description": "Financial consultancy services"
},
"items": [
{
"id": "1",
"deliveryAddresses": [
{
"countryName": "United Kingdom"
}
]
}
],
"value": {
"amount": 60000,
"currency": "GBP"
},
"procurementMethodDetails": "Not applicable",
"tenderPeriod": {
"endDate": "2022-08-07T12:00:00+01:00"
},
"contractPeriod": {
"startDate": "2022-09-01T00:00:00+01:00",
"endDate": "2025-08-31T23:59:59+01:00"
},
"suitability": {
"sme": true,
"vcse": false
},
"mainProcurementCategory": "services"
},
"parties": [
{
"id": "GB-CFS-51066",
"name": "Nottingham City Council",
"identifier": {
"legalName": "Nottingham City Council"
},
"address": {
"streetAddress": "Loxley House, Station Street",
"locality": "Nottingham",
"postalCode": "NG2 3NG",
"countryName": "United Kingdom"
},
"contactPoint": {
"name": "Utari Wytchard",
"email": "utari.wytchard@nottinghamcity.gov.uk",
"telephone": "+44 1159155555"
},
"details": {
"url": "http://www.nottinghamcity.gov.uk"
},
"roles": [
"buyer"
]
},
{
"id": "GB-CFS-226062",
"name": "Samra Wealth Management Ltd part of St James Place wealth Manage",
"identifier": {
"legalName": "Samra Wealth Management Ltd part of St James Place wealth Manage"
},
"address": {
"streetAddress": "42 Wollaton Rd Nottingham, Nottinghamshire NG9 2NR"
},
"details": {
"scale": "sme",
"vcse": false
},
"roles": [
"supplier"
]
}
],
"buyer": {
"id": "GB-CFS-51066",
"name": "Nottingham City Council"
},
"awards": [
{
"id": "ocds-b5fd17-787daa29-7f6f-4063-a47c-e0bd1d69ddc8-1",
"status": "active",
"date": "2022-09-01T00:00:00+01:00",
"datePublished": "2022-11-02T13:12:27Z",
"value": {
"amount": 56000,
"currency": "GBP"
},
"suppliers": [
{
"id": "GB-CFS-226062",
"name": "Samra Wealth Management Ltd part of St James Place wealth Manage"
}
],
"contractPeriod": {
"startDate": "2022-11-01T00:00:00Z",
"endDate": "2025-08-31T23:59:59+01:00"
},
"documents": [
{
"id": "1",
"documentType": "awardNotice",
"description": "Awarded contract notice on Contracts Finder",
"url": "https://www.contractsfinder.service.gov.uk/Notice/2987c5f9-432c-4ae8-9ab2-744a273f536b",
"datePublished": "2022-11-02T13:12:27Z",
"format": "text/html",
"language": "en"
}
]
}
]
}