Award

Specialist Financial Advice and Income Maximisation Service for Pembrokeshire

PEMBROKESHIRE COUNTY COUNCIL

This public procurement record has 2 releases in its history.

Award

07 Feb 2023 at 15:12

Tender

12 Aug 2022 at 14:54

Summary of the contracting process

The Pembrokeshire County Council has completed a procurement process for the provision of a Specialist Financial Advice and Income Maximisation Service. The service aims to offer tailored advice to residents in Pembrokeshire on debt management, welfare benefits, and other related matters. The contract, awarded to Pembrokeshire Citizens Advice Bureau, is valued at £1,330,400 and was signed on 20th December 2022. This procurement falls under the services category in the social work and related services industry.

This tender presents an opportunity for businesses providing financial advisory services to engage with the public sector. Companies with expertise in debt advice, income maximisation, and welfare benefits are well-suited to bid for this contract. The Pembrokeshire County Council, as the buying organisation, has specified quality as the primary award criterion, accounting for 70% of the evaluation, with cost making up the remaining 30%. With a cancellation during the tender stage, the procurement method adopted was an open procedure, providing transparency in the selection process.

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Notice Title

Specialist Financial Advice and Income Maximisation Service for Pembrokeshire

Notice Description

Pembrokeshire County Council invite you to submit a bid to provide a Specialist Financial Advice and Income Maximisation Service for Pembrokeshire.

Lot Information

Lot 1

The Council requires the provision of a free, tailored and confidential advice, debt and income maximisation service within Pembrokeshire. This service must be impartial and accessible to all Pembrokeshire residents irrespective of race, gender, age, sexual orientation, religion/belief, disability or socio-economic factors. A core prevention activity, it should be designed as both a re-active service for those in need and pro-active service to prevent people getting into difficulties. It must include: - general advice on issues such as debt management and welfare benefits, housing, immigration and asylum, employment, consumer complaints and landlord-tenant disputes - specialist benefit advice and income maximisation with specific elements focusing on clients of PCC services and outreach work e.g. in schools, health settings and other locations - debt advice, budgeting and money management This is not a floating support service however; the provider must be flexible in their approach to those in extreme or urgent need. Good quality specialist advice and information leads to improvements in housing conditions, improved employment and working conditions, reduced debt and increased access to benefits and other entitlements. This ultimately results in improved health and wellbeing for individuals and their families. Advice services, including financial and debt relief services, housing advice and benefits advice are cost-effective ways to increase incomes in low-income households. Access to generalist advice and information remains a significant requirement for the residents of Pembrokeshire. As local people's lives are impacted by the wider economic and political environment Pembrokeshire requires an advice service that can both react to and prepare for the changing advice requirements of those people who need the service. The provider will provide relevant, specialist, independent and confidential advice and support for service users needing assistance in this area.

Options: clause relating to additional services within documentation and included within the value.

Renewal: Extension option for a period of 12 + 12 months

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-035b79
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/003742-2023
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

75 - Administration, defence and social security services

85 - Health and social work services

98 - Other community, social and personal services


CPV Codes

75200000 - Provision of services to the community

75300000 - Compulsory social security services

85300000 - Social work and related services

85310000 - Social work services

98000000 - Other community, social and personal services

98133100 - Civic betterment and community facility support services

Notice Value(s)

Tender Value
£1,330,400 £1M-£10M
Lots Value
£1,330,400 £1M-£10M
Awards Value
Not specified
Contracts Value
£1,330,400 £1M-£10M

Notice Dates

Publication Date
7 Feb 20233 years ago
Submission Deadline
13 Sep 2022Expired
Future Notice Date
Not specified
Award Date
20 Dec 20223 years ago
Contract Period
1 Dec 2022 - 30 Nov 2024 2-3 years
Recurrence
This is a 2 year contract with the option to extend for up to 12 + 12 months.

Notice Status

Tender Status
Complete
Lots Status
Cancelled
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
PEMBROKESHIRE COUNTY COUNCIL
Contact Name
Not specified
Contact Email
roxanne.kehoe@pembrokeshire.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
PEMBROKESHIRE
Postcode
SA61 1TP
Post Town
Swansea
Country
Wales

Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL4 Mid and South West Wales
Small Region (ITL 3)
TLL42 South West Wales
Delivery Location
TLL14 South West Wales

Local Authority
Pembrokeshire
Electoral Ward
Haverfordwest: Castle
Westminster Constituency
Mid and South Pembrokeshire

Supplier Information

Number of Suppliers
1
Supplier Name

PEMBROKESHIRE CITIZENS ADVICE BUREAU

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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.

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