Award

SOL-Money Management (Appointee and Deputy) Services 2024

SOLIHULL METROPOLITAN BOROUGH COUNCIL

This public procurement record has 2 releases in its history.

Award

19 Jul 2024 at 11:25

Tender

11 Mar 2024 at 12:17

Summary of the contracting process

The Solihull Metropolitan Borough Council has awarded a contract for 'Money Management (Appointee and Deputy) Services 2024'. The contract covers financial and insurance services to support residents lacking the capacity to manage their financial affairs. The contract is valued at approximately £627,680 and runs from 1 July 2024 to 30 June 2027, with a potential extension up to 2031. The contract was awarded to Warwickshire Independent Advocacy Alliance.

This tender provides an opportunity for businesses specialising in financial and insurance services, especially those experienced in working with vulnerable adults and social care teams, to compete for a contract with the Solihull Council. The Council requires bidders with a minimum annual turnover of £189,040 and evaluates tenders based on quality and social value criteria. The procurement process follows a transparent and equal treatment approach, offering opportunities for SMEs to participate and potentially grow through this contract.

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Notice Title

SOL-Money Management (Appointee and Deputy) Services 2024

Notice Description

Solihull Council in meeting various responsibilities under the Care Act 2014 and the Mental Capacity Act 2005, seeks to support residents to access 'money management support' where the people lack capacity to manage their own financial affairs. These are predominantly adults with learning disabilities or who are living with dementia or physical/sensory disabilities and mental health issues and who are known to social care teams. The Council wants to commission a Money Management Service that covers the provision of appointee and Property and Affairs deputy for people ("Clients") without suitable family or friends to provide such support to ensure that their financial matters are maintained and protected to improve their health and wellbeing and promote independence. This will include people living in their own homes, which could be a shared ownership property, rented accommodation, a supported living setting or registered residential care. The contract term is anticipated to ru

Lot Information

Lot 1

Solihull Council in meeting various responsibilities under the Care Act 2014 and the Mental Capacity Act 2005, seeks to support residents to access 'money management support' where the people lack capacity to manage their own financial affairs. These are predominantly adults with learning disabilities or who are living with dementia or physical/sensory disabilities and mental health issues and who are known to social care teams. The Council wants to commission a Money Management Service that covers the provision of appointee and Property and Affairs deputy for people ("Clients") without suitable family or friends to provide such support to ensure that their financial matters are maintained and protected to improve their health and wellbeing and promote independence. This will include people living in their own homes, which could be a shared ownership property, rented accommodation, a supported living setting or registered residential care. The contract term is anticipated to run for 3 years from 1 July 2024 to 30 June 2027, with an option to extend for up to 4 years (potentially to 30 June 2031). The total contract value is approximately PS627,680 (subject to demand). Appointee fees will be fixed and are determined by the Council; therefore, evaluation will be based on criteria which will be 95% Quality, and 5% Social Value. Tenderers are required to have a minimum annual turnover of PS189,040 which is calculated on the basis of up to two times the anticipated annual value of the contract (Year 1) and the level of associated risk. Schedule 3 services are not subject to the full regime of PCR 2015 but are instead governed by the Light-Touch Regime (LTR) Regulations 74 to 77 of the Public Contract Regulations (PCR) 2015. Neither the inclusion of a bidder selection stage, nor the use of any language or terms found in the PRC 2015, nor the description of the procedure voluntarily adopted by the Contracting Authorities ('Open', 'Restricted', etc., or any other description), nor any other indication, shall be taken to mean that the Contracting Authorities intends to hold itself bound by PCR 2015, save by the provisions applicable to services coming within the scope of Schedule 3 of PCR 2015. The Contracting Authority will run a transparent tender process, treating all bidders equally and will follow the basic principles of the procedures to test the capacity, capability, technical and financial competence of bidders. The Council reserves the right to not use or to modify the standard standstill period. Additional information: Tenderers are required to have a minimum annual turnover of PS189,040 which is calculated on the basis of up to two times the anticipated annual value of the contract (Year 1) and the level of associated risk. Please refer to tender documents.

Renewal: The contract term is anticipated to run for 3 years from 1 July 2024 to 30 June 2027, with an option to extend for up to 4 years (potentially to 30 June 2031).

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-044738
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/022475-2024
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

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

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

79 - Business services: law, marketing, consulting, recruitment, printing and security

85 - Health and social work services


CPV Codes

66000000 - Financial and insurance services

79100000 - Legal services

79112000 - Legal representation services

85000000 - Health and social work services

Notice Value(s)

Tender Value
Not specified
Lots Value
£627,680 £500K-£1M
Awards Value
Not specified
Contracts Value
£627,680 £500K-£1M

Notice Dates

Publication Date
19 Jul 20241 years ago
Submission Deadline
18 Apr 2024Expired
Future Notice Date
Not specified
Award Date
18 Jul 20241 years ago
Contract Period
30 Jun 2024 - 30 Jun 2027 2-3 years
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
SOLIHULL METROPOLITAN BOROUGH COUNCIL
Contact Name
Corporate Procurement Service (Alastair Jewson)
Contact Email
procteam@solihull.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
SOLIHULL
Postcode
B91 3QB
Post Town
Birmingham
Country
England

Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG3 West Midlands
Small Region (ITL 3)
TLG32 Solihull
Delivery Location
TLG32 Solihull

Local Authority
Solihull
Electoral Ward
St Alphege
Westminster Constituency
Solihull West and Shirley

Supplier Information

Number of Suppliers
1
Supplier Name

WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE

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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