This public procurement record has 3 releases in its history.

Award

20 Jul 2026 at 14:57

Award

09 Jul 2026 at 08:28

Tender

23 Mar 2026 at 12:18

Summary of the contracting process

Exeter City Council has awarded a contract for the Money & Advice Service under the Crisis & Resilience Fund to NAVIGATE, leveraging a competitive flexible procedure. The service, characterised by a "light touch" procurement regime, aims to offer various financial assistance services including income maximisation, budgeting support, and priority-debt advice. The procurement process used was open, allowing broad participation, with the contract being signed on 9th July 2026. The contract, valued at £936,000 gross, started on 10th July 2026 with a potential maximum extension until 30th June 2029, facilitating services across the United Kingdom, particularly in the UKK4 region which includes Exeter. This opportunity was part of the procurement life cycle that progressed from planning through to the award stage in 2026.

This tender provides significant opportunities for businesses specialising in financial advisory and social services, particularly those experienced in handling health and social work services. The procurement was designed to include SMEs and VCSEs, enhancing industry competitiveness and diversity. The service model encourages collaboration with housing and crisis management services, making it an attractive venture for enterprises invested in comprehensive, client-centred service delivery. Businesses that can provide efficient, multi-channel support and advocacy, leveraging digital platforms and personalised services, will find robust growth potential in this contract, fostering long-term partnerships and contributing to community financial resilience.

How relevant is this notice?

Notice Title

Money & Advice Service

Notice Description

Exeter City Council is commissioning a Money Advice & Resilience Service as part of the Crisis & Resilience Fund (CARF). The service will provide income maximisation, budgeting support, priority-debt advice, savings and income-smoothing interventions, and practical advocacy to help residents withstand and recover from financial shocks. The provider will act as the primary warm-referral destination from Crisis Payments, Housing Payments, Housing Needs and VCSE partners, delivering a trauma-informed, accessible, multi-channel service.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06714d
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/068387-2026
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
UK7 - Contract Details Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Competitive flexible procedure
Tender Suitability
SME, VCSE
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

85 - Health and social work services


CPV Codes

85000000 - Health and social work services

Notice Value(s)

Tender Value
£780,000 £500K-£1M
Lots Value
£780,000 £500K-£1M
Awards Value
£780,000 £500K-£1M
Contracts Value
£780,000 £500K-£1M

Notice Dates

Publication Date
20 Jul 20261 weeks ago
Submission Deadline
10 Apr 2026Expired
Future Notice Date
Not specified
Award Date
9 Jun 20261 months ago
Contract Period
9 Jul 2026 - 30 Jun 2027 6-12 months
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
EXETER CITY COUNCIL
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EXETER
Postcode
EX1 1JN
Post Town
Exeter
Country
England

Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK4 Devon
Small Region (ITL 3)
TLK43 Devon CC
Delivery Location
TLK4 Devon

Local Authority
Exeter
Electoral Ward
St David's
Westminster Constituency
Exeter

Supplier Information

Number of Suppliers
1
Supplier Name

NAVIGATE

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

JSON Markdown

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-h6vhtk-06714d-2026-07-20T15:57:57+01:00",
    "date": "2026-07-20T15:57:57+01:00",
    "ocid": "ocds-h6vhtk-06714d",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PCHX-3846-DMNW",
            "name": "Exeter City Council",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PCHX-3846-DMNW"
            },
            "address": {
                "streetAddress": "Civic Centre",
                "locality": "Exeter",
                "postalCode": "EX1 1JN",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKK43"
            },
            "contactPoint": {
                "name": "Chris Draper",
                "email": "chris.draper@exeter.gov.uk",
                "telephone": "+44 1392265262"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://exeter.gov.uk/",
                "classifications": [
                    {
                        "id": "publicAuthoritySubCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - sub-central government"
                    }
                ]
            }
        },
        {
            "id": "GB-PPON-PXBT-4763-MRQP",
            "name": "NAVIGATE",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PXBT-4763-MRQP"
            },
            "address": {
                "streetAddress": "4 King Square",
                "locality": "Bridgwater",
                "postalCode": "TA6 3YF",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKK23"
            },
            "contactPoint": {
                "email": "enquiries@navigatecharity.org.uk"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large",
                "vcse": true,
                "publicServiceMissionOrganization": false,
                "shelteredWorkshop": false
            }
        },
        {
            "id": "GB-COH-CE016503",
            "name": "NAVIGATE",
            "identifier": {
                "scheme": "GB-COH",
                "id": "CE016503"
            },
            "additionalIdentifiers": [
                {
                    "scheme": "GB-PPON",
                    "id": "PXBT-4763-MRQP"
                }
            ],
            "address": {
                "streetAddress": "4 King Square",
                "locality": "Bridgwater",
                "postalCode": "TA6 3YF",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKK23"
            },
            "contactPoint": {
                "email": "enquiries@navigatecharity.org.uk"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "url": "http://www.navigatecharity.org.uk",
                "scale": "large",
                "vcse": true,
                "publicServiceMissionOrganization": false,
                "shelteredWorkshop": false
            }
        }
    ],
    "buyer": {
        "id": "GB-PPON-PCHX-3846-DMNW",
        "name": "Exeter City Council"
    },
    "planning": {
        "noEngagementNoticeRationale": "Time critical."
    },
    "tender": {
        "id": "PR142026 CR 2307",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Money & Advice Service",
        "description": "Exeter City Council is commissioning a Money Advice & Resilience Service as part of the Crisis & Resilience Fund (CARF). The service will provide income maximisation, budgeting support, priority-debt advice, savings and income-smoothing interventions, and practical advocacy to help residents withstand and recover from financial shocks. The provider will act as the primary warm-referral destination from Crisis Payments, Housing Payments, Housing Needs and VCSE partners, delivering a trauma-informed, accessible, multi-channel service.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "85000000",
                        "description": "Health and social work services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKK4",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amountGross": 936000,
            "amount": 780000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Competitive flexible procedure",
        "procedure": {
            "isAccelerated": true,
            "acceleratedRationale": "Light touch contract",
            "features": "This service falls under the Light Touch Regime Services listed in Schedule 1 of the Procurement Regulations 2024 under CPV code 85300000-2 -- Social work and related services. Therefore, this procurement is conducted under Section 9 of the Procurement Act 2023. This procurement is being carried out in accordance with Sections 20-22 of the Procurement Act 2023, as applied to Light Touch Regime Contracts. This procedure enables the Authority to design a proportionate, flexible competitive process suited to the nature of CRF Resilience Services. In accordance with Section 18 of the Procurement Act 2023, the Authority has considered whether the contract should be divided into lots and has determined that a single-lot approach is appropriate. The Crisis & Resilience Fund requires an integrated, end-to-end delivery model that combines crisis triage, income maximisation, regulated and unregulated debt advice, budgeting support, warm-referral pathways, and multi-agency coordination across ECC, DCC, Housing Options, Crisis Payments, and VCSE partners. Dividing the service into lots would fragment delivery, increase interface and system-integration risks, and undermine the joined-up model required by CRF guidance. This service is not a user-choice contract and therefore the direct award justification under Schedule 5 of the Procurement Act 2023 does not apply. Any Quote that exceeds the Year 1 budget allocation of PS260,000 (excluding VAT) may be considered unaffordable and therefore rejected, in line with the approved financial envelope for the initial contract period. Upon receipt of responses, the lead officer will check each Quote for completeness. Incomplete responses may be deemed non-compliant and therefore rejected. This proportionate compliance check is consistent with the Authority's obligations under the Procurement Act 2023 to ensure integrity, transparency and fair treatment. Quotes will then be evaluated using the methodology set out in subsection 1.4. The successful Supplier and all unsuccessful Suppliers will be informed of the outcome of the evaluation as soon as possible following completion of the assessment. A Tender Notice will be published on the central digital platform in accordance with Section 15 of the Procurement Act 2023, and in line with the Authority's transparency obligations outlined in the Procurement Strategy. In accordance with the Procurement Act 2023, the Authority will also publish all required statutory notices to the central digital platform, including the Tender Notice, Contract Award Notice, and Contract Details Notice."
        },
        "mainProcurementCategory": "services",
        "specialRegime": [
            "lightTouch"
        ],
        "aboveThreshold": true,
        "coveredBy": [
            "GPA"
        ],
        "submissionMethodDetails": "www.advantageswtenders.co.uk",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "tenderPeriod": {
            "endDate": "2026-04-10T12:01:00+01:00"
        },
        "enquiryPeriod": {
            "endDate": "2026-03-31T17:00:00+01:00"
        },
        "awardPeriod": {
            "endDate": "2026-04-20T23:59:59+01:00"
        },
        "lots": [
            {
                "id": "1",
                "status": "complete",
                "value": {
                    "amountGross": 936000,
                    "amount": 780000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Quality",
                            "numbers": [
                                {
                                    "number": 60,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "price",
                            "name": "Price",
                            "numbers": [
                                {
                                    "number": 40,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true,
                    "vcse": true
                },
                "contractPeriod": {
                    "startDate": "2026-05-01T00:00:00+01:00",
                    "endDate": "2027-03-31T23:59:59+01:00",
                    "maxExtentDate": "2029-03-31T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "2 x optional 12 month extensions"
                }
            }
        ],
        "documents": [
            {
                "id": "future",
                "documentType": "biddingDocuments",
                "accessDetails": "www.advantageswtenders.co.uk"
            },
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest",
                "description": "Not published"
            },
            {
                "id": "026226-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/026226-2026",
                "datePublished": "2026-03-23T12:18:54Z",
                "format": "text/html"
            }
        ]
    },
    "language": "en",
    "bids": {
        "statistics": [
            {
                "id": "1",
                "measure": "bids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "2",
                "measure": "finalStageBids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "3",
                "measure": "smeFinalStageBids",
                "value": 2,
                "relatedLot": "1"
            },
            {
                "id": "4",
                "measure": "vcseFinalStageBids",
                "value": 2,
                "relatedLot": "1"
            }
        ]
    },
    "awards": [
        {
            "id": "1",
            "title": "PR142026 Exeter City Council Money Advice & Resilience",
            "status": "active",
            "date": "2026-06-10T00:00:00+01:00",
            "value": {
                "amountGross": 936000,
                "amount": 780000,
                "currency": "GBP"
            },
            "mainProcurementCategory": "services",
            "aboveThreshold": true,
            "suppliers": [
                {
                    "id": "GB-PPON-PXBT-4763-MRQP",
                    "name": "NAVIGATE"
                },
                {
                    "id": "GB-COH-CE016503",
                    "name": "NAVIGATE"
                }
            ],
            "items": [
                {
                    "id": "1",
                    "additionalClassifications": [
                        {
                            "scheme": "CPV",
                            "id": "85000000",
                            "description": "Health and social work services"
                        }
                    ],
                    "deliveryAddresses": [
                        {
                            "region": "UKK4",
                            "country": "GB",
                            "countryName": "United Kingdom"
                        },
                        {
                            "region": "UKK4",
                            "country": "GB",
                            "countryName": "United Kingdom"
                        }
                    ],
                    "relatedLot": "1"
                }
            ],
            "contractPeriod": {
                "startDate": "2026-07-10T00:00:00+01:00",
                "endDate": "2027-06-30T23:59:59+01:00",
                "maxExtentDate": "2029-06-30T23:59:59+01:00"
            },
            "hasRenewal": true,
            "renewal": {
                "description": "2 x optional 12 month extensions"
            },
            "relatedLots": [
                "1"
            ],
            "documents": [
                {
                    "id": "064473-2026",
                    "documentType": "awardNotice",
                    "noticeType": "UK6",
                    "description": "Contract award notice on Find a Tender",
                    "url": "https://www.find-tender.service.gov.uk/Notice/064473-2026",
                    "datePublished": "2026-07-09T09:28:01+01:00",
                    "format": "text/html"
                }
            ],
            "assessmentSummariesDateSent": "2026-06-10T00:00:00+01:00",
            "milestones": [
                {
                    "id": "1",
                    "type": "futureSignatureDate",
                    "dueDate": "2026-07-09T23:59:59+01:00",
                    "status": "scheduled"
                }
            ]
        }
    ],
    "contracts": [
        {
            "id": "1",
            "awardID": "1",
            "status": "active",
            "period": {
                "startDate": "2026-07-10T00:00:00+01:00",
                "endDate": "2027-06-30T23:59:59+01:00",
                "maxExtentDate": "2029-06-30T23:59:59+01:00"
            },
            "hasRenewal": true,
            "renewal": {
                "description": "2 x optional 12 month extensions"
            },
            "value": {
                "amountGross": 936000,
                "amount": 780000,
                "currency": "GBP"
            },
            "aboveThreshold": true,
            "dateSigned": "2026-07-09T00:00:00+01:00",
            "documents": [
                {
                    "id": "068387-2026",
                    "documentType": "contractNotice",
                    "noticeType": "UK7",
                    "description": "Contract details notice on Find a Tender",
                    "url": "https://www.find-tender.service.gov.uk/Notice/068387-2026",
                    "datePublished": "2026-07-20T15:57:57+01:00",
                    "format": "text/html"
                }
            ]
        }
    ]
}