---
title: "Budgeting & Money Management Support"
ocid: "ocds-b5fd17-4c4c0e6e-c11b-4dbc-bf72-985218180b5c"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-4c4c0e6e-c11b-4dbc-bf72-985218180b5c"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-4c4c0e6e-c11b-4dbc-bf72-985218180b5c.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-4c4c0e6e-c11b-4dbc-bf72-985218180b5c.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "EXETER CITY COUNCIL"
published: "2017-03-23"
---

# Budgeting & Money Management Support

Buyer: EXETER CITY COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-4c4c0e6e-c11b-4dbc-bf72-985218180b5c

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## Summary

Exeter City Council is seeking to engage an organisation for the provision of "Budgeting & Money Management Support," with an estimated contract value of £20,000. This public procurement process is currently at the Tender stage, having been published on 23rd March 2017. The tender will close for submissions on 7th April 2017, and the contract is scheduled to start on 26th April 2017, lasting until 25th April 2018. This contract falls under the Miscellaneous services category and will require the successful bidder to provide a caseworker on secondment to the Council's multi-debt team, with a primary focus on assisting clients with budgeting issues from the location in Exeter (EX1 1JW).

This opportunity could significantly benefit small and medium-sized enterprises (SMEs) and voluntary community sector enterprises (VCSEs) with expertise in debt advice and financial management services. This is a great chance for these businesses to expand their operations and establish partnerships with the Council, particularly those who can mobilise resources quickly to address clients' needs for in-depth debt resolution. Interested companies should carefully review the tender documents and ensure they have the capabilities to deliver the required services effectively.

## Notice

Exeter City Council seeks to collaborate with an organisation to offer customers of the Council, assistance with budgeting and money management. The organisation would be expected to provide 1 caseworker on secondment, for 37 hours per week, to work primarily with the Council's multi-debt team, but also have the capacity to quickly deal with referred customers identified by their caseworker as needing more in-depth debt resolution remedies.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/5fb843c7-3d2f-416d-874b-709c03309046 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 23 Mar 2017 |
| Submission deadline | 7 Apr 2017 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 25 Apr 2017 - 25 Apr 2018 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £20,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | EXETER CITY COUNCIL |
| Locality | EXETER |
| Post town | Exeter |
| Postcode | EX1 1JW |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK4 Devon |
| ITL 3 | TLK43 Devon CC |
| Local authority | Exeter |
| Electoral ward | St David's |
| Westminster constituency | Exeter |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 98 - Other community, social and personal services

### Codes

- 98300000 - Miscellaneous services

## Release History

- 23 Mar 2017 at 16:37 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/5fb843c7-3d2f-416d-874b-709c03309046
- 23 Mar 2017 at 16:36 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/5fb843c7-3d2f-416d-874b-709c03309046
- 23 Mar 2017 at 15:57 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/5fb843c7-3d2f-416d-874b-709c03309046

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/5fb843c7-3d2f-416d-874b-709c03309046
  23rd March 2017 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/e8f9eed0-ec5f-4d54-883b-9ca886712c20
  Tender Guidance Notes
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/05f26db7-5e4c-408b-9560-dc3593e209f1
  Appendix 1 - Selection Questionnaire
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/069252da-cd35-465c-b493-8577a5e32fa4
  Appendix 2 - SQ Guidance Notes
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/e00685b5-55e3-4761-ae19-240f647a12f5
  Appendix 5 - Exeter City Council's Terms & Conditions For This Contract
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/75582128-b0bb-4a85-850b-ac78df1f6c59
  Appendix 6 - Service Specifications
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/a8388f0a-d669-4ec1-be96-f0f2a9eed77a
  Appendix 7 - Pricing Schedule Response
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/75f75b9f-3feb-4a20-845d-85de43a35f9e
  Appendix 8 - Bidder Response Format
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/3e2134c2-53fd-4f33-8371-3bf21892c7d8
  Appendix 9 - Certification & Declarations
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/cbef1086-7675-46ee-9209-198ae7ee0c22
  Appendix 10 - Conditions of Tender
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/1f366c0b-7475-4a34-923a-d663043a686c
  Appendix 9 - Certification & Declarations

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-4c4c0e6e-c11b-4dbc-bf72-985218180b5c. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-4c4c0e6e-c11b-4dbc-bf72-985218180b5c.json.
