---
title: "Financial Assessment Officers within Personal Finance Unit"
ocid: "ocds-b5fd17-bf66a1a1-45d5-40a8-af81-18b5d569bc3b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-bf66a1a1-45d5-40a8-af81-18b5d569bc3b"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-bf66a1a1-45d5-40a8-af81-18b5d569bc3b.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-bf66a1a1-45d5-40a8-af81-18b5d569bc3b.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "WIRRAL BOROUGH COUNCIL"
published: "2022-01-21"
---

# Financial Assessment Officers within Personal Finance Unit

Buyer: WIRRAL BOROUGH COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-bf66a1a1-45d5-40a8-af81-18b5d569bc3b

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## Summary

Wirral Borough Council is seeking quotations for the provision of Financial Assessment Officers to assist the Personal Finance Unit, which handles financial assessments for adults receiving care. This procurement falls under the 'services' category, with a total contract value of £57,000. The tender was initiated under an open procurement method, and the contract period is set to commence on 24th January 2022 and conclude on 23rd July 2022. The procurement process has reached the award stage, with the proposal submission deadline having been 7th December 2021.

This contract presents significant opportunities for businesses, especially small and medium-sized enterprises (SMEs) with expertise in financial services, care assessment, or related areas. Firms that have experience in providing similar services or those that can offer innovative solutions for financial assessments may find this tender particularly appealing. Engaging with the Wirral Borough Council could foster relationships that lead to further contracts, enhancing business growth in the public sector space.

## Notice

Tenders are invited to submit a quotation for the supply of services in respect of financial assessment officers to support the Personal Finance Unit. Wirral Council's Personal Finance Unit is responsible for the assessment and raising of charges in respect of adults receiving care. The role of the processing officers will include all aspects of financial assessments, including assessment of Online Financial Assessments and Reassessments, Benefit Maximisation, Deferred Payments and dealing with queries and complaints.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/8dcde696-542d-4896-9e9c-defcc7cf9561 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 21 Jan 2022 |
| Submission deadline | 7 Dec 2021 |
| Future notice date | Not specified |
| Award date | 11 Jan 2022 |
| Contract period | 24 Jan 2022 - 23 Jul 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £57,000 |
| Lots value | Not specified |
| Awards value | £44,304 |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WIRRAL BOROUGH COUNCIL |
| Locality | WALLASEY |
| Post town | Chester |
| Postcode | CH44 8ED |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD74 Wirral |
| Local authority | Wirral |
| Electoral ward | Seacombe |
| Westminster constituency | Wallasey |
| Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | NEC SOFTWARE SOLUTIONS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 21 Jan 2022 at 14:09 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/8dcde696-542d-4896-9e9c-defcc7cf9561

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/8dcde696-542d-4896-9e9c-defcc7cf9561
  21st January 2022 - Awarded contract notice on Contracts Finder
- https://procontract.due-north.com/Advert?advertId=6b032164-884b-ec11-810e-005056b64545
  Advert

## Notice URLs

- http://www.wirral.gov.uk/

## 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-bf66a1a1-45d5-40a8-af81-18b5d569bc3b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-bf66a1a1-45d5-40a8-af81-18b5d569bc3b.json.