---
title: "SOL-Money Management (Appointee and Deputy) Services 2024"
ocid: "ocds-b5fd17-de7f57dc-8ae4-434d-8296-a7482c9f09a9"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-de7f57dc-8ae4-434d-8296-a7482c9f09a9"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-de7f57dc-8ae4-434d-8296-a7482c9f09a9.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-de7f57dc-8ae4-434d-8296-a7482c9f09a9.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "SOLIHULL METROPOLITAN BOROUGH COUNCIL"
published: "2024-08-29"
---

# SOL-Money Management (Appointee and Deputy) Services 2024

Buyer: SOLIHULL METROPOLITAN BOROUGH COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-de7f57dc-8ae4-434d-8296-a7482c9f09a9

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## Summary

Solihull Metropolitan Borough Council has commissioned a contract for "SOL-Money Management (Appointee and Deputy) Services 2024," aimed at supporting residents under the Care Act 2014 and Mental Capacity Act 2005. This procurement falls within the Financial and Insurance Services category and involves delivering money management support to adults who lack the capacity to manage their financial affairs, including individuals with learning disabilities, dementia, and other mental health issues. The contract, awarded to Warwickshire Independent Advocacy Alliance, spans from 1st July 2024 to 30th June 2027, with a potential extension to 30th June 2031. The contract is estimated at £627,680 and follows the Light-Touch Regime under the Public Contract Regulations 2015. This tender has progressed to the award stage as of 29th August 2024, with the award date being 19th July 2024.

This contracting opportunity is poised to benefit businesses specialising in financial and legal services, particularly those experienced in supporting vulnerable adults. The service delivery includes managing financial matters for individuals living in varied settings such as registered residential care, supporting their health, wellbeing, and independence. Companies with an annual turnover of at least £189,040 are encouraged to consider this opportunity, which calls for technical and financial competence. The evaluation criteria favour high-quality service provision, making it a suitable prospect for small and medium enterprises (SMEs) and voluntary, community and social enterprises (VCSEs) seeking to expand their market presence in the West Midlands region. This tendering process represents a transparent and equitable competition under the Light-Touch Regime, providing an excellent growth avenue for qualified businesses.

## Notice

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: Refer to tender pack for full information on tendering and minimum requirements.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/8599ec78-0502-43bf-9d74-d442aa7185cd |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - Light Touch Regime - Restricted - Just under threshold but advertising above. |
| Tender suitability | SME, VCSE |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 29 Aug 2024 |
| Submission deadline | 18 Apr 2024 |
| Future notice date | Not specified |
| Award date | 18 Jul 2024 |
| Contract period | 30 Jun 2024 - 30 Jun 2027 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £627,680 |
| Lots value | Not specified |
| Awards value | £627,680 |
| 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 | SOLIHULL METROPOLITAN BOROUGH COUNCIL |
| Locality | SOLIHULL |
| Post town | Birmingham |
| Postcode | B91 3QB |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG3 West Midlands |
| ITL 3 | TLG32 Solihull |
| Local authority | Solihull |
| Electoral ward | St Alphege |
| Westminster constituency | Solihull West and Shirley |
| Delivery location | TLG West Midlands (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | WARWICKSHIRE INDEPENDENT ADVOCACY ALLIANCE |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 79 - Business services: law, marketing, consulting, recruitment, printing and security
- 85 - Health and social work services

### Codes

- 66000000 - Financial and insurance services
- 79100000 - Legal services
- 85100000 - Health services
- 85300000 - Social work and related services

## Release History

- 29 Aug 2024 at 10:21 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/8599ec78-0502-43bf-9d74-d442aa7185cd
- 11 Mar 2024 at 12:54 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/d39408c0-f820-48ab-b5bb-998f72a3c6f4

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/8599ec78-0502-43bf-9d74-d442aa7185cd
  29th August 2024 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/d39408c0-f820-48ab-b5bb-998f72a3c6f4
  11th March 2024 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/f5d90c42-c1ad-44b4-9bcb-58ea0dbdcc87
  Specification included for quick reference. All other tender documents can be accessed via the Council's tendering portal https://in-tendhost.co.uk/csw-jets/aspx/Home

## Notice URLs

- https://in-tendhost.co.uk/csw-jets/aspx/Home

## 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-de7f57dc-8ae4-434d-8296-a7482c9f09a9. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-de7f57dc-8ae4-434d-8296-a7482c9f09a9.json.