---
title: "Specialist Financial Advice and Income Maximisation Service for Pembrokeshire"
ocid: "ocds-h6vhtk-035b79"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-035b79"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-035b79.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-035b79.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "PEMBROKESHIRE COUNTY COUNCIL"
published: "2023-02-07"
---

# Specialist Financial Advice and Income Maximisation Service for Pembrokeshire

Buyer: PEMBROKESHIRE COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-h6vhtk-035b79

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## Summary

The Pembrokeshire County Council has completed a procurement process for the provision of a Specialist Financial Advice and Income Maximisation Service. The service aims to offer tailored advice to residents in Pembrokeshire on debt management, welfare benefits, and other related matters. The contract, awarded to Pembrokeshire Citizens Advice Bureau, is valued at £1,330,400 and was signed on 20th December 2022. This procurement falls under the services category in the social work and related services industry.

This tender presents an opportunity for businesses providing financial advisory services to engage with the public sector. Companies with expertise in debt advice, income maximisation, and welfare benefits are well-suited to bid for this contract. The Pembrokeshire County Council, as the buying organisation, has specified quality as the primary award criterion, accounting for 70% of the evaluation, with cost making up the remaining 30%. With a cancellation during the tender stage, the procurement method adopted was an open procedure, providing transparency in the selection process.

## Notice

Pembrokeshire County Council invite you to submit a bid to provide a Specialist Financial Advice and Income Maximisation Service for Pembrokeshire.

### Lot Information

Lot 1

The Council requires the provision of a free, tailored and confidential advice, debt and income maximisation service within Pembrokeshire. This service must be impartial and accessible to all Pembrokeshire residents irrespective of race, gender, age, sexual orientation, religion/belief, disability or socio-economic factors. A core prevention activity, it should be designed as both a re-active service for those in need and pro-active service to prevent people getting into difficulties. It must include: - general advice on issues such as debt management and welfare benefits, housing, immigration and asylum, employment, consumer complaints and landlord-tenant disputes - specialist benefit advice and income maximisation with specific elements focusing on clients of PCC services and outreach work e.g. in schools, health settings and other locations - debt advice, budgeting and money management This is not a floating support service however; the provider must be flexible in their approach to those in extreme or urgent need. Good quality specialist advice and information leads to improvements in housing conditions, improved employment and working conditions, reduced debt and increased access to benefits and other entitlements. This ultimately results in improved health and wellbeing for individuals and their families. Advice services, including financial and debt relief services, housing advice and benefits advice are cost-effective ways to increase incomes in low-income households. Access to generalist advice and information remains a significant requirement for the residents of Pembrokeshire. As local people's lives are impacted by the wider economic and political environment Pembrokeshire requires an advice service that can both react to and prepare for the changing advice requirements of those people who need the service. The provider will provide relevant, specialist, independent and confidential advice and support for service users needing assistance in this area.

Options: clause relating to additional services within documentation and included within the value.

Renewal: Extension option for a period of 12 + 12 months

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/003742-2023 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 7 Feb 2023 |
| Submission deadline | 13 Sep 2022 |
| Future notice date | Not specified |
| Award date | 20 Dec 2022 |
| Contract period | 1 Dec 2022 - 30 Nov 2024 |
| Recurrence | This is a 2 year contract with the option to extend for up to 12 + 12 months. |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,330,400 |
| Lots value | £1,330,400 |
| Awards value | Not specified |
| Contracts value | £1,330,400 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | PEMBROKESHIRE COUNTY COUNCIL |
| Locality | PEMBROKESHIRE |
| Post town | Swansea |
| Postcode | SA61 1TP |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL4 Mid and South West Wales |
| ITL 3 | TLL42 South West Wales |
| Local authority | Pembrokeshire |
| Electoral ward | Haverfordwest: Castle |
| Westminster constituency | Mid and South Pembrokeshire |
| Delivery location | TLL14 South West Wales |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | PEMBROKESHIRE CITIZENS ADVICE BUREAU |

## CPV Codes

### Divisions

- 75 - Administration, defence and social security services
- 85 - Health and social work services
- 98 - Other community, social and personal services

### Codes

- 75200000 - Provision of services to the community
- 75300000 - Compulsory social security services
- 85300000 - Social work and related services
- 85310000 - Social work services
- 98000000 - Other community, social and personal services
- 98133100 - Civic betterment and community facility support services

## Release History

- 7 Feb 2023 at 15:12 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/003742-2023
- 12 Aug 2022 at 14:54 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/022333-2022

## Notice URLs

- http://www.pembrokeshire.gov.uk
- http://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0255
- https://etenderwales.bravosolution.co.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-h6vhtk-035b79. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-035b79.json.