---
title: "Financial Inclusion Programme"
ocid: "ocds-h6vhtk-041186"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-041186"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-041186.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-041186.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "ORBIT GROUP LIMITED"
published: "2024-02-05"
---

# Financial Inclusion Programme

Buyer: ORBIT GROUP LIMITED  
Current stage: Award  
OCID: ocds-h6vhtk-041186

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## Summary

The Orbit Group Limited has awarded the contract for the Financial Inclusion Programme to Citizens Advice Mid Mercia (CAMM). The procurement process was carried out via an open procedure, with a focus on services in the community sector. This tender aimed to deliver a money advice and income maximisation service to benefit c5000 Orbit residents in the midlands, east, and south-east regions of England. The contract, valued at GBP 771,000 to GBP 1,167,000, is set to commence in April 2024 for an initial period of 2 years, with a possible extension for an additional year.

This tender presents an opportunity for SMEs specialising in financial services, social services, and community programmes to engage with Orbit Group Limited. Businesses offering expertise in money advice, debt advice, welfare benefits advice, and income maximisation would be well-suited to compete. The proactive approach, innovation, and cost-effective solutions to deliver the required service within the specified regions would be key factors for businesses looking to participate in this procurement process.

## Notice

Delivery of a financial inclusion service to c5000 Orbit residents as part of Orbit's Better Days Programme. We are seeking to partner with a single organisation or consortium of providers with single lead provider to deliver a money advice and income maximisation service to cover our three regions of the midlands, east and south-east of England. Case work is expected to help navigate and guide the customer through a full journey of dealing with urgent issues, developing and maintaining a budget, maximising their incomes and helping to reduce their expenditure. Please see ProContract for full tender pack. The contract will commence April 2024 for a period of 2 years with an option to extend for a further 1 year.

### Lot Information

Lot 1

Orbit are seeking to partner with a single organisation or consortium of providers with single lead provider to deliver a money advice and income maximization service to cover our three regions of the midlands, east and south-east of England. Case work is expected to help navigate and guide the customer through a full journey of dealing with urgent issues, developing and maintaining a budget, maximising their incomes and helping to reduce their expenditure. We want to understand how you would deliver the service from referral to completion, what proactive and skills-based work you could carry out during the money advice process, what added value or innovation you could bring through your networks and experience, your credentials and quality standards, and your costs for the delivery of the service. Area of focus: 1. Money / debt advice with income maximization 2. Welfare benefits advice and take-up work 3. Telephone and online channels 4. Face to face services including home visits for customers with additional support needs Other services out of scope, but also part of the Better Days programme for referral purposes include energy advice, hardship grants, wellbeing support, community events, communications campaigns and skills-based training. Orbit are running this procurement exercise through the housing e-procurement portal "ProContract". Interested suppliers should register/log-in to the portal to view the tender documents and submit their response. Any project related queries should be sent via the messaging function on the portal.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/003684-2024 |
| 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 | 5 Feb 2024 |
| Submission deadline | 4 Dec 2023 |
| Future notice date | Not specified |
| Award date | 5 Feb 2024 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | ORBIT GROUP LIMITED |
| Locality | COVENTRY |
| Post town | Coventry |
| Postcode | CV3 2SU |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG3 West Midlands |
| ITL 3 | TLG33 Coventry |
| Local authority | Coventry |
| Electoral ward | Wyken |
| Westminster constituency | Coventry East |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CITIZENS ADVICE MID MERCIA (CAMM |

## CPV Codes

### Divisions

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

### Codes

- 75200000 - Provision of services to the community
- 98000000 - Other community, social and personal services

## Release History

- 5 Feb 2024 at 12:45 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/003684-2024
- 3 Nov 2023 at 10:13 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/032545-2023

## Notice URLs

- http://www.orbit.org.uk
- https://procontract.due-north.com

## 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-041186. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-041186.json.