---
title: "SOL-Money Management (Appointee and Deputy) Services 2024"
ocid: "ocds-h6vhtk-044738"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-044738"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-044738.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-044738.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "SOLIHULL METROPOLITAN BOROUGH COUNCIL"
published: "2024-07-19"
---

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

Buyer: SOLIHULL METROPOLITAN BOROUGH COUNCIL  
Current stage: Award  
OCID: ocds-h6vhtk-044738

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## Summary

The Solihull Metropolitan Borough Council has awarded a contract for 'Money Management (Appointee and Deputy) Services 2024'. The contract covers financial and insurance services to support residents lacking the capacity to manage their financial affairs. The contract is valued at approximately £627,680 and runs from 1 July 2024 to 30 June 2027, with a potential extension up to 2031. The contract was awarded to Warwickshire Independent Advocacy Alliance.

This tender provides an opportunity for businesses specialising in financial and insurance services, especially those experienced in working with vulnerable adults and social care teams, to compete for a contract with the Solihull Council. The Council requires bidders with a minimum annual turnover of £189,040 and evaluates tenders based on quality and social value criteria. The procurement process follows a transparent and equal treatment approach, offering opportunities for SMEs to participate and potentially grow through this contract.

## 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 ru

### Lot Information

Lot 1

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: 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. Please refer to tender documents.

Renewal: 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).

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/022475-2024 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 19 Jul 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 | Not specified |
| Lots value | £627,680 |
| Awards value | Not specified |
| Contracts value | £627,680 |

## Status

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

## 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 | TLG32 Solihull |

## 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
- 79112000 - Legal representation services
- 85000000 - Health and social work services

## Release History

- 19 Jul 2024 at 11:25 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/022475-2024
- 11 Mar 2024 at 12:17 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/007664-2024

## Notice URLs

- http://www.csw-jets.co.uk/
- http://www.solihull.gov.uk
- https://in-tendhost.co.uk/csw-jets/aspx/Home
- https://www.solihull.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-h6vhtk-044738. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-044738.json.