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02 Contract Notice

Specialist Financial Advice and Income Maximisation Service for Pembrokeshire

  • First published: 12 August 2022
  • Last modified: 12 August 2022

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-kuma6s-122867
Published by:
Pembrokeshire County Council
Authority ID:
AA0255
Publication date:
12 August 2022
Deadline date:
13 September 2022
Notice type:
02 Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Pembrokeshire County Council invite you to submit a bid to provide a Specialist Financial Advice and Income Maximisation Service for Pembrokeshire. CPV: 85300000, 85300000, 85310000, 75200000, 98000000, 98133100, 75300000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Pembrokeshire County Council

County Hall, Haverfordwest

Pembrokeshire

SA61 1TP

UK

E-mail: roxanne.kehoe@pembrokeshire.gov.uk

NUTS: UKL14

Internet address(es)

Main address: http://www.pembrokeshire.gov.uk

Address of the buyer profile: http://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0255

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://etenderwales.bravosolution.co.uk


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://etenderwales.bravosolution.co.uk


Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at:

https://etenderwales.bravosolution.co.uk


I.4) Type of the contracting authority

Regional or local authority

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Specialist Financial Advice and Income Maximisation Service for Pembrokeshire

Reference number: PROC/2223/008

II.1.2) Main CPV code

85300000

 

II.1.3) Type of contract

Services

II.1.4) Short description

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

II.1.5) Estimated total value

Value excluding VAT: 1 330 400.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

85300000

85310000

75200000

98000000

98133100

75300000

II.2.3) Place of performance

NUTS code:

UKL14


Main site or place of performance:

Pembrokeshire

II.2.4) Description of the procurement

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.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 1 330 400.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start: 01/12/2022

End: 30/11/2024

This contract is subject to renewal: Yes

Description of renewals:

Extension option for a period of 12 + 12 months

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

All listed in tender documentation

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

List and brief description of selection criteria:

Financial Conduct Authority (FCA) and Advice Quality Standard (AQS) accreditation.


III.2) Conditions related to the contract

III.2.1) Information about a particular profession

Participation is reserved to a particular profession: Yes

Reference to the relevant law, regulation or administrative provision:

As per tender documents

III.2.2) Contract performance conditions

As per tender documents

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 13/09/2022

Local time: 14:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

CY

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 13/09/2022

Local time: 14:00

Place:

County Hall, Haverfordwest

Information about authorised persons and opening procedure:

To be opened by Procurement Service

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published:

This is a 2 year contract with the option to extend for up to 12 + 12 months.

VI.3) Additional information

NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at http://www.sell2wales.gov.wales/search/search_switch.aspx?ID=122867

(WA Ref:122867)

The buyer considers that this contract is suitable for consortia.

VI.4) Procedures for review

VI.4.1) Review body

High Court

The Royal Courts Of Justice, The Strand

London

WC2A 2LL

UK

Internet address(es)

URL: http://www.pembrokeshire.gov.uk

VI.5) Date of dispatch of this notice

12/08/2022

Coding

Commodity categories

ID Title Parent category
98133100 Civic betterment and community facility support services Services furnished by social membership organisations
75300000 Compulsory social security services Administration, defence and social security services
98000000 Other community, social and personal services Other Services
75200000 Provision of services to the community Administration, defence and social security services
85300000 Social work and related services Health and social work services
85310000 Social work services Social work and related services

Delivery locations

ID Description
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
12 August 2022
Deadline date:
13 September 2022 00:00
Notice type:
02 Contract Notice
Authority name:
Pembrokeshire County Council
Publication date:
07 February 2023
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Authority name:
Pembrokeshire County Council

About the buyer

Main contact:
roxanne.kehoe@pembrokeshire.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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