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ClosedFinancial and insurance services

SOL-Money Management (Appointee and Deputy) Services 2024[E11]

United KingdomSolihullSOLIHULL METROPOLITAN BOROUGH COUNCIL[E1]

Requests to participate by[E4]
Buyer's deadline: 18 Apr 2024, 12:00 UTC+1. UTC: 18 Apr 2024, 11:00 UTC.
Value[E12]
GBP 627,680
Procedure[E8]
Other - Light Touch Regime - Restricted - Just under threshold but advertising above.Two stages: a shortlist first, bids later
Bid language
Your language
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Original notice (opens in a new tab)

In plain English

What they want

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.

Who can bid
The notice doesn't say. Check the selection criteria in the tender documents.

This opportunity is closed and its deadline has passed. Reports are not available for it.

This is a two-stage procedure. First you send a request to take part. The buyer shortlists suppliers on the eligibility and selection criteria, then invites them to bid. The bid stage comes later.

Risks and unknowns

  • UnknownWe read the published notice, not the full tender documents.
Published[E9]
11 Mar 2024
Source
UK Contracts Finder (OCDS) (opens in a new tab)
Last checked
27 hours ago
About the requirement · From the 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 £627,680 (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 £189,040 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 fu…[E5]

Preliminary, from the notice only

What the published notice says. This is not a recommendation. The tender documents can add or change requirements.

  • Delivery location: West Midlands, United Kingdom.[E6]
  • The notice mentions a turnover of £189,040.[E5]

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Eligibility and requirements

  • DetailDelivery location: West Midlands, United Kingdom.[E6]
  • The notice doesn't say. Check the selection criteria in the tender documents.

Tender documents

The tender documents are on the buyer's own portal, usually behind a free supplier registration. We never sign in for you. Download them there and add them below, or paste their public address.

Buyer

What else this buyer buys

SOLIHULL METROPOLITAN BOROUGH COUNCIL

The notice gives no contact route for the buyer beyond the original notice.

How to ask a question

Ask clarification questions through the buyer's own process, usually its procurement portal, before the clarification deadline. Answers are normally shared with every bidder. Open the buyer's route

We show only the organisation's own contact route as published: its website, portal, shared mailboxes and main lines. Never a named person.

Evidence12 facts from the notice · Show

Every fact on this page comes from the published notice. Each entry shows the document and the field it was read from.

  1. E1

    The buyer is SOLIHULL METROPOLITAN BOROUGH COUNCIL.

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /buyer/name, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  2. E2

    The notice is classified under CPV 66000000 (Financial and insurance services).

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/classification/id, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  3. E3

    Contracts Finder publishes United Kingdom procurement.

    “England”

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  4. E4

    Tenders must be submitted by 18 Apr 2024, 12:00 UTC+01:00.

    “2024-04-18T12:00:00+01:00”

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/tenderPeriod/endDate, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  5. E5

    The buyer describes the requirement in the 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 wit…”

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/description, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  6. E6

    Delivery location: West Midlands, United Kingdom.

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/items/0/deliveryAddresses/0, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  7. E7

    This is a call for competition. Suppliers can respond.

    “tender”

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tag, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  8. E8

    The procedure is: Other - Light Touch Regime - Restricted - Just under threshold but advertising above..

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/procurementMethodDetails, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  9. E9

    The notice was published on 11 Mar 2024.

    “2024-03-11T12:54:43Z”

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/documents/0/datePublished, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  10. E10

    Contracts Finder gives the tender status as active.

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/status, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  11. E11

    The notice is titled "SOL-Money Management (Appointee and Deputy) Services 2024".

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/title, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

  12. E12

    The stated value is GBP 627,680.

    “627680 GBP”

    Document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782, field /tender/value/amount, read 28 Oct 2026, 14:19 UTC · source (opens in a new tab)

Contains public sector information from Contracts Finder, licensed under the Open Government Licence v3.0. Data licence: Open Government Licence v3.0 (opens in a new tab). Personal contact details in notices are not stored or shown.

Updates

  1. First seen · 28 Oct 2026, 14:19 UTC

    The deadline (2024-04-18T11:00:00.000Z) has passed.

    Source document d39408c0-f820-48ab-b5bb-998f72a3c6f4-730782