Skip to main content
Tenders

Money Management & Money Advice for Council Tenants

Open
Deadline
2 days left
March 30, 2026
Contract Details
Category
Other
Reference
021467-2026
Value
£4,250,000
Location
Surrey, East and West Sussex, United Kingdom
Published
March 20, 2026
CPV Code
Project Timeline

Tender Published

March 10, 2026

Deadline for Questions

March 23, 2026

Submission Deadline

March 30, 2026

Contract Start Date

March 31, 2027

Buyer IntelligencePRO
🔒
Unlock Buyer Intelligence
See spending patterns, preferred procedures, and more.
Upgrade to Professional →
Budget
£4,250,000
Duration
36 months
Location
Surrey, East and West Sussex
Type
Other
75
Quality Score/100
Good

Original Tender Description

This contract will be divided into 2 Lots: Money Management and Money Advice for Council Tenants. Interested parties may apply for Lot 1 or Lot 2, or both Lots 1 and 2. Description of the Services. Lot 1 - Money Management. Brighton and Hove City Council (the Council) is seeking to re-procure its money management support service. The money management contract manages the money of individuals who lack the capacity to manage their own money and have no family or friends who are able to act on their behalf. The service acts as an appointee, deputy or agent receiving an individual's benefits, paying their bills, delivering cash and supporting them to make large purchases. The service also supports with debt and benefit applications, ensuring individuals are maximising their income. Those supported under the contract have a range of support needs, including learning disabilities, mental health needs, dementia, physical health needs and high substance use. The service also provides subsistence funds for those with No Recourse to Public Funds. The service is currently operated by an external provider and we anticipate that TUPE regulations would apply in relation to staff currently employed within the service, including associated pension requirements. We are undertaking engagement with the market to help further refine our requirements and approach and welcome responses to the questionnaire included in this notice. Please see current details of services below. Staffing is subject to change - details would be confirmed in the tender. The Current Service: Service Management 1.5 FTE (3 staff). Finance 1.5 FTE (4 staff). Money Support Workers 4.2 FTE (8 Staff). Money Advisor 3.1 FTE (9 staff). Advice & Duty Supervision 1.2 FTE (2 staff). Reception 1.1 FTE (3 staff). The Service supports 255 individuals with the following primary support needs (although many individuals will have more than one support need). Primary Support Need % of Service Users. Learning Disability 33%. Physical Support 32%. Mental Health 22%. NRFP Assistance 8%. Sensory Support 2%. Memory and Cognition 2%. High Substance Use 1%. The service currently operates both in-person appointments and a drop-in facility during office hours in central Hove. They offer a cash delivery and cash collection services, and pre-paid cards. The service has permission of the Financial Conduct Authority to carry out regulated financial activities and operates IT systems and independent auditing to ensure individuals' money is held safely and in line with regulations. Lot 1 value: £750,000 (exc. VAT). The Council is planning to procure a single supplier to deliver this part of the contract (Lot 1), through a competitive flexible procurement procedure. Please note that this is not a tender process. The Council is currently undertaking preliminary research and this process does not constitute an offer of contract from either party. Lot 2 - Money Advice for Council Tenants & Leaseholders. The Council is exploring market capacity and capability to deliver a service that supports tenants, both in secure and temporary accommodation, and leaseholders who are experiencing debt problems, benefit issues, or reduced household income. The service aims to: Help tenants resolve personal debt and budgeting challenges. Maximise benefit entitlement and household income. Prevent rent arrears, mortgage debt, council tax debt, and homelessness. Maximise income recovery for the council. Provide person‑centred, trauma‑informed support. Some service users may have complex needs, including mental health issues, learning disability, alcohol/substance misuse and physical health issues. The requirement is for a service with two key elements: Triage and support - to provide rapid assessment of service user needs followed by short-term intervention if necessary. Casework - to support service users requiring more than short-term intervention. The service is currently operated by an external provider, supporting Council tenants and leaseholders. We are undertaking engagement with the market to help refine the requirement and welcome responses to the questionnaire included in this notice. The Current Service: 2 FTE qualified debt and money advisers. The service supported 325 residents in 2024/25, delivering financial outcomes totalling £907,482, primarily through benefit gains and insolvency solutions. The service operates both in person appointments at offices based in the city and a remote service primarily delivered by telephone. The service has permission of the Financial Conduct Authority to carry out regulated financial activities. Lot 2 value: £100,000 (exc. VAT). The Council is planning to procure a single supplier to deliver this part of the contract (Lot 2), through a competitive flexible procurement procedure. Please note that this is not a tender process. The Council is currently undertaking preliminary research and this process does not constitute an offer of contract from either party. TOTAL CONTRACT VALUE INCLUDING EXTENSIONS £4,250,000 (Lots 1 and 2).

Risk Analysis

Please log in to use risk analysis.

Login

Win Strategy

Please log in to access winning strategy recommendations.

Login

Competitors

Upgrade to see which companies are likely to bid on this tender, based on historical procurement data.

Login

Requirements & Qualifications

27 requirements across 5 categories

Submission (3)
Mandatory (1)
Compliance (4)
Technical (16)
Financial (3)
SUBMISSION REQUIREMENTS3
--Interested parties are welcome to respond to the questionnaire included in the notice.
--This is not a tender process; it is preliminary market research.
--Responses to the questionnaire are welcomed to help refine requirements and approach.
MANDATORY EXCLUSION GROUNDS1
--Not specified in the provided text.
ELIGIBILITY REQUIREMENTS4
--Interested parties may apply for Lot 1 or Lot 2, or both Lots 1 and 2.
--Must be able to provide money management support services (Lot 1).
--Must be able to provide money advice services for council tenants and leaseholders (Lot 2).
TECHNICAL CAPABILITY REQUIREMENTS16
--Lot 1: Ability to manage the money of individuals who lack capacity and have no family/friends to act on their behalf.
--Lot 1: Ability to act as an appointee, deputy, or agent, receiving benefits, paying bills, delivering cash, and supporting large purchases.
--Lot 1: Ability to support individuals with learning disabilities, mental health needs, dementia, physical health needs, and high substance use.
FINANCIAL REQUIREMENTS3
--Lot 1 value: £750,000 (exc. VAT).
--Lot 2 value: £100,000 (exc. VAT).
--Total contract value including extensions: £4,250,000.

Requirements Preview

Sign up to view complete requirements and analysis

Documents

No processed documents available for this tender.

Documents will appear here once they are downloaded and analyzed.

75
Good

Tender Quality Score

This is a pre-tender market research notice for money management and advice services. While generally clear and well-structured, it lacks specific tender details and evaluation criteria, and does not explicitly address sustainability aspects.

Score Breakdown

Legal Compliance75/100

The notice is in a 'planning' status, indicating it's not a formal tender yet. Deadlines are provided but the procedure type is not specified. CPV code is present. No disputes are noted. Regulatory compliance is implied through FCA permission.

Clarity80/100

The description of services for both lots is detailed, outlining the scope, target users, and current service delivery. Requirements are documented, but evaluation criteria are missing, impacting overall clarity for potential bidders.

Missing evaluation criteria
Completeness70/100

Basic information like title, organization, and estimated value is present. Contract duration and start date are specified. However, the notice explicitly states it is not a tender process, and documents are not yet available, limiting completeness for a formal tender.

No document content available
Fairness85/100

The notice is open to interested parties for either or both lots. The value is disclosed. The market research approach allows for refinement of requirements. However, the lack of a formal tender process and specified evaluation criteria could be perceived as less fair than a fully defined tender.

Practicality65/100

The notice mentions a submission deadline and contract start date. Financing information is partially available through estimated values. However, it is not an e-submission process, and document URLs are not provided as it's market research.

No e-submission
Document URL not provided
Data Consistency90/100

Key fields such as title, reference, organization, and value are populated. Dates are logical, and there are no indications of suspension or disputes. The 'planning' status is consistent with the market research nature of the notice.

Sustainability50/100

There is no explicit mention of green procurement, social aspects, or innovation within the provided text. The funding source (EU funded) is not specified.

Not green procurement
No social criteria

Strengths

Clear description of services for both lots
Disclosure of estimated values and contract duration
Presence of CPV code and NUTS code
Market research approach to refine requirements

Concerns

Not a formal tender process, limiting actionable information
Missing evaluation criteria
No tender documents available
Lack of explicit sustainability considerations

Recommendations

1. Clearly define the tender procedure and evaluation criteria when the formal tender is issued.
2. Ensure all relevant tender documents are made accessible to interested parties.
3. Consider incorporating sustainability criteria into future tender documents.

AI Scoring Preview

Sign up to view complete requirements and analysis

Complete quality score analysis
Detailed sub-score breakdown
Strengths & concerns insights
Strategic recommendations

No credit card required • Setup in 2 minutes

New Service

Want us to handle this tender?

Our procurement experts prepare everything. Proven to work — you review, approve, and submit.

~1hYour time only
80%+80%+
$0Upfront
See full comparison
Without TaaSWith TaaS
40-80 hrs
Preparation time
~1 hr
Your time only
15-25%
Average win rate
80%+
Win rate
Risk of errors
Manual review
Expert QA
Compliance check
You do all
Handle everything
We do all
End-to-end service
Let's Win This Tender
Pay only when you win · 400+ companies trust us
Or do it yourself

Add to Pipeline