Financial Advice Services Dumfries

Financial Advice Services Dumfries

Advice and information services (Dumfries & Galloway).

UK-Dumfries: general public services

2012/S 78-128803

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Dumfries and Galloway Council
Procurement Team, Carmont House
For the attention of: Craig Bouse
DG1 4ZJ Dumfries
UNITED KINGDOM
Telephone: +44 1387245116

Internet address(es):

General address of the contracting authority: http://www.dumgal.gov.uk

Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00219

Further information can be obtained from: Dumfries and Galloway Council
Procurement Team, Carmont House
For the attention of: Craig Bouse
DG1 4ZJ Dumfries
UNITED KINGDOM
Telephone: +44 1387245106
Internet address: http://www.dumgal.gov.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Dumfries and Galloway Council
Procurement Team, Carmont House
For the attention of: Craig Bouse
DG1 4ZJ Dumfries
UNITED KINGDOM
Telephone: +44 1387245106
Internet address: http://www.dumgal.gov.uk

Tenders or requests to participate must be sent to: Dumfries and Galloway Council
Procurement Team, Carmont House
For the attention of: Craig Bouse
DG1 4ZJ Dumfries
UNITED KINGDOM
Telephone: +44 1387245106
Internet address: http://www.dumgal.gov.uk

I.2)Type of the contracting authority

Regional or local authority
I.3)Main activity

General public services
Economic and financial affairs
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:

Advice and information services (Dumfries & Galloway).
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 27: Other services
Main site or location of works, place of delivery or of performance: Throughout Dumfries & Galloway.
NUTS code UKM32

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)

Provide advice and information services which are accessible to all communities in Dumfries & Galloway.
The service will work cooperatively with Council delivered services to:
— Enhance financial inclusion,
— Reduce unmanageable debt,
— Maximise household income,
— Decrease the numbers of clients requiring crisis intervention for support with financial matters,
— Raise awareness of and mitigate the impacts of welfare reform,
— Provide an advice and information service on housing, employment, consumer advice, relationship and personal issues,
— Provide tribunal and court representation or other advocacy services,
— Signpost clients where their needs will be best met by another service provider.
Services must be accessible to all communities within Dumfries & Galloway. Where demographic or geographic groups can be identified as being subject to disproportionate financial exclusion, or other relevant need, then services should be targeted proactively. Delivery must include office based, phone, e-mail and on-line services, as well as home visits where needed.
Whilst general and advocacy services will be available to all sections of the population, any proactive income maximisation or financial inclusion work should be targeted at working age clients and related benefits. This complements services provided directly by Dumfries & Galloway Council which proactively target pension age and disability related benefits. The provider must work cooperatively with the Council to avoid unjustifiable duplication of services.
The successful contractor must achieve Scottish National Standards, Level III, for Information and Advice within 12 months of contract commencement. Where a tendering organisation is not already accredited to this level then plans to ensure the quality of services and advice would need to be evidence at the tender stage.
The service will be delivered from 1.10.2012 for a period of 19 months. The approximate value of the contract will be 700 000 GBP per year.
Applicants will have a proven track record of providing similar services, and Transfer of Undertakings (Protection of Employment) Regulations 2006 (TUPE) apply to this contract since there is an existing provider with staff.
This Procurement is on behalf of Dumfries and Galloway Council.
Note: to register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=226316.

The awarding authority has indicated that it will accept electronic responses to this notice via a ‘Tender Submission Postbox’ facility. Further details of this facility are available at http://www.publiccontractsscotland.gov.uk/PostBox/Postbox_Explain.aspx?ID=226316.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. The postbox closes precisely at the time stated.

II.1.6)Common procurement vocabulary (CPV)

75110000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots

This contract is divided into lots: no
II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

To provide service to aid financial inclusion, reduce unmanageable debt, maximise household income, reduce the numbers of clients requiring crisis intervention for support with financial matters, raise awareness of and mitigate the impacts of welfare reform, provide tribunal and court representation or advocacy services relating to money advice and signpost clients where their needs will be best met by another service provider. Services must be accessible to all communities within Dumfries and Galloway.
Contract is expected to run from October 2012 to March 2014.
Estimated value excluding VAT: 1 100 000 GBP
II.2.2)Information about options

Options: no
II.2.3)Information about renewals

This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion

Starting 1.10.2012. Completion 30.4.2014

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Installment Payments will be the means of payment for this contract. It is expected that three payments will be made over the duration of this contract. Payment dates to be confirmed.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Jointly and severally liable.
III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: (1) All candidates must comply with the requirements of the State in which they are established, regarding registration on the professional or trade register;
(2) Any candidate found to be guilty of serious misrepresentation in providing any information required, may be declared ineligible and not selected to continue with this procurement process as outlined in the ITT.
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: (1) All candidates will be required to provide evidence of relevant professional risk indemnity insurance;
(2) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business as outlined in the ITT.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
Outlined as per PQQ and ITT.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure

Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged number of operators: 5
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:

DG/CB/210/12
IV.3.2)Previous publication(s) concerning the same contract
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Time limit for receipt of requests for documents or for accessing documents: 28.5.2012
IV.3.4)Time limit for receipt of tenders or requests to participate

6.6.2012 – 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

15.6.2012
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published: Early 2014 subject to confirmation of funding.
VI.2)Information about European Union funds
VI.3)Additional information

(SC Ref:226316).
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

Sheriff Court
Buccleuch Street
Dumfries
UNITED KINGDOM

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: As prescibed in the Public Contracts (Scotland) Regulations 2006 as amended.
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:19.4.2012