Tender for Independent Financial Advice

Tender for Independent Financial Advice

The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets.

United Kingdom-Nottingham: Financial and insurance services

2017/S 026-045787

Contract notice


Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Nottingham City Council
Loxley House, Station Street
United Kingdom
Contact person: Mr Anthony Davidson
Telephone: +44 1158763566
E-mail: anthony.davidson@nottinghamcity.gov.uk
NUTS code: UKF14
Internet address(es):Main address: http://www.nottinghamcity.gov.uk

Address of the buyer profile: http://www.nottinghamcity.gov.uk

I.2)Joint procurement

The contract is awarded by a central purchasing body


Access to the procurement documents is restricted. Further information can be obtained at:www.eastmidstenders.org
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: www.eastmidstenders.org

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


CPU1969 Independent Financial Advice.

Reference number: DN239483

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

Nottingham City Council’s Deputyship Team manages the property and financial affairs of older people and vulnerable clients, who lack mental capacity to manage these themselves. The Deputyship Team is now seeking to secure the services of an Independent Financial Adviser for its clients who have significant assets.

II.1.5)Estimated total value

II.1.6)Information about lots

This contract is divided into lots: no
II.2.2)Additional CPV code(s)

II.2.3)Place of performance

NUTS code: UKF14

II.2.4)Description of the procurement:

This is an open tender to procure Independent Financial Advice to older people and vulnerable clients with assets above 75 000 GBP.

The successful provider will be a registered member of the Society of Later Life Advisers (SOLLA) and hold either a Diploma in Financial Planning or a Diploma in Regulated Financial Planning.

(Level 4)

The contract award will be based upon the most economically advantageous tender.

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

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

Start: 23/04/2017
This contract is subject to renewal: yes
Description of renewals:

The contract maybe extended for a further 36 months in 12 months increments.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

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
III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure


IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

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

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

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

Date: 10/03/2017
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

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

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

IV.2.7)Conditions for opening of tenders

Date: 10/03/2017
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Nottingham City Council
United Kingdom
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:



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