Scope
Description
LBH is seeking to commission:
Financial Assessments - The Financial Assessments service calculates the contribution that people need to make towards their care. A financial assessment must take place to receive services from the Council.
Financial Assessments:
Our vision for the Financial Assessments Service:
Provide accurate, timely and person-centred assessments of individual's financial situation and proactively look to maximise a client's income through holistic support to access welfare benefits. To ensure that the assessment process works effectively as part of an overarching client contributions service. To deliver a service that contributes to the reduction of overall debt.
Current performance
100% of financial assessments in 2024/25 were processed within 10 working days, or 15 working days if a visit is required (on receipt of all information), exceeding the 95% target
This KPI is based on the time that the assessment is sat with the Financial Assessments team, the outcome of assessments may take longer because input from other teams is required or more information may be requested, in which case the clock is stopped until it returns to the team
508 financial assessments, including new assessments and reviews, were carried out in 2024/25
127 home visits were carried out to complete an assessment or review in 2024/25
Current contract cost
Annual core contract cost: £379k
Objectives
Lower contract cost by min 10%
Improve accuracy of the assessments
Monitor customer contact and satisfaction
Maintain performance Prevent negative impact on accumulation of debt
Automate processes wherever possible
Ability for customer to self-serve wherever possible
Total value (estimated)
- £2,274,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 1 October 2027 to 30 September 2032
- 5 years
Main procurement category
Services
CPV classifications
- 75110000 - General public services
Contract locations
- UKI75 - Hounslow and Richmond upon Thames
Engagement
Engagement deadline
5 September 2025
Engagement process description
The Council intends to hold a series of online interviews with interested providers during August/September 2025.
It should be noted that this engagement is not a formal tendering process.
The information we gain through our market engagement will help to inform our commissioning intentions and refine our specification for this service.
Participation
Particular suitability
Small and medium-sized enterprises (SME)
Contracting authority
London Borough of Hounslow
- Public Procurement Organisation Number: PQYY-1684-DYLV
Hounslow House, 7 Bath Road
Hounslow, London
TW3 3EB
United Kingdom
Region: UKI75 - Hounslow and Richmond upon Thames
Organisation type: Public authority - sub-central government