Planning

Market Engagement Exercise for Appointeeship Banking Services

SUNDERLAND CITY COUNCIL

This public procurement record has 2 releases in its history.

PlanningUpdate

09 May 2025 at 10:37

UK2 - Preliminary Market Engagement Notice
Planning

29 Apr 2025 at 10:51

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

Sunderland City Council is engaging in a Market Engagement Exercise for Appointeeship Banking Services, classified under the services category with a focus on banking services. This process is in the planning stage, with documentation and market engagement questions available for stakeholders to review. The exercise aims to gather market feedback on a proposed solution for managing clients' financial affairs, with responses due by 21st May 2025. The contract, suitable for SMEs and VCSEs, is planned to commence on 1st May 2026, running until 31st March 2030 and will be based in the UKC region of the United Kingdom.

This tender presents significant opportunities for businesses specialising in financial and banking services, particularly those capable of delivering robust, bespoke web-based solutions. Companies that excel at providing value for money while adhering to UK public standards will be well-positioned to benefit from this engagement. The requirement for innovative and intelligent systems makes this an attractive prospect for firms experienced in handling comprehensive financial management tasks, offering potential growth through enhanced service delivery and client relationship management.

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Notice Information

Notice Title

Market Engagement Exercise for Appointeeship Banking Services

Notice Description

The Financial Safeguarding Team (FST) is part of Adult Services within Sunderland City Council (The Council). The FST has a responsibility to effectively manage the finances of clients where the council act as deputy or appointee. These roles include opening a bank account for the client, setting up regular payments for their utilities and care fees, making one off payments, ensuring the client has access to weekly money via a pre-paid card or card account and receiving benefits into the client's bank account on their behalf. Scope of the System The FST require a robust, bespoke, intelligent, value for money, web-based solution to positively support the FST to manage all aspects of a client's property and financial affairs in accordance with the Council and OPG standards. PLEASE NOTE THIS IS NOT A CALL FOR COMPETITION The Council are seeking feedback from the market regarding the proposed solution a detailed within associated documentation.

Planning Information

All documentation including a copy of an initial draft Specification and market engagement questions is available via the following link https://www.open-uk.org/opportunities/overview/public/d23d9130-6b3d-48f7-96f0-6ba746265725

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-050904
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/019999-2025
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66110000 - Banking services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
9 May 20259 months ago
Submission Deadline
Not specified
Future Notice Date
21 May 2025Expired
Award Date
Not specified
Contract Period
30 Apr 2026 - 31 Mar 2030 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
SUNDERLAND CITY COUNCIL
Contact Name
Not specified
Contact Email
corporate.procurement@sunderland.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
SUNDERLAND
Postcode
SR1 3AA
Post Town
Sunderland
Country
England
Major Region (ITL 1)
TLC North East (England)
Basic Region (ITL 2)
TLC4 Northumberland, Durham and Tyne & Wear
Small Region (ITL 3)
TLC44 Sunderland
Delivery Location
TLC North East (England)
Local Authority
Sunderland
Electoral Ward
Millfield
Westminster Constituency
Sunderland Central

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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