Planning

Financial Wellbeing Support Service

CARMARTHENSHIRE COUNTY COUNCIL

This public procurement record has 1 release in its history.

Planning

20 Jan 2025 at 00:00

OJEU - F21 - Social And other Specific Services (Public Contracts)
Summary of the contracting process

Carmarthenshire County Council is planning a public procurement process for a new Financial Wellbeing Support Service, which falls under the category of general public services. The procurement process is currently at the planning stage, with a Prior Information Notice (PIN) issued on 20th January 2025. The notice indicates that two Lots will be tendered: Lot 1 covering welfare benefits advice and income maximisation, and Lot 2 focusing on debt advice. The procurement process will kick off with a Financial Wellbeing Market Engagement Event on 3rd February 2025, from 10am to 1pm on Microsoft Teams, providing an opportunity for interested suppliers to engage and learn more about the requirements. The Council is located in Carmarthen, postcode SA31 1JP, Wales.

This tender presents significant business growth opportunities for organisations specialising in financial advice, support services, and debt management. The new service aims to provide comprehensive, person-centred assistance, making it well-suited for companies with experience in welfare benefits, income maximisation, and independent debt advice. Participation in the upcoming market engagement event will allow businesses to understand the specific needs and expectations of Carmarthenshire County Council, facilitating a competitive and informed bidding process. Enterprises offering tailored financial support services will find this tender particularly advantageous for expanding their footprint in the public sector.

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Notice Information

Notice Title

Financial Wellbeing Support Service

Notice Description

This Prior Information Notice (PIN) is to inform potential suppliers that Carmarthenshire County Council will be tendering for a new Financial Wellbeing Support Service in the next two months and is keen to engage with the market prior to undertaking the formal procurement process. The intention is for the new Financial Wellbeing service to consist of two Lots, Lot 1 being the delivery of a flexible, person-centred advice and support service to enable individuals and their carers to manage their money effectively and maximise their income. This Lot includes the provision of advice and support on welfare benefits. Lot 2 will be the delivery of an independent, confidential, debt advice service to help people address their problems with debt. A Financial Wellbeing Market Engagement Event will be held on Monday 3rd February 10am to 1pm on Microsoft Teams. Organisations wishing to learn more about this opportunity can register their interest in attending by sending an email to: CommissioningDevelopment@carmarthenshire.gov.uk Business Wales will also attend the event to provide information on the independent support it can provide to interested parties, with the tendering process. Nod yr Hysbysiad Gwybodaeth Ymlaen Llaw hwn yw rhoi gwybod i gyflenwyr posibl y bydd Cyngor Sir Caerfyrddin yn gwahodd tendrau am Wasanaeth Cymorth Llesiant Ariannol newydd yn ystod y ddau fis nesaf ac mae'n awyddus i ymgysylltu a'r farchnad cyn ymgymryd a'r broses gaffael ffurfiol. Y bwriad yw i'r gwasanaeth Llesiant Ariannol newydd gynnwys dwy Lot: bydd Lot 1 yn darparu gwasanaeth cyngor a chymorth hyblyg, sy'n canolbwyntio ar yr unigolyn, i alluogi unigolion a'u gofalwyr i reoli eu harian yn effeithiol a chael cymaint o incwm a phosibl. Mae'r Lot hon yn cynnwys darparu cyngor a chymorth ynghylch budd-daliadau lles. Bydd Lot 2 yn darparu gwasanaeth cyngor annibynnol a chyfrinachol ynghylch dyledion i helpu pobl i fynd i'r afael a'u problemau yn ymwneud a dyledion. Cynhelir Digwyddiad Ymgysylltu a'r Farchnad - Llesiant Ariannol ddydd Llun 3 Chwefror rhwng 10am ac 1pm ar Microsoft Teams. Gall sefydliadau sy'n dymuno dysgu mwy am y cyfle hwn gofrestru eu diddordeb mewn dod i'r digwyddiad drwy anfon e-bost at: DatblyguComisiynu@sirgar.gov.uk Bydd Busnes Cymru hefyd yn bresennol yn y digwyddiad i roi gwybodaeth am y cymorth annibynnol y gall ei ddarparu i bartion a diddordeb yn ymwneud a'r broses dendro.

Lot Information

Financial Wellbeing- Welfare Benefits and Income Maximisation

LOT 1 Tier 1 - Specialist information, advice, and support for welfare benefit Tier 2 - Income Maximisation, supporting people who are in receipt of maximum level welfare benefits but who require support to manage their personal budget

Financial Wellbeing- Debt Advice

Debt Advice and Support

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-147474
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=147474
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
OJEU - F21 - Social And other Specific Services (Public Contracts)
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

75 - Administration, defence and social security services

98 - Other community, social and personal services

CPV Codes

75310000 - Benefit services

98000000 - Other community, social and personal services

Notice Value(s)

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

Notice Dates

Publication Date
20 Jan 20251 years ago
Submission Deadline
Not specified
Future Notice Date
17 Feb 2025Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
CARMARTHENSHIRE COUNTY COUNCIL
Contact Name
Jake Williams
Contact Email
jtwilliams@sirgar.gov.uk
Contact Phone
+44 1267234567

Buyer Location

Locality
CARMARTHEN
Postcode
SA31 1JP
Post Town
Swansea
Country
Wales
Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL4 Mid and South West Wales
Small Region (ITL 3)
TLL42 South West Wales
Delivery Location
TLL14 South West Wales
Local Authority
Carmarthenshire
Electoral Ward
Carmarthen Town North and South
Westminster Constituency
Caerfyrddin

Further Information

Notice Documents

  • https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=JAN497196
    Financial Wellbeing Support Service - This Prior Information Notice (PIN) is to inform potential suppliers that Carmarthenshire County Council will be tendering for a new Financial Wellbeing Support Service in the next two months and is keen to engage with the market prior to undertaking the formal procurement process. The intention is for the new Financial Wellbeing service to consist of two Lots, Lot 1 being the delivery of a flexible, person-centred advice and support service to enable individuals and their carers to manage their money effectively and maximise their income. This Lot includes the provision of advice and support on welfare benefits. Lot 2 will be the delivery of an independent, confidential, debt advice service to help people address their problems with debt. A Financial Wellbeing Market Engagement Event will be held on Monday 3rd February 10am to 1pm on Microsoft Teams. Organisations wishing to learn more about this opportunity can register their interest in attending by sending an email to: CommissioningDevelopment@carmarthenshire.gov.uk Business Wales will also attend the event to provide information on the independent support it can provide to interested parties, with the tendering process. Nod yr Hysbysiad Gwybodaeth Ymlaen Llaw hwn yw rhoi gwybod i gyflenwyr posibl y bydd Cyngor Sir Caerfyrddin yn gwahodd tendrau am Wasanaeth Cymorth Llesiant Ariannol newydd yn ystod y ddau fis nesaf ac mae'n awyddus i ymgysylltu a'r farchnad cyn ymgymryd a'r broses gaffael ffurfiol. Y bwriad yw i'r gwasanaeth Llesiant Ariannol newydd gynnwys dwy Lot: bydd Lot 1 yn darparu gwasanaeth cyngor a chymorth hyblyg, sy'n canolbwyntio ar yr unigolyn, i alluogi unigolion a'u gofalwyr i reoli eu harian yn effeithiol a chael cymaint o incwm a phosibl. Mae'r Lot hon yn cynnwys darparu cyngor a chymorth ynghylch budd-daliadau lles. Bydd Lot 2 yn darparu gwasanaeth cyngor annibynnol a chyfrinachol ynghylch dyledion i helpu pobl i fynd i'r afael a'u problemau yn ymwneud a dyledion. Cynhelir Digwyddiad Ymgysylltu a'r Farchnad - Llesiant Ariannol ddydd Llun 3 Chwefror rhwng 10am ac 1pm ar Microsoft Teams. Gall sefydliadau sy'n dymuno dysgu mwy am y cyfle hwn gofrestru eu diddordeb mewn dod i'r digwyddiad drwy anfon e-bost at: DatblyguComisiynu@sirgar.gov.uk Bydd Busnes Cymru hefyd yn bresennol yn y digwyddiad i roi gwybodaeth am y cymorth annibynnol y gall ei ddarparu i bartion a diddordeb yn ymwneud a'r broses dendro.

Open Contracting Data Standard (OCDS)

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