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Award of Carmarthenshire Financial Wellbeing Support Service

Carmarthenshire County Council

This public procurement record has 2 releases in its history.

Award

17 Jun 2025 at 01:00

OJEU - F21 - Social And other Specific Services (Public Contracts)
Tender

21 Feb 2025 at 00:00

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

Carmarthenshire County Council has initiated the tender process for the "Carmarthenshire Financial Wellbeing Support Service" under the services industry category. The procurement includes two Lots: Lot 1 focuses on welfare benefits and income maximisation, and Lot 2 provides debt advice and support. The service will be delivered in the Carmarthen area (region code: UKL14). The tender process is currently active, with submissions accepted electronically via the etenderwales portal until 26th March 2025 at 14:00 GMT. The procurement method is an open procedure, encouraging wide participation from interested suppliers.

This tender presents significant opportunities for businesses specialising in financial advice, welfare support, and debt management services. Companies that provide flexible, person-centred financial support will find this project especially relevant. The contract, valued at £1,054,546.00 GBP, calls for expertise in welfare benefits, income management, and confidential debt advice. Organisations of varying sizes, capable of providing comprehensive financial advice and support, are well-suited to compete for this tender, potentially fostering business growth and expanding service offerings in the local community.

How relevant is this notice?

Notice Information

Notice Title

Award of Carmarthenshire Financial Wellbeing Support Service

Notice Description

Awarded: Carmarthenshire County Council is developing a 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.

Lot Information

Financial Wellbeing- Welfare Benefits and Income Maximisation

Awarded: 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

Awarded: Debt Advice and Support

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-148058
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=148058
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

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

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
£1,054,546 £1M-£10M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£1,054,544 £1M-£10M

Notice Dates

Publication Date
17 Jun 20251 years ago
Submission Deadline
26 Mar 2025Expired
Future Notice Date
Not specified
Award Date
13 May 20251 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Not Specified
Contracts Status
Active

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
Carmarthenshire County Council
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
CARMARTHEN
Postcode
SA31 1JP
Postcode Area
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

Supplier Information

Number of Suppliers
1
Supplier Name

CARERS TRUST CROSSROADS WEST WALES LTD

Further Information

Notice Documents

  • https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=FEB497907
    Carmarthenshire Financial Wellbeing Support Service - Carmarthenshire County Council is developing a 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.
  • https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=AUG535509
    Award of Carmarthenshire Financial Wellbeing Support Service - Awarded: Carmarthenshire County Council is developing a 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.

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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