---
title: "Market Engagement Exercise for Appointeeship Banking Services"
ocid: "ocds-h6vhtk-050904"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-050904"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-050904.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-050904.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "SUNDERLAND CITY COUNCIL"
published: "2025-05-09"
---

# Market Engagement Exercise for Appointeeship Banking Services

Buyer: SUNDERLAND CITY COUNCIL  
Current stage: Planning  
OCID: ocds-h6vhtk-050904

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## Summary

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.

## Notice

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/019999-2025 |
| 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 |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 9 May 2025 |
| Submission deadline | Not specified |
| Future notice date | 21 May 2025 |
| Award date | Not specified |
| Contract period | 30 Apr 2026 - 31 Mar 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planning |
| Lots status | Planning |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SUNDERLAND CITY COUNCIL |
| Locality | SUNDERLAND |
| Post town | Sunderland |
| Postcode | SR1 3AA |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC44 Sunderland |
| Local authority | Sunderland |
| Electoral ward | Millfield |
| Westminster constituency | Sunderland Central |
| Delivery location | TLC North East (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66110000 - Banking services

## Release History

- 9 May 2025 at 10:37 - PlanningUpdate - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/019999-2025
- 29 Apr 2025 at 10:51 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/017565-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/019999-2025
  9th May 2025 - Preliminary market engagement notice on Find a Tender
- https://www.find-tender.service.gov.uk/Notice/017565-2025
  29th April 2025 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- https://www.legislation.gov.uk/ukpga/2023/54/contents
- https://www.open-uk.org/opportunities/overview/public/d23d9130-6b3d-48f7-96f0-6ba746265725

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-050904. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-050904.json.