--- title: "Financial Wellbeing Support Service" ocid: "ocds-kuma6s-147474" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-147474" markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-147474.md" json_url: "https://d3tenders.com/contract/ocds-kuma6s-147474.json" source: "Sell2Wales" current_stage: "Planning" buyer: "CARMARTHENSHIRE COUNTY COUNCIL" published: "2025-01-20" --- # Financial Wellbeing Support Service Buyer: CARMARTHENSHIRE COUNTY COUNCIL Current stage: Planning OCID: ocds-kuma6s-147474 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-kuma6s-147474) [Download OCDS JSON](https://d3tenders.com/contract/ocds-kuma6s-147474.json) ## Summary 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. ## Notice 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 ## Key Details | Field | Value | | --- | --- | | Publication source | Sell2Wales | | Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=147474 | | 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 | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 20 Jan 2025 | | Submission deadline | Not specified | | Future notice date | 17 Feb 2025 | | Award date | Not specified | | Contract period | Not specified | | 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 | Planned | | Lots status | Planned | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | CARMARTHENSHIRE COUNTY COUNCIL | | Locality | CARMARTHEN | | Post town | Swansea | | Postcode | SA31 1JP | | Country | Wales | | ITL 1 | TLL Wales | | ITL 2 | TLL4 Mid and South West Wales | | ITL 3 | TLL42 South West Wales | | Local authority | Carmarthenshire | | Electoral ward | Carmarthen Town North and South | | Westminster constituency | Caerfyrddin | | Delivery location | TLL14 South West Wales | ## CPV Codes ### Divisions - 75 - Administration, defence and social security services - 98 - Other community, social and personal services ### Codes - 75310000 - Benefit services - 98000000 - Other community, social and personal services ## Release History - 20 Jan 2025 at 00:00 - Planning - OJEU - F21 - Social And other Specific Services (Public Contracts) - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=147474 ## Documents - https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=JAN497196&idx=1 20th January 2025 - Event details - 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. ## Notice URLs - http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=147474 - https://api.sell2wales.gov.wales/v1?lang=cy/Notice?id=ocds-kuma6s-147474 - https://www.carmarthenshire.gov.uk ## 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-kuma6s-147474. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-147474.json.