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21 Social and other Specific Services - Award Notice - Successful Supplier(s)

Award of Carmarthenshire Financial Wellbeing Support Service

  • First published: 18 August 2025
  • Last modified: 18 August 2025
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To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-kuma6s-148058
Published by:
Carmarthenshire County Council
Authority ID:
AA0281
Publication date:
18 August 2025
Deadline date:
-
Notice type:
21 Social and other Specific Services - Award Notice - Successful Supplier(s)
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

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. CPV: 75310000, 98000000, 98000000.

Full notice text

Social and other specific services – public contracts

Contract award notice

Section I: Contracting authority

I.1) Name and addresses

Carmarthenshire County Council

County Hall

Carmarthen

SA31 1JP

UK

Contact person: Jackie Runacres

Telephone: +44 1267234567

E-mail: jrunacres@carmarthenshire.gov.uk

NUTS: UKL14

Internet address(es)

Main address: http://www.carmarthenshire.gov.uk

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0281

I.4) Type of the contracting authority

Regional or local authority

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Award of Carmarthenshire Financial Wellbeing Support Service

II.1.2) Main CPV code

75310000

 

II.1.3) Type of contract

Services

II.1.4) Short 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.

II.1.6) Information about lots

This contract is divided into lots: Yes

II.1.7) Total value of the procurement

Value excluding VAT: 1 054 546.00  GBP

II.2) Description

Lot No: 1

II.2.1) Title

Financial Wellbeing- Welfare Benefits and Income Maximisation

II.2.2) Additional CPV code(s)

98000000

II.2.3) Place of performance

NUTS code:

UKL14

II.2.4) Description of the procurement

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

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 2

II.2.1) Title

Financial Wellbeing- Debt Advice

II.2.2) Additional CPV code(s)

98000000

II.2.3) Place of performance

NUTS code:

UKL14

II.2.4) Description of the procurement

Awarded: Debt Advice and Support

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2025/S 000-006873

Section V: Award of contract

Lot No: 1

Title: Financial Wellbeing- Welfare Benefits and Income Maximisation

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

13/05/2025

V.2.2) Information about tenders

Number of tenders received: 1

Number of tenders received from SMEs: 1

Number of tenders received from tenderers from EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 1

Number of tenders received by electronic means: 1

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

CARERS TRUST CROSSROADS WEST WALES LTD

The Palms, 96 Queen Victoria Road

Llanelli

SA152TH

UK

Telephone: +44 1554754957

Fax: +44 1554758558

NUTS: UKL

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 626 864.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Financial Wellbeing- Debt Advice

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

13/05/2025

V.2.2) Information about tenders

Number of tenders received: 3

Number of tenders received from SMEs: 3

Number of tenders received from tenderers from EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 3

Number of tenders received by electronic means: 3

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

CARERS TRUST CROSSROADS WEST WALES LTD

The Palms, 96 Queen Victoria Road

Llanelli

SA152TH

UK

Telephone: +44 1554754957

Fax: +44 1554758558

NUTS: UKL

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 427 680.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

AWARDED

(WA Ref:150889)

VI.4) Procedures for review

VI.4.1) Review body

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

UK

Telephone: +44 2079477501

VI.5) Date of dispatch of this notice

17/06/2025

Coding

Commodity categories

ID Title Parent category
75310000 Benefit services Compulsory social security services
98000000 Other community, social and personal services Other Services

Delivery locations

ID Description
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
21 February 2025
Deadline date:
26 March 2025 00:00
Notice type:
21 Social and other Specific Services - Contract Notice
Authority name:
Carmarthenshire County Council
Publication date:
18 August 2025
Notice type:
21 Social and other Specific Services - Award Notice - Successful Supplier(s)
Authority name:
Carmarthenshire County Council

About the buyer

Main contact:
jrunacres@carmarthenshire.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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