Closed
Policy Officer for Credit Unions of Wales
Descriptions
Credit unions are member-owned financial services co-operatives, providing savings and affordable loans products to the people of Wales.There are currently 18 credit unions in Wales, with a combined 69,000 adult members. At the end of 2018, collectively the movement in Wales held:• £52 million in assets• £24 million in loans to members• £43 million in members’ savingsThe first national strategy for credit unions in Wales was agreed by credit unions in 2016, and has since formed the basis of strong subsequent collaboration and progress amongst credit unions, also facilitating Welsh Government support for progressive projects across Wales.The strategy is now in need of comprehensive review to reflect the changing nature of the sector in Wales, including, the expansion of common bonds, the ongoing development of a national Credit Unions of Wales brand, the recent closure of credit unions, the increasing operational support and co-operation between the majority of credit unions, and interest amongst a number of credit unions to develop a national ICT strategy which reflects common goals and the long term changing needs of members.Project Description:To facilitate the development work required, funding has been secured to fund a Policy Officer role until March 2021. The Credit Unions of Wales Project Steering Group, led initially by Cardiff & Vale Credit Union, is therefore seeking proposals to deliver real results for the sector in Wales from either:• a suitably qualified individual, with experience of policy and strategic engagement, a knowledge of the Welsh context, and an understanding of the issues facing the credit union sector, able to take on a full-time role on a self employed basis, based as needed in a host credit union.Or• an organisation which can devote a fulltime individual to delivering the role (this can include the secondment of a credit union employee)Key Deliverables:• To develop and deliver a revised national strategy and action plan for the sustainable development of Welsh credit unions, in close partnership with credit unions, delivering full consultation, engagement and support of the strategy from Welsh credit unions• Maintaining and facilitating links between the Credit Union sector and policy developments in Wales; strengthening the profile of the sector as an essential part of financial inclusion, anti-poverty and social and economic regeneration across Wales.• To progress agreed strategic priorities of the strategy, including co-ordinating development of a collaborative ICT strategy and agreed standards.• To represent Credit Unions of Wales as directed, in communications with a range of stakeholders including Welsh Government, National Assembly for Wales and other stakeholders including the regulators, trade bodies, funders, local government, housing providers, universities and major employers• To support individual member credit unions as directed in strategic and regulatory matters• To co-ordinate collaboration and best practice sharing between credit unions in Wales and provide secretariat duties for the various working groups• To communicate the interests and needs of credit unions in Wales to relevant stakeholders, and to build partnerships in pursuit of the strategy for development• To support and facilitate the Patron roles of Credit Unions of Wales as required• To work in partnership with the appointed PR company representing Credit Unions of Wales to facilitate the ongoing profile development of the sector in Wales• With the Credit Unions and their trade bodies, identify a path to sustainability for the role after initial funding ends.• Any other duties consistent with the role as requestedNOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=93540.
Timeline
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Tender Regions
CPV Codes
66170000 - Financial consultancy, financial transaction processing and clearing-house services
73300000 - Design and execution of research and development
66171000 - Financial consultancy services
73200000 - Research and development consultancy services
73210000 - Research consultancy services
73220000 - Development consultancy services
98130000 - Miscellaneous membership organisations services
98110000 - Services furnished by business, professional and specialist organisations
98100000 - Membership organisation services
66000000 - Financial and insurance services
73000000 - Research and development services and related consultancy services
Keywords
banking services
investment support
insurance coverage
loan processing
credit services
pension management
asset protection
financial consulting
risk management
economic advisory
transaction processing
clearinghouse operations
payment consultancy
trade clearinghouse
financial advisory
back-office processing
deal processing
financial operations consulting
clearinghouse facilitation
financial advice
investment consulting
financial planning
wealth advisory
fiscal consultancy
advisory services
corporate finance advice
financial strategy consulting
advisory firm services
financial expert guidance
R&D services
innovation consultancy
feasibility studies
technology development
scientific advisory
experimental design
product innovation
applied research
industrial consultancy
development support
R&D planning
innovation strategy
project roadmap
funding advisory
commercialization consulting
technology trend analysis
proposal development
policy advisory
market relevance study
development oversight
scientific consulting
academic research advice
evaluation support
proposal refinement
expert review
methodology guidance
field research advisory
data analysis consulting
study design review
research planning
technical development advice
innovation process guidance
production optimization
prototype consulting
engineering strategy
lifecycle analysis
process development planning
industrial growth strategy
design refinement
tech transformation consulting
R&D implementation
experimental execution
innovation delivery
technical program management
end-to-end research services
product testing delivery
project coordination
prototype realization
development execution
community support services
social welfare provision
personal care services
public engagement programs
member management
association coordination
subscription administration
membership communications
enterprise consultation
specialized project support
professional services contracting
organizational advisory
compliance auditing
technical consultancy
business process improvement
bespoke consultancy
corporate training delivery
expert third-party services
association management
member engagement
non-profit coordination
membership event planning
organisational governance support
volunteer network management
community group support
non-governmental collaboration
annual general meeting organization
common-interest advocacy
Tender Lot Details
2 Tender Lots
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Possible Competitors
1 Possible Competitors
