Summary
- OCID:
- ocds-h6vhtk-04efbb
- Published by:
- Carmarthenshire County Council
- Authority ID:
- AA0281
- Publication date:
- 20 March 2025
- Deadline date:
- 16 May 2025
- Notice type:
- UK3
- Has documents:
- No
- Has SPD:
- No
- Has Carbon Reduction Plan:
- N/A
Abstract
Carmarthenshire County Council, as the administering authority for the Dyfed Pension Fund, is seeking to renew the contract of the Independent Investment Adviser. This is a key role in the governance arrangements of the Dyfed Pension Fund in supporting the Pension Committee, Pension Board and officers with specialist advice to help the Fund achieve its goals.
Full notice text
Scope
Procurement description
Carmarthenshire County Council, as the administering authority for the Dyfed Pension Fund, is seeking to renew the contract of the Independent Investment Adviser. This is a key role in the governance arrangements of the Dyfed Pension Fund in supporting the Pension Committee, Pension Board and officers with specialist advice to help the Fund achieve its goals.
Total value (estimated)
150000.00 GBP Excluding VAT
180000.00 GBP Including VAT
Contract dates (estimated)
01 October 2025, 00:00AM to 30 September 2028, 23:59PM
Extension end date (if all the extensions are used): 30 September 2030
Contracting authority
Carmarthenshire County Council
Identification register:
Address 1: County Hall
Town/City: Carmarthen
Postcode: SA31 1JP
Country: United Kingdom
Website: https://www.carmarthenshire.gov.uk
Public Procurement Organisation Number: PTVL-7854-TMRZ
Email: HaLDavies@carmarthenshire.gov.uk
Organisation type: Public authority - sub-central government
Devolved regulations that apply: Wales
Procedure
Procedure type
Below threshold - open competition
Is the total value above threshold?
Below threshold
Lots
Divided into 1 lots
Lot number: 1
CPV classifications
- 66500000 - Insurance and pension services
- 66000000 - Financial and insurance services
Sustainability
Small and medium-sized enterprises (SME)
Contract start date (estimated)
01 October 2025, 00:00AM
Contract end date (estimated)
30 September 2028, 23:59PM
Extension end date (estimated)
30 September 2030, 23:59PM
Can the contract be extended?
Yes
Description of extensions
Possible 24 months extension
Participation
Conditions of participation
As per tender documentation. Information relating to the tender pack will become available in the below threshold tender notice
Award criteria
Weighting description
Cost 30% Quality 70%
Type: quality
Name
Quality
Submission
Publication date of tender notice (estimated)
15 April 2025
Tender submission deadline
16 May 2025, 14:00PM
Submission address and any special instructions
This procurement exercise will be conducted on https://etenderwales.bravosolution.co.uk/home.html
May tenders be submitted electronically?
Yes
Coding
Commodity categories
| ID |
Title
|
Parent category
|
| 66000000 |
Financial and insurance services |
Finance and Related Services |
| 66500000 |
Insurance and pension services |
Financial and insurance services |
Delivery locations
| ID |
Description
|
| 1014 |
South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion) |
Document family
|
Notice details
|
- Publication date:
- 20 March 2025
- Deadline date:
- 16 May 2025 14:00
- Notice type:
- UK3
- Version:
- 1
- Authority name:
- Carmarthenshire County Council
|
- Publication date:
- 16 April 2025
- Deadline date:
- 16 May 2025 14:00
- Notice type:
- UK4
- Version:
- 1
- Authority name:
- Carmarthenshire County Council
|
About the buyer
- Main contact:
- n/a
- Admin contact:
- n/a
- Technical contact:
- n/a
- Other contact:
- n/a