Dyfed Pension Fund Independent Investment Adviser

Procurement description

Carmarthenshire County Council wish to appoint a suitably qualified Adviser to provide independent investment specialist advice to help the Dyfed Pension Fund achieve its goals.

Main category

Services

Delivery regions

• UKL14 - South West Wales

Total value (estimated, excluding VAT)

150000 GBP to 150000GBP

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

Carmarthenshire County Council

Procedure type

Below threshold - open competition

Is the total value above threshold?

Below threshold

CPV classifications

• 66000000 - Financial and insurance services

Delivery regions

• UKL14 - South West Wales

Lot value (estimated)

150000 GBP Excluding VAT

179999 GBP Including VAT

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

There is an option to extend by up to 24 months

Participation

Award criteria

Tender submission deadline

16 May 2025, 14:00PM

Enquiry deadline

12 May 2025, 14:00PM

Submission address and any special instructions

To assist you in locating these opportunities on the BRAVO E Procurement System the project code is: project_58825 As this is an Open procedure, Tenderers must ensure that all ITT questions are fully responded to. The following ITT Project codes may further assist you in locating the opportunities: ITT Code: itt_116149 Please also ensure you check the Attachments area for any documents/ information which may assist you with your submission or you are required to upload as part of your submission as per information contained within the tender pack. Suppliers Instructions How to express interest in this Tender: 1. Register your company on the etenderwales portal (this is only required once) - Browse to the eSourcing Portal: www.etenderwales.bravosolution.co.uk - Click the "Suppliers register here" link - Enter your correct business and user details - Note the username you chose and click "Save" when complete - You will shortly receive an email with your unique password (please keep this secure) - Agree to the terms and conditions and click "continue" 2. Express an Interest in the Project - Login to the portal with the username/password - Click the "ITTs Open to All Suppliers" link. (These are Invitation to Tender Documents open to any registered supplier) - Click on the relevant ITT to access the content. - Click the "Express Interest" button at the top of the screen - This will move the ITT into your "My ITTs" page. (This is a secure area reserved for your projects only) - Click on the ITT code, you can now access any attachments by clicking the ''''Buyer Attachments" on the left hand side of the screen 3. Responding to the tender - At the top of the screen you can choose to Create Response or Decline to Respond (please give a reason if declining) - You can now use the Messages function on to communicate with the buyer and seek any clarification - Note the deadline for completion, then follow the onscreen instructions to complete the ITT - There may be a mixture of online & offline actions for you to perform (there is detailed online help available) If you require any further assistance use the online help, or the BravoSolution help desk is available Mon - Fri (8am - 6pm) on: - email: help@bravosolution.co.uk - Phone: 0800 368 4850/ Fax: 020 7080 0480 Tenders or Requests to Participate must be sent to: Official name: www.etenderwales.bravosolution.co.uk Postal Address: Carmarthenshire County Council will be conducting this procurement exercise through the Value Wales e-Tendering portal. This can be found at www.etenderwales.bravosolution.co.uk, all information may be downloaded and returned through this channel.

May tenders be submitted electronically?

Yes