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UK4

Independent Member / Chair of the Dyfed Pension Fund and/or Powys Pension Fund

  • First published: 24 July 2026
  • Last modified: 24 July 2026
  • Version: 1
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The buyer is not using this website to administer the notice.

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-h6vhtk-06b076
Published by:
Powys County Council
Authority ID:
AA0354
Publication date:
24 July 2026
Deadline date:
31 August 2026
Notice type:
UK4
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Carmarthenshire County Council and Powys County Council (the ‘Councils’) are unitary local authorities in South-West/Mid Wales and as the administering authorities of the Dyfed Pension Fund and Powys Pension Fund respectively, are both seeking an Independent Member / Chair for their separate Pension Boards.  

Full notice text

Scope

Procurement reference

itt_125106

Procurement description

Carmarthenshire County Council and Powys County Council (the ‘Councils’) are unitary local authorities in South-West/Mid Wales and as the administering authorities of the Dyfed Pension Fund and Powys Pension Fund respectively, are both seeking an Independent Member / Chair for their separate Pension Boards.  

Main category

Services

Delivery regions

  • UKL14 - South West Wales
  • UKL24 - Powys

Total value (estimated, excluding VAT)

135000.00 GBP to 135000.00GBP

Contract dates (estimated)

01 October 2026, 00:00AM to 30 September 2029, 23:59PM

Extension end date (if all the extensions are used): 30 September 2031

Contracting authority

Powys County Council

Identification register:

  • GB-PPON

Address 1: County Hall

Town/City: Llandrindod Wells

Postcode: LD1 5LG

Country: United Kingdom

Website: http://www.powys.gov.uk

Public Procurement Organisation Number: PQBT-5413-HMDT

Email: commercialservices@powys.gov.uk

Organisation type: Public authority - sub-central government

Devolved regulations that apply: Wales

Carmarthenshire County Council

Identification register:

  • GB-PPON

Address 1: County Hall

Town/City: Carmarthen

Postcode: SA31 1JP

Country: United Kingdom

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 2 lots

Carmarthenshire County Council

Lot number: 1

Description

Independent Member / Chair of the Dyfed Pension Fund

CPV classifications

  • 66131100 - Pension investment services
  • 66141000 - Pension fund management services
  • 66500000 - Insurance and pension services
  • 75320000 - Government employee pension schemes
  • 75110000 - General public services
  • 79400000 - Business and management consultancy and related services
  • 79112100 - Stakeholders representation services

Delivery regions

  • UKL14 - South West Wales

Lot value (estimated)

75000.00 GBP Excluding VAT

90000.00 GBP Including VAT

Sustainability

Small and medium-sized enterprises (SME)

Contract start date (estimated)

01 October 2026, 00:00AM

Contract end date (estimated)

30 September 2029, 23:59PM

Extension end date (estimated)

30 September 2031, 23:59PM

Can the contract be extended?

Yes

Description of extensions

The contract will be let for an initial period of three (3) years, with the option to extend for a further period of up to two (2) years.

Any extension will be at the sole discretion of the Contracting Authority and will be subject to:

-satisfactory performance, including achievement of agreed KPIs;

-continued availability of funding and approval;

-the ongoing requirement for the services; and

-no material changes to the scope or value that would require a new procurement exercise.

The Contracting Authority may exercise the extension in whole or in part (e.g. in annual increments), by providing written notice to the contractor in advance of the contract expiry date.

Simple description of award criteria

The Contract will be awarded to Bidder whose Tender achieves the highest score under the Most Advantageous Tender (“MAT”) criteria. The award is subject to internal governance approval, conclusion of a mandatory standstill period and notification requirements, in line with the Procurement Act 2023 and Procurement (Wales) Regulations 2024.

The Award Criteria are 70% technical/quality and 30% cost/price. Scores are arrived at following the application of the Evaluation Criteria to the Bidder's Tender.

Powys County Council

Lot number: 2

Description

Independent Member / Chair of the Powys Pension Fund

CPV classifications

  • 66131100 - Pension investment services
  • 66141000 - Pension fund management services
  • 66500000 - Insurance and pension services
  • 75320000 - Government employee pension schemes
  • 75110000 - General public services
  • 79400000 - Business and management consultancy and related services
  • 79112100 - Stakeholders representation services

Delivery regions

  • UKL24 - Powys

Lot value (estimated)

60000.00 GBP Excluding VAT

80000.00 GBP Including VAT

Sustainability

Small and medium-sized enterprises (SME)

Contract start date (estimated)

01 October 2026, 00:00AM

Contract end date (estimated)

30 September 2030, 23:59PM

Simple description of award criteria

The Contract will be awarded to Bidder whose

Tender achieves the highest score under the Most Advantageous Tender (“MAT”) criteria. The award is subject to internal governance approval, conclusion of a mandatory standstill period and notification requirements, in line with the Procurement Act 2023 and Procurement (Wales) Regulations 2024.

The Award Criteria are 70% technical/quality and 30% cost/price. Scores are arrived at following the application of the Evaluation Criteria to the Bidder's Tender.

Submission

Documents

Tender submission deadline

31 August 2026, 12:00PM

Enquiry deadline

24 August 2026, 12:00PM

Submission address and any special instructions

https://etenderwales.ukp.app.jaggaer.com/home.html

May tenders be submitted electronically?

Yes

Tender submission deadline

31 August 2026, 12:00PM

Enquiry deadline

24 August 2026, 12:00PM

Submission address and any special instructions

https://etenderwales.ukp.app.jaggaer.com/home.html

May tenders be submitted electronically?

Yes

ID

L-1

Document type

Bidding documents

Description

All documents are available on eTenderWales. ref itt_125106

ID

L-3

Document type

Technical specifications

Description

All documents are available on eTenderWales. ref itt_125106

Coding

Commodity categories

ID Title Parent category
79400000 Business and management consultancy and related services Business services: law, marketing, consulting, recruitment, printing and security
75110000 General public services Administration services
75320000 Government employee pension schemes Compulsory social security services
66500000 Insurance and pension services Financial and insurance services
66141000 Pension fund management services Portfolio management services
66131100 Pension investment services Security brokerage services
79112100 Stakeholders representation services Legal representation services

Delivery locations

ID Description
100 UK - All

Document family

Notice details
Publication date:
09 June 2026
Deadline date:
17 August 2026 12:00
Notice type:
UK3
Version:
1
Authority name:
Powys County Council
Publication date:
24 July 2026
Deadline date:
31 August 2026 12:00
Notice type:
UK4
Version:
1
Authority name:
Powys County Council

About the buyer

Main contact:
n/a
Admin contact:
n/a
Technical contact:
n/a
Other contact:
n/a

Further information

Date Details

0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.