Summary
- OCID:
- ocds-kuma6s-159705
- Published by:
- Cwmpas
- Authority ID:
- AA0857
- Publication date:
- 19 December 2025
- Deadline date:
- 06 February 2026
- Notice type:
- Contract Notice
- Has documents:
- Yes
- Has SPD:
- No
- Has Carbon Reduction Plan:
- No
Abstract
Cwmpas wishes to appoint up to 6 Suppliers to a framework for professional valuations, tax advice, and VAT advisory services. The framework will run for three years with the potential to extend for a further 12 month period at the discretion of Cwmpas, this may be determined by the delivery and performance of the existing suppliers.
To work with a Cwmpas Business Consultant to support clients who are looking to transition their business, including investigating the potential of transferring the ownership of the business to its employees, or to one of the four legal structures as defined by the Health and Social Care Wales Act 2025. support may include:-
• To advise on financial issues including tax; company valuations; financial planning and critically reviewing financial information.
• To provide information and support to access finance to support employee buy-outs and other social business investment needs.
• To provide forensic analysis of management accounts; and company restructuring.
• Guidance on changes to tax and VAT regulations.
Full notice text
CONTRACT NOTICE – NATIONAL
|
| SERVICES |
1 Authority Details
|
1.1
|
Authority Name and Address
|
|
Cwmpas |
Sparc, Maindy Road, |
Cardiff |
CF24 4HQ |
UK |
Glenn Bowen |
+44 3001115050 |
|
+44 3001115051 |
http://www.cwmpas.coop http://www.sell2wales.gov.wales http://www.sell2wales.gov.wales |
|
1.2
|
Address from which documentation may be obtained
As in 1.1
|
1.3
|
Completed documents must be returned to:
As in 1.1
|
2 Contract Details
|
2.1
|
Title
Provision of VAT, Tax and Business Valuations
|
2.2
|
Description of the goods or services required
Cwmpas wishes to appoint up to 6 Suppliers to a framework for professional valuations, tax advice, and VAT advisory services. The framework will run for three years with the potential to extend for a further 12 month period at the discretion of Cwmpas, this may be determined by the delivery and performance of the existing suppliers.
To work with a Cwmpas Business Consultant to support clients who are looking to transition their business, including investigating the potential of transferring the ownership of the business to its employees, or to one of the four legal structures as defined by the Health and Social Care Wales Act 2025. support may include:-
• To advise on financial issues including tax; company valuations; financial planning and critically reviewing financial information.
• To provide information and support to access finance to support employee buy-outs and other social business investment needs.
• To provide forensic analysis of management accounts; and company restructuring.
• Guidance on changes to tax and VAT regulations.
NOTE: 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=159705.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
|
2.3
|
Notice Coding and Classification
|
|
|
|
|
66121000 |
|
Mergers and acquisition services |
|
66170000 |
|
Financial consultancy, financial transaction processing and clearing-house services |
|
66171000 |
|
Financial consultancy services |
|
66172000 |
|
Financial transaction processing and clearing-house services |
|
79200000 |
|
Accounting, auditing and fiscal services |
|
79400000 |
|
Business and management consultancy and related services |
|
|
|
|
|
1000 |
|
WALES |
|
1010 |
|
West Wales and The Valleys |
|
1011 |
|
Isle of Anglesey |
|
1012 |
|
Gwynedd |
|
1013 |
|
Conwy and Denbighshire |
|
1014 |
|
South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion) |
|
1015 |
|
Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf) |
|
1016 |
|
Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly) |
|
1017 |
|
Bridgend and Neath Port Talbot |
|
1018 |
|
Swansea |
|
1020 |
|
East Wales |
|
1021 |
|
Monmouthshire and Newport |
|
1022 |
|
Cardiff and Vale of Glamorgan |
|
1023 |
|
Flintshire and Wrexham |
|
1024 |
|
Powys |
|
2.4
|
Total quantity or scope of tender
£207,000
|
3 Conditions for Participation
|
3.1
|
Minimum standards and qualification required
To be successful a bidder must score a minimum of 200 in questions 1 to 5.
|
4 Administrative Information
|
4.1
|
Type of Procedure
Single stage
|
4.2
|
Reference number attributed to the notice by the contracting authority
N/a
|
4.3
|
Time LimitsTime-limit for receipt of completed tenders
06-02-2026
Time 12:00
Estimated award date 20-02-2026 |
4.5
|
Language or languages in which tenders or requests to participate can be drawn upEN
CY
|
4.6
|
Tender Submission Postbox
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at
https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx |
5 Other Information
|
5.1
|
Additional Information
This notice has been sent as a region specific notice. If you did not receive an alert about this you are not based in the specific region selected by the buying authority. Questions on why this was sent as a region specific notice should be sent to the buying authority.
(WA Ref:159705)
The buyer considers that this contract is suitable for consortia bidding.
|
5.2
|
Additional Documentation
|
|
ITT Tax VAT and Business Vauations Advice Final |
|
|
5.3
|
Publication date of this notice 19-12-2025 |
Coding
Commodity categories
| ID |
Title
|
Parent category
|
| 79200000 |
Accounting, auditing and fiscal services |
Business services: law, marketing, consulting, recruitment, printing and security |
| 79400000 |
Business and management consultancy and related services |
Business services: law, marketing, consulting, recruitment, printing and security |
| 66171000 |
Financial consultancy services |
Financial consultancy, financial transaction processing and clearing-house services |
| 66170000 |
Financial consultancy, financial transaction processing and clearing-house services |
Banking and investment services |
| 66172000 |
Financial transaction processing and clearing-house services |
Financial consultancy, financial transaction processing and clearing-house services |
| 66121000 |
Mergers and acquisition services |
Investment banking services and related services |
Delivery locations
| ID |
Description
|
| 1017 |
Bridgend and Neath Port Talbot |
| 1022 |
Cardiff and Vale of Glamorgan |
| 1015 |
Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf) |
| 1013 |
Conwy and Denbighshire |
| 1020 |
East Wales |
| 1023 |
Flintshire and Wrexham |
| 1016 |
Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly) |
| 1012 |
Gwynedd |
| 1011 |
Isle of Anglesey |
| 1021 |
Monmouthshire and Newport |
| 1024 |
Powys |
| 1014 |
South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion) |
| 1018 |
Swansea |
| 1000 |
WALES |
| 1010 |
West Wales and The Valleys |
Alert region restrictions
The buyer has restricted the alert for this notice to suppliers based in the following regions.
| ID |
Description
|
| 23 |
Newport |
| 22 |
Cardiff |
| 21 |
Vale of Glamorgan |
| 20 |
Monmouthshire |
| 19 |
Torfaen |
| 18 |
Blaenau Gwent |
| 17 |
Caerphilly |
| 16 |
Merthyr Tydfil |
| 15 |
Rhondda Cynon Taf |
| 14 |
Bridgend |
| 13 |
Neath Port Talbot |
| 12 |
Swansea |
| 11 |
Carmarthenshire |
| 10 |
Pembrokeshire |
| 8 |
Powys |
| 7 |
Ceredigion |
| 6 |
Gwynedd |
| 5 |
Wrexham |
| 4 |
Flintshire |
| 3 |
Denbighshire |
| 2 |
Conwy |
| 1 |
Isle of Anglesey |
About the buyer
- Main contact:
- N/a
- Admin contact:
- N/a
- Technical contact:
- N/a
- Other contact:
- N/a
Further information
|
Date
|
Details
|
|
No further information has been uploaded.
|
Postbox
The awarding buyer has indicated that it will accept electronic responses to
this notice via the Tender Submission Postbox facility.
Submit your tender response electronically in a secure environment.
To create an electronic response please click the "Add to my interest list" button at the top of the page.
For more information on the Postbox Facility please refer to the user guide:
Additional documents
The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.
Current documents
There are no documents attached to this document
Replaced documents
There are no previous versions of these documents.