Scope
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)
- £150,000 excluding VAT
- £180,000 including VAT
Below the relevant threshold
Contract dates (estimated)
- 1 October 2025 to 30 September 2028
- Possible extension to 30 September 2030
- 5 years
Description of possible extension:
Possible 24 months extension
Main procurement category
Services
CPV classifications
- 66500000 - Insurance and pension services
- 66000000 - Financial and insurance services
Contract locations
- UKL14 - South West Wales
Participation
Conditions of participation
As per tender documentation. Information relating to the tender pack will become available in the below threshold tender notice
Particular suitability
Small and medium-sized enterprises (SME)
Submission
Publication date of tender notice (estimated)
15 April 2025
Tender submission deadline
16 May 2025, 2:00pm
Submission address and any special instructions
This procurement exercise will be conducted on https://etenderwales.bravosolution.co.uk/home.html
Tenders may be submitted electronically
Yes
Award criteria
| Name | Type |
|---|---|
| Cost | Cost |
| Quality | Quality |
Weighting description
Cost 30% Quality 70%
Procedure
Procedure type
Below threshold - open competition
Contracting authority
Carmarthenshire County Council
- Public Procurement Organisation Number: PTVL-7854-TMRZ
County Hall
Carmarthen
SA31 1JP
United Kingdom
Region: UKL14 - South West Wales
Organisation type: Public authority - sub-central government
Devolved regulations that apply: Wales