Official UK procurement notice
Dyfed Pension Fund Independent Investment Adviser
Authority: Carmarthenshire County Council (Local council)
What is being bought
Published requirement descriptionTHIS IS NOT A TENDERING OPPORTUNITY. Carmarthenshire County Council, as the administering authority for the Dyfed Pension Fund, has renewed the contract of the Independent Investment Adviser.
CPV: Financial and insurance services
The lotProcurement structure
single lot · value publishedLot #1AwardedRenewalPublished value£150,000
- Condition of participation
As per tender documentation
What it takes to wini
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Evaluation split and conditions of participation as published; the tender pack may add morei
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
- Technical: 70% Quality
- Commercial: 30% Cost
- Condition of participation
As per tender documentation
Procedure terms & legal framework
From the official record- Procedure method
- Below threshold - open competition
- Legal basis
- UKPGA · 2023/54 Procurement Act 2023
- Procurement category
- Services
- Notice status
- Awarded
- Procurement threshold
- Below threshold
- Regulatory regime
- Standard
- Commercial structure
- Stand-alone contract (no framework)
- Competition type
- Competitive procedure
- GPA / WTO covered
- Unspecified in notice
- Recurring procurement
- Unspecified in notice
- First published
- 20 Mar 2025, 14:19 GMT
- Last source update
- 28 Jan 2026, 11:16 GMT
- FTS notice number
2025/S 000-015454- Latest notice
- Contract details notice (UK7)
- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-04efbbFind a Tender
How it was run
Official notice- Submission deadline
- 16 May 2025, 14:00 BST
- Clarification deadline
- 12 May 2025, 14:00 BST
- Electronic submission
- Allowed
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:
- 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"
- 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
- 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: [email protected]
- 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.
Timeline
20 Mar 2025 → 28 Jan 2026 · 7 dates- Planning notice published20 Mar 2025, 14:19 GMT
- Next notice expected15 Apr 2025, 23:59 BST
- Tender notice published16 Apr 2025, 10:46 BST
- Clarification questions by12 May 2025, 14:00 BST
- Submission deadline16 May 2025, 14:00 BST
- Contract starts388 days ago1 Oct 2025, 00:00 BST
- Latest notice published268 days ago28 Jan 2026, 11:16 GMT
Notice history
5 events · 3 releases on Find a Tender · since 20 Mar 2025- Planned procurement notice published20 Mar 2025, 14:19 GMTUK3
- Tender notice published16 Apr 2025, 10:46 BSTUK4
- Status changed to active16 Apr 2025, 10:46 BST
- Contract details notice published28 Jan 2026, 11:16 GMTUK7
- Status changed to complete28 Jan 2026, 11:16 GMT
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast| Awarded to | Value | Date | Status |
|---|---|---|---|
| Apex Investment Advisers Limited | £150,000 † | — | Awarded |
Contracts
Dyfed Pension Fund Independent Investment Adviser · Apex Investment Advisers Limited
- Signed
- 1 Oct 2025
- Value
- £150,000
- Period
- 1 Oct 2025 – 30 Sept 2028 · up to 30 Sept 2030 with extensions
- Status
- active
- Extensions
- There is an option to extend this contract by up to 24 months subject to funding and performance.
Contracting authority & participating public bodies
Bidders & participating suppliers
1 commercial party on the notice- Apex Investment Advisers LimitedAwarded supplier
Official documents & specifications (3)
Official links; attachments are not copiedNotices published for this procedure
- Contract details notice Contract details notice on Find a Tender
- Tender notice Tender notice on Find a Tender
- Planned procurement notice Planned procurement notice on Find a Tender