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Provision of investment performance reporting and analysis services

Rhondda Cynon Taf CBC

This public procurement record has 2 releases in its history.

ContractAmendment

14 Sep 2026 at 15:43

UK10 - Contract Change Notice
Award

15 Oct 2025 at 10:54

UK7 - Contract Details Notice
Summary of the contracting process

Rhondda Cynon Taf County Borough Council bought investment performance reporting and analysis services for its investment activities. The requirement covers specialist banking and investment services, with reporting and analysis of investment performance as the central purpose. Delivery is for the council’s activities in Rhondda Cynon Taf, Wales. The buyer is a sub-central public authority applying Welsh devolved procurement regulations. The procurement was arranged as a single requirement rather than a set of separately described service areas. It is relevant to firms that provide institutional investment reporting, portfolio performance measurement, investment analysis and related advisory support to public bodies or other asset owners. Providers with experience turning investment data into clear, reliable performance information would operate in the relevant service area.

The procurement is complete and has been awarded to Mercer Limited. The council used a direct award below the applicable threshold, without competition, for one lot. The contract was signed on 30 September 2025 and is active from 1 October 2026 to 30 September 2027. Its value is £53,488 excluding VAT, or £64,185.60 including VAT. One one-year extension is available. The award is for services classified as banking and investment services, and the selected supplier is Mercer Limited. The published information records a contract change dated 3 September 2026, with the related amendment identified on 14 September 2026. No competitive evaluation between bids formed part of this route to contract.

This award demonstrates a defined requirement from Rhondda Cynon Taf County Borough Council for recurring investment performance reporting and analysis. A credible competitor for similar work would need strong capability in institutional investment data, performance measurement, benchmarking, portfolio analysis and production of dependable management reports. Experience supporting public-sector funds or other asset owners would help demonstrate an understanding of governance, scrutiny and the need for transparent, evidence-based reporting. Suppliers should also be able to interpret investment results clearly for non-specialist decision-makers, maintain accurate and consistent reporting processes, and provide analysis that supports oversight of external investment managers and portfolios. The incumbent’s selection shows that an established specialist investment-services provider is the relevant competitive benchmark.

How relevant is this notice?

Notice Information

Notice Title

Provision of investment performance reporting and analysis services

Notice Description

Provision of investment performance reporting and analysis services for RCT

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05cd14
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/086999-2026
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
UK10 - Contract Change Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Direct
Procurement Method Details
Below threshold - without competition
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66100000 - Banking and investment services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£53,488 Under £100K

Notice Dates

Publication Date
14 Sep 20261 months ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Oct 2026 - 30 Sep 2027 6-12 months
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Active
Contracts Status
Active

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
Rhondda Cynon Taf CBC
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
PORTH
Postcode
CF39 9ST
Postcode Area
Cardiff
Country
Wales
Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL51 Central Valleys and Bridgend
Delivery Location
Not specified
Local Authority
Rhondda Cynon Taf
Electoral Ward
Porth
Westminster Constituency
Rhondda and Ogmore

Supplier Information

Number of Suppliers
1
Supplier Name

Mercer Limited

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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