Award

Provision of Business Planning, Financial Forecasting, Review and Assessment Support

CWMPAS

This public procurement record has 2 releases in its history.

Award

03 Apr 2025 at 14:18

S2W Notice - Website Contract Award Notice
Tender

29 Jan 2025 at 09:02

S2W Notice - Website Invitation to Tender Notice
Summary of the contracting process

Cwmpas, based in Cardiff, has awarded a contract for the provision of Business Planning, Financial Forecasting, Review and Assessment Support within the services industry category. The awarded supplier is Gareth Kiddie Associates, based in Barry. This contract, active as of 1st April 2025, forms part of a framework agreement designed to support various projects funded by governments and local authorities. The framework will run for three years with a possible extension of one year, where services will be delivered both physically and virtually, favouring a 75% virtual delivery model. The procurement process followed an open method, thorough evaluation, and competitive bidding, culminating in 18 bids submitted by the tender deadline of 14th February 2025.

This procurement presents significant opportunities for businesses specialising in accounting, business consultancy, and financial management services. By being part of this framework, suppliers can leverage their expertise to provide crucial business development support, potentially securing ongoing work dependent on client demand and funding. The initiative aligns with the Wellbeing of Future Generations (Wales) Act, striving for sustainability and virtual service delivery, which can be advantageous for businesses adept in remote consultancy. Companies meeting stringent criteria in terms of practical and credible approaches stand to benefit from the framework's diverse engagement opportunities with public sector clients.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Provision of Business Planning, Financial Forecasting, Review and Assessment Support

Notice Description

Cwmpas run a number of projects funded by Welsh Government, UK Government, local authorities and other public bodies. We also bid for, and deliver commercial contracts that help us achieve our Strategy. We are seeking a number of Suppliers to support our clients with Business Planning, Financial Forecasting, Review and Assessment.Cwmpas wishes to appoint up to 6 Suppliers to a framework for Business Planning, Financial Forecasting, Review and Assessment Support. The framework will run for three years with the potential to extend for a further year. Under the Framework Agreement, Suppliers will be required to deliver services both virtually and face to face. To deliver a more sustainable service and to support the goals of the Wellbeing of Future Generations (Wales) Act we are moving towards a more virtual service. We anticipate the approximate split between virtual and face to face work will be 75% and 25% respectively, although this is not guaranteed. Note the delivery of Business Planning, Financial Forecasting, Review and Assessment Support will be in response to future client demand and access to future funding. There is no guarantee of the amount of work to be delivered under the Framework.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-147669
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=147669
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
S2W Notice - Website Contract Award Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

79 - Business services: law, marketing, consulting, recruitment, printing and security

CPV Codes

79210000 - Accounting and auditing services

79211000 - Accounting services

79410000 - Business and management consultancy services

79411100 - Business development consultancy services

79412000 - Financial management consultancy services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
3 Apr 202510 months ago
Submission Deadline
14 Feb 2025Expired
Future Notice Date
Not specified
Award Date
1 Apr 202510 months ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Not Specified
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Active

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
CWMPAS
Contact Name
Glenn Bowen
Contact Email
glenn.bowen@cwmpas.coop
Contact Phone
+44 3001115050

Buyer Location

Locality
CARDIFF
Postcode
CF24 4HQ
Post Town
Cardiff
Country
Wales
Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL52 Cardiff and Vale of Glamorgan
Delivery Location
Not specified
Local Authority
Cardiff
Electoral Ward
Cathays
Westminster Constituency
Cardiff South and Penarth

Supplier Information

Number of Suppliers
1
Supplier Name

GARETH KIDDIE ASSOCIATES

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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. 

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-kuma6s-147669-2025-04-03T14:18:59Z",
    "date": "2025-04-03T14:18:59Z",
    "ocid": "ocds-kuma6s-147669",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-20",
            "name": "Cwmpas",
            "address": {
                "streetAddress": "Sparc, Maindy Road,",
                "locality": "Cardiff",
                "postalCode": "CF24 4HQ"
            },
            "contactPoint": {
                "name": "Glenn Bowen",
                "email": "glenn.bowen@cwmpas.coop",
                "telephone": "+44 3001115050",
                "faxNumber": "+44 3001115051",
                "url": "https://www.cwmpas.coop"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "org-155",
            "name": "Cwmpas",
            "address": {
                "streetAddress": "Sparc, Maindy Road,",
                "locality": "Cardiff",
                "postalCode": "CF24 4HQ"
            },
            "contactPoint": {
                "name": "Glenn Bowen",
                "email": "glenn.bowen@cwmpas.coop",
                "telephone": "+44 3001115050",
                "faxNumber": "+44 3001115051",
                "url": "https://www.cwmpas.coop"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "org-156",
            "name": "Gareth Kiddie Associates",
            "address": {
                "streetAddress": "4 Wessex Place,",
                "locality": "Barry",
                "postalCode": "CF626SP"
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "name": "Cwmpas",
        "id": "org-155"
    },
    "tender": {
        "id": "ocds-kuma6s-147669-tender-149616",
        "title": "Provision of Business Planning, Financial Forecasting, Review and Assessment Support",
        "description": "Cwmpas run a number of projects funded by Welsh Government, UK Government, local authorities and other public bodies. We also bid for, and deliver commercial contracts that help us achieve our Strategy. We are seeking a number of Suppliers to support our clients with Business Planning, Financial Forecasting, Review and Assessment.Cwmpas wishes to appoint up to 6 Suppliers to a framework for Business Planning, Financial Forecasting, Review and Assessment Support. The framework will run for three years with the potential to extend for a further year. Under the Framework Agreement, Suppliers will be required to deliver services both virtually and face to face. To deliver a more sustainable service and to support the goals of the Wellbeing of Future Generations (Wales) Act we are moving towards a more virtual service. We anticipate the approximate split between virtual and face to face work will be 75% and 25% respectively, although this is not guaranteed. Note the delivery of Business Planning, Financial Forecasting, Review and Assessment Support will be in response to future client demand and access to future funding. There is no guarantee of the amount of work to be delivered under the Framework.",
        "procurementMethod": "open",
        "mainProcurementCategory": "services",
        "submissionMethodDetails": "http://www.sell2wales.gov.wales",
        "tenderPeriod": {
            "endDate": "2025-02-14T12:00:00Z"
        },
        "eligibilityCriteria": "To be successful a bidder must score a minimum of 300 in Ability to Meet Requirements, Credible and Practical Approach section.",
        "awardPeriod": {
            "endDate": "2025-04-01T00:00:00Z"
        },
        "documents": [
            {
                "id": "ocds-kuma6s-147669-document-147669-JAN497347-1",
                "title": "ITT including ANNEX 1 ITT Response",
                "url": "https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=JAN497347&idx=1",
                "datePublished": "2025-01-29T09:02:25Z",
                "dateModified": "2025-01-29T09:02:25Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            }
        ],
        "communication": {
            "atypicalToolUrl": "http://www.sell2wales.gov.wales"
        },
        "additionalClassifications": [
            {
                "id": "79210000",
                "description": "Accounting and auditing services",
                "scheme": "CPV"
            },
            {
                "id": "79211000",
                "description": "Accounting services",
                "scheme": "CPV"
            },
            {
                "id": "79410000",
                "description": "Business and management consultancy services",
                "scheme": "CPV"
            },
            {
                "id": "79411100",
                "description": "Business development consultancy services",
                "scheme": "CPV"
            },
            {
                "id": "79412000",
                "description": "Financial management consultancy services",
                "scheme": "CPV"
            }
        ]
    },
    "noticetype": "S2W Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "ocds-kuma6s-147669-award-149616-125",
            "suppliers": [
                {
                    "id": "org-156",
                    "name": "Gareth Kiddie Associates"
                }
            ],
            "items": [
                {
                    "id": "ocds-kuma6s-147669-awarditem-149616-125"
                }
            ]
        }
    ],
    "contracts": [
        {
            "id": "ocds-kuma6s-147669-award-149616-125",
            "awardID": "ocds-kuma6s-147669-award-149616-125",
            "status": "active",
            "dateSigned": "2025-04-01T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "ocds-kuma6s-147669-bidsstatistic-149616-125",
                "measure": "bids",
                "value": 18
            }
        ]
    }
}