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Financial Briefing Document - Peer Panel Assessment (PPA)

WLGA

This public procurement record has 2 releases in its history.

Award

01 Jul 2025 at 13:29

S2W Notice - Website Contract Award Notice
Tender

16 May 2025 at 11:59

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

The procurement process was undertaken by the Welsh Local Government Association (WLGA) based in Cardiff, with a project titled "Financial Briefing Document - Peer Panel Assessment (PPA)" in the services category, specifically targeting financial and insurance services. The project was part of an open procurement method aimed to support local authorities in Wales under the Local Government and Elections (Wales) Act 2021. The tender process, initiated in May 2025, included a tender period ending on 13 June 2025 and an award period completing on 20 June 2025. The assessment aimed at evaluating council performance, resource utilisation, and governance mechanisms. The contract worth £16,250 was successfully awarded on 1 July 2025 to David Powell Consultancy Limited, located in Hereford.

This tender offers substantial opportunities for businesses operating in the financial consultancy sector, particularly those with expertise in financial assessments and strategic planning for local government authorities. Companies with strong capabilities in performance evaluation, budget analysis, and financial reporting are encouraged to consider such opportunities in future tender cycles. The open procurement process entails a comprehensive selection involving eligibility criteria, including professional qualifications, capacity to deliver, and experience in similar assessments, making it ideal for consultancies focused on economic, efficient, and effective resource management.

How relevant is this notice?

Notice Information

Notice Title

Financial Briefing Document - Peer Panel Assessment (PPA)

Notice Description

Following the introduction of the Local Government and Elections (Wales) Act 2021 each Local Authority in Wales must undertake a Panel Performance Assessment (PPA) once during each electoral term of the local authority.The Act places a duty on councils to arrange for a panel to undertake and respond to a corporate, organisational level assessment, of the council, to the extent the council is meeting its performance requirements. Performance requirements are defined as the extent to which a council:is exercising its functions effectively;is using its resources economically, efficiently, and effectively; andhas effective governance in place for securing the above.To support the peer panel, a comprehensive summary/overview of the Council's financial position is provided to enable the panel to have succinct financial information that enable the panel to discharge their functions whilst attending the PPA.This document is the subject of this notice. The WLGA wish to secure expressions of interest from suitable suppliers to this work that we estimate to be PS17,500 for 14 remaining assessments.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-150123
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=150123
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
S2W Notice - Website Contract Award Notice
Procurement Type
Standard
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

66 - Financial and insurance services

CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
£16,250 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
1 Jul 20254 months ago
Submission Deadline
13 Jun 2025Expired
Future Notice Date
Not specified
Award Date
1 Jul 20254 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
WLGA
Contact Name
Lyndon Puddy
Contact Email
lyndon.puddy@wlga.gov.uk
Contact Phone
+44 2920468600

Buyer Location

Locality
CARDIFF
Postcode
CF10 5BF
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
Butetown
Westminster Constituency
Cardiff South and Penarth

Supplier Information

Number of Suppliers
1
Supplier Name

DAVID POWELL CONSULTANCY

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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