---
title: "Financial Briefing Document - Peer Panel Assessment (PPA)"
ocid: "ocds-kuma6s-150123"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-kuma6s-150123"
markdown_url: "https://d3tenders.com/contract/ocds-kuma6s-150123.md"
json_url: "https://d3tenders.com/contract/ocds-kuma6s-150123.json"
source: "Sell2Wales"
current_stage: "Award"
buyer: "WLGA"
published: "2025-07-01"
---

# Financial Briefing Document - Peer Panel Assessment (PPA)

Buyer: WLGA  
Current stage: Award  
OCID: ocds-kuma6s-150123

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## Summary

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.

## Notice

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Sell2Wales |
| Latest notice | https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=150123 |
| 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 |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 Jul 2025 |
| Submission deadline | 13 Jun 2025 |
| Future notice date | Not specified |
| Award date | 1 Jul 2025 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £16,250 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Not specified |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WLGA |
| Locality | CARDIFF |
| Post town | Cardiff |
| Postcode | CF10 5BF |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL5 South East Wales |
| ITL 3 | TLL52 Cardiff and Vale of Glamorgan |
| Local authority | Cardiff |
| Electoral ward | Butetown |
| Westminster constituency | Cardiff South and Penarth |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | DAVID POWELL CONSULTANCY |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 1 Jul 2025 at 13:29 - Award - S2W Notice - Website Contract Award Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=150123
- 16 May 2025 at 11:59 - Tender - S2W Notice - Website Invitation to Tender Notice - https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=150123

## Notice URLs

- https://www.wlga.gov.uk

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-kuma6s-150123. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-kuma6s-150123.json.