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Contract Notice

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

  • First published: 29 January 2025
  • Last modified: 29 January 2025
  • Record interest

     

  • This file may not be fully accessible.

  •  

Contents

Summary

OCID:
ocds-kuma6s-147669
Published by:
Cwmpas
Authority ID:
AA0857
Publication date:
29 January 2025
Deadline date:
14 February 2025
Notice type:
Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

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.

Full notice text

CONTRACT NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Cwmpas

Sparc, Maindy Road,

Cardiff

CF24 4HQ

UK

Glenn Bowen

+44 3001115050

glenn.bowen@cwmpas.coop

+44 3001115051
https://www.cwmpas.coop
http://www.sell2wales.gov.wales
http://www.sell2wales.gov.wales

1.2

Address from which documentation may be obtained

As in 1.1

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

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

2.2

Description of the goods or services required

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.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=147669.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

2.3

Notice Coding and Classification

79210000 Accounting and auditing services
79211000 Accounting services
79410000 Business and management consultancy services
79411100 Business development consultancy services
79412000 Financial management consultancy services
1000 WALES
1010 West Wales and The Valleys
1011 Isle of Anglesey
1012 Gwynedd
1013 Conwy and Denbighshire
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1017 Bridgend and Neath Port Talbot
1018 Swansea
1020 East Wales
1021 Monmouthshire and Newport
1022 Cardiff and Vale of Glamorgan
1023 Flintshire and Wrexham
1024 Powys

2.4

Total quantity or scope of tender

The total value of the framework will be not greater than £214,000 (including VAT) for the 3 years , therefore will not exceed Public Procurement Thresholds and is not subject to the requirements of the legislation for public contracts. Potential Suppliers are reminded that there is no guarantee of work under this Framework.

3 Conditions for Participation

3.1

Minimum standards and qualification required

To be successful a bidder must score a minimum of 300 in Ability to Meet Requirements, Credible and Practical Approach section.

4 Administrative Information

4.1

Type of Procedure

Single stage

4.2

Reference number attributed to the notice by the contracting authority

Cwmpas BPS25

4.3

Time Limits

Time-limit for receipt of completed tenders
    14-02-2025  Time  12:00

Estimated award date
 01-04-2025

4.5

Language or languages in which tenders or requests to participate can be drawn up

EN  CY 

4.6

Tender Submission Postbox

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

5 Other Information

5.1

Additional Information

This notice has been sent as a region specific notice. If you did not receive an alert about this you are not based in the specific region selected by the buying authority. Questions on why this was sent as a region specific notice should be sent to the buying authority.

(WA Ref:147669)

5.2

Additional Documentation

ITT Business and Financial Planning Final

5.3

Publication date of this notice

 29-01-2025

Coding

Commodity categories

ID Title Parent category
79210000 Accounting and auditing services Accounting, auditing and fiscal services
79211000 Accounting services Accounting and auditing services
79410000 Business and management consultancy services Business and management consultancy and related services
79411100 Business development consultancy services General management consultancy services
79412000 Financial management consultancy services Business and management consultancy services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013 Conwy and Denbighshire
1020 East Wales
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1011 Isle of Anglesey
1021 Monmouthshire and Newport
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea
1000 WALES
1010 West Wales and The Valleys

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
23 Newport
22 Cardiff
21 Vale of Glamorgan
20 Monmouthshire
19 Torfaen
18 Blaenau Gwent
17 Caerphilly
16 Merthyr Tydfil
15 Rhondda Cynon Taf
14 Bridgend
13 Neath Port Talbot
12 Swansea
11 Carmarthenshire
10 Pembrokeshire
8 Powys
7 Ceredigion
6 Gwynedd
5 Wrexham
4 Flintshire
3 Denbighshire
2 Conwy
1 Isle of Anglesey

About the buyer

Main contact:
glenn.bowen@cwmpas.coop
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

docx
docx1.33 MB
This file may not be accessible.

Replaced documents

There are no previous versions of these documents.


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