United Kingdom7 days leftOpen

Financial Intelligence Hub

Tender Overview

LOCATION

North East England, United Kingdom

VALUE

£36,000

DEADLINE

February 10, 2026 at 00:00

CATEGORY

Other

CPV CODE

79000000

REFERENCE

007140-2026

Project Timeline

Contact Information

View Original

Original Tender Description

Lichfield District Council are looking for potential suppliers who would be able to supply the following service: • Medium Term Financial Modelling. • Financial metrics and benchmarking of areas such as unit cost, fees and charges, savings and Council Tax and Business Rates. • Analysis of Government financial policy proposals. • Briefings and events for Local Government Finance. • Business Rates and Funding Formulae analysis. • Collection Fund models, advice and support.
⚠️

MANDATORY EXCLUSION GROUNDS

  • No mandatory exclusion grounds are explicitly mentioned in the provided information.

ELIGIBILITY REQUIREMENTS

  • Be a potential supplier interested in providing financial intelligence services.
  • Be capable of supplying services to Lichfield District Council.
🔧

TECHNICAL CAPABILITY REQUIREMENTS

  • Capability to provide Medium Term Financial Modelling.
  • Capability to provide Financial metrics and benchmarking, including unit cost, fees and charges, savings, Council Tax, and Business Rates.
  • Capability to analyze Government financial policy proposals.
  • Capability to provide Briefings and events for Local Government Finance.
  • Capability to perform Business Rates and Funding Formulae analysis.
  • Capability to provide Collection Fund models, advice, and support.
  • Capability to deliver a comprehensive Financial Intelligence Hub service.
💰

FINANCIAL REQUIREMENTS

  • No specific financial requirements for the bidder are explicitly mentioned in the provided information.
📋

SUBMISSION REQUIREMENTS

  • Provide an outline of the proposed solution.
  • Submit the outline by the deadline of February 10, 2026.
  • The submission is for preliminary market engagement.

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HTM
Planning Notice
Administrative Documents007140-2026.html
Summary:
Lichfield District Council is seeking suppliers for financial intelligence services, including modelling, benchmarking, and policy analysis, inviting outlines of solutions for preliminary market engagement by February 10, 2026, with an estimated contract value of £30,000.
DOC
OCDS Record
OCDS Data007140-2026_ocds_record.json
Summary:
This OCDS record provides structured data about Lichfield District Council's tender for medium-term financial modelling, metrics, policy analysis, and related local government finance services.
DOC
OCDS Release Package
OCDS Data007140-2026_ocds_release.json
Summary:
Lichfield District Council seeks suppliers for financial modelling, benchmarking, policy analysis, and advisory services related to local government finance, including business rates and collection fund models.
PDF
Official PDF Version
Administrative Documents007140-2026_official.pdf
Summary:
Lichfield District Council is seeking suppliers for a Financial Intelligence Hub, covering medium-term financial modelling, benchmarking, policy analysis, and support, with an estimated value of £30,000.

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62
Good

Tender Quality Score

This tender, currently in a 'planning' status for 'preliminary market engagement', clearly outlines the required services but suffers from significant procedural and documentation gaps, particularly the absence of a formal procedure type and electronic submission.

Score Breakdown

Legal Compliance60/100

The tender lacks a defined procedure type and code, which is a fundamental omission even for market engagement. The CPV code is overly broad, and mandatory exclusion grounds are not explicitly mentioned. While the 'planning' status mitigates some formal compliance requirements, basic procedural clarity is still expected.

Missing formal procedure type and code
Broad CPV code (79000000)
Clarity75/100

The description of the required services and technical capabilities is clear and unambiguous. The purpose as 'preliminary market engagement' is also stated. However, the overall clarity is hampered by the absence of a comprehensive document detailing the market engagement process, objectives, and next steps.

Lack of a comprehensive document detailing the market engagement process
No performance conditions specified (though expected for later stage)
Completeness60/100

Basic information such as title, organization, estimated value, duration, and submission deadline is provided. However, critical elements like a formal procedure type, liable person, and a reveal date are missing. The provided 'documents' are OCDS records and planning notices, not a comprehensive market engagement document, leading to an incomplete information package.

Missing formal procedure type and code
Missing liable person
Fairness70/100

The requirements appear generic and not tailored to a specific company, and the estimated value is disclosed. The deadline is reasonable for preliminary market engagement. However, the absence of an electronic submission option creates a barrier to entry and reduces equal access for potential suppliers, impacting fairness.

No electronic submission option
Practicality60/100

The lack of electronic submission is a significant practical drawback in modern procurement, potentially increasing administrative burden for both the contracting authority and suppliers. While contract start and duration are known, the absence of a direct document URL suggests reliance on a specific portal or manual access.

No electronic submission supported
No explicit document URL provided
Data Consistency65/100

Several key fields, such as 'Type', 'Procedure', and 'Liable Person', are unpopulated. There is also an inconsistency in the estimated value, stated as 36,000 EUR in the basic information but £30,000 in document summaries. Dates are logical, and no disputes or suspensions are noted.

'Type' and 'Procedure' fields are 'None'
'Liable Person' field is empty
Sustainability20/100

The tender does not include any explicit mention of green procurement, social aspects, or innovation focus. It is also not indicated as EU funded, which often correlates with higher sustainability standards.

No green procurement aspects mentioned
No social aspects mentioned

Strengths

Clear description of required services and technical capabilities
Estimated value and contract duration are specified
Status as 'preliminary market engagement' is clearly stated
Documents (OCDS records and planning notices) are available
Requirements for technical capability are well-defined

Concerns

Missing formal procedure type and liable person
No electronic submission option available
Lack of a comprehensive market engagement document
Inconsistent estimated value (EUR vs GBP in summaries)
Absence of sustainability considerations

Recommendations

1. Clearly define the procedure type (e.g., RFI, PIN) and responsible person for the market engagement.
2. Provide a comprehensive market engagement document outlining the process, objectives, and next steps.
3. Implement an electronic submission method to enhance accessibility and fairness for potential suppliers.

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B
Tender Quality Score
62/ 100 · Good

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