Tenders

Market Engagement - Specialist Financial Advice and Income Maximisation Service

Open
Deadline
3 days left
March 06, 2026
Contract Details
Category
Other
Reference
011836-2026
Value
£1,217,633
Location
West Wales and The Valleys, United Kingdom
Published
February 23, 2026
CPV Code
Project Timeline

Tender Published

February 10, 2026

Deadline for Questions

February 27, 2026

Submission Deadline

March 06, 2026

Contract Start Date

January 04, 2027

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Budget
£1,217,633
Duration
24 months
Location
West Wales and The Valleys
Type
Other
79
Quality Score/100
Good

Original Tender Description

Market Engagement for a Specialist Financial Advice and Income Maximisation Service throughout Pembrokeshire

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Requirements & Qualifications

5 requirements across 5 categories

Submission (1)
Mandatory (1)
Compliance (1)
Technical (1)
Financial (1)
SUBMISSION REQUIREMENTS1
--No specific submission requirements are provided as this is a market engagement notice, not a live tender. The date 2026-03-06 is for a market engagement event, not a tender submission deadline.
MANDATORY EXCLUSION GROUNDS1
--No specific mandatory exclusion grounds are provided as this is a market engagement notice, not a live tender.
ELIGIBILITY REQUIREMENTS1
--No specific eligibility requirements are provided as this is a market engagement notice, not a live tender.
TECHNICAL CAPABILITY REQUIREMENTS1
--No specific technical capability requirements are provided as this is a market engagement notice, not a live tender.
FINANCIAL REQUIREMENTS1
--No specific financial requirements are provided as this is a market engagement notice, not a live tender.

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Documents

4 documents available with AI summaries

Planning NoticeHTM
011836-2026.html

Pembrokeshire County Council is hosting a market engagement event on March 6, 2026, to gather feedback on a previous specification for a Specialist Financial Advice and Income Maximisation Service, ahead of its retendering.

OCDS RecordDOC
011836-2026_ocds_record.json

This OCDS record details the initial planning phase for Pembrokeshire County Council's market engagement for specialist financial advice and income maximisation services.

OCDS Release PackageDOC
011836-2026_ocds_release.json

This OCDS data package provides structured information about Pembrokeshire County Council's market engagement for a specialist financial advice and income maximisation service.

Official PDF VersionPDF
011836-2026_official.pdf

Pembrokeshire County Council is conducting market engagement for a Specialist Financial Advice and Income Maximisation Service, inviting interested organisations to an event on March 6, 2026, to discuss and provide feedback on the service's future shape.

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79
Good

Tender Quality Score

This is a well-structured market engagement notice, clearly outlining its purpose to gather feedback for a future tender, demonstrating good transparency and planning, though lacking sustainability considerations and clarity on the eventual e-submission process.

Score Breakdown

Legal Compliance75/100

The notice correctly identifies itself as a planning/market engagement phase, explaining the absence of full tender requirements. The CPV code is appropriate, and there are no disputes. Minor issues include "Type: None" and "Procedure: None" which, while technically accurate for this phase, could be more descriptive, and a missing reveal date.

Type and Procedure fields are 'None' instead of descriptive for market engagement
Missing reveal date
Clarity85/100

The purpose of the market engagement is exceptionally clear, explicitly stating that specific tender requirements are not yet provided. The description of the service and the event is unambiguous.

Completeness80/100

All essential information for a market engagement notice, such as title, reference, organization, estimated value, duration, and event deadline, is present. The absence of detailed tender requirements is appropriate for this pre-procurement stage.

Fairness90/100

The market engagement process itself is a strong indicator of fairness, aiming to gather broad feedback before formal tendering. The estimated value is disclosed, and there are no specific requirements that could lead to tailoring. Document access is full.

Practicality70/100

The contract start date and duration are clearly specified. However, the automated check flags "No e-submission," which, while less critical for a market engagement event, indicates a potential lack of electronic submission for the eventual tender, impacting practicality.

Lack of specified e-submission method for future tender
Data Consistency90/100

Key fields are largely populated, and dates are logical. The status is consistently "planning" with no disputes. Minor gaps include an empty "Liable Person" field.

'Liable Person' field is empty
Sustainability50/100

The notice does not include any specific criteria or mention of green procurement, social aspects, or innovation focus. This represents a missed opportunity to integrate sustainability considerations from the planning stage.

No mention of green procurement
No social criteria

Strengths

Clear purpose as a market engagement notice.
Estimated value is fully disclosed.
Good data consistency across populated fields.
Market engagement process promotes fairness and transparency.
All basic identifying information is present.

Concerns

Lack of descriptive "Type" and "Procedure" fields.
Potential absence of e-submission for the eventual tender.
No integration of sustainability, social, or innovation criteria.
Missing reveal date for the notice.
'Liable Person' field is empty.

Recommendations

1. Enhance the "Type" and "Procedure" fields to clearly state "Market Engagement" or "Prior Information Notice for Market Consultation."
2. Actively consider and integrate sustainability, social, and innovation criteria into the future tender specification.
3. Ensure the eventual tender process supports electronic submission for improved accessibility and efficiency.

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