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Contract Award Notice

SYPA - Appointment of Independent Financial Adviser

  • First published: 08 December 2024
  • Last modified: 08 December 2024
  • Version: N/A
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The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
Published by:
South Yorkshire Pensions Authority
Authority ID:
AA26720
Publication date:
08 December 2024
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

South Yorkshire Pensions Authority is the public body responsible for the stewardship of the £11bn+ South Yorkshire Pension Fund which is part of the Local Government Pension Scheme. The Authority is now seeking to appoint an independent investment adviser to the Authority to take up the role with effect from December 2024.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

South Yorkshire Pensions Authority

518243064

Oakwell House, 2 Beevor Court, Pontefract Road

Barnsley, South Yorkshire

S71 1HG

UK

Contact person: Annie Palmer

Telephone: +44 01226666404

E-mail: Apalmer@sypa.org.uk

NUTS: UKE

Internet address(es)

Main address: https://www.sypensions.org.uk/

Address of the buyer profile: https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/104506

I.4) Type of the contracting authority

Other: Local Government Pension Scheme

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

SYPA - Appointment of Independent Financial Adviser

II.1.2) Main CPV code

66000000

 

II.1.3) Type of contract

Services

II.1.4) Short description

South Yorkshire Pensions Authority is the public body responsible for the stewardship of the £11bn+ South Yorkshire Pension Fund which is part of the Local Government Pension Scheme. The Authority is now seeking to appoint an independent investment adviser to the Authority to take up the role with effect from December 2024.

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 280 000.00  GBP

II.2) Description

II.2.2) Additional CPV code(s)

66131100

II.2.3) Place of performance

NUTS code:

UKE


Main site or place of performance:

South Yorkshire Pensions Authority - Barnsley

II.2.4) Description of the procurement

South Yorkshire Pensions Authority is the public body responsible for the stewardship of the £11bn+ South Yorkshire Pension Fund which is part of the Local Government Pension Scheme. The Authority is now seeking to appoint an independent investment adviser to the Authority to take up the role with effect from December 2024.

II.2.5) Award criteria

Quality criterion: JH / Weighting: 100

Cost criterion: JH / Weighting: 100

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

If you have any queries or would like to arrange a call to discuss the role further, please contact Head of Governance and Corporate Services, Jo Stone, at the following email address: governanceteam@sypa.org.uk

To apply for this role, please submit a CV and covering letter setting out how you meet the requirements set out in the documentation to governanceteam@sypa.org.uk.

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2024/S 000-027858

Section V: Award of contract

Contract No: 1

Title: SYPA - Appointment of Independent Financial Adviser

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

01/10/2024

V.2.2) Information about tenders

Number of tenders received: 17

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Jonathan Hunt

C/O Oakwell House 2 Beevor Court Pontefract Road Barnsley S71 1HG

Barnsley

S71 1HG

UK

Telephone: +44 1226666404

NUTS: UKE3

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 280 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.4) Procedures for review

VI.4.1) Review body

South Yorkshire Pensions Authority

Oakwell House, 2 Beevor Court, Pontefract Road

Barnsley

S71 1HG

UK

Telephone: +44 1226666404

E-mail: Apalmer@sypa.org.uk

VI.4.4) Service from which information about the review procedure may be obtained

South Yorkshire Pensions Authority

Oakwell House, 2 Beevor Court, Pontefract Road

Barnsley

S71 1HG

UK

E-mail: governanceteam@sypa.org.uk

VI.5) Date of dispatch of this notice

06/12/2024

Coding

Commodity categories

ID Title Parent category
66000000 Financial and insurance services Finance and Related Services
66131100 Pension investment services Security brokerage services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

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

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
Apalmer@sypa.org.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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