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Contract Notice

Provision of investment consultancy services to the Trustees of the Swansea University Pension Schem

  • First published: 12 February 2021
  • Last modified: 09 August 2021
  • Version: N/A
  • This file may not be fully accessible.

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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:
ocds-kuma6s-108208
Published by:
Swansea University
Authority ID:
AA0345
Publication date:
12 February 2021
Deadline date:
08 August 2021
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Swansea University Pension Scheme (SUPS) is seeking to appoint an independent asset consulting service to act in the interests of SUPS. The service required will be a full asset-consulting mandate. The contract duration is for 3 years with the option to extend for two additional 12 month periods (3 +1 +1) subject to both parties agreement. SUPS is a closed scheme with a size of c. GBP 100 million investment funds. Full details can be found in the tender documents.

Full notice text

CONTRACT NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Procurement

The Abbey, Singleton Park,

Swansea

SA2 8PP

UK

Owen Cullen, Deputy Head of Procurement

+44 1792606269

o.n.cullen@swansea.ac.uk

www.swansea.ac.uk
https://etenderwales.bravosolution.co.uk/home.html
https://etenderwales.bravosolution.co.uk/home.html

1.2

Address from which documentation may be obtained


https://etenderwales.bravosolution.co.uk/home.html




UK




https://etenderwales.bravosolution.co.uk/home.html

1.3

Completed documents must be returned to:


https://etenderwales.bravosolution.co.uk/home.html




UK




https://etenderwales.bravosolution.co.uk/home.html

2 Contract Details

2.1

Title

Provision of investment consultancy services to the Trustees of the Swansea University Pension Schem

2.2

Description of the goods or services required

Swansea University Pension Scheme (SUPS) is seeking to appoint an independent asset consulting service to act in the interests of SUPS. The service required will be a full asset-consulting mandate.

The contract duration is for 3 years with the option to extend for two additional 12 month periods (3 +1 +1) subject to both parties agreement.

SUPS is a closed scheme with a size of c. GBP 100 million investment funds.

Full details can be found in the tender documents.

NOTE: The authority is using eTenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=108208

2.3

Notice Coding and Classification

66131100 Pension investment services
66141000 Pension fund management services
66500000 Insurance and pension services
66520000 Pension services
66523000 Pension fund consultancy services
66523100 Pension fund administration services
1017 Bridgend and Neath Port Talbot
1018 Swansea

2.4

Total quantity or scope of tender

3 Conditions for Participation

3.1

Minimum standards and qualification required

Full information on minimum requirements in order to be considered eligible to tender can be found within the tender documents.

4 Administrative Information

4.1

Type of Procedure

Single stage

4.2

Reference number attributed to the notice by the contracting authority

SU110(20)

4.3

Time Limits

Time-limit for receipt of completed tenders
    05-03-2021  Time  12:00

Estimated award date
 01-06-2021

4.5

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

EN 

Cymraeg

4.6

Tender Submission Postbox

5 Other Information

5.1

Additional Information

(WA Ref:108208)

5.2

Additional Documentation

5.3

Publication date of this notice

 12-02-2021

Coding

Commodity categories

ID Title Parent category
66500000 Insurance and pension services Financial and insurance services
66523100 Pension fund administration services Pension fund consultancy services
66523000 Pension fund consultancy services Pension services
66141000 Pension fund management services Portfolio management services
66131100 Pension investment services Security brokerage services
66520000 Pension services Insurance and pension services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1018 Swansea

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:
o.n.cullen@swansea.ac.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
19/02/2021 10:35
Conduct of tender procedure
Tenderers should note this procurement is on behalf of Swansea University Pension Scheme (SUPS) and not on behalf of Swansea University. SUPS is not a Contracting Authority further to the Public Contracts Regulations 2015 and therefore this procurement is not subject to the relevant public procurement legislation and the procurement procedure used shall not follow the procurement procedures set out within the aforementioned legislation.
09/08/2021 11:40
Notice Cancelled
This notice has been cancelled. The original deadline date of 05/03/2021 is no longer applicable.

Tender cancelled

0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.