- 1. NORFOLK COUNTY COUNCIL
- 2. Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund)
- 3. Dumfries and Galloway Council (as Administering Authority of the Dumfries and Galloway Pension Fund)
- 4. Leicestershire County Council (as Administering Authority of Leicestershire Pension Fund)
- 5. Glasgow City Council (as Administering Authority of the Strathclyde Pension Fund)
Section one: Contracting authority
one.1) Name and addresses
NORFOLK COUNTY COUNCIL
Martineau Lane
NORWICH
NR1 2DH
Contact
Julie Ward
Telephone
+44 1603224320
Country
United Kingdom
Region code
UKH15 - Norwich and East Norfolk
Justification for not providing organisation identifier
Not on any register
Internet address(es)
Main address
Buyer's address
https://in-tendhost.co.uk/norfolkcc/aspx/Home
one.1) Name and addresses
Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund)
Ellesmere Port
CH65 0BE
pensions@cheshirewestandchester.gov.uk
Country
United Kingdom
Region code
UKD63 - Cheshire West and Chester
Justification for not providing organisation identifier
Not on any register
Internet address(es)
Main address
one.1) Name and addresses
Dumfries and Galloway Council (as Administering Authority of the Dumfries and Galloway Pension Fund)
Dumfries
Country
United Kingdom
Region code
UKM92 - Dumfries & Galloway
Justification for not providing organisation identifier
Not on any register
Internet address(es)
Main address
https://www.dumgal.gov.uk/pensions
one.1) Name and addresses
Leicestershire County Council (as Administering Authority of Leicestershire Pension Fund)
Leicester
Country
United Kingdom
Region code
UKF21 - Leicester
Justification for not providing organisation identifier
Not on any register
Internet address(es)
Main address
https://leicsmss.pensiondetails.co.uk
one.1) Name and addresses
Glasgow City Council (as Administering Authority of the Strathclyde Pension Fund)
Glasgow
Country
United Kingdom
Region code
UKM82 - Glasgow City
Justification for not providing organisation identifier
Not on any register
Internet address(es)
Main address
one.2) Information about joint procurement
The contract involves joint procurement
one.4) Type of the contracting authority
Regional or local authority
one.5) Main activity
General public services
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
A Multi-Provider Framework Agreement for the Provision of Additional Voluntary Contribution Services and Consultancy Services Associated with Additional Voluntary Contributions Primarily in Support of the Local Government Pension Scheme (LGPS)
Reference number
NCCT42660
two.1.2) Main CPV code
- 66520000 - Pension services
two.1.3) Type of contract
Services
two.1.4) Short description
Norfolk County Council (as Administering Authority for the Norfolk Pension Fund), on its own behalf and on behalf of Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund, Dumfries and Galloway Council (as Administering Authority of the Dumfries and Galloway Pension Fund), Glasgow City Council (as Administering Authority of the Strathclyde Pension Fund) and Leicestershire County Council (as Administering Authority of Leicestershire Pension Fund) sought to let a multi-lot, multi-provider framework agreement for the provision of Additional Voluntary Contribution Services and Consultancy Services Associated with Additional Voluntary Contributions primarily in support of the Local Government Pension Scheme (LGPS).
two.1.6) Information about lots
This contract is divided into lots: Yes
two.1.7) Total value of the procurement (excluding VAT)
Value excluding VAT: £3,000,000
two.2) Description
two.2.1) Title
Additional Voluntary Contribution Services
Lot No
1
two.2.2) Additional CPV code(s)
- 66520000 - Pension services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
The LGPS has a regulatory responsibility to offer an AVC facility for its scheme members. Each fund administers the LGPS for significant numbers of employers and multiple payroll providers. This lot is provides a replacement or an additional AVC facility for LGPS funds .
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 80
Price - Weighting: 20
two.2.11) Information about options
Options: No
two.2) Description
two.2.1) Title
Consultancy Services associated with Additional Voluntary Contributions
Lot No
2
two.2.2) Additional CPV code(s)
- 66523000 - Pension fund consultancy services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
To provide a wide range of advisory services in relation to Additional Voluntary Contribution Services.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 80
Price - Weighting: 20
two.2.11) Information about options
Options: No
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Open procedure
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.1) Previous publication concerning this procedure
Notice number: 2023/S 000-034703
four.2.9) Information about termination of call for competition in the form of a prior information notice
The contracting authority will not award any further contracts based on the above prior information notice
Section five. Award of contract
Lot No
1
Title
Additional Voluntary Contribution Services
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
1 May 2024
five.2.2) Information about tenders
Number of tenders received: 2
Number of tenders received from SMEs: 0
Number of tenders received by electronic means: 2
The contract has been awarded to a group of economic operators: Yes
five.2.3) Name and address of the contractor
Legal & General Assurance Society
London
Country
United Kingdom
NUTS code
- UKI - London
Companies House
1006112
The contractor is an SME
No
five.2.3) Name and address of the contractor
Prudential Assurance Company
London
Country
United Kingdom
NUTS code
- UKI - London
Companies House
00015454
The contractor is an SME
No
five.2.4) Information on value of contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: £1
Total value of the contract/lot: £1
Section five. Award of contract
Lot No
2
Title
Consultancy Services associated with Additional Voluntary Contributions
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
1 May 2024
five.2.2) Information about tenders
Number of tenders received: 5
Number of tenders received from SMEs: 0
Number of tenders received by electronic means: 5
The contract has been awarded to a group of economic operators: Yes
five.2.3) Name and address of the contractor
Barnett Waddingham LLP
London
Country
United Kingdom
NUTS code
- UKI - London
Companies House
OC307678
The contractor is an SME
No
five.2.3) Name and address of the contractor
Lane, Clark & Peacock LLP
London
Country
United Kingdom
NUTS code
- UKI - London
Companies House
OC301436
The contractor is an SME
No
five.2.3) Name and address of the contractor
Mercer Ltd
Liverpool
Country
United Kingdom
NUTS code
- UKD72 - Liverpool
Companies House
00984275
The contractor is an SME
No
five.2.3) Name and address of the contractor
Aon Investments Ltd
London
Country
United Kingdom
NUTS code
- UKI - London
Companies House
5913159
The contractor is an SME
No
five.2.3) Name and address of the contractor
Hymans Robertson LLP
London
Country
United Kingdom
NUTS code
- UKI - London
Companies House
OC310282
The contractor is an SME
No
five.2.4) Information on value of contract/lot (excluding VAT)
Total value of the contract/lot: £3,000,000
Section six. Complementary information
six.3) Additional information
Please note the contract values are indicative as there is no guarantee of business.
Lot 1 - there is no cost to contracting authorities as the contract sits between the scheme member and the AVC provider for which we have no visibility of costs on the agreements.
Lot 2 - the expectation is that the value will be between £1,000,000 and £3,000,000 over the life of the framework.
In addition to those listed in this notice, the framework may also be used by:
• any LGPS administering authorities as defined in the Local Government Pension Scheme Regulations 2013 (SI 2013/2356) (as amended) including the firefighters' pension scheme and police pension schemes and any of their participating employing authorities, or in relation to the LGPS in Scotland, any administering authority and any of their scheme employers as defined in the Local Government Pension Scheme (Scotland) Regulations 2018 (SSI 2018/141) (as amended);
• NILGOSC in Northern Ireland and employing authorities as defined in the Local Government Pension Scheme Regulations (Northern Ireland) 2014 SRNI/188 (as amended)
• the Board of the Pension Protection Fund (http://www.pensionprotectionfund.org.uk)
• any other administering authority or organisation of a public sector pension scheme or any public sector body or that requires pension related services;
• any common asset pool or collective investment vehicle established by or on behalf of an administering authority or group of administering authorities; or
• any bodies, organisations or companies established by them for the purpose of operating on a collective basis.
six.4) Procedures for review
six.4.1) Review body
Nplaw
Norwich
Country
United Kingdom