Section one: Contracting authority
one.1) Name and addresses
South Yorkshire Pensions Authority
Oakwell House, 2 Beevor Court, Pontefract Road
Barnsley, South Yorkshire
S71 1HG
Contact
Annie Palmer
Telephone
+44 01226666404
Country
United Kingdom
Region code
UKE - Yorkshire and the Humber
National registration number
518243064
Internet address(es)
Main address
https://www.sypensions.org.uk/
Buyer's address
https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/104506
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84999&B=SYPA
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=84999&B=SYPA
Tenders or requests to participate must be submitted to the above-mentioned address
one.4) Type of the contracting authority
Other type
Local Government Pension Scheme
one.5) Main activity
General public services
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
SYPA - Appointment of Independent Financial Adviser
two.1.2) Main CPV code
- 66000000 - Financial and insurance services
two.1.3) Type of contract
Services
two.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.
two.1.5) Estimated total value
Value excluding VAT: £280,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 66131100 - Pension investment services
two.2.3) Place of performance
NUTS codes
- UKE - Yorkshire and the Humber
Main site or place of performance
South Yorkshire Pensions Authority - Barnsley
two.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.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £280,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
36
This contract is subject to renewal
Yes
Description of renewals
Option to renew after initial 36 month period - to a maximum of 120 months.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.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 three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions
See documentation.
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
three.2) Conditions related to the contract
three.2.2) Contract performance conditions
See documentation.
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: No
four.2) Administrative information
four.2.2) Time limit for receipt of tenders or requests to participate
Date
23 September 2024
Local time
8:00am
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.7) Conditions for opening of tenders
Date
23 September 2024
Local time
8:00am
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.4) Procedures for review
six.4.1) Review body
South Yorkshire Pensions Authority
Oakwell House, 2 Beevor Court, Pontefract Road
Barnsley
S71 1HG
Telephone
+44 1226666404
Country
United Kingdom
six.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
Country
United Kingdom