Tender

A Multi Provider Framework Agreement for the Provision of Transition Management Services Primarily in Support of the Local Government Pension Scheme

  • NORFOLK COUNTY COUNCIL
  • City of Bradford Metropolitan District Council (As Administering Authority of the West Yorkshire Pension Fund),
  • City of Wolverhampton Council (As Administering Authority of the West Midlands Pension Fund)
  • LGPS Central Limited
  • Staffordshire County Council (As Administering Authority of the Staffordshire Pension Fund)
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  • West Sussex County Council (As administering authority of the West Sussex Pension Fund)
  • Wirral Council (As Administering Authority for Merseyside Pension Fund)

F02: Contract notice

Notice identifier: 2024/S 000-032648

Procurement identifier (OCID): ocds-h6vhtk-04a7a9

Published 10 October 2024, 3:09pm



Section one: Contracting authority

one.1) Name and addresses

NORFOLK COUNTY COUNCIL

Martineau Lane

NORWICH

NR12DH

Contact

Julie Ward

Email

julie.ward@norfolk.gov.uk

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

www.norfolk.gov.uk

one.1) Name and addresses

City of Bradford Metropolitan District Council (As Administering Authority of the West Yorkshire Pension Fund),

Bradford

BD1 2ST

Email

pensions@wypf.org.uk

Country

United Kingdom

Region code

UKE41 - Bradford

Justification for not providing organisation identifier

Not on any register

Internet address(es)

Main address

https://www.wypf.org.uk

one.1) Name and addresses

City of Wolverhampton Council (As Administering Authority of the West Midlands Pension Fund)

Wolverhampton

WV1 1XP

Email

pensionfundenquiries@wolverhampton.gov.uk

Country

United Kingdom

Region code

UKG39 - Wolverhampton

Justification for not providing organisation identifier

Not on any register

Internet address(es)

Main address

https://www.wmpfonline.com

one.1) Name and addresses

LGPS Central Limited

Wolverhampton

WV1 1LD

Contact

Wolverhampton

Email

procurement@lgpscentral.co.uk

Country

United Kingdom

Region code

UKG39 - Wolverhampton

Justification for not providing organisation identifier

Not on any register

Internet address(es)

Main address

https://www.lgpscentral.co.uk/

one.1) Name and addresses

Staffordshire County Council (As Administering Authority of the Staffordshire Pension Fund)

Stafford

ST16 2DH

Email

pensions.enquiries@staffordshire.gov.uk

Country

United Kingdom

Region code

UKG24 - Staffordshire CC

Justification for not providing organisation identifier

Not on any register

Internet address(es)

Main address

https://www.staffspf.org.uk/Home.aspx

one.1) Name and addresses

West Sussex County Council (As administering authority of the West Sussex Pension Fund)

Chichester

PO19 1RG

Email

investments@westsussex.gov.uk

Country

United Kingdom

Region code

UKJ2 - Surrey, East and West Sussex

Justification for not providing organisation identifier

Not on any register

Internet address(es)

Main address

https://www.westsussex.gov.uk/

one.1) Name and addresses

Wirral Council (As Administering Authority for Merseyside Pension Fund)

Liverpool

LS2 9SH

Email

mpfadmin@wirral.gov.uk

Country

United Kingdom

Region code

UKD72 - Liverpool

Justification for not providing organisation identifier

Not on any register

Internet address(es)

Main address

http://www.mpfmembers.org.uk

one.2) Information about joint procurement

The contract involves joint procurement

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://in-tendhost.co.uk/norfolkcc/aspx/Home

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://in-tendhost.co.uk/norfolkcc/aspx/Home

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 Transition Management Services Primarily in Support of the Local Government Pension Scheme

Reference number

NCCT42947

two.1.2) Main CPV code

  • 66520000 - Pension services

two.1.3) Type of contract

Services

two.1.4) Short description

In addition to Norfolk County Council, the Founder Authorities listed in this Contract Notice wish to establish a multi-provider Framework Agreement for Transition Management Services to be available to all LGPS Funds and other bodies as listed in this Contract Notice.The figures/values stated below do not reflect the true volume of business. There is no guarantee of business, but the expectation is that up to £15,000,000.00 could be procured against this Framework Agreement.

two.1.5) Estimated total value

Value excluding VAT: £15,000,000

two.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

two.2) Description

two.2.1) Title

Transition Management and Implementation Services

Lot No

1

two.2.2) Additional CPV code(s)

  • 66131100 - Pension investment services
  • 66141000 - Pension fund management services
  • 66520000 - Pension 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 services in relation to Transition and Implementation Services.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2) Description

two.2.1) Title

Transition Management Advisory Services

Lot No

2

two.2.2) Additional CPV code(s)

  • 66131100 - Pension investment services
  • 66141000 - Pension fund management services
  • 66520000 - Pension 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 services in relation to Transition Management Advisory Services

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

48

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

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


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

Framework agreement with several operators

Envisaged maximum number of participants to the framework agreement: 16

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.2.2) Time limit for receipt of tenders or requests to participate

Date

18 November 2024

Local time

2:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

four.2.7) Conditions for opening of tenders

Date

18 November 2024

Local time

2:05pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.3) Additional information

In addition to those listed above, 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 2014/188) (as amended),

The Board of the Pension Protection Fund (http://www.pensionprotectionfund.org.uk),

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.

The framework will be for a period of 4 years. However, call-offs can have maximum term of 7 years. No contract awarded from the framework will be permitted to extend beyond 2 March 2036.

This procurement will be managed electronically via Norfolk County Council's eprocurement system. To participate in this

procurement and express an interest in this Contract Notice, applicants must first be registered on the system at https://in-tendhost.co.uk/norfolkcc. Full instructions for

registration and use of the system can be found at https://intendhost.co.uk/norfolkcc/aspx/BuyerProfiles Once registered you will be able to see the procurement project under the 'tenders' section and 'express an interest' to view the project.

If you encounter any difficulties whilst using the system you can contact the In-tend support team by phoning +44 8442728810 ore-mailing support@in-tend.co.uk.

six.4) Procedures for review

six.4.1) Review body

Nplaw

Norwich

Country

United Kingdom

Internet address

www.norfolk.gov.uk

six.4.3) Review procedure

Precise information on deadline(s) for review procedures

The Council has decided to incorporate a standstill period at the point when information on the proposed award of the contract is communicated to tenderers. The standstill period, which will be for a minimum of ten calendar days, provides time for unsuccessful tenders to challenge the award decision before the Contract is entered into. Aggrieved parties who have been harmed or are at risk of harm by any breach of the Council's obligations may take action in the High Court (England, Wales and Northern Ireland). Proceedings must be brought within 30 days from the date of knowledge (the date on which the economic operator first knew or ought to have known that grounds for starting the proceedings had arisen) unless the Court considers that there is good reason for extending the period within which proceedings may be brought, in which case the Court may extend that period up to a maximum of 3 months from the date of knowledge.