Contract

SYPA - Appointment of Independent Financial Adviser

  • South Yorkshire Pensions Authority

F03: Contract award notice

Notice identifier: 2024/S 000-039452

Procurement identifier (OCID): ocds-h6vhtk-04970b

Published 6 December 2024, 2:22pm



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

Email

Apalmer@sypa.org.uk

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.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.1.6) Information about lots

This contract is divided into lots: No

two.1.7) Total value of the procurement (excluding VAT)

Value excluding VAT: £280,000

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

Quality criterion - Name: JH / Weighting: 100

Cost criterion - Name: JH / Weighting: 100

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 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.2.1) Previous publication concerning this procedure

Notice number: 2024/S 000-027858


Section five. Award of contract

Contract No

1

Title

SYPA - Appointment of Independent Financial Adviser

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

1 October 2024

five.2.2) Information about tenders

Number of tenders received: 17

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

five.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

Telephone

+44 1226666404

Country

United Kingdom

NUTS code
  • UKE3 - South Yorkshire
The contractor is an SME

Yes

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

Initial estimated total value of the contract/lot: £280,000

Total value of the contract/lot: £280,000


Section six. Complementary information

six.4) Procedures for review

six.4.1) Review body

South Yorkshire Pensions Authority

Oakwell House, 2 Beevor Court, Pontefract Road

Barnsley

S71 1HG

Email

Apalmer@sypa.org.uk

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

Email

governanceteam@sypa.org.uk

Country

United Kingdom