Tender

Independent Investment Adviser Services

  • London Borough of Bromley

UK4: Tender notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2025/S 000-070121

Procurement identifier (OCID): ocds-h6vhtk-05d819

Published 31 October 2025, 2:07pm



Scope

Reference

DN795842

Description

The Adviser must produce quarterly analyses and recommendations for the Pensions Committee meetings, attend the Committee meetings in person to brief the Committee on performance. Recommendations will be related to changes in the investment asset allocations and other matters as detailed in the Service Description section below. The adviser will give an opinion on Bromley's investments in equities, bonds, property, and other asset classes at key dates, and support the committee in scrutinising investment managers' performance. Furthermore, the adviser will be expected to maintain and update Bromley's climate change annual report.

Total value (estimated)

  • £210,000 excluding VAT
  • £252,000 including VAT

Above the relevant threshold

Contract dates (estimated)

  • 1 April 2026 to 31 March 2032
  • 6 years

Main procurement category

Services

CPV classifications

  • 66131100 - Pension investment services

Contract locations

  • UKI61 - Bromley

Participation

Legal and financial capacity conditions of participation

Please refer to the Invitation to Tender pack for the Conditions of Participation

Technical ability conditions of participation

Please refer to the Invitation to Tender pack for the Conditions of Participation

Particular suitability

  • Small and medium-sized enterprises (SME)
  • Voluntary, community and social enterprises (VCSE)

Submission

Enquiry deadline

18 November 2025, 12:00pm

Tender submission deadline

1 December 2025, 12:00pm

Submission address and any special instructions

Tenders must be submitted through www.londontenders.org

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

5 January 2026


Award criteria

This table contains award criteria for this lot
Name Description Type Weighting
Cost Cost 60%
Quality

1. Firm Overview & LGPS Experience 10%

2. Team Credentials & Specialist Knowledge 10%

3.1. Governance/Client Engagement & Conflicts of Interest (a) 10%

3.2. Governance/Client Engagement & Conflicts of...

Quality 40%

Other information

Conflicts assessment prepared/revised

Yes


Procedure

Procedure type

Open procedure


Contracting authority

London Borough of Bromley

  • Public Procurement Organisation Number: PBBG-1282-YCXD

Bromley Civic Centre, Churchill Court, 2 Westmoreland Road

Bromley

BR1 1DP

United Kingdom

Region: UKI61 - Bromley

Organisation type: Public authority - sub-central government