Tender

VA/2360 - Pension Scheme Advisor

UNIVERSITY OF LEEDS

This public procurement record has 1 release in its history.

Tender

18 Nov 2016 at 20:17

Summary of the contracting process

The University of Leeds is seeking a Pension Scheme Advisor as part of a tender process initiated on 18 November 2016. This procurement, classified under pension services, is focused on providing advisory services over a three-year contract period, commencing on 28 February 2016 and concluding on 28 February 2017. The tender period concludes on 18 January 2016, with a total contract value estimated at £400,000. Located in Leeds, Yorkshire and the Humber, the procurement follows an open procedure, allowing wider participation from interested parties.

This opportunity presents significant potential for growth for businesses specialising in pension consultancy and advisory services. Companies that can offer expertise in pension scheme benefits, financial valuations, and compliance with new pension legislation will be well-positioned to compete. Collaboration with large institutions like the University of Leeds could enhance a company's reputation and open doors to further contracts within the public sector.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

VA/2360 - Pension Scheme Advisor

Notice Description

The services of a Pension Scheme Advisor as and when required by the University of Leeds. Working with the Finance Director and Human Resources Director of the University of Leeds over the next 3 years to: - provide advice in relation to our local schemes to include but not limited to : o Scheme benefits and design o Long term strategy to manage / minimise risk o Investment policy o Financial - valuation assumptions and contribution schedule negotiations o Ongoing governance -To provide advice on new pension legislation or other pension developments which impact the University and raise matters to consider as a result of such changes. -To provide advice relating to USS developments, in particular their impact on the University and raise matters to consider as a result of such developments. -To provide FRS102 accounting advice, specifically covering annual accounting assumptions and disclosures, including the ability to model scenarios using different assumptions. -To provide other ad hoc pensions advice Additional information: Is a Recurrent Procurement Type? : No https://in-tendhost.co.uk/universityofleeds/aspx/

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-1fba0de0-adc9-11e6-9901-0019b9f3037b
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/cf174d75-a702-4c78-a6ee-df20dda1aed4
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66500000 - Insurance and pension services

66520000 - Pension services

66523000 - Pension fund consultancy services

Notice Value(s)

Tender Value
£400,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
18 Nov 20169 years ago
Submission Deadline
18 Jan 2016Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
28 Feb 2016 - 28 Feb 2017 1-2 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF LEEDS
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LEEDS
Postcode
LS2 9JT
Post Town
Leeds
Country
England

Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE42 Leeds
Delivery Location
TLE Yorkshire and The Humber

Local Authority
Leeds
Electoral Ward
Little London & Woodhouse
Westminster Constituency
Leeds Central and Headingley

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-1fba0de0-adc9-11e6-9901-0019b9f3037b-2016-11-18T20:17:19Z",
    "date": "2016-11-18T20:17:19Z",
    "ocid": "ocds-b5fd17-1fba0de0-adc9-11e6-9901-0019b9f3037b",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "EC/VA/2360",
        "title": "VA/2360 - Pension Scheme Advisor",
        "description": "The services of a Pension Scheme Advisor as and when required by the University of Leeds. Working with the Finance Director and Human Resources Director of the University of Leeds over the next 3 years to: - provide advice in relation to our local schemes to include but not limited to : o Scheme benefits and design o Long term strategy to manage / minimise risk o Investment policy o Financial - valuation assumptions and contribution schedule negotiations o Ongoing governance -To provide advice on new pension legislation or other pension developments which impact the University and raise matters to consider as a result of such changes. -To provide advice relating to USS developments, in particular their impact on the University and raise matters to consider as a result of such developments. -To provide FRS102 accounting advice, specifically covering annual accounting assumptions and disclosures, including the ability to model scenarios using different assumptions. -To provide other ad hoc pensions advice Additional information: Is a Recurrent Procurement Type? : No https://in-tendhost.co.uk/universityofleeds/aspx/",
        "datePublished": "2015-12-18T10:34:06Z",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66520000",
            "description": "Pension services"
        },
        "additionalClassifications": [
            {
                "scheme": "CPV",
                "id": "66523000",
                "description": "Pension fund consultancy services"
            },
            {
                "scheme": "CPV",
                "id": "66500000",
                "description": "Insurance and pension services"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "postalCode": "LS2 9JT"
                    },
                    {
                        "region": "Yorkshire and the Humber",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "minValue": {
            "amount": 200000,
            "currency": "GBP"
        },
        "value": {
            "amount": 400000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2016-01-18T23:59:59Z"
        },
        "contractPeriod": {
            "startDate": "2016-02-28T00:00:00Z",
            "endDate": "2017-02-28T23:59:59Z"
        },
        "suitability": {
            "sme": false,
            "vcse": false
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/cf174d75-a702-4c78-a6ee-df20dda1aed4",
                "datePublished": "2015-12-18T10:34:06Z",
                "format": "text/html",
                "language": "en"
            },
            {
                "id": "2",
                "documentType": "tenderNotice",
                "description": "Additional information on how to apply for this contract",
                "url": "https://in-tendhost.co.uk/universityofleeds/aspx/"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/7cNg85p4",
            "name": "UNIVERSITY OF LEEDS",
            "identifier": {
                "legalName": "UNIVERSITY OF LEEDS",
                "scheme": "GB-SRS",
                "id": "sid4gov.cabinetoffice.gov.uk/7cNg85p4"
            },
            "address": {
                "streetAddress": "University of Leeds, Woodhouse Lane",
                "locality": "Leeds",
                "postalCode": "LS2 9JT",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Ellie Cope",
                "email": "e.e.cope@leeds.ac.uk",
                "telephone": "01133434710"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/7cNg85p4",
        "name": "UNIVERSITY OF LEEDS"
    }
}