Planning

WSCC - JS - Property Investment Manager (Pension fund) - Market Sounding Exercise

WEST SUSSEX COUNTY COUNCIL

This public procurement record has 1 release in its history.

Planning

02 Oct 2023 at 18:29

Summary of the contracting process

The West Sussex County Council is planning a procurement process for a Property Investment Manager for the Pension fund through a Market Sounding Exercise. The procurement stage is currently in the Planning phase. The engagement end date is set for 18 October 2023. The deadline for responses to the market sounding exercise is 18 October 2023. The location of the procurement process is at County Hall, West Street, CHICHESTER, England. The industry category relates to Pension investment services and Pension fund management services. Suitable businesses for this opportunity would be those offering asset management, income collection, and lease negotiation services for bespoke property portfolios.

The West Sussex County Council's tender for a Property Investment Manager presents an opportunity for businesses specialising in managing property portfolios for pension funds. The Council aims to finalise the specification and service requirements through the market sounding exercise, with the tender expected to be published later in 2023 and the award process to be completed by early to mid-2024. Businesses interested in this opportunity should have expertise in asset management, income collection, and lease negotiation for properties. The Council is specifically seeking businesses that can meet the specific income requirements of the West Sussex Pension Fund while offering a tailored property portfolio to achieve the Fund's objectives.

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

WSCC - JS - Property Investment Manager (Pension fund) - Market Sounding Exercise

Notice Description

This is not a call for competition The requirement The West Sussex Pension Fund requires a bespoke and tailored property portfolio to meet its specific income requirements and is seeking an investment manager to be responsible for the asset management, income collection and lease negotiation for the properties and have full discretion over which properties to buy and sell to meet the objectives set by the Fund. The draft requirements are described further in the market sounding exercise document attached below. Timescales The Council intends to publish the tender for these services later this calendar year (2023) with the award and contracting process to be completed by early to mid 2024. Market sounding exercise The Council is publishing a market sounding exercise alongside this Notice to gain some insight into market capability and capacity (see below) Responses to these questions will help to finalise the specification and service requirements. You are kindly asked to review and respond no later than 12:00 on 18 October 2023. Completed documents can be uploaded on the SE Shared Services e-sourcing portal: https://in-tendhost.co.uk/sesharedservices/aspx/ProjectManage/36967 You will need to login to upload the document.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-6ec9b760-27dc-4603-9da4-a9581a39a345
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/fc4026a3-5228-4b82-8fe5-6ab378d2d15c
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
Planned Procurement Notice
Procurement Type
Standard
Procurement Category
Not specified
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66131100 - Pension investment services

66141000 - Pension fund management services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
2 Oct 20232 years ago
Submission Deadline
Not specified
Future Notice Date
18 Oct 2023Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
WEST SUSSEX COUNTY COUNCIL
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
CHICHESTER
Postcode
PO19 1RQ
Post Town
Portsmouth
Country
England

Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ2 Surrey, East and West Sussex
Small Region (ITL 3)
TLJ27 West Sussex (South West)
Delivery Location
Not specified

Local Authority
Chichester
Electoral Ward
Chichester Central
Westminster Constituency
Chichester

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-b5fd17-6ec9b760-27dc-4603-9da4-a9581a39a345-2023-10-02T19:29:27+01:00",
    "date": "2023-10-02T19:29:27+01:00",
    "ocid": "ocds-b5fd17-6ec9b760-27dc-4603-9da4-a9581a39a345",
    "language": "en",
    "initiationType": "tender",
    "title": "WSCC - JS - Property Investment Manager (Pension fund) - Market Sounding Exercise",
    "planning": {
        "milestones": [
            {
                "id": "1",
                "title": "Engagement end date",
                "type": "engagement",
                "dueDate": "2023-10-18T23:59:59+01:00"
            }
        ],
        "documents": [
            {
                "id": "1",
                "documentType": "marketEngagementNotice",
                "description": "Early engagement notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/fc4026a3-5228-4b82-8fe5-6ab378d2d15c",
                "datePublished": "2023-10-02T19:29:27+01:00",
                "format": "text/html",
                "language": "en"
            },
            {
                "id": "2",
                "documentType": "plannedProcurementNotice",
                "description": "Market Sounding Exercise - Please upload the completed response via the Council's e-sourcing portal: https://in-tendhost.co.uk/sesharedservices/aspx/ProjectManage/36967",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/83146015-1cdb-4929-8c62-bb391c4f101e",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "3",
                "documentType": "plannedProcurementNotice",
                "url": "https://in-tendhost.co.uk/sesharedservices/aspx/ProjectManage/36967"
            }
        ]
    },
    "tender": {
        "id": "WSCC - JS - Property Investment Manager (Pension fund) - Market Sounding Exercise",
        "title": "WSCC - JS - Property Investment Manager (Pension fund) - Market Sounding Exercise",
        "description": "This is not a call for competition The requirement The West Sussex Pension Fund requires a bespoke and tailored property portfolio to meet its specific income requirements and is seeking an investment manager to be responsible for the asset management, income collection and lease negotiation for the properties and have full discretion over which properties to buy and sell to meet the objectives set by the Fund. The draft requirements are described further in the market sounding exercise document attached below. Timescales The Council intends to publish the tender for these services later this calendar year (2023) with the award and contracting process to be completed by early to mid 2024. Market sounding exercise The Council is publishing a market sounding exercise alongside this Notice to gain some insight into market capability and capacity (see below) Responses to these questions will help to finalise the specification and service requirements. You are kindly asked to review and respond no later than 12:00 on 18 October 2023. Completed documents can be uploaded on the SE Shared Services e-sourcing portal: https://in-tendhost.co.uk/sesharedservices/aspx/ProjectManage/36967 You will need to login to upload the document.",
        "status": "planning",
        "classification": {
            "scheme": "CPV",
            "id": "66131100",
            "description": "Pension investment services"
        },
        "additionalClassifications": [
            {
                "scheme": "CPV",
                "id": "66141000",
                "description": "Pension fund management services"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "postalCode": "PO19 1RG"
                    }
                ]
            }
        ],
        "suitability": {
            "sme": true,
            "vcse": false
        }
    },
    "parties": [
        {
            "id": "GB-LAE-WSX",
            "name": "West Sussex County Council",
            "identifier": {
                "legalName": "West Sussex County Council",
                "scheme": "GB-LAE",
                "id": "WSX"
            },
            "address": {
                "streetAddress": "County Hall,West Street",
                "locality": "CHICHESTER",
                "postalCode": "PO191RQ",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "James Skilling",
                "email": "james.skilling@westsussex.gov.uk",
                "telephone": "0330 222 5432"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-LAE-WSX",
        "name": "West Sussex County Council"
    }
}