Tender

Investment Consultancy Services to the University of Reading Employees' Pension Fund

UNIVERSITY OF READING

This public procurement record has 1 release in its history.

Tender

24 Feb 2017 at 08:23

Tender Notice
Summary of the contracting process

The University of Reading is conducting an open tender process for the provision of Investment Consultancy Services specifically for its Employees' Pension Fund. This procurement is currently in the active tender stage, with a submission deadline set for 27th March 2017. The total value of the consultancy contract ranges from £130,000 to £160,000, covering the period from 1st July 2017 to 30th June 2020. The relevant industry category is pension investment services and the location for delivery is in Reading, South East, United Kingdom.

This tender presents an excellent opportunity for consulting firms that specialise in pension investment services and related advisory solutions. Businesses with experience in pension fund consultancy, group pension services, or who provide comprehensive pension services would find this project particularly suitable. The successful bidder will be expected to work closely with the University of Reading and its Trustees, ensuring that they can deliver a proactive and high-quality service throughout the contract period.

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.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Investment Consultancy Services to the University of Reading Employees' Pension Fund

Notice Description

The Trustees of the University of Reading Employees' Pension Fund (UREPF) wish to appoint professional advisers for the delivery of pension scheme investment consultancy services to the Trustees of the Fund. The successful bidder offer a proactive service and work in a genuine partnership with the University of Reading and the Trustees of UREPF. We are keen to engage an organisation which can add value and deliver a quality service. Additional information: Any Investment Consultancy ("IC") invited to tender must respond electronically via the University of Reading electronic tendering system. Instructions can be found at: https://in-tendhost.co.uk/theuniversityofreading/ This is a procurement exercise carried out by the University of Reading on behalf of the Trustees to the University of Reading Pension Fund. The Trustees are the buyer and will be the contracting party, and are not subject to Public Procurement rules and regulations. Is a Recurrent Procurement Type? : No

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/cf2e8ddd-5da1-4aec-9558-ee603d1b14b6
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

66131100 - Pension investment services

66520000 - Pension services

66522000 - Group pension services

66523000 - Pension fund consultancy services

Notice Value(s)

Tender Value
£160,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
24 Feb 20179 years ago
Submission Deadline
27 Mar 2017Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
30 Jun 2017 - 30 Jun 2020 3-4 years
Recurrence
Not specified

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF READING
Contact Name
Mark Stephenson
Contact Email
m.d.stephenson@reading.ac.uk
Contact Phone
0118 378 5806

Buyer Location

Locality
BERKS
Postcode
RG6 6AB
Post Town
Reading
Country
England
Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ1 Berkshire, Buckinghamshire and Oxfordshire
Small Region (ITL 3)
TLJ16 Berkshire West
Delivery Location
TLJ South East (England)
Local Authority
Wokingham
Electoral Ward
Maiden Erlegh & Whitegates
Westminster Constituency
Earley and Woodley

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-a0bd80f0-548b-445a-afab-afa42be59417-2017-02-24T08:23:33Z",
    "date": "2017-02-24T08:23:33Z",
    "ocid": "ocds-b5fd17-a0bd80f0-548b-445a-afab-afa42be59417",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "UOR-PRO-17-007",
        "title": "Investment Consultancy Services to the University of Reading Employees' Pension Fund",
        "description": "The Trustees of the University of Reading Employees' Pension Fund (UREPF) wish to appoint professional advisers for the delivery of pension scheme investment consultancy services to the Trustees of the Fund. The successful bidder offer a proactive service and work in a genuine partnership with the University of Reading and the Trustees of UREPF. We are keen to engage an organisation which can add value and deliver a quality service. Additional information: Any Investment Consultancy (\"IC\") invited to tender must respond electronically via the University of Reading electronic tendering system. Instructions can be found at: https://in-tendhost.co.uk/theuniversityofreading/ This is a procurement exercise carried out by the University of Reading on behalf of the Trustees to the University of Reading Pension Fund. The Trustees are the buyer and will be the contracting party, and are not subject to Public Procurement rules and regulations. Is a Recurrent Procurement Type? : No",
        "datePublished": "2017-02-24T08:23:33Z",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66131100",
            "description": "Pension investment services"
        },
        "additionalClassifications": [
            {
                "scheme": "CPV",
                "id": "66522000",
                "description": "Group pension services"
            },
            {
                "scheme": "CPV",
                "id": "66520000",
                "description": "Pension services"
            },
            {
                "scheme": "CPV",
                "id": "66523000",
                "description": "Pension fund consultancy services"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "postalCode": "RG6 6AB"
                    },
                    {
                        "region": "South East",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "minValue": {
            "amount": 130000,
            "currency": "GBP"
        },
        "value": {
            "amount": 160000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2017-03-27T23:59:59+01:00"
        },
        "contractPeriod": {
            "startDate": "2017-07-01T00:00:00+01:00",
            "endDate": "2020-06-30T23:59:59+01:00"
        },
        "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/cf2e8ddd-5da1-4aec-9558-ee603d1b14b6",
                "datePublished": "2017-02-24T08:23:33Z",
                "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/theuniversityofreading/aspx/"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-CFS-47962",
            "name": "University of Reading",
            "identifier": {
                "legalName": "University of Reading"
            },
            "address": {
                "streetAddress": "Miller Building, Reading",
                "locality": "Berks",
                "postalCode": "RG6 6AB",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Mark Stephenson",
                "email": "m.d.stephenson@reading.ac.uk",
                "telephone": "0118 378 5806"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-47962",
        "name": "University of Reading"
    }
}