This public procurement record has 5 releases in its history.

Award

29 Apr 2026 at 14:00

Award

24 Oct 2022 at 07:05

Tender

26 Jul 2022 at 15:59

TenderUpdate

11 Apr 2022 at 11:00

Planning

30 Mar 2022 at 13:49

Summary of the contracting process

Norfolk County Council, alongside several other authorities, has established a comprehensive framework agreement for Investment Management Consultancy Services intended to support the Local Government Pension Scheme (LGPS). This framework covers a wide range of advisory services such as investment strategy review and asset liability modelling, catered towards maintaining high investment governance standards. This process has reached the award stage, with contracts signed on 19th October 2022. The procurement method adopted was an open procedure, ensuring broad participation and competitive pricing. Although the framework is expected to handle business totalling up to £25,000,000, there is no guaranteed volume of business, offering flexibility to the councils involved.

This tender presents an excellent opportunity for consultancy firms, particularly those with expertise in managing pension funds, strategic asset allocation, and responsible investment strategies. Large-scale companies and SMEs alike are encouraged to engage, as the framework supports robust investment governance through specialist advice and training assistance. Firms that can provide diverse investment consultancy services and have a strong grasp of regulatory compliance within the pension sector will be well-suited to compete for contracts under this framework. With multi-provider participation allowed, businesses have the chance to innovate and expand their reach within the public sector, tapping into similar coordinated investment management initiatives.

How relevant is this notice?

Notice Title

Election Printing

Notice Description

The Authority wishes to award a contract for Election Printing Services (through CCS Framework RM6280 Postal Goods, Services and Solutions framework - This will include the printing and mailing of documents including (but not exclusively) the following: Poll Cards, Postal Vote Packs, Ballot Papers, Corresponding Number Lists, Canvass Printing, CCA's, CCB's, Reminder Canvass Forms, Final Reminder Canvass Forms, Postage of all elements where required. Our Electorate in North Yorkshire totals approximately 500,000 people. The Authority aims to deliver successful planned elections in 2027, 2028 and 2029 (expected date for next General Election), as well as all unscheduled by-election, Neighbourhood Plan Referendums and parish polls when they arise. This contract will also include printing for the annual canvass. North Yorkshire Council has approximately 500,000 registered electors and 90,000 postal voters.

Lot Information

Investment Consultancy Services

The Authority wishes to award a contract for Election Printing Services (through CCS Framework RM6280 Postal Goods, Services and Solutions framework - Lot 6 Hybrid Mail, Digital and Transformational Communications) to cover all potential requirements for North Yorkshire Council and any other bodies that are using the Authority's election team to run an election process. This will include the printing and mailing of documents including (but not exclusively) the following: Poll Cards, Postal Vote Packs, Ballot Papers, Corresponding Number Lists, Canvass Printing, CCA's, CCB's, Reminder Canvass Forms, Final Reminder Canvass Forms, Postage of all elements where required. Our Electorate in North Yorkshire totals approximately 500,000 people. The Authority aims to deliver successful planned elections in 2027, 2028 and 2029 (expected date for next General Election), as well as all unscheduled by-election, Neighbourhood Plan Referendums and parish polls when they arise. This contract will also include printing for the annual canvass. The successful bidder will produce all items as per above paragraph and as set out within Volume 1 - Specification document. North Yorkshire Council has approximately 500,000 registered electors and 90,000 postal voters. North Yorkshire Council is comprised of 89 Councillors across 87 divisions and there are over 400 parish councils in North Yorkshire. This contract will enable us to produce high quality, legally compliant election materials, delivered to voters in a timely manner, ensuring elections are well run, transparent and in accordance with the law.

Manager/Fund Search, Selection, Monitoring and Review Services

To provide a wide range of advisory services in relation to the appointment of investment management support services, including, but not limited to: * Providing market-wide advice on the range of managers/funds with the capability to undertake specific portfolio management and other ancillary services; * supporting clients with investment manager or other investment related services; * undertaking investment manager or other investment-related services, assessment and selection on behalf of clients; * supporting clients in the procurement of, and fee level and structure negotiations with, service providers; * undertaking investment manager performance monitoring and review on behalf of clients; * providing access to manager research; * providing views and ongoing monitoring of investment managers' capabilities from an environmental, social and governance perspective; * provision of support, training and attendance at meetings as required by clients; * individual Portfolio reviews - including performance objectives, risk and cost.

Investment Managements Consultancy Related Specialist Services

To undertake a wide range of discrete pieces of specialist, investment-related work, including, but not limited to: * matters in connection with LGPS Investment Pooling Arrangements; * FCA authorisation and Variation of Permissions; * regulatory compliance advice and review services; * regulatory change advice and implementation services; * development and integration of investment management operating models changes or enhancements; * development, review and implementation of investment risk management strategy; * delivery / implementation of IT infrastructure investment solutions; * reviews of fund policy statements (ISS/SIP, RI statements etc.); * individual Portfolio reviews - including performance objectives, risk and cost and ESG matters; * investment research, modelling and analytics; * advising on RI and stewardship policies, styles and tools across any or all asset classes and the implementation of RI and stewardship strategies; * review and selection of Additional Voluntary Contributions providers and associated funds; * support of processes and compliance with regulatory requirements pertaining to its operation as an authorised entity; * undertaking or supporting custody/administrator /back-office investment management; * infrastructure search and review, assessment and selection on behalf of clients; * assist with the appointment of a Transition Manager and the post and pre trade reporting and analysis; * enhanced, independent manager analysis, monitoring and review services; * advice on ESG risk including modelling and reporting; * support with reporting as required under TCFD (Task Force on Climate-related Financial Disclosures); * providing transition advice in relation to the switching or movement of assets and/or the restructuring of portfolios; * advice on Performance Measurement and Attribution solutions and services; * advice on Climate scenario analysis and impact on portfolio; * provision of Consultancy services for strategic policy advice and modelling a pension plan's assets, liabilities, and policy instruments; * provision of Economic Scenario Analysis.

Investment Management Cost Monitoring and Reporting

To provide: * The on-going collation of client investment management cost data from all relevant sources (including but not limited to the client, their custodian and their asset managers as required) at a level of detail consistent with best practice on investment management cost transparency (e.g. guidance as issued from time to time by CIPFA, the LGPS Scheme Advisory Board, the IMA and other leading industry bodies); * the analysis of such data to provide year-on-year comparable investment management cost data, benchmarked across the LGPS and other relevant UK and global comparators; * annual reporting of investment management cost outcomes to the client; * the maintenance of all historical client data; * attendance at meetings as required by clients.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-032818
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/039295-2026
Current Stage
Award
All Stages
Planning, Tender, Award

Procurement Classification

Notice Type
Planning Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
Tender Suitability
Not specified
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

66523000 - Pension fund consultancy services

79800000 - Printing and related services

79810000 - Printing services

79811000 - Digital printing services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£2,281,020 £1M-£10M

Notice Dates

Publication Date
29 Apr 20261 months ago
Submission Deadline
30 Aug 2022Expired
Future Notice Date
3 Jul 2022Expired
Award Date
18 Oct 20223 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Cancelled
Awards Status
Active
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
THE NORTH YORKSHIRE COUNCIL
Additional Buyers

HAMPSHIRE COUNTY COUNCIL (AS ADMINISTERING AUTHORITY FOR THE HAMPSHIRE PENSION FUND)

HAMPSHIRE COUNTY COUNCIL (AS ADMINISTERING AUTHORITY OF THE HAMPSHIRE PENSION FUND)

HAMPSHIRE COUNTY COUNCIL (AS ADMINISTERING AUTHORITY OF THE HAMPSHIRE PENSION FUND),

NORFOLK COUNTY COUNCIL

NORFOLK COUNTY COUNCIL (AS ADMINISTERING AUTHORITY FOR NORFOLK PENSION FUND)

NORFOLK COUNTY COUNCIL (AS ADMINISTERING AUTHORITY FOR THE NORFOLK PENSION FUND)

NORTHERN IRELAND LOCAL GOVERNMENT OFFICERS' SUPERANNUATION COMMITTEE (NILGOSC)

TAMESIDE METROPOLITAN BOROUGH COUNCIL (AS ADMINISTERING AUTHORITY OF THE GREATER MANCHESTER PENSION FUND)

WEST SUSSEX COUNTY COUNCIL (AS ADMINISTERING AUTHORITY OF THE WEST SUSSEX PENSION FUND)

WEST SUSSEX COUNTY COUNCIL (AS ADMINISTERING AUTHORITY TO THE WEST SUSSEX PENSION FUND)

WIRRAL COUNCIL (AS ADMINISTERING AUTHORITY FOR MERSEYSIDE PENSION FUND)

Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
NORWICH
Postcode
NR1 2DH
Post Town
Norwich
Country
England

Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE2 North Yorkshire
Small Region (ITL 3)
TLE22 North Yorkshire
Delivery Location
TLE2 North Yorkshire

Local Authority
North Yorkshire
Electoral Ward
Romanby
Westminster Constituency
Richmond and Northallerton

Supplier Information

Number of Suppliers
11
Supplier Names

AON INVESTMENT

AON INVESTMENTS

BARNETT WADDINGHAM

BFINANCE

CEM BENCHMARKING

HYMANS ROBERTSON

ISIO

MERCER

MJ HUDSON INVESTMENT ADVISERS

PARAGON CUSTOMER COMMUNICATIONS (LONDON

REDINGTON

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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.

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