Notice Information
Notice Title
A Multi-Provider Framework Agreement for the Provision of Additional Voluntary Contribution Services and Consultancy Services Associated with Additional Voluntary Contributions Primarily in Support of the Local Government Pension Scheme (LGPS)
Notice Description
Norfolk County Council (as Administering Authority for the Norfolk Pension Fund), on its own behalf and on behalf of Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund, Dumfries and Galloway Council (as Administering Authority of the Dumfries and Galloway Pension Fund), Glasgow City Council (as Administering Authority of the Strathclyde Pension Fund) and Leicestershire County Council (as Administering Authority of Leicestershire Pension Fund) sought to let a multi-lot, multi-provider framework agreement for the provision of Additional Voluntary Contribution Services and Consultancy Services Associated with Additional Voluntary Contributions primarily in support of the Local Government Pension Scheme (LGPS).
Lot Information
Additional Voluntary Contribution Services
The LGPS has a regulatory responsibility to offer an AVC facility for its scheme members. Each fund administers the LGPS for significant numbers of employers and multiple payroll providers. This lot is provides a replacement or an additional AVC facility for LGPS funds .
Consultancy Services associated with Additional Voluntary ContributionsTo provide a wide range of advisory services in relation to Additional Voluntary Contribution Services.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-03e120
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/024415-2024
- Current Stage
- Award
- All Stages
- Planning, Tender, Award
Procurement Classification
- Notice Type
- Planning Notice
- Procurement Type
- Framework
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66520000 - Pension services
66523000 - Pension fund consultancy services
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £3,000,001 £1M-£10M
Notice Dates
- Publication Date
- 5 Aug 20241 years ago
- Submission Deadline
- 8 Jan 2024Expired
- Future Notice Date
- 6 Nov 2023Expired
- Award Date
- 30 Apr 20241 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
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NORFOLK COUNTY COUNCIL
- Additional Buyers
CHESHIRE WEST AND CHESTER COUNCIL (AS ADMINISTERING AUTHORITY OF THE CHESHIRE PENSION FUND)
DUMFRIES AND GALLOWAY COUNCIL (AS ADMINISTERING AUTHORITY OF THE DUMFRIES AND GALLOWAY PENSION FUND)
GLASGOW CITY COUNCIL (AS ADMINISTERING AUTHORITY OF THE STRATHCLYDE PENSION FUND)
LEICESTERSHIRE COUNTY COUNCIL (AS ADMINISTERING AUTHORITY OF LEICESTERSHIRE PENSION FUND)
NORFOLK COUNTY COUNCIL (AS ADMINISTERING AUTHORITY FOR NORFOLK PENSION FUND)
- Contact Name
- Julie Ward
- Contact Email
- contact@dungal.gov.uk, julie.ward@norfolk.gov.uk, pensions@cheshirewestandchester.gov.uk, pensions@leics.gov.uk, sourcingteam@norfolk.gov.uk, spfo@glasgow.gov.uk
- Contact Phone
- +44 1603224320
Buyer Location
- Locality
- NORWICH
- Postcode
- NR1 2DH
- Post Town
- Norwich
- Country
- England
-
- Major Region (ITL 1)
- TLH East (England)
- Basic Region (ITL 2)
- TLH5 Norfolk
- Small Region (ITL 3)
- TLH51 Norwich and East Norfolk
- Delivery Location
- Not specified
-
- Local Authority
- Norwich
- Electoral Ward
- Lakenham
- Westminster Constituency
- Norwich South
Further Information
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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-h6vhtk-03e120-2024-08-05T08:14:00+01:00",
"date": "2024-08-05T08:14:00+01:00",
"ocid": "ocds-h6vhtk-03e120",
"description": "Please note the contract values are indicative as there is no guarantee of business. Lot 1 - there is no cost to contracting authorities as the contract sits between the scheme member and the AVC provider for which we have no visibility of costs on the agreements. Lot 2 - the expectation is that the value will be between PS1,000,000 and PS3,000,000 over the life of the framework. In addition to those listed in this notice, the framework may also be used by: * any LGPS administering authorities as defined in the Local Government Pension Scheme Regulations 2013 (SI 2013/2356) (as amended) including the firefighters' pension scheme and police pension schemes and any of their participating employing authorities, or in relation to the LGPS in Scotland, any administering authority and any of their scheme employers as defined in the Local Government Pension Scheme (Scotland) Regulations 2018 (SSI 2018/141) (as amended); * NILGOSC in Northern Ireland and employing authorities as defined in the Local Government Pension Scheme Regulations (Northern Ireland) 2014 SRNI/188 (as amended) * the Board of the Pension Protection Fund (http://www.pensionprotectionfund.org.uk) * any other administering authority or organisation of a public sector pension scheme or any public sector body or that requires pension related services; * any common asset pool or collective investment vehicle established by or on behalf of an administering authority or group of administering authorities; or * any bodies, organisations or companies established by them for the purpose of operating on a collective basis.",
"initiationType": "tender",
"tender": {
"id": "NCCT42660",
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"title": "A Multi-Provider Framework Agreement for the Provision of Additional Voluntary Contribution Services and Consultancy Services Associated with Additional Voluntary Contributions Primarily in Support of the Local Government Pension Scheme (LGPS)",
"status": "complete",
"classification": {
"scheme": "CPV",
"id": "66520000",
"description": "Pension services"
},
"mainProcurementCategory": "services",
"description": "Norfolk County Council (as Administering Authority for the Norfolk Pension Fund), on its own behalf and on behalf of Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund, Dumfries and Galloway Council (as Administering Authority of the Dumfries and Galloway Pension Fund), Glasgow City Council (as Administering Authority of the Strathclyde Pension Fund) and Leicestershire County Council (as Administering Authority of Leicestershire Pension Fund) sought to let a multi-lot, multi-provider framework agreement for the provision of Additional Voluntary Contribution Services and Consultancy Services Associated with Additional Voluntary Contributions primarily in support of the Local Government Pension Scheme (LGPS).",
"lots": [
{
"id": "1",
"title": "Additional Voluntary Contribution Services",
"description": "The LGPS has a regulatory responsibility to offer an AVC facility for its scheme members. Each fund administers the LGPS for significant numbers of employers and multiple payroll providers. This lot is provides a replacement or an additional AVC facility for LGPS funds .",
"status": "cancelled",
"contractPeriod": {
"durationInDays": 1440
},
"hasRenewal": false,
"submissionTerms": {
"variantPolicy": "notAllowed"
},
"hasOptions": false,
"awardCriteria": {
"criteria": [
{
"name": "Quality",
"type": "quality",
"description": "80"
},
{
"type": "price",
"description": "20"
}
]
}
},
{
"id": "2",
"title": "Consultancy Services associated with Additional Voluntary Contributions",
"description": "To provide a wide range of advisory services in relation to Additional Voluntary Contribution Services.",
"status": "cancelled",
"contractPeriod": {
"durationInDays": 1440
},
"hasRenewal": false,
"submissionTerms": {
"variantPolicy": "notAllowed"
},
"hasOptions": false,
"awardCriteria": {
"criteria": [
{
"name": "Quality",
"type": "quality",
"description": "80"
},
{
"type": "price",
"description": "20"
}
]
}
}
],
"items": [
{
"id": "1",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "66520000",
"description": "Pension services"
}
],
"deliveryAddresses": [
{
"region": "UK"
},
{
"region": "UK"
},
{
"region": "UK"
}
],
"relatedLot": "1"
},
{
"id": "2",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "66523000",
"description": "Pension fund consultancy services"
}
],
"deliveryAddresses": [
{
"region": "UK"
},
{
"region": "UK"
},
{
"region": "UK"
},
{
"region": "UK"
}
],
"relatedLot": "2"
}
],
"communication": {
"futureNoticeDate": "2023-11-06T00:00:00Z"
},
"coveredBy": [
"GPA"
],
"submissionMethod": [
"electronicSubmission"
],
"submissionMethodDetails": "https://in-tendhost.co.uk/norfolkcc/aspx/Home",
"documents": [
{
"id": "economic",
"documentType": "economicSelectionCriteria"
},
{
"id": "technical",
"documentType": "technicalSelectionCriteria"
}
],
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"techniques": {
"hasFrameworkAgreement": true
},
"tenderPeriod": {
"endDate": "2024-01-08T14:00:00Z"
},
"submissionTerms": {
"languages": [
"en"
]
},
"awardPeriod": {
"startDate": "2024-01-08T14:05:00Z"
},
"bidOpening": {
"date": "2024-01-08T14:05:00Z"
},
"hasRecurrence": false,
"reviewDetails": "The Council has decided to incorporate a standstill period at the point when information on the proposed award of the contract is communicated to tenderers. The standstill period, which will be for a minimum of ten calendar days, provides time for unsuccessful tenderers to challenge the award decision before the Contract is entered into. Aggrieved parties who have been harmed or are at risk of harm by any breach of the Council's obligations may take action in the High Court (England, Wales and Northern Ireland). Proceedings must be brought within 30 days from the date of knowledge (the date on which the economic operator first knew or ought to have known that grounds for starting the proceedings had arisen) unless the Court considers that there is good reason for extending the period within which proceedings may be brought, in which case the Court may extend that period up to a maximum of 3 months from the date of knowledge."
},
"parties": [
{
"id": "GB-FTS-59918",
"name": "Norfolk County Council (as Administering Authority for Norfolk Pension Fund)",
"identifier": {
"legalName": "Norfolk County Council (as Administering Authority for Norfolk Pension Fund)",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"streetAddress": "Martineau Lane",
"locality": "NORWICH",
"region": "UKH15",
"postalCode": "NR12DH",
"countryName": "United Kingdom"
},
"contactPoint": {
"name": "Julie Ward",
"email": "sourcingteam@norfolk.gov.uk",
"url": "https://in-tendhost.co.uk/norfolkcc/aspx/Home"
},
"roles": [
"buyer"
],
"details": {
"url": "https://www.norfolk.gov.uk/",
"buyerProfile": "https://in-tendhost.co.uk/norfolkcc/aspx/Home",
"classifications": [
{
"scheme": "TED_CA_TYPE",
"id": "REGIONAL_AUTHORITY",
"description": "Regional or local authority"
},
{
"scheme": "COFOG",
"id": "01",
"description": "General public services"
}
]
}
},
{
"id": "GB-FTS-27981",
"name": "Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund)",
"identifier": {
"legalName": "Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund)",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"locality": "Ellesmere Port",
"region": "UKD6",
"countryName": "United Kingdom"
},
"contactPoint": {
"email": "pensions@cheshirewestandchester.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"url": "http://www.cheshirepensionfund.org"
}
},
{
"id": "GB-FTS-87174",
"name": "Dumfries and Galloway Council (as Administering Authority of the Dumfries and Galloway Pension Fund)",
"identifier": {
"legalName": "Dumfries and Galloway Council (as Administering Authority of the Dumfries and Galloway Pension Fund)",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"locality": "Dumfries",
"region": "UKM92",
"countryName": "United Kingdom"
},
"contactPoint": {
"email": "contact@dungal.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"url": "https://www.dumgal.gov.uk/pensions"
}
},
{
"id": "GB-FTS-87175",
"name": "Glasgow City Council (as Administering Authority of the Strathclyde Pension Fund)",
"identifier": {
"legalName": "Glasgow City Council (as Administering Authority of the Strathclyde Pension Fund)",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"locality": "Glasgow",
"region": "UKM82",
"countryName": "United Kingdom"
},
"contactPoint": {
"email": "spfo@glasgow.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"url": "https://www.spfo.org.uk"
}
},
{
"id": "GB-FTS-87176",
"name": "Leicestershire County Council (as Administering Authority of Leicestershire Pension Fund)",
"identifier": {
"legalName": "Leicestershire County Council (as Administering Authority of Leicestershire Pension Fund)",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"locality": "Leicester",
"region": "UKF21",
"countryName": "United Kingdom"
},
"contactPoint": {
"email": "pensions@leics.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"url": "https://leicsmss.pensiondetails.co.uk"
}
},
{
"id": "GB-FTS-99117",
"name": "NORFOLK COUNTY COUNCIL",
"identifier": {
"legalName": "NORFOLK COUNTY COUNCIL",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"streetAddress": "Martineau Lane",
"locality": "NORWICH",
"region": "UKH15",
"postalCode": "NR12DH",
"countryName": "United Kingdom"
},
"contactPoint": {
"name": "Julie Ward",
"telephone": "+44 1603224320",
"email": "sourcingteam@norfolk.gov.uk",
"url": "https://in-tendhost.co.uk/norfolkcc/aspx/Home"
},
"roles": [
"buyer"
],
"details": {
"url": "http://www.norfolk.gov.uk",
"buyerProfile": "https://in-tendhost.co.uk/norfolkcc/aspx/Home",
"classifications": [
{
"scheme": "TED_CA_TYPE",
"id": "REGIONAL_AUTHORITY",
"description": "Regional or local authority"
},
{
"scheme": "COFOG",
"id": "01",
"description": "General public services"
}
]
}
},
{
"id": "GB-FTS-99118",
"name": "Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund)",
"identifier": {
"legalName": "Cheshire West and Chester Council (as Administering Authority of the Cheshire Pension Fund)",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"locality": "Ellesmere Port",
"region": "UKD63",
"postalCode": "CH65 0BE",
"countryName": "United Kingdom"
},
"contactPoint": {
"email": "pensions@cheshirewestandchester.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"url": "http://www.cheshirepensionfund.org"
}
},
{
"id": "GB-FTS-17874",
"name": "Nplaw",
"identifier": {
"legalName": "Nplaw"
},
"address": {
"locality": "Norwich",
"countryName": "United Kingdom"
},
"roles": [
"reviewBody"
]
},
{
"id": "GB-FTS-97791",
"name": "NORFOLK COUNTY COUNCIL",
"identifier": {
"legalName": "NORFOLK COUNTY COUNCIL",
"noIdentifierRationale": "notOnAnyRegister"
},
"address": {
"streetAddress": "Martineau Lane",
"locality": "NORWICH",
"region": "UKH15",
"postalCode": "NR1 2DH",
"countryName": "United Kingdom"
},
"contactPoint": {
"name": "Julie Ward",
"telephone": "+44 1603224320",
"email": "julie.ward@norfolk.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"url": "http://www.norfolk.gov.uk",
"buyerProfile": "https://in-tendhost.co.uk/norfolkcc/aspx/Home",
"classifications": [
{
"scheme": "TED_CA_TYPE",
"id": "REGIONAL_AUTHORITY",
"description": "Regional or local authority"
},
{
"scheme": "COFOG",
"id": "01",
"description": "General public services"
}
]
}
},
{
"id": "GB-COH-1006112",
"name": "Legal & General Assurance Society",
"identifier": {
"legalName": "Legal & General Assurance Society",
"id": "1006112",
"scheme": "GB-COH"
},
"address": {
"locality": "London",
"region": "UKI",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-COH-OC307678",
"name": "Barnett Waddingham LLP",
"identifier": {
"legalName": "Barnett Waddingham LLP",
"id": "OC307678",
"scheme": "GB-COH"
},
"address": {
"locality": "London",
"region": "UKI",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-COH-00015454",
"name": "Prudential Assurance Company",
"identifier": {
"legalName": "Prudential Assurance Company",
"id": "00015454",
"scheme": "GB-COH"
},
"address": {
"locality": "London",
"region": "UKI",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-COH-OC301436",
"name": "Lane, Clark & Peacock LLP",
"identifier": {
"legalName": "Lane, Clark & Peacock LLP",
"id": "OC301436",
"scheme": "GB-COH"
},
"address": {
"locality": "London",
"region": "UKI",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-COH-00984275",
"name": "Mercer Ltd",
"identifier": {
"legalName": "Mercer Ltd",
"id": "00984275",
"scheme": "GB-COH"
},
"address": {
"locality": "Liverpool",
"region": "UKD72",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-COH-5913159",
"name": "Aon Investments Ltd",
"identifier": {
"legalName": "Aon Investments Ltd",
"id": "5913159",
"scheme": "GB-COH"
},
"address": {
"locality": "London",
"region": "UKI",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-COH-OC310282",
"name": "Hymans Robertson LLP",
"identifier": {
"legalName": "Hymans Robertson LLP",
"id": "OC310282",
"scheme": "GB-COH"
},
"address": {
"locality": "London",
"region": "UKI",
"countryName": "United Kingdom"
},
"roles": [
"supplier"
],
"details": {
"scale": "large"
}
},
{
"id": "GB-FTS-15694",
"name": "nplaw",
"identifier": {
"legalName": "nplaw"
},
"address": {
"locality": "Norwich",
"countryName": "United Kingdom"
},
"roles": [
"reviewBody"
]
}
],
"buyer": {
"id": "GB-FTS-99117",
"name": "NORFOLK COUNTY COUNCIL"
},
"language": "en",
"awards": [
{
"id": "024078-2024-1",
"relatedLots": [
"1"
],
"title": "Additional Voluntary Contribution Services",
"status": "active",
"suppliers": [
{
"id": "GB-COH-1006112",
"name": "Legal & General Assurance Society"
},
{
"id": "GB-COH-00015454",
"name": "Prudential Assurance Company"
}
]
},
{
"id": "024078-2024-2",
"relatedLots": [
"2"
],
"title": "Consultancy Services associated with Additional Voluntary Contributions",
"status": "active",
"suppliers": [
{
"id": "GB-COH-OC307678",
"name": "Barnett Waddingham LLP"
},
{
"id": "GB-COH-OC301436",
"name": "Lane, Clark & Peacock LLP"
},
{
"id": "GB-COH-00984275",
"name": "Mercer Ltd"
},
{
"id": "GB-COH-5913159",
"name": "Aon Investments Ltd"
},
{
"id": "GB-COH-OC310282",
"name": "Hymans Robertson LLP"
}
]
},
{
"id": "024415-2024-NCCT42660-1",
"relatedLots": [
"2"
],
"title": "Consultancy Services associated with Additional Voluntary Contributions",
"status": "active",
"suppliers": [
{
"id": "GB-COH-OC307678",
"name": "Barnett Waddingham LLP"
},
{
"id": "GB-COH-OC301436",
"name": "Lane, Clark & Peacock LLP"
},
{
"id": "GB-COH-00984275",
"name": "Mercer Ltd"
},
{
"id": "GB-COH-5913159",
"name": "Aon Investments Ltd"
},
{
"id": "GB-COH-OC310282",
"name": "Hymans Robertson LLP"
}
]
}
],
"contracts": [
{
"id": "024078-2024-1",
"awardID": "024078-2024-1",
"title": "Additional Voluntary Contribution Services",
"status": "active",
"value": {
"amount": 1,
"currency": "GBP"
},
"dateSigned": "2024-05-01T00:00:00+01:00"
},
{
"id": "024078-2024-2",
"awardID": "024078-2024-2",
"title": "Consultancy Services associated with Additional Voluntary Contributions",
"status": "active",
"value": {
"amount": 3000000,
"currency": "GBP"
},
"dateSigned": "2024-05-01T00:00:00+01:00"
},
{
"id": "024415-2024-NCCT42660-1",
"awardID": "024415-2024-NCCT42660-1",
"title": "Consultancy Services associated with Additional Voluntary Contributions",
"status": "active",
"value": {
"amount": 3000000,
"currency": "GBP"
},
"dateSigned": "2024-05-01T00:00:00+01:00",
"period": {
"durationInDays": 1440
},
"items": [
{
"id": "2",
"title": "Consultancy Services associated with Additional Voluntary Contributions",
"classification": {
"scheme": "CPV",
"id": "66523000",
"description": "Pension fund consultancy services"
},
"deliveryAddresses": [
{
"region": "UK"
}
],
"relatedLot": "2"
}
],
"amendments": [
{
"id": "1",
"description": "Lane, Clark & Peacock LLP not appointed to the Framework Agreement.",
"rationale": "Need for modification brought about by circumstances which a diligent contracting authority/entity could not foresee: Lane, Clark & Peacock LLP were unable to agree to the terms and conditions and therefore not appointed to the framework agreement."
}
]
}
],
"bids": {
"statistics": [
{
"id": "1",
"measure": "bids",
"relatedLot": "1",
"value": 2
},
{
"id": "4",
"measure": "bids",
"relatedLot": "2",
"value": 5
},
{
"id": "2",
"measure": "smeBids",
"relatedLot": "1",
"value": 0
},
{
"id": "5",
"measure": "smeBids",
"relatedLot": "2",
"value": 0
},
{
"id": "3",
"measure": "electronicBids",
"relatedLot": "1",
"value": 2
},
{
"id": "6",
"measure": "electronicBids",
"relatedLot": "2",
"value": 5
}
]
}
}