Tender

CON23-247 Provision of Pension Advice

FINANCIAL CONDUCT AUTHORITY

This public procurement record has 1 release in its history.

Tender

29 Nov 2023 at 15:38

Summary of the contracting process

The Financial Conduct Authority is seeking suppliers for the provision of pension advice under tender CON23-247. The procurement is classified under CPV code 66523000 for pension fund consultancy services. The contract value is £416,666.67, and the deadline for submissions is 29th December 2023. The contract duration is initially for three years, with the option to extend for an additional year subject to agreement by the FCA. The procurement method is an open procedure, with electronic and written submission methods.

This tender by the Financial Conduct Authority presents an opportunity for businesses in the financial consultancy services sector. Suitable companies should have expertise in pension advice services and be able to operate in the UK. The procurement process is currently in the tender stage, with a bid validity period of 180 days. Interested suppliers can access the tender documents through the FCA's Atamis procurement portal. Economic and financial standing are key selection criteria for this tender, and suppliers must meet the suitability requirements outlined in the procurement documents.

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

CON23-247 Provision of Pension Advice

Notice Description

The FCA is seeking to engage a supplier for the provision of pension advice for a period of three years, with the provision to extend for an additional year subject to agreement by the FCA.<br/><br/>To access the tender documents, kindly register on our procurement portal, Atamis https://atamis-fca.my.site.com/s/Welcome. Once your registration is complete, navigate to the opportunities section and search for the tender using the name CON23-247 Provision of Pension Advice

Lot Information

Lot 1

The FCA is seeking to engage a supplier for the provision of pension advice for a period of three years, with the provision to extend for an additional year subject to agreement by the FCA.

To access the tender documents, kindly register on our procurement portal, Atamis https://atamis-fca.my.site.com/s/Welcome. Once your registration is complete, navigate to the opportunities section and search for the tender using the name CON23-247 Provision of Pension Advice

Renewal: This is a 3 year contract with the option to extend by an additional year subject to agreement by the FCA.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-041dc2
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/035242-2023
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

66171000 - Financial consultancy services

66523000 - Pension fund consultancy services

Notice Value(s)

Tender Value
£416,666 £100K-£500K
Lots Value
£416,666 £100K-£500K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
29 Nov 20232 years ago
Submission Deadline
29 Dec 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
FINANCIAL CONDUCT AUTHORITY
Contact Name
Chengetai Garaiza
Contact Email
chengetai.garaiza@fca.org.uk
Contact Phone
+44 2070663500

Buyer Location

Locality
LONDON
Postcode
E20 1JN
Post Town
East London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI4 Inner London - East
Small Region (ITL 3)
TLI41 Hackney and Newham
Delivery Location
Not specified

Local Authority
Newham
Electoral Ward
Stratford Olympic Park
Westminster Constituency
Stratford and Bow

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-h6vhtk-041dc2-2023-11-29T15:38:42Z",
    "date": "2023-11-29T15:38:42Z",
    "ocid": "ocds-h6vhtk-041dc2",
    "initiationType": "tender",
    "tender": {
        "id": "CON23-247",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "CON23-247 Provision of Pension Advice",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66523000",
            "description": "Pension fund consultancy services"
        },
        "mainProcurementCategory": "services",
        "description": "The FCA is seeking to engage a supplier for the provision of pension advice for a period of three years, with the provision to extend for an additional year subject to agreement by the FCA.<br/><br/>To access the tender documents, kindly register on our procurement portal, Atamis https://atamis-fca.my.site.com/s/Welcome. Once your registration is complete, navigate to the opportunities section and search for the tender using the name CON23-247 Provision of Pension Advice",
        "value": {
            "amount": 416666.67,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "1",
                "description": "The FCA is seeking to engage a supplier for the provision of pension advice for a period of three years, with the provision to extend for an additional year subject to agreement by the FCA.<br/><br/>To access the tender documents, kindly register on our procurement portal, Atamis https://atamis-fca.my.site.com/s/Welcome. Once your registration is complete, navigate to the opportunities section and search for the tender using the name CON23-247 Provision of Pension Advice",
                "value": {
                    "amount": 416666.67,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "This is a 3 year contract with the option to extend by an additional year subject to agreement by the FCA."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66171000",
                        "description": "Financial consultancy services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "Financial Conduct Authority, 12 Endeavour Square, London,E20 1JN"
                },
                "relatedLot": "1"
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "https://atamis-fca.my.site.com/s/Welcome",
        "communication": {
            "atypicalToolUrl": "https://atamis-fca.my.site.com/s/Welcome"
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Please refer to the procurement documents",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "economic",
                    "description": "Selection criteria relating to Economic and Financial Standing are as stated in the procurement documents",
                    "appliesTo": [
                        "supplier"
                    ]
                }
            ]
        },
        "documents": [
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2023-12-29T12:00:00Z"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 180
            }
        },
        "awardPeriod": {
            "startDate": "2023-11-24T18:00:00Z"
        },
        "bidOpening": {
            "date": "2023-11-24T18:00:00Z",
            "address": {
                "streetAddress": "https://atamis-fca.my.site.com/s/Welcome"
            }
        },
        "hasRecurrence": true
    },
    "parties": [
        {
            "id": "GB-FTS-40611",
            "name": "Financial Conduct Authority",
            "identifier": {
                "legalName": "Financial Conduct Authority",
                "id": "01920623"
            },
            "address": {
                "streetAddress": "12 Endeavour Square",
                "locality": "London",
                "region": "UK",
                "postalCode": "E20 1JN",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Chengetai Garaiza",
                "telephone": "+44 2070663500",
                "email": "chengetai.garaiza@fca.org.uk",
                "url": "https://atamis-fca.my.site.com/s/Welcome"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "http://www.fca.org.uk",
                "buyerProfile": "http://www.fca.org.uk",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "id": "BODY_PUBLIC",
                        "description": "Body governed by public law"
                    },
                    {
                        "scheme": "COFOG",
                        "description": "Financial Services"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-3518",
            "name": "Financial Conduct Authority",
            "identifier": {
                "legalName": "Financial Conduct Authority"
            },
            "address": {
                "streetAddress": "12 Endeavour Square",
                "locality": "London",
                "postalCode": "E20 1JN",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "email": "chengetai.garaiza@fca.org.uk"
            },
            "roles": [
                "reviewBody",
                "mediationBody"
            ]
        }
    ],
    "buyer": {
        "id": "GB-FTS-40611",
        "name": "Financial Conduct Authority"
    },
    "language": "en"
}