Notice Information
Notice Title
University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services
Notice Description
The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.
Lot Information
Lot 1
Tenders are invited for for the provision of actuarial, investment and administration services (including secretarial support and consulting).
Renewal: Optional 12 month extensions annually thereafter.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-r6ebe6-0000677547
- Publication Source
- Public Contracts Scotland
- Latest Notice
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP459591
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- PCS Notice - Website Contract Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- SME
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66523100 - Pension fund administration services
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £1,000,000 £1M-£10M
Notice Dates
- Publication Date
- 22 Sep 20223 years ago
- Submission Deadline
- 31 Jan 2022Expired
- Future Notice Date
- Not specified
- Award Date
- 1 Jul 20223 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Complete
- Awards Status
- Not Specified
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- UODSS TRUSTEES
- Contact Name
- Not specified
- Contact Email
- pensionsoffice@dundee.ac.uk
- Contact Phone
- +44 1382384044
Buyer Location
- Locality
- DUNDEE
- Postcode
- DD1 4HN
- Post Town
- Dundee
- Country
- Scotland
-
- Major Region (ITL 1)
- TLM Scotland
- Basic Region (ITL 2)
- TLM0 Eastern Scotland
- Small Region (ITL 3)
- TLM03 Angus and Dundee City
- Delivery Location
- TLM71 Angus and Dundee City
-
- Local Authority
- Dundee City
- Electoral Ward
- West End
- Westminster Constituency
- Dundee Central
Further Information
Notice Documents
-
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=14
25th January 2022 - UoDSS 2021 Annual Report -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=13
24th January 2022 - PPF levy invoice 2021-2022 -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=12
24th January 2022 - SIP September 2020 - Final (Fees redacted) -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=11
24th January 2022 - Sample evaluation scoring matrix -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=2
24th January 2022 - Annex A - Requirements -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=10
24th January 2022 - "Process and maintain pension-in-payment payroll" added within Administration services requirement. -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=9
7th January 2022 - Scheme Return 2021 -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=8
6th January 2022 - Recovery Plan 2020 -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=7
6th January 2022 - Statement of Funding Principles 2020 -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=6
6th January 2022 - Schedule of Contributions 2020 -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=5
6th January 2022 - Actuarial Valuation Report 2020 -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=4
22nd December 2021 - Accounts 2019-20 as requested -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=1
22nd December 2021 - Master ITT -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=3
22nd December 2021 - Annex B - Template DPA -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC436534
University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services - The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes. -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP459591
University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services - The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.
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-r6ebe6-0000677547-2022-09-22T00:00:00Z",
"date": "2022-09-22T00:00:00Z",
"ocid": "ocds-r6ebe6-0000677547",
"initiationType": "tender",
"parties": [
{
"id": "org-37",
"name": "UoDSS Trustees",
"identifier": {
"legalName": "UoDSS Trustees"
},
"address": {
"streetAddress": "University of Dundee, Pensions Office, Floor 2, Tower Building University of Dundee",
"locality": "Dundee",
"region": "UKM71",
"postalCode": "DD1 4HN"
},
"contactPoint": {
"email": "pensionsoffice@dundee.ac.uk",
"telephone": "+44 1382384044",
"url": "http://www.publicconrtactsscotland.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"classifications": [
{
"id": "University Pension Scheme Board of Trustees",
"scheme": "TED_CA_TYPE"
},
{
"id": "University Pension Scheme Board of Trustees",
"scheme": "COFOG"
}
],
"url": "https://www.dundee.ac.uk/finance/our-services/pensions/superannuation-schemes/uodss/"
}
},
{
"id": "org-38",
"name": "Dundee Sheriff Court",
"identifier": {
"legalName": "Dundee Sheriff Court"
},
"address": {
"streetAddress": "Sheriff Court House, 6 West Bell Street",
"locality": "Dundee",
"postalCode": "DD1 9AD"
},
"contactPoint": {
"email": "dundee@scotscourts.gov.uk",
"telephone": "+44 1382229961",
"url": "http://"
},
"roles": [
"reviewBody"
]
},
{
"id": "org-174",
"name": "UoDSS Trustees",
"identifier": {
"legalName": "UoDSS Trustees"
},
"address": {
"streetAddress": "University of Dundee, Pensions Office, Floor 2, Tower Building University of Dundee",
"locality": "Dundee",
"region": "UKM71",
"postalCode": "DD1 4HN"
},
"contactPoint": {
"email": "pensionsoffice@dundee.ac.uk",
"telephone": "+44 1382384044",
"url": "http://"
},
"roles": [
"buyer"
],
"details": {
"classifications": [
{
"id": "University Pension Scheme Board of Trustees",
"scheme": "TED_CA_TYPE"
},
{
"id": "University Pension Scheme Board of Trustees",
"scheme": "COFOG"
}
],
"url": "https://www.dundee.ac.uk/finance/our-services/pensions/superannuation-schemes/uodss/"
}
},
{
"id": "org-175",
"name": "Spence & Partners",
"identifier": {
"legalName": "Spence & Partners"
},
"address": {
"streetAddress": "36 Renfield Street",
"locality": "Glasgow",
"region": "UK",
"postalCode": "G2 1LU"
},
"contactPoint": {
"telephone": "+44 2036912946"
},
"roles": [
"supplier"
],
"details": {
"scale": "sme",
"url": "http://"
}
},
{
"id": "org-7",
"name": "Dundee Sheriff Court",
"identifier": {
"legalName": "Dundee Sheriff Court"
},
"address": {
"streetAddress": "Sheriff Court House, 6 West Bell Street",
"locality": "Dundee",
"postalCode": "DD1 4AD"
},
"contactPoint": {
"url": "http://"
},
"roles": [
"reviewBody",
"mediationBody"
]
}
],
"buyer": {
"name": "UoDSS Trustees",
"id": "org-174"
},
"tender": {
"id": "UoD-PF007-TC-2022",
"title": "University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services",
"description": "The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.",
"status": "complete",
"items": [
{
"id": "1",
"additionalClassifications": [
{
"id": "66523100",
"scheme": "CPV"
}
],
"deliveryAddresses": [
{
"region": "UKM71"
},
{
"region": "UKM71"
}
],
"relatedLot": "1"
}
],
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"mainProcurementCategory": "services",
"submissionMethod": [
"electronicSubmission"
],
"submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
"tenderPeriod": {
"endDate": "2022-01-31T12:00:00Z"
},
"awardPeriod": {
"startDate": "2022-01-31T13:00:00Z"
},
"documents": [
{
"id": "DEC436534",
"documentType": "contractNotice",
"title": "University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services",
"description": "The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC436534",
"format": "text/html"
},
{
"id": "economic",
"documentType": "economicSelectionCriteria"
},
{
"id": "technical",
"documentType": "technicalSelectionCriteria"
},
{
"id": "DEC436534-1",
"title": "Master ITT",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=1",
"datePublished": "2021-12-22T11:35:51Z",
"dateModified": "2021-12-22T11:35:51Z",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
},
{
"id": "DEC436534-2",
"title": "Annex A - Requirements",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=2",
"datePublished": "2021-12-22T11:35:51Z",
"dateModified": "2022-01-24T14:24:25Z",
"format": "application/msword"
},
{
"id": "DEC436534-3",
"title": "Annex B - Template DPA",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=3",
"datePublished": "2021-12-22T11:35:51Z",
"dateModified": "2021-12-22T11:35:51Z",
"format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
},
{
"id": "DEC436534-4",
"title": "Accounts 2019-20 as requested",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=4",
"datePublished": "2021-12-22T17:43:22Z",
"dateModified": "2021-12-22T17:43:22Z",
"format": "application/pdf"
},
{
"id": "DEC436534-5",
"title": "Actuarial Valuation Report 2020",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=5",
"datePublished": "2022-01-06T12:40:42Z",
"dateModified": "2022-01-06T12:40:42Z",
"format": "application/pdf"
},
{
"id": "DEC436534-6",
"title": "Schedule of Contributions 2020",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=6",
"datePublished": "2022-01-06T12:42:00Z",
"dateModified": "2022-01-06T12:42:00Z",
"format": "application/pdf"
},
{
"id": "DEC436534-7",
"title": "Statement of Funding Principles 2020",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=7",
"datePublished": "2022-01-06T12:43:15Z",
"dateModified": "2022-01-06T12:43:15Z",
"format": "application/pdf"
},
{
"id": "DEC436534-8",
"title": "Recovery Plan 2020",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=8",
"datePublished": "2022-01-06T12:44:12Z",
"dateModified": "2022-01-06T12:44:12Z",
"format": "application/pdf"
},
{
"id": "DEC436534-9",
"title": "Scheme Return 2021",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=9",
"datePublished": "2022-01-07T14:22:39Z",
"dateModified": "2022-01-07T14:22:39Z",
"format": "application/pdf"
},
{
"id": "DEC436534-10",
"title": "\"Process and maintain pension-in-payment payroll\" added within Administration services requirement.",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=10",
"datePublished": "2022-01-24T14:24:25Z",
"dateModified": "2022-01-24T14:24:25Z",
"format": "application/msword"
},
{
"id": "DEC436534-11",
"title": "Sample evaluation scoring matrix",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=11",
"datePublished": "2022-01-24T14:32:19Z",
"dateModified": "2022-01-24T14:32:19Z",
"format": "image/png"
},
{
"id": "DEC436534-12",
"title": "SIP September 2020 - Final (Fees redacted)",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=12",
"datePublished": "2022-01-24T14:59:21Z",
"dateModified": "2022-01-24T14:59:21Z",
"format": "application/pdf"
},
{
"id": "DEC436534-13",
"title": "PPF levy invoice 2021-2022",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=13",
"datePublished": "2022-01-24T15:03:26Z",
"dateModified": "2022-01-24T15:03:26Z",
"format": "application/pdf"
},
{
"id": "DEC436534-14",
"title": "UoDSS 2021 Annual Report",
"url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=14",
"datePublished": "2022-01-25T17:54:26Z",
"dateModified": "2022-01-25T17:54:26Z",
"format": "application/pdf"
},
{
"id": "SEP459591",
"documentType": "awardNotice",
"title": "University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services",
"description": "The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP459591",
"format": "text/html"
}
],
"lots": [
{
"id": "1",
"description": "Tenders are invited for for the provision of actuarial, investment and administration services (including secretarial support and consulting).",
"status": "complete",
"hasOptions": false,
"submissionTerms": {
"variantPolicy": "notAllowed"
},
"contractPeriod": {
"durationInDays": 1080
},
"hasRenewal": true,
"renewal": {
"description": "Optional 12 month extensions annually thereafter."
}
}
],
"bidOpening": {
"date": "2022-01-31T13:00:00Z",
"address": {
"streetAddress": "Dundee"
},
"description": "Marion, Becky, Keith and Allan will be coordinating matters for the tender process."
},
"communication": {
"atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
},
"submissionTerms": {
"languages": [
"en"
],
"bidValidityPeriod": {
"durationInDays": 90
}
},
"classification": {
"id": "66523100",
"scheme": "CPV"
},
"hasRecurrence": false
},
"language": "EN",
"description": "(SC Ref:707524)",
"links": [
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000677547"
},
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000677547"
}
],
"noticetype": "PCS Notice - Website Contract Award Notice",
"awards": [
{
"id": "UoD-PF007-TC-2021",
"suppliers": [
{
"id": "org-175",
"name": "Spence & Partners"
}
],
"relatedLots": [
"1"
]
}
],
"contracts": [
{
"id": "UoD-PF007-TC-2021",
"awardID": "UoD-PF007-TC-2021",
"status": "active",
"value": {
"amount": 1000000,
"currency": "GBP"
},
"dateSigned": "2022-07-01T00:00:00Z"
}
],
"bids": {
"statistics": [
{
"id": "489",
"measure": "bids",
"value": 5,
"relatedLot": "1"
},
{
"id": "490",
"measure": "smeBids",
"value": 1,
"relatedLot": "1"
},
{
"id": "491",
"measure": "foreignBidsFromEU",
"value": 0,
"relatedLot": "1"
},
{
"id": "492",
"measure": "foreignBidsFromNonEU",
"value": 5,
"relatedLot": "1"
},
{
"id": "493",
"measure": "electronicBids",
"value": 5,
"relatedLot": "1"
}
]
}
}