{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-5c5fcdad-812f-4f20-a7ab-0f9bd954194c-2018-06-29T11:34:09+01:00",
    "date": "2018-06-29T11:34:09+01:00",
    "ocid": "ocds-b5fd17-5c5fcdad-812f-4f20-a7ab-0f9bd954194c",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "tender_135639/685218",
        "title": "Fiduciary Management Services for UoB Pension & Assurance Scheme",
        "description": "The Trustees of the University of Bristol Pension and Assurance Scheme decided to appoint a provider to manage the assets of the Scheme on a fiduciary basis. The University of Bristol was instructed by the Trustees of the Scheme to run a tender process with the intention of identifying and awarding a contract to the most economically advantageous tender. The decision to award a contract to the highest scoring bidder was made by the Scheme's Trustees. The scheme has assets of approximately PS300M. The appointed organisation will provide a full fiduciary management service to the Trustees of the University of Bristol Pension and Assurance Scheme (UBPAS), together with the necessary support in respect of the delivery of the administration of the scheme. The appointed organisation will decide on, oversee, execute or advise on the some or all of the following: Strategic Asset Allocation, Tactical Asset Allocation, Hedging Strategy Implementation, Manager selection, Asset class selection, Portfolio Construction, Managing scheme liquidity, Fund reporting, Trustee Education, Portfolio Implementation, Strategic Objectives, Risk Budget, Constraints, Hedging Strategy Design.",
        "datePublished": "2017-03-22T07:58:01Z",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66141000",
            "description": "Pension fund management services"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "South West",
                        "countryName": "United Kingdom"
                    },
                    {
                        "postalCode": "BS1 5DS"
                    },
                    {
                        "region": "South West",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 8000000,
            "currency": "GBP"
        },
        "procurementMethodDetails": "Competitive procedure with negotiation (above threshold)",
        "tenderPeriod": {
            "endDate": "2017-03-24T23:59:59Z"
        },
        "contractPeriod": {
            "startDate": "2018-05-14T00:00:00+01:00",
            "endDate": "2023-05-13T23:59:59+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/abf29f9c-63bd-47d3-8ec6-c2ccc72710fe",
                "datePublished": "2017-03-22T07:58:01Z",
                "format": "text/html",
                "language": "en"
            },
            {
                "id": "2",
                "documentType": "tenderNotice",
                "description": "Link to eSourcing Portal",
                "url": "https://tenders.bris.ac.uk"
            }
        ],
        "procurementMethod": "selective"
    },
    "parties": [
        {
            "id": "GB-CFS-42738",
            "name": "University of Bristol",
            "identifier": {
                "legalName": "University of Bristol"
            },
            "address": {
                "streetAddress": "1-9 Old Park Hill",
                "locality": "Bristol",
                "postalCode": "BS2 8BB",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Martyn Dean",
                "email": "martyn.dean@bristol.ac.uk",
                "telephone": "0117 9546369"
            },
            "details": {
                "url": "http://www.bristol.ac.uk"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-CFS-78127",
            "name": "University of Bristol",
            "identifier": {
                "legalName": "University of Bristol"
            },
            "address": {
                "streetAddress": "4th Floor, Augustine's Courtyard, Orchard Lane",
                "locality": "Bristol",
                "postalCode": "BS1 5DS",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Martyn Dean",
                "email": "martyn.dean@bristol.ac.uk",
                "telephone": "+44 1173940653"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "GB-CFS-89801",
            "name": "Mercer Limted",
            "identifier": {
                "legalName": "Mercer Limted"
            },
            "address": {
                "streetAddress": "1 Tower Place West, London, EC3R 5BU"
            },
            "details": {
                "scale": "large",
                "vcse": false
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-78127",
        "name": "University of Bristol"
    },
    "awards": [
        {
            "id": "ocds-b5fd17-5c5fcdad-812f-4f20-a7ab-0f9bd954194c-1",
            "status": "active",
            "date": "2018-05-14T00:00:00+01:00",
            "datePublished": "2018-06-29T11:34:09+01:00",
            "value": {
                "amount": 10000000,
                "currency": "GBP"
            },
            "suppliers": [
                {
                    "id": "GB-CFS-89801",
                    "name": "Mercer Limted"
                }
            ],
            "contractPeriod": {
                "startDate": "2018-05-14T00:00:00+01:00",
                "endDate": "2023-05-13T23:59:59+01:00"
            },
            "description": "The contract value is based on tendered fee rates based on the estimated fund value and includes underlying Manager Fees and Fiduciary Management Fees for the initial period of 5 years.",
            "documents": [
                {
                    "id": "1",
                    "documentType": "awardNotice",
                    "description": "Awarded contract notice on Contracts Finder",
                    "url": "https://www.contractsfinder.service.gov.uk/Notice/5d726e2f-874e-41b8-a833-aa09c6e101cb",
                    "datePublished": "2018-06-29T11:34:09+01:00",
                    "format": "text/html",
                    "language": "en"
                }
            ]
        }
    ]
}