---
title: "CPQ1368-16 Strategic Asset Allocation Review & Report"
ocid: "ocds-b5fd17-2fc1e0c0-c637-4b1e-8c8e-585f06c9ce50"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-2fc1e0c0-c637-4b1e-8c8e-585f06c9ce50"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-2fc1e0c0-c637-4b1e-8c8e-585f06c9ce50.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-2fc1e0c0-c637-4b1e-8c8e-585f06c9ce50.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "DEVON COUNTY COUNCIL"
published: "2017-02-07"
---

# CPQ1368-16 Strategic Asset Allocation Review & Report

Buyer: DEVON COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-2fc1e0c0-c637-4b1e-8c8e-585f06c9ce50

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## Summary

The Devon County Council has recently completed a procurement process for the contract titled "CPQ1368-16 Strategic Asset Allocation Review & Report," assigned to Mercer Ltd. This procurement, categorised under pension services, utilised a selective procurement method, specifically a restricted procedure. The contract period started on 12th December 2016 and concluded on 28th February 2017, with a contract award value of £35,000. The procurement stage was marked as complete on 1st December 2016, following a mini-competition from the Environment Agency LGPS Framework.

This tender represents a significant opportunity for businesses specialising in pension advisory services and financial consultancy, particularly for small and medium enterprises (SMEs) given their eligibility status. Companies with expertise in investment strategy review and asset allocation will find this area particularly conducive to growth. Engaging with public sector contracts such as this can enhance market presence and foster long-term partnerships within the UK public procurement landscape.

## Notice

DCC has awarded a one-off contract to a single Advisor to review and advise on the Devon County Council Pension Fund investment strategy to meet the fund liabilities with the outcome of an in-depth report being submitted and presented to the Investment and Pension Fund Committee. Contract awarded following a mini-competition from Lot 3 Investment Services of the Environment Agency LGPS Framework for the Supply of Actuarial, Benefits and Investment Advisory Services

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/56115448-6803-4b0b-9dbf-a9fca9eb43d2 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 7 Feb 2017 |
| Submission deadline | 14 Nov 2016 |
| Future notice date | Not specified |
| Award date | 1 Dec 2016 |
| Contract period | 12 Dec 2016 - 28 Feb 2017 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000 |
| Lots value | Not specified |
| Awards value | £35,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | DEVON COUNTY COUNCIL |
| Locality | EXETER |
| Post town | Exeter |
| Postcode | EX2 4QD |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK4 Devon |
| ITL 3 | TLK43 Devon CC |
| Local authority | Exeter |
| Electoral ward | Newtown and St Leonard's |
| Westminster constituency | Exeter |
| Delivery location | TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MERCER |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66520000 - Pension services

## Release History

- 7 Feb 2017 at 08:21 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/56115448-6803-4b0b-9dbf-a9fca9eb43d2

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/56115448-6803-4b0b-9dbf-a9fca9eb43d2
  7th February 2017 - Awarded contract notice on Contracts Finder

## Notice URLs

- http://www.devon.gov.uk

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-2fc1e0c0-c637-4b1e-8c8e-585f06c9ce50. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-2fc1e0c0-c637-4b1e-8c8e-585f06c9ce50.json.