---
title: "Investment Performance and Reporting Services - under the National LGPS Framework for Investment Performance and Cost Monitoring and Reporting Services Primarily in Support of the Local Government Pension Scheme (LGPS) (NCCT41217)"
ocid: "ocds-b5fd17-38db5d88-43e0-46d9-8d14-1a83dcec165e"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-38db5d88-43e0-46d9-8d14-1a83dcec165e"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-38db5d88-43e0-46d9-8d14-1a83dcec165e.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-38db5d88-43e0-46d9-8d14-1a83dcec165e.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NOTTINGHAMSHIRE COUNTY COUNCIL"
published: "2022-04-14"
---

# Investment Performance and Reporting Services - under the National LGPS Framework for Investment Performance and Cost Monitoring and Reporting Services Primarily in Support of the Local Government Pension Scheme (LGPS) (NCCT41217)

Buyer: NOTTINGHAMSHIRE COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-38db5d88-43e0-46d9-8d14-1a83dcec165e

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## Summary

The procurement process involves Nottinghamshire County Council seeking Investment Performance and Reporting Services under the National LGPS Framework for the Local Government Pension Scheme (LGPS). The tender was announced with a total value of £120,000 and officially awarded to Ortec Finance on 17 March 2022. The award notice was published on 14 April 2022, with the contract period commencing on 1 April 2022 and concluding on 31 March 2028. This procurement adopted a selective method and is currently in the 'Award' stage. Services are required to be delivered to the East Midlands region in the United Kingdom.

This tender offers significant opportunities for businesses that specialise in financial and insurance services, particularly those that can provide comprehensive investment reporting. Small and medium enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) are encouraged to engage, as the procurement is tailored to accommodate their capabilities. Companies with expertise in asset class analysis and portfolio benchmarking will find this tender especially relevant as they can contribute valuable insights to the local government’s operations.

## Notice

Provision of a quarterly report of returns analysed by asset class and portfolio against relevant benchmarks used by the fund over 3 month, 12 month, 3 year and 5 year time periods as outlined in the Reporting Structure below. Initial collection of historic data Attendance at one committee meeting per year requiring a formal presentation Attendance at one client meeting per year

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/7a747884-6789-4bc9-805b-5ebe2fc564f0 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 14 Apr 2022 |
| Submission deadline | 9 Mar 2022 |
| Future notice date | Not specified |
| Award date | 17 Mar 2022 |
| Contract period | 31 Mar 2022 - 31 Mar 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £120,000 |
| Lots value | Not specified |
| Awards value | £120,000 |
| 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 | NOTTINGHAMSHIRE COUNTY COUNCIL |
| Locality | NOTTINGHAMSHIRE |
| Post town | Nottingham |
| Postcode | NG2 7QP |
| Country | England |
| ITL 1 | TLF East Midlands (England) |
| ITL 2 | TLF1 Derbyshire and Nottinghamshire |
| ITL 3 | TLF16 South Nottinghamshire |
| Local authority | Rushcliffe |
| Electoral ward | Trent Bridge |
| Westminster constituency | Rushcliffe |
| Delivery location | TLF East Midlands (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | ORTEC FINANCE |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 14 Apr 2022 at 13:13 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/7a747884-6789-4bc9-805b-5ebe2fc564f0

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/7a747884-6789-4bc9-805b-5ebe2fc564f0
  14th April 2022 - Awarded contract notice on Contracts Finder

## Notice URLs

- http://www.nottinghamshire.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-b5fd17-38db5d88-43e0-46d9-8d14-1a83dcec165e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-38db5d88-43e0-46d9-8d14-1a83dcec165e.json.