---
title: "Stewardship Related Project Services for Worcestershire Pension Fund"
ocid: "ocds-b5fd17-803e8999-95c8-4c89-a10c-8b0b696f9fab"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-803e8999-95c8-4c89-a10c-8b0b696f9fab"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-803e8999-95c8-4c89-a10c-8b0b696f9fab.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-803e8999-95c8-4c89-a10c-8b0b696f9fab.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "WORCESTERSHIRE COUNTY COUNCIL"
published: "2020-07-23"
---

# Stewardship Related Project Services for Worcestershire Pension Fund

Buyer: WORCESTERSHIRE COUNTY COUNCIL  
Current stage: Tender  
OCID: ocds-b5fd17-803e8999-95c8-4c89-a10c-8b0b696f9fab

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## Summary

The Worcestershire County Council is currently seeking proposals for the stewardship-related project services for the Worcestershire Pension Fund under the tender titled "Stewardship Related Project Services for Worcestershire Pension Fund." This procurement is classified under the industry category of pension fund consultancy services (CPV code 66523000) and is located in Worcestershire, United Kingdom. The tender period is set to end on 20th August 2020, with the contract anticipated to commence on 14th September 2020, and to last until 14th January 2021. The process is being conducted as a mini-competition through the National LGPS Framework for Investment Management Consultancy Services. 

This tender presents significant opportunities for firms specialising in investment consultancy, particularly those with expertise in environmental, social, and governance (ESG) audits and the United Nations Sustainable Development Goals (SDGs). Businesses that provide advisory services tailored to pension funds, as well as those experienced in developing strategic plans for investment management, will find themselves well-suited to compete in this procurement process. Engaging in this tender can aid organisations in expanding their portfolio and client base within the public sector, particularly in areas focused on sustainable investment practices.

## Notice

Invitation to Further Competition (WPFESGA) under the National LGPS Framework for Investment Management Consultancy Services Primarily in Support of the Local Government Pension Scheme (NCCT40936) to provide Stewardship Related Project Services for the Worcestershire Pension Fund. Worcestershire Pension Fund (WPF) is seeking to run a mini competition via a call off the National LGPS Framework for Stewardship Related Project Services, Lot 5. The Fund is looking to appoint a consultant / advisor to provide a final report for presentation to WPF Committee on an Environment Social and Governance (ESG) audit of the Fund and be able to map all the Funds' investments to the United Nations Sustainable Development Goals (SDGs). This is to establish a baseline for the Fund as to where we are and help formulate future strategic actions required for the Fund's investment approach as set out in the framework tender documents. If you wish to view the documents for this opportunity please click 'Express Interest'. Following this, if you wish to apply for this opportunity please click 'Opt in' which will then enable you to view and complete the Evaluation Questions and upload the relevant documents. After uploading all required documents and completing the questionnaire(s) please remember to press the 'Submit your Return' button at the bottom of the page. Suppliers will receive a system generated email to confirm successful submission of their return. Any questions or clarification should be conducted via 'Correspondence' through this portal. Additional information: Is a Recurrent Procurement Type? : No

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/dda594ce-b24b-4355-a944-882709cc2277 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 23 Jul 2020 |
| Submission deadline | 20 Aug 2020 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 13 Sep 2020 - 14 Jan 2021 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | WORCESTERSHIRE COUNTY COUNCIL |
| Locality | WORCESTERSHIRE |
| Post town | Worcester |
| Postcode | WR5 2NP |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire |
| ITL 3 | TLG12 Worcestershire CC |
| Local authority | Worcester |
| Electoral ward | Nunnery |
| Westminster constituency | Worcester |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66520000 - Pension services
- 66523000 - Pension fund consultancy services

## Release History

- 23 Jul 2020 at 10:02 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/dda594ce-b24b-4355-a944-882709cc2277

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/dda594ce-b24b-4355-a944-882709cc2277
  23rd July 2020 - Opportunity notice on Contracts Finder
- https://in-tendhost.co.uk/worcestershire/aspx/
  Additional information on how to apply for this contract

## 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-b5fd17-803e8999-95c8-4c89-a10c-8b0b696f9fab. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-803e8999-95c8-4c89-a10c-8b0b696f9fab.json.
