---
title: "Invitation to Tender for Pensions Options and Consultation Advice"
ocid: "ocds-r6ebe6-0000540897"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000540897"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000540897.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000540897.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "FIFE HOUSING ASSOCIATION"
published: "2018-11-06"
---

# Invitation to Tender for Pensions Options and Consultation Advice

Buyer: FIFE HOUSING ASSOCIATION  
Current stage: Award  
OCID: ocds-r6ebe6-0000540897

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## Summary

The procurement process entails an invitation to tender by Fife Housing Association for "Pensions Options and Consultation Advice". This initiative falls under the services category, focusing on housing and community amenities, and is set in Dunfermline, Fife. The procurement method is open, allowing any qualified supplier to participate, with the tender period concluding on 16 May 2018. Attached to this tender is a contract valued at £50,000, with a contract period running from 2 July 2018 to 31 March 2019. The procurement stage is currently in the award phase, having been initiated on 26 April 2018.

This tender offers significant opportunities for consultancies and advisory firms specialising in pensions and human resource management. Businesses with expertise in pension de-risking, cost review, and HR impact assessments would be particularly well-suited to compete. The open procedure not only encourages a diverse range of bidders but also allows small and medium-sized enterprises (SMEs), as evidenced by previous bid statistics which included submissions from two SMEs, to participate. Engaging in this tender could thereby enhance market presence and client portfolios for businesses in these sectors.

## Notice

The Board has set up a "Pensions Working Group" (PWG), which consists of four of its members, to liaise with the advisor and oversee the pension review process. There will be no officer involvement in this review. The PWG has been tasked to undertake the following review which forms the Consultants brief: Invitation To Tender for Pensions Options & Consultation Advice April 2018 Make no changes to the current pension offering for existing colleagues but to offer a fair option for new colleagues; De-risk the pension scheme; Review the cost of the pension scheme; Review the discretions policy currently in place with the Local Government Pension scheme. Advise on any human resource issues and colleague impact arising from any proposed recommendations.

### Lot Information

Lot 1

The following should be noted: FHA do not undertake to accept the lowest tender FHA reserve the right not to accept any tender FHA intend to shortlist three firms for interview but depending on the proposals received we may shortlist more or less than three FHA will not be held liable for the abortive costs of any firm, however incurred, in the preparation and submission of tenders in connection with this brief or any part of the selection process. Tenders submitted late will not be accepted

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336247 |
| 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 |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Nov 2018 |
| Submission deadline | 16 May 2018 |
| Future notice date | Not specified |
| Award date | 5 Jun 2018 |
| Contract period | 2 Jul 2018 - 31 Mar 2019 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £50,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £6,950 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | FIFE HOUSING ASSOCIATION |
| Locality | DUNFERMLINE |
| Post town | Kirkcaldy |
| Postcode | KY11 8UU |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM0 Eastern Scotland |
| ITL 3 | TLM01 Clackmannanshire and Fife |
| Local authority | Fife |
| Electoral ward | Dunfermline Central |
| Westminster constituency | Dunfermline and Dollar |
| Delivery location | TLM72 Clackmannanshire and Fife |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | SPENCE & PARTNERS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66523000 - Pension fund consultancy services

## Release History

- 6 Nov 2018 at 00:00 - Award - PCS Notice - Website Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336247
- 26 Apr 2018 at 00:00 - Tender - PCS Notice - Website Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR317675

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR317675&idx=1
  26th April 2018 - Fife Housing Group Invitation To Tender for Pensions options and consultation advice
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=APR317675&idx=2
  26th April 2018 - Appendix 1: Fife Housing Group Accounts for year ended 31 March 2017
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR317675
  Invitation to Tender for Pensions Options and Consultation Advice - The Board has set up a "Pensions Working Group" (PWG), which consists of four of its members, to liaise with the advisor and oversee the pension review process. There will be no officer involvement in this review. The PWG has been tasked to undertake the following review which forms the Consultants brief: Invitation To Tender for Pensions Options & Consultation Advice April 2018 Make no changes to the current pension offering for existing colleagues but to offer a fair option for new colleagues; De-risk the pension scheme; Review the cost of the pension scheme; Review the discretions policy currently in place with the Local Government Pension scheme. Advise on any human resource issues and colleague impact arising from any proposed recommendations.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV336247
  Invitation to Tender for Pensions Options and Consultation Advice - The Board has set up a "Pensions Working Group" (PWG), which consists of four of its members, to liaise with the advisor and oversee the pension review process. There will be no officer involvement in this review. The PWG has been tasked to undertake the following review which forms the Consultants brief: Invitation To Tender for Pensions Options & Consultation Advice April 2018 Make no changes to the current pension offering for existing colleagues but to offer a fair option for new colleagues; De-risk the pension scheme; Review the cost of the pension scheme; Review the discretions policy currently in place with the Local Government Pension scheme. Advise on any human resource issues and colleague impact arising from any proposed recommendations.

## Notice URLs

- http://
- http://www.fifeha.org.uk
- http://www.fifehg.org.uk
- http://www.publiccontractsscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000540897

## 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-r6ebe6-0000540897. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000540897.json.