---
title: "University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services"
ocid: "ocds-r6ebe6-0000677547"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000677547"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000677547.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000677547.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "UODSS TRUSTEES"
published: "2022-09-22"
---

# University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services

Buyer: UODSS TRUSTEES  
Current stage: Award  
OCID: ocds-r6ebe6-0000677547

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000677547)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000677547.json)

## Summary

The University of Dundee Life Assurance & Superannuation Scheme (UoDSS) has recently completed a procurement process led by the UoDSS Trustees based in Dundee, UK. The tender, titled "University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services," falls under the services category. The buying organisation, UoDSS Trustees, issued the tender through an open procedure, with key activities taking place in UKM71. The procurement stage was an award, finalised on 22nd September 2022.

This procurement opportunity presents a chance for businesses providing actuarial, investment, and administration services to engage with the University of Dundee. Small and medium-sized enterprises, like Spence & Partners, have gained contracts in the past, demonstrating viability for similar firms. The tender process, with various key documents and stages like bid opening and submission terms, offers avenues for relevant businesses to expand their operations by partnering with UoDSS Trustees in providing essential services.

## Notice

The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.

### Lot Information

Lot 1

Tenders are invited for for the provision of actuarial, investment and administration services (including secretarial support and consulting).

Renewal: Optional 12 month extensions annually thereafter.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP459591 |
| 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 | 22 Sep 2022 |
| Submission deadline | 31 Jan 2022 |
| Future notice date | Not specified |
| Award date | 1 Jul 2022 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £1,000,000 |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UODSS TRUSTEES |
| Locality | DUNDEE |
| Post town | Dundee |
| Postcode | DD1 4HN |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM0 Eastern Scotland |
| ITL 3 | TLM03 Angus and Dundee City |
| Local authority | Dundee City |
| Electoral ward | West End |
| Westminster constituency | Dundee Central |
| Delivery location | TLM71 Angus and Dundee City |

## Supplier

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

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66523100 - Pension fund administration services

## Release History

- 22 Sep 2022 at 00:00 - Award - PCS Notice - Website Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP459591
- 22 Dec 2021 at 00:00 - Tender - PCS Notice - Website Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC436534

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=14
  25th January 2022 - UoDSS 2021 Annual Report
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=13
  24th January 2022 - PPF levy invoice 2021-2022
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=12
  24th January 2022 - SIP September 2020 - Final (Fees redacted)
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=11
  24th January 2022 - Sample evaluation scoring matrix
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=2
  24th January 2022 - Annex A - Requirements
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=10
  24th January 2022 - "Process and maintain pension-in-payment payroll" added within Administration services requirement.
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=9
  7th January 2022 - Scheme Return 2021
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=8
  6th January 2022 - Recovery Plan 2020
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=7
  6th January 2022 - Statement of Funding Principles 2020
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=6
  6th January 2022 - Schedule of Contributions 2020
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=5
  6th January 2022 - Actuarial Valuation Report 2020
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=4
  22nd December 2021 - Accounts 2019-20 as requested
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=1
  22nd December 2021 - Master ITT
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC436534&idx=3
  22nd December 2021 - Annex B - Template DPA
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC436534
  University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services - The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP459591
  University of Dundee Life Assurance & Superannuation Scheme (UoDSS) Actuarial, Investment and Administration Services - The Trustees of UoDSS are undertaking a review of their main service providers as part of their normal governance processes.

## Notice URLs

- http://
- http://www.publicconrtactsscotland.gov.uk
- http://www.publiccontractsscotland.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000677547
- https://www.dundee.ac.uk/finance/our-services/pensions/superannuation-schemes/uodss/

## 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-r6ebe6-0000677547. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000677547.json.