Find a TenderAwarded
Published 2 Sept 2024, 09:19 BST

Official UK procurement notice

SYPA - Appointment of Independent Financial Adviser

Official notice

Authority: South Yorkshire Pensions Authority (Public body)

ServicesOpen procedure
Published estimate£280,000exc. VAT
Submissions closed 23 Sept 2024awarded 1 Oct 2024
Awarded to Jonathan Hunt

What is being bought

Published requirement description

South Yorkshire Pensions Authority is the public body responsible for the stewardship of the £11bn+ South Yorkshire Pension Fund which is part of the Local Government Pension Scheme. The Authority is now seeking to appoint an independent investment adviser to the Authority to take up the role with effect from December 2024.

CPV: Financial and insurance services · Pension investment services

The lotProcurement structure

single lot · value published
Lot #1AwardedRenewalPublished value£280,000
Delivery: Yorkshire & Humber · South Yorkshire Pensions Authority - Barnsley
Extensions: Option to renew after initial 36 month period - to a maximum of 120 months.Variant bids: not allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Quality: 100Price: 100
Published sub-criteria (2)
  • JH: 100
  • JH: 100
Published award criteria (2)
  • JH: 100
  • JH: 100
Conditions of participation1
  • Suitability

    See documentation.

What this means for your bid
  • Price carries 100 of 200 points: a 10% discount moves about 10 points. This one is won on the number: sharpen the price before polishing the prose.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
No (one-off requirement)
First published
2 Sept 2024, 09:19 BST
Last source update
6 Dec 2024, 14:22 GMT
Award evaluation window
23 Sept 2024 – …
FTS notice number
2024/S 000-039452
Classification (CPV)
Financial and insurance servicesPension investment services
Delivery area
Yorkshire & Humber (UKE)
Official registry OCID
ocds-h6vhtk-04970b Find a Tender
Contract terms
Performance terms

See documentation.

How it was run

Official notice
Run through: EU-Supply (CTM) · Who buys & how to bid on EU-Supply
Public notice page · account needed to bidLanguage: EN
Access & registration note: Free · 5–10 minutes
Submission deadline
23 Sept 2024, 08:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bids opened
23 Sept 2024, 08:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

23 Sept 2024 → 6 Dec 2024 · 3 dates
  1. Submission deadline
    23 Sept 2024, 08:00 BST
  2. Bids opened
    23 Sept 2024, 08:00 BST
  3. Notice published
    6 Dec 2024, 14:22 GMT

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    6 Dec 2024, 14:22 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Awarded value £280,0001 contract exc. VAT
Bids received 17
Contracts signed 1latest 1 Oct 2024
Awarded toValueDateStatus
Jonathan HuntSME£280,000 †—Awarded

Contracts

  • SYPA - Appointment of Independent Financial Adviser · Jonathan HuntSME

    Signed
    1 Oct 2024
    Value
    £280,000
    Status
    active

Bid statistics published by the authority

BidsSMEVCSEValid bid range
17bids———

Contracting authority & participating public bodies

South Yorkshire Pensions Authority

Contracting authorityPublic bodyLocal Government Pension SchemeGeneral public services 518243064 Oakwell House, 2 Beevor Court, Pontefract Road, Barnsley, South Yorkshire, Yorkshire & Humber, S71 1HGContact name, email, phone Published organisation website ↗

Bidders & participating suppliers

1 commercial party on the notice
  • Jonathan HuntAwarded supplier C/O Oakwell House 2 Beevor Court Pontefract Road Barnsley S71 1HG, Barnsley, Yorkshire & Humber, S71 1HGContact phone

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria