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03 Contract Award Notice - Successful Supplier(s)

Wales Pension Partnership Regulator of Operator Services

  • First published: 27 September 2024
  • Last modified: 27 September 2024

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-kuma6s-128136
Published by:
Carmarthenshire County Council
Authority ID:
AA0281
Publication date:
27 September 2024
Deadline date:
-
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

THIS IS A CONTRACT AWARD NOTICE - NOT A CURRENT OPPORTUNITY The Wales Pension Partnership (“WPP”) was established in 2017. The WPP is a collaboration of the eight LGPS funds (“Constituent Authorities”)* covering the whole of Wales and is one of eight national LGPS pools. The eight Constituent Authorities had an existing contract with Waystone Management (UK) Limited to provide regulated third party operator services for WPP. The current contract is due to expire in December 2024. The contracting authority (Carmarthenshire County Council), on behalf of each of the Constituent Authorities, conducted a procurement process to appoint a regulated third party operator for WPP’s ACS sub fund requirements following expiry of that existing contract. *The eight Constituent Authorities are Carmarthenshire County Council (Host Authority), City and County of Swansea Council, City of Cardiff Council, Flintshire County Council, Cyngor Gwynedd, Powys County Council, Rhondda Cynon Taf County Borough Council and Torfaen County Borough Council. For further information in respect of WPP please see the following link – https://www.walespensionpartnership.org/ Further information can be found in the Procurement Documents at https://etenderwales.bravosolution.co.uk/ CPV: 66131100, 66522000, 66523000, 66131100, 66141000, 66520000.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

Carmarthenshire County Council

County Hall

Carmarthen

SA31 1JP

UK

Telephone: +44 1267234567

E-mail: walespensionpartnership@carmarthenshire.gov.uk

NUTS: UKL14

Internet address(es)

Main address: https://www.carmarthenshire.gov.wales

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0281

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.4) Type of the contracting authority

Regional or local authority

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Wales Pension Partnership Regulator of Operator Services

II.1.2) Main CPV code

66131100

 

II.1.3) Type of contract

Services

II.1.4) Short description

THIS IS A CONTRACT AWARD NOTICE - NOT A CURRENT OPPORTUNITY

The Wales Pension Partnership (“WPP”) was established in 2017. The WPP is a collaboration of the eight LGPS funds (“Constituent Authorities”)* covering the whole of Wales and is one of eight national LGPS pools.

The eight Constituent Authorities had an existing contract with Waystone Management (UK) Limited to provide regulated third party operator services for WPP. The current contract is due to expire in December 2024.

The contracting authority (Carmarthenshire County Council), on behalf of each of the Constituent Authorities, conducted a procurement process to appoint a regulated third party operator for WPP’s ACS sub fund requirements following expiry of that existing contract.

*The eight Constituent Authorities are Carmarthenshire County Council (Host Authority), City and County of Swansea Council, City of Cardiff Council, Flintshire County Council, Cyngor Gwynedd, Powys County Council, Rhondda Cynon Taf County Borough Council and Torfaen County Borough Council.

For further information in respect of WPP please see the following link – https://www.walespensionpartnership.org/

Further information can be found in the Procurement Documents at https://etenderwales.bravosolution.co.uk/

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 14 000 000.00  GBP

II.2) Description

II.2.2) Additional CPV code(s)

66522000

66523000

66131100

66141000

66520000

II.2.3) Place of performance

NUTS code:

UKL14


Main site or place of performance:

Wales Pension Partnership

II.2.4) Description of the procurement

The Wales Pension Partnership (“WPP”) was established in 2017. The WPP is a collaboration of the eight LGPS funds (“Constituent Authorities”)* covering the whole of Wales and is one of eight national LGPS pools.

The eight Constituent Authorities have an existing contract with Waystone Management (UK) Limited to provide regulated third party operator services for WPP. The current contract is due to expire in December 2024.

The contracting authority (Carmarthenshire County Council), on behalf of each of the Constituent Authorities, conducted a procurement process to appoint a regulated third party operator for WPP’s ACS sub fund requirements following expiry of that existing contract.

*The eight constituent authorities are Carmarthenshire County Council (Host Authority), City and County of Swansea Council, City of Cardiff Council, Flintshire County Council, Cyngor Gwynedd, Powys County Council, Rhondda Cynon Taf County Borough Council and Torfaen County Borough Council.

For further information in respect of WPP please see the following link – https://www.walespensionpartnership.org/

Further information can be found in the Procurement Documents at https://etenderwales.bravosolution.co.uk/

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 75

Price / Weighting:  25

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

For further details on the Wales Pension Partnership please visit the following website:

https://www.walespensionpartnership.org/

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2023/S 000-030518

Section V: Award of contract

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

22/04/2024

V.2.2) Information about tenders

Number of tenders received: 3

Number of tenders received from SMEs: 3

Number of tenders received from tenderers from EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 3

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Waystone

20-22 Bedford Row

London

WC1R4EB

UK

Telephone: +44 7944992228

NUTS: UKI31

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: : 14 000 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information

(WA Ref:143953)

VI.4) Procedures for review

VI.4.1) Review body

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

UK

Telephone: +44 2079477501

VI.5) Date of dispatch of this notice

27/09/2024

Coding

Commodity categories

ID Title Parent category
66522000 Group pension services Pension services
66523000 Pension fund consultancy services Pension services
66141000 Pension fund management services Portfolio management services
66131100 Pension investment services Security brokerage services
66520000 Pension services Insurance and pension services

Delivery locations

ID Description
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
17 January 2023
Notice type:
01 Prior Information Notice (PIN)
Authority name:
Carmarthenshire County Council
Publication date:
16 October 2023
Deadline date:
20 November 2023 00:00
Notice type:
02 Contract Notice
Authority name:
Carmarthenshire County Council
Publication date:
27 September 2024
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Authority name:
Carmarthenshire County Council

About the buyer

Main contact:
walespensionpartnership@carmarthenshire.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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