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SF01 Hysbysiad Gwybodaeth Blaenorol (PIN)

Regulated third party operator services for the Wales Pension Partnership

  • Cyhoeddwyd gyntaf: 17 Ionawr 2023
  • Wedi'i addasu ddiwethaf: 17 Ionawr 2023

Cynnwys

Crynodeb

OCID:
ocds-kuma6s-128136
Cyhoeddwyd gan:
Carmarthenshire County Council
ID Awudurdod:
AA0281
Dyddiad cyhoeddi:
17 Ionawr 2023
Dyddiad Cau:
-
Math o hysbysiad:
SF01 Hysbysiad Gwybodaeth Blaenorol (PIN)
Mae ganddo ddogfennau:
Yndi
Wedi SPD:
Nac Ydi
Mae ganddo gynllun lleihau carbon:
Nac Ydi

Crynodeb

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 Local Government Pension pools. The eight Constituent Authorities have an existing contract with Link Fund Solutions Limited to provide regulated third party operator services for WPP. The current contract is due to end in December 2024. The contracting authority (Carmarthenshire County Council), on behalf of the WPP, shall be conducting a procurement process to appoint a regulated third party operator for WPP’s ACS sub fund requirements following expiry of that existing contract. It is anticipated that if a new provider is appointed, the contract will commence approximately 6 months prior to the expiry of the existing contract to allow for transition planning. The procurement will be conducted in accordance with the Public Contracts Regulations 2015 (or any replacement regulations that may come into force prior to the commencement of the procurement). This PIN is to notify interested suppliers of regulated third party operator services that WPP shall be conducting a market engagement as below: - Date: 9 March 2023 - Time: to be confirmed - Location: Marriot Hotel, Mill Lane, Cardiff, CF10 1EZ The purpose of the market engagement day will be to: (i) provide information to interested suppliers regarding the upcoming procurement procedure; and (ii) to obtain any feedback on the proposed scope of services and proposed service delivery model. The appointed provider shall be required to engage directly with the existing operator’s current delegates (including investment advisors, investment managers and providers of transfer agency and fund accountancy services) and depositary for an interim period to facilitate service continuity. Accompanying documents can be found in the general attachments area. Please refer to Schedule 1 and Schedule 2 for information about the proposed scope of services. If your organisation is capable of delivering all of the services and you wish to attend the market engagement day, you must contact the Wales Pension Partnership via email at: walespensionpartnership@carmarthenshire.gov.uk before Friday 17 February 2023 and provide the name of your organisation and the name of the person(s) attending. The eight constituent authorities are Carmarthenshire County Council (Host Authority), City and County of Swansea Council, City of Cardiff Council, Flintshire County Council, Gwynedd Council, Powys County Council, Rhondda Cynon Taf County Borough Council and Torfaen County Borough Council CPV: 66131100, 66522000, 66523000, 66131100, 66141000, 66520000.

Testun llawn y rhybydd

Hysbysiad gwybodaeth ymlaen llaw

Hysbysiad gwybodaeth ymlaen llaw yn unig yw hwn

Adran I: Endid contractio

I.1) Enw a chyfeiriad

Carmarthenshire County Council

County Hall

Carmarthen

SA31 1JP

UK

Ffôn: +44 1267234567

E-bost: walespensionpartnership@carmarthenshire.gov.uk

NUTS: UKL14

Cyfeiriad(au) rhyngrwyd

Prif gyfeiriad: www.carmarthenshire.gov.uk

Cyfeiriad proffil y prynwr: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0281

I.3) Cyfathrebu

Gellir cael gwybodaeth ychwanegol o'r cyfeiriad uchod


I.4) Y math o awdurdod contractio

Awdurdod rhanbarthol neu leol

I.5) Prif weithgaredd

Gwasanaethau cyhoeddus cyffredinol

Adran II: Gwrthrych

II.1) Cwmpas y caffaeliad

II.1.1) Teitl

Regulated third party operator services for the Wales Pension Partnership

II.1.2) Prif god CPV

66131100

 

II.1.3) Y math o gontract

Gwasanaethau

II.1.4) Disgrifiad byr

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 Local Government Pension pools.

The eight Constituent Authorities have an existing contract with Link Fund Solutions Limited to provide regulated third party operator services for WPP. The current contract is due to end in December 2024.

The contracting authority (Carmarthenshire County Council), on behalf of the WPP, shall be conducting a procurement process to appoint a regulated third party operator for WPP’s ACS sub fund requirements following expiry of that existing contract. It is anticipated that if a new provider is appointed, the contract will commence approximately 6 months prior to the expiry of the existing contract to allow for transition planning. The procurement will be conducted in accordance with the Public Contracts Regulations 2015 (or any replacement regulations that may come into force prior to the commencement of the procurement).

This PIN is to notify interested suppliers of regulated third party operator services that WPP shall be conducting a market engagement as below:

- Date: 9 March 2023

- Time: to be confirmed

- Location: Marriot Hotel, Mill Lane, Cardiff, CF10 1EZ

The purpose of the market engagement day will be to:

(i) provide information to interested suppliers regarding the upcoming procurement procedure; and

(ii) to obtain any feedback on the proposed scope of services and proposed service delivery model. The appointed provider shall be required to engage directly with the existing operator’s current delegates (including investment advisors, investment managers and providers of transfer agency and fund accountancy services) and depositary for an interim period to facilitate service continuity.

Accompanying documents can be found in the general attachments area. Please refer to Schedule 1 and Schedule 2 for information about the proposed scope of services.

If your organisation is capable of delivering all of the services and you wish to attend the market engagement day, you must contact the Wales Pension Partnership via email at: walespensionpartnership@carmarthenshire.gov.uk before Friday 17 February 2023 and provide the name of your organisation and the name of the person(s) attending.

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

II.1.5) Cyfanswm gwerth amcangyfrifedig

Gwerth heb gynnwys TAW: 14 000 000.00 GBP

II.1.6) Gwybodaeth am lotiau

Mae’r contract hwn wedi’i rannu’n lotiau: Na

II.2) Disgrifiad

II.2.2) Cod(au) CPV ychwanegol

66522000

66523000

66131100

66141000

66520000

II.2.3) Man cyflawni

Cod NUTS:

UKL14


Prif safle neu fan cyflawni:

Wales Pension Partnership

II.2.4) Disgrifiad o’r caffaeliad

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 Local Government Pension pools.

The eight Constituent Authorities have an existing contract with Link Fund Solutions Limited to provide regulated third party operator services for WPP. The current contract is due to end in December 2024.

The contracting authority (Carmarthenshire County Council), on behalf of the WPP, shall be conducting a procurement process to appoint a regulated third party operator for WPP’s ACS sub fund requirements following expiry of that existing contract. It is anticipated that if a new provider is appointed, the contract will commence approximately 6 months prior to the expiry of the existing contract to allow for transition planning. The procurement will be conducted in accordance with the Public Contracts Regulations 2015 (or any replacement regulations that may come into force prior to the commencement of the procurement).

This PIN is to notify interested suppliers of regulated third party operator services that WPP shall be conducting a market engagement as below:

- Date: 9 March 2023

- Time: to be confirmed

- Location: Marriot Hotel, Mill Lane, Cardiff, CF10 1EZ

The purpose of the market engagement day will be to:

(i) provide information to interested suppliers regarding the upcoming procurement procedure; and

(ii) to obtain any feedback on the proposed scope of services and proposed service delivery model. The appointed provider shall be required to engage directly with the existing operator’s current delegates (including investment advisors, investment managers and providers of transfer agency and fund accountancy services) and depositary for an interim period to facilitate service continuity.

Accompanying documents can be found in the general attachments area. Please refer to Schedule 1 and Schedule 2 for information about the proposed scope of services.

If your organisation is capable of delivering all of the services and you wish to attend the market engagement day, you must contact the Wales Pension Partnership via email at: walespensionpartnership@carmarthenshire.gov.uk before Friday 17 February 2023 and provide the name of your organisation and the name of the person(s) attending.

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

II.2.14) Gwybodaeth ychwanegol

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

https://www.walespensionpartnership.org/

II.3) Dyddiad amcangyfrifedig ar gyfer cyhoeddi’r hysbysiad contract:

01/09/2023

Section IV: Gweithdrefn

IV.1) Disgrifiad

IV.1.8) Gwybodaeth am Gytundeb Caffael y Llywodraeth (GPA)

The procurement is covered by the Government Procurement Agreement: Ydy

Section VI: Gwybodaeth ategol

VI.3) Gwybodaeth ychwanegol

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=128136.

(WA Ref:128136)

VI.5) Dyddiad anfon yr hysbysiad hwn

17/01/2023

Codio

Categorïau nwyddau

ID Teitl Prif gategori
66131100 Gwasanaethau buddsoddi pensiwn Gwasanaethau broceriaeth diogelwch
66520000 Gwasanaethau pensiwn Gwasanaethau yswiriant a phensiwn
66522000 Gwasanaethau pensiwn grwp Gwasanaethau pensiwn
66141000 Gwasanaethau rheoli cronfeydd pensiwn Gwasanaethau rheoli portffolios
66523000 Gwasanaethau ymgynghori ar gronfeydd pensiwn Gwasanaethau pensiwn

Lleoliadau Dosbarthu

ID Disgrifiad
1018 Abertawe
1022 Caerdydd a Bro Morgannwg
1013 Conwy a Sir Ddinbych
1015 Cymoedd Canalog (Merthyr Tudful, Rhondda Cynon Taf)
1016 Cymoedd Gwent (Torfaen, Blaenau Gwent, Caerffili)
1000 CYMRU
1014 De-orllewin Cymru (Sir Gaerfyrddin, Sir Benfro, Ceredigion)
1020 Dwyrain Cymru
1010 Gorllewin Cymru a'r Cymoedd
1012 Gwynedd
1017 Pen-y-bont ar Ogwr a Castell-Nedd Port Talbot
1024 Powys
1021 Sir Fynwy a Chasnewydd
1023 Sir y Fflint a Wrecsam
1011 Ynys Môn

Cyfyngiadau Rhanbarthol ar y Rhybuddion

Mae’r prynwr wedi cyfyngu’r rhybuddion ar gyfer yr hysbysiad hwn i gyflenwyr yn y rhanbarthau canlynol.

ID Disgrifiad
Nid oes cyfyngiadau ar y rhybuddion ar gyfer yr hysbysiad hwn.

Teulu dogfennau

Manylion hysbysiad
Dyddiad cyhoeddi:
17 Ionawr 2023
Math o hysbysiad:
SF01 Hysbysiad Gwybodaeth Blaenorol (PIN)
Enw Awdurdod:
Carmarthenshire County Council
Dyddiad cyhoeddi:
16 Hydref 2023
Dyddiad Cau:
20 Tachwedd 2023 00:00
Math o hysbysiad:
SF02 Hysbysiad Contract
Enw Awdurdod:
Carmarthenshire County Council
Dyddiad cyhoeddi:
27 Medi 2024
Math o hysbysiad:
SF03 Hysbysiad Dyfarnu Contract - Cyflenwr(wyr) Llwyddiannus
Enw Awdurdod:
Carmarthenshire County Council

Ynglŷn â'r prynwr

Prif gyswllt:
walespensionpartnership@carmarthenshire.gov.uk
Cyswllt gweinyddol:
N/a
Cyswllt technegol:
N/a
Cyswllt arall:
N/a

Gwybodaeth bellach

Dyddiad Manylion
Nid oes unrhyw wybodaeth bellach wedi'i lanlwytho.

Cwestiynau ac Atebion

Gofyn unrhyw gwestiynau y gall fod gennych ynghylch yr hysbysiad hwn i'r prynwr. Er mwyn gofyn cwestiwn neu gwestiynau i'r prynwr cliciwch ar y botwm "Gweld Cwestiynau ac Atebion".

Dogfennau Ychwanegol

Mae'r dogfennau ychwanegol canlynol wedi'u hatodi i'r hysbysiad hwn. I gael y dogfennau hyn, dewiswch enwau'r ffeiliau unigol isod.

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