A multi-provider framework agreement for the provision of investment consultancy services.

Prior information notice


Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Norfolk County Council
Room 701, County Hall, Martineau Lane
For the attention of: Claire Dawson
NR1 2DH Norwich
Telephone: +44 1603223945

Internet address(es):

General address of the contracting authority: www.norfolk.gov.uk

Further information can be obtained from: The above mentioned contact point(s)

I.2)Type of the contracting authority
Regional or local authority
I.3)Main activity
General public services
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

Cambridgeshire County Council
Shire Hall
CB3 0AP Cambridge

Northamptonshire County Council
County Hall
NN1 1ED Northampton

Lincolnshire County Council
County Offices
LN1 1YL Lincoln

Buckinghamshire County Council
County Hall
HP20 1UA Aylesbury

London Borough of Hackney
Town Hall, Mare Street
E8 1EA London

London Borough of Croydon
Taberner House, Park Lane
CR9 3JS Croydon

Section II.B: Object of the contract (Supplies or services)

II.1)Title attributed to the contract by the contracting authority:
A multi-provider framework agreement for the provision of investment consultancy services.
II.2)Type of contract and place of delivery or of performance
Service category No 6: Financial servicesa)Insurances services b)Banking and investment services
II.3)Information on framework agreement
The notice involves the establishment of a framework agreement: yes
II.4)Short description of nature and quantity or value of supplies or services:
Norfolk County Council in collaboration with a number of other LGPS Administering Authorities, is seeking to establish a multi-provider framework agreement for the provision of investment consultancy services to the Local Government Pension Scheme. This will be a national framework agreement, available for use by all LGPS Administering Authorities and their equivalent bodies in the UK, and will include services such as, but not limited to, reviewing of investment strategy and investment management structure, monitoring and reporting of investment managers and producing quarterly based reports based on data provided by the measuring company, attendance at committee meetings, advising on the statement of investment principles, attendance at officer meetings, advising on the annual pension fund report, advising on controlling investment costs including fees and transaction related costs, advising on alternative investments, advising on corporate governance and socially responsible investment policies and manager selection.


This contract is divided into lots: no
II.5)Common procurement vocabulary (CPV)

66500000, 66520000, 66522000, 66523000, 66131100

II.6)Scheduled date for start of award procedures
II.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.8)Additional information:

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.2)Conditions for participation
III.2.1)Information about reserved contracts

Section VI: Complementary information

VI.1)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.2)Additional information:
VI.3)Information on general regulatory framework
VI.4)Date of dispatch of this notice: