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Investment Performance and Reporting Services - under the National LGPS Framework for Investment Performance and Cost Monitoring and Reporting Services Primarily in Support of the Local Government Pension Scheme (LGPS) (NCCT41217)

Nottinghamshire County Council

Awarded
Framework agreement

This tender has closed

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Key details

Contracting authority
Contract value
£120,000ex VAT
Submissions closed
Not stated by buyer

Procurement

Contract period
1 April 2022 - 31 March 2028
Initial 72 months, total 72 months
Contract review date
31 October 2027
Procedure type
RFQ
CPV classifications
  • 66000000 Financial and insurance services

What happened

Nottinghamshire County Council awarded this contract to Ortec Finance worth £120,000 on 14 Mar 2022. The contract runs until 31 Mar 2028.

Description

Provision of a quarterly report of returns analysed by asset class and portfolio against relevant benchmarks used by the fund over 3 month, 12 month, 3 year and 5 year time periods as outlined in the Reporting Structure below.

Initial collection of historic data

Attendance at one committee meeting per year requiring a formal presentation

Attendance at one client meeting per year

Awarded supplier

Supplier
Ortec Finance
Award value
£120,000
Award date
14 March 2022

Contact

Contact name
Mr Jamie Burton

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External ID: procontract-register-12342ee8-808a-ec11-8110-005056b64545 • Added 1 October 2026