Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
1
Custody services for the Main Fund and the ITA, including securities lending and performance measurement services
WMPF - Financial Services
Custody services for the Main Fund and the ITA, including securities lending and performance measurement services
01/01/08
31/03/17
31/03/17
440000
0
HSBC
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
2
Icon - Investment accounting system
WMPF - Financial Services
Investment accounting system
26/02/97
01/01/16
01/01/17
240000
0
Linedata Services
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
3
IT Hardware and financial data
WMPF - Investments
IT Hardware and financial data
01/09/93
31/08/16
31/08/16
190000
0
Bloomberg
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
4
Private-i WMUQ Specialist Software
WMPF - Investments
Private-i WMUQ Specialist Software
15/08/15
14/08/16
14/07/16
45225
0
Burgiss Group
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
5
Investment advisory services
WMPF - Investments
Investment advisory services (including provision of legal, taxation & a/cing advice & Investment consultancy).
05/01/12
05/01/17
07/12/16
60000.00 / Variable
0
Hymans Robertson
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
6
Corporate Tax Advisory Services
WMPF - Financial Services
To prepare and file US federal tax returns for the US tax year 2013/14 and any applicable US state tax returns
11/09/15
11/09/16
11/09/16
20000
0
KPMG
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
7
Annual compliance programme review and training
WMPF - Governance
Annual compliance programme review and training
31/08/15
31/08/16
31/08/16
6414
0
Deloittes
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
8
Proxy voting and corporate governance services
WMPF - Investments
Proxy voting and corporate governance services
01/04/12
31/03/17
31/03/17
90000
0
PIRC
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
9
Property Index services
WMPF - Investments
Property Index services
01/04/11
31/03/16
31/03/16
20000
0
Investment Property Databank
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
10
Investment Risk Modelling IT software and data
WMPF - Investments
Investment Risk Modelling IT software and data
01/06/04
31/05/16
31/05/16
54120
0
Barra
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
11
Supply of equities indices and identifiers
WMPF - Investments
Supply of equities indices and identifiers
01/04/09
31/03/16
31/03/16
79600
0
FTSE
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
12
WM50 and LA performance data and reporting
WMPF - Financial Services
WM50 and LA performance data and reporting
01/04/09
31/03/16
31/03/16
5451
0
State Street - WM
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
13
Property valuation services
WMPF - Investments
Property valuation services
30/09/12
29/09/16
17/07/16
80000
0
Knight Frank
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
14
Portfolio monitoring
WMPF - Investments
Portfolio monitoring service
19/02/14
19/02/16
19/11/16
11450
0
Portfolio Evaluation
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
15
UPM Support and Maintenance
WMPF - Pensions Administration
Pensions Administration system support and maintenance (inc. payroll, web portal, image server for document imaging/scanning)
01/04/15
31/03/16
31/03/16
84820.25
0
Civica
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
16
Death Notification Service
WMPF - Pensions Administration
Monthly updates of deceased individuals, taken from a collection of external databases
01/10/14
30/09/16
30/09/16
6020
0
Wilmington Halo
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
17
Address Verification - Web Portal
WMPF - Pensions Administration
Verifies an individual's address from a post-code and house number on UPM
01/03/15
29/02/16
30/10/16
10033.57
0
Experian QAS
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
18
Actuarial and benefit consultancy services
WMPF
Actuarial and benefit consultancy services
01/07/15
01/07/20
01/07/16
250000
0
Barnett Waddingham
N/A
No
No
Invitation to tender
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
19
Taxation advice
WMPF - Investments
Provision of recurring tax consulting services and provision of services relating to Taiwan, India and Pakistan
25/03/15
25/03/17
11/02/17
35000
0
PWC
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
20
W&W FS300 Scan Station Maintenance
WMPF - Pensions Administration
Maintenance of scan station
01/07/13
30/06/16
30/06/16
5716
0
Genus
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
21
MFDs
WMPF - Governance
MFDs
27/02/12
26/02/17
Konica to provide latest contract
21419
0
Konica
N/A
No
No
Invitation to quote
Wolverhampton City Council
http://opendatacommunities.org/id/metropolitan-district-council/wolverhampton
22
Live Member Tracing
WMPF - Pensions Administration
Tracing members the Fund has lost touch with, for example if they have moved and not told the Fund
11/12/15
11/12/17
19/09/17
5017
0
Tracesmart/LexisNexis
N/A
No
No
Invitation to quote