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Procurement information @ WMPF 16/17
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West Midlands Pension Fund
Procurement information @ WMPF 16/17
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Charity Commission Number
Contract Reference
Contract Value (£)
Description
End Date
Irrecoverable VAT Amount (£)
Organisational Unit
Process Type
Review Date
SME Supplier
Start Date
Supplier Name
Title of the agreement
VCSE Supplier
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Charity Commission Number
Contract Reference
Contract Value (£)
Description
End Date
Irrecoverable VAT Amount (£)
Organisational Unit
Process Type
Review Date
SME Supplier
Start Date
Supplier Name
Title of the agreement
VCSE Supplier
Contract Reference
Title of the agreement
Organisational Unit
Description
Start Date
End Date
Review Date
Contract Value (£)
Irrecoverable VAT Amount (£)
Supplier Name
Charity Commission Number
SME Supplier
VCSE Supplier
Process Type
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
26/06/1996
Ongoing
01/03/2018
440000.00
0.00
HSBC
N/A
No
No
Invitation to tender
10
Supply of equities indices and identifiers
WMPF - Investments
Supply of equities indices and identifiers
15/03/2004
31/03/2018
31/12/2017
79600.00
0.00
FTSE
N/A
No
No
Invitation to quote
11
Property valuation services
WMPF - Investments
Property valuation services
30/09/2012
14/01/2017
Under review
80000.00
0.00
Knight Frank
N/A
No
No
Invitation to tender
12
Portfolio monitoring
WMPF - Investments
Portfolio monitoring service
19/02/2014
19/02/2018
01/12/2017
11450.00
0.00
Portfolio Evaluation
N/A
No
No
Invitation to quote
13
UPM Support and Maintenance
WMPF - Pensions Administration
Pensions Administration system support and maintenance (inc. payroll, web portal, image server for document imaging/scanning)
30/09/2016
31/03/2021
31/03/2020
151531.00
0.00
Civica
N/A
No
No
Framework Contract
14
Death Notification Service
WMPF - Pensions Administration
Monthly updates of deceased individuals, taken from a collection of external databases
01/10/2014
Sep-17
May-17
6020.00
0.00
Millennium (Wilmington) Halo
N/A
No
No
Invitation to quote
15
Address Verification - Core System
WMPF - Pensions Administration
Verifies an individual's address from a post-code and house number on UPM
01/03/2017
01/03/2018
01/11/2017
10397.98
0.00
Experian QAS
N/A
No
No
Invitation to quote
16
Address Verification - Web Portal
WMPF - Pensions Administration
Verifies an individual's address from a post-code and house number on UPM (note payment is via 2 invoices with the per click invoice dated 1 month earlier (ie 01/07 - 30/06)
01/08/2016
31/07/2017
01/06/2017
4330.27
0.00
Experian QAS
N/A
No
No
Invitation to quote
17
Taxation advice
WMPF - Investments
Provision of recurring tax consulting services and provision of services relating to Taiwan, India and Pakistan
25/03/2015
25/03/2017
11/02/2017
35000.00
0.00
PWC
N/A
No
No
Invitation to quote
18
Actuarial and benefit consultancy services
WMPF - Pensions Administration
Actuarial and benefit consultancy services
01/07/2015
01/07/2020
01/07/2017
250000.00
0.00
Barnett Waddingham
N/A
No
No
Invitation to tender
Category axis
Contract Reference
Title of the agreement
Organisational Unit
Description
Start Date
End Date
Review Date
Contract Value (£)
Irrecoverable VAT Amount (£)
Supplier Name
Charity Commission Number
SME Supplier
VCSE Supplier
Process Type
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Sum
Count
Average
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