Display FPNPTO202144

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Financial Planning and Aged Care Funding Advice Service

Issued by The Public Trustee - Procurement Services

Forward Procurement Schedule

Status: Expired
Mega Category: General goods and services
Number: FPNPTO202144
Released: Tue, 30 Nov 2021 at 12:00AM Brisbane, Queensland
Closing: Mon, 6 Dec 2021 at 2:00PM Brisbane, Queensland
Expected ITO Date: December 2021
UNSPSC: Investment advice - (100%)
Region/s: Cairns & Far North Queensland
Mount Isa & North West Region
The Central West
South West & Darling Downs
Townsville
Mackay Whitsunday Region
Rockhampton
Gladstone
Wide Bay Burnett
South East Queensland

Section 1

Tender Overview

Forward Procurement Notice: November 2021 - The Public Trustee Queensland.

Status:

Forward Procurement Notice (FPN).

Categories:

Financial Planning Services; and

Information and Communication Technology.

Proposed Activity Number and Name:

PTO202144 - Financial Planning and Aged Care Funding Advice Services.

Expected EOI Release Date and Time:

During December 2021 for a period of 2 weeks.

This FPN is being issued to give all QTenders registered market participants (Suppliers) advanced notice regarding a proposed upcoming procurement activity by The Public Trustee Queensland (PTQ) for:

  • Financial Planning, Investment Administration and Aged Care Funding Advice Services.

High level details of the procurement activity include:

  • Procurement of a solution for the provision of Financial Planning Services, Investment Administration and Aged Care Funding Advice Services on behalf of Customers of the PTQ,
  • The PTQ acts personal representative for over 1200 customers for whom external financial advice is sought an ongoing basis, and over 200 customers where Aged Care Funding Advice is sought.
  • Over 100 Customers have diversified investment portfolios that are managed through Investment Administration Services
  • The estimated value of these services over the proposed contract life of four (4) years with two (2) two (2) year options is expected to exceed $8 million.
  • The procurement activity will have two stages, with the first stage being the PTQ calling for Expressions of Interest to provide the required service.  The second stage will be the release of a Request for Proposal to shortlisted suppliers from those who have responded an Expression of Interest.

The proposed calling for Expressions of Interest will be released during December 2021 for a period of two (2) weeks.  Current plans are for a Request for Proposal (Tender) to be initiated with shortlisted suppliers in mid to late January 2022. Please note that shortlisted suppliers may be requested to provide more details regarding their company and their potential service offerings prior to initiation of the Request for Proposal.

The responses to the Expression of Interest will be provided in terms of the template to be provided.  It will be released and electronic offers (responses) received and managed via the Queensland Government QTenders portal (https://qtenders.hpw.qld.gov.au/qtenders/) as tender number: PTO202144.

PTQ encourage Suppliers to closely monitor QTenders for the release to ensure the longest time available to review the requirements of the Expression of Interest and prepare an offer if responding.

It should be noted, PTQ requirements may change and there is no guarantee this Activity will progress or an associated tender be released. This FPN is not exhaustive and does not include all potential PTQ procurement activities, existing Standing Offer Arrangements or ad hoc purchases.

If you require more information or clarification, please contact Public Trustee Procurement Services team via email at: procurement.management@PT.qld.gov.au 

 

More about tendering here

Section 2

Still need help? Contact Us


Other Contacts
users Roselyn Hatfield
Type Technical
email procurementmanagement@pt.qld.gov.au

Section 3

Here is the detail

If there are no documents listed in this section, please refer to Section 1 Tender Overview.

Documents can not be downloaded once Tender has closed.