United Kingdom-Glasgow: Pension fund management services

Agency: TED
State:
Level of Government: State & Local
Category:
  • Q - Medical Services
Opps ID: NBD00003592018429207
Posted Date: Oct 3, 2017
Due Date:
Solicitation No: 387464-2017
Source: Members Only
03/10/2017 S189 - - Services - Contract award notice - Open procedure

United Kingdom-Glasgow: Pension fund management services

2017/S 189-387464

Contract award notice

Results of the procurement procedure

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1) Name and addresses
Scottish Enterprise
Atrium Court, 50 Waterloo Street
Glasgow
G2 6HQ
United Kingdom
Telephone: +44 8456078787
E-mail: joanne.napier@scotent.co.uk
Fax: +44 1412481600
NUTS code: UKM82

Internet address(es):

Main address: http://www.scottish-enterprise.com/

Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00398

I.2) Joint procurement
The contract is awarded by a central purchasing body
I.4) Type of the contracting authority
Regional or local agency/office
I.5) Main activity
Economic and financial affairs

Section II: Object

II.1) Scope of the procurement
II.1.1) Title:

Pensions ? Administration and Actuarial Services.

Reference number: P17-0064
II.1.2) Main CPV code
66141000
II.1.3) Type of contract
Services
II.1.4) Short description:

The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of Actuarial, Administration and Benefits services for the period of 1.4.2017 to 31.3.2020 with the option to extend for a further 1 year to 31.3.2021. An open tender process will be carried out to appoint a single supplier for this service.

The Trustees of the Scheme are considering the services of Investment Consulting and Advice services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each.

This tender specifically covers the following services:

1. Pensions and benefits consultancy.

2. Actuarial valuations and actuarial advice.

3. Pensions Scheme Administration, Cash Management and Accounting.

4. Scheme Communications.

5. Scheme Secretary and governance support.

II.1.6) Information about lots
This contract is divided into lots: no
II.1.7) Total value of the procurement (excluding VAT)
Value excluding VAT: 1 445 852.00 GBP
II.2) Description
II.2.1) Title:
II.2.2) Additional CPV code(s)
66523000
66520000
66522000
66131100
66523100
II.2.3) Place of performance
NUTS code: UKM
Main site or place of performance:

Scotland.

II.2.4) Description of the procurement:

The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of Actuarial, Administration and Benefits services for the period of 1.4.2017 to 31.3.2020 with the option to extend for a further one year to 31.3.2021. The Trustees of the Scheme are considering the services of Investment Consulting and Advice services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each.

This tender specifically covers the following services:

1. Pensions and benefits consultancy.

2. Actuarial valuations and actuarial advice.

3. Pensions Scheme Administration, Cash Management and Accounting.

4. Scheme Communications.

5. Scheme Secretary and governance support.

This contract will not be divided into Lots as this would make the execution of the contract excessively technically difficult.

II.2.5) Award criteria
Quality criterion - Name: Quality (overall) / Weighting: 60
Price - Weighting: 40
II.2.11) Information about options
Options: no
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14) Additional information

Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Section IV: Procedure

IV.1) Description
IV.1.1) Type of procedure
Open procedure
IV.1.3) Information about a framework agreement or a dynamic purchasing system
IV.1.6) Information about electronic auction
IV.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: yes
IV.2) Administrative information
IV.2.1) Previous publication concerning this procedure
Notice number in the OJ S: 2017/S 012-017755
IV.2.8) Information about termination of dynamic purchasing system
IV.2.9) Information about termination of call for competition in the form of a prior information notice

Section V: Award of contract

Contract No: P17-0064
A contract/lot is awarded: yes
V.2) Award of contract
V.2.1) Date of conclusion of the contract:
07/09/2017
V.2.2) Information about tenders
Number of tenders received: 1
The contract has been awarded to a group of economic operators: no
V.2.3) Name and address of the contractor
Hymans Robertson LLP
20 Waterloo Street
Glasgow
G2 6DB
United Kingdom
Telephone: +44 1415667777
Fax: +44 1415667788
NUTS code: UK
The contractor is an SME: no
V.2.4) Information on value of the contract/lot (excluding VAT)
Total value of the contract/lot: 1 445 852.00 GBP
V.2.5) Information about subcontracting

Section VI: Complementary information

VI.3) Additional information:

Q4D.1.4a. The bidder must have a regularly reviewed and documented policy for Health and Safety (H&S) management, endorsed by the Chief Executive Officer, or equivalent. The policy must be relevant to the nature and scale of the work and set out responsibilities for H&S management at all levels within the organisation. The policy must be relevant to the nature and scale of your operations and set out your company's responsibilities of health and safety management and compliance with legislation.

Dates and other information contained in this notice are communicated as being indicative only and may be subject to change.

Within the 60 % Quality criterion the weightings were as follows:

Understanding of tender requirements ? 25 %

Methodology ? 25 %

Team Skills and structure ? 20 %

Systems, Organisational Risk Management including BCP ? 15 %

Service Differentiation and innovation ? 12 %

Workforce Matters ? 3 %

(SC Ref:513684).

VI.4) Procedures for review
VI.4.1) Review body
Scottish Enterprise
Atrium Court, 50 Waterloo Street
Glasgow
G2 6HQ
United Kingdom
Telephone: +44 8456078787
E-mail: joanne.napier@scotent.co.uk
Fax: +44 1412481600

Internet address: http://www.scottish-enterprise.com/

VI.4.2) Body responsible for mediation procedures
Scottish Government ? Single Point of Enquiry
5 Atlantic Quay, 150 Broomielaw
Glasgow
G2 8LU
United Kingdom
Telephone: +44 1412425466
E-mail: SPOEprocurement@scotland.gsi.gov.uk

Internet address: http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries

VI.4.3) Review procedure
Precise information on deadline(s) for review procedures:

In the first instance, contact the Senior Director of Facilities Management and Procurement at Scottish Enterprise, with any concerns or enquiries.

Email: https://www.scottish-enterprise.com/help/contact-us

An economic operator that suffers, or risks suffering, loss or damage attributable to a breach of duty under the Public Contracts (Scotland) Regulations 2015 may bring proceedings in the Sheriff Court or the Court of Session.

VI.4.4) Service from which information about the review procedure may be obtained
Scottish Enterprise
Atrium Court, 50 Waterloo Street
Glasgow
G2 6HQ
United Kingdom
Telephone: +44 8456078787
E-mail: joanne.napier@hotmail.co.uk
Fax: +44 1412481600
VI.5) Date of dispatch of this notice:
29/09/2017
TI Title United Kingdom-Glasgow: Pension fund management services
ND Document number 387464-2017
PD Publication date 03/10/2017
OJ OJ S 189
TW Place GLASGOW
AU Authority name Scottish Enterprise
OL Original language EN
HD Heading - - Services - Contract award notice - Open procedure
CY Country UK
AA Type of authority R - Regional or local Agency/Office
HA EU Institution -
DS Document sent 29/09/2017
NC Contract 4 - Services
PR Procedure 1 - Open procedure
TD Document 7 - Contract award notice
RP Regulation 5 - European Union, with participation of GPA countries
PC CPV code 66131100 - Pension investment services
66141000 - Pension fund management services
66520000 - Pension services
66522000 - Group pension services
66523000 - Pension fund consultancy services
66523100 - Pension fund administration services
OC Original CPV code 66131100 - Pension investment services
66141000 - Pension fund management services
66520000 - Pension services
66522000 - Group pension services
66523000 - Pension fund consultancy services
66523100 - Pension fund administration services
RC NUTS code UKM
IA Internet address (URL) http://www.scottish-enterprise.com/
DI Directive Public procurement Directive 2014/24/EU

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