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02 Contract Notice

Pension Administration Services

  • First published: 24 February 2021
  • Last modified: 24 February 2021

Contents

Summary

OCID:
ocds-kuma6s-108492
Published by:
University of Wales Trinity Saint David
Authority ID:
AA0343
Publication date:
24 February 2021
Deadline date:
26 March 2021
Notice type:
02 Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
No

Abstract

The University of Wales Trinity Saint David (hereinafter referred to as UWTSD, or the University) through its Corporate Trustee Company, UW Pensions Scheme Ltd (hereafter referred to as UWPS or the Trustee) wish to appoint an experienced provider for the provision of actuarial, investment consulting, secretarial/consultancy and administration services to its in-house defined benefit pension schemes the University of Wales Superannuation Scheme and the University of Wales, Lampeter Pension and Assurance Scheme (‘the Schemes’). CPV: 66141000, 66131100, 66141000, 66500000, 66520000, 66522000, 66523000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

University of Wales Trinity Saint David

Carmarthen Campus

Carmarthen

SA31 3EP

UK

Telephone: +44 1267676767

E-mail: heidi.davies@uwtsd.ac.uk

NUTS: UKL18

Internet address(es)

Main address: http://www.tsd.ac.uk

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0343

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://www.sell2wales


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://www.sell2wales


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Education

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Pension Administration Services

Reference number: UWTSD 2021/147

II.1.2) Main CPV code

66141000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The University of Wales Trinity Saint David (hereinafter referred to as UWTSD, or the University) through its Corporate Trustee Company, UW Pensions Scheme Ltd (hereafter referred to as UWPS or the Trustee) wish to appoint an experienced provider for the provision of actuarial, investment consulting, secretarial/consultancy and administration services to its in-house defined benefit pension schemes the University of Wales Superannuation Scheme and the University of Wales, Lampeter Pension and Assurance Scheme (‘the Schemes’).

II.1.5) Estimated total value

Value excluding VAT: 800 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66131100

66141000

66500000

66520000

66522000

66523000

II.2.3) Place of performance

NUTS code:

UKL

II.2.4) Description of the procurement

The University of Wales Trinity Saint David (hereinafter referred to as UWTSD, or the University) through its Corporate Trustee Company, UW Pensions Scheme Ltd (hereafter referred to as UWPS or the Trustee) wish to appoint an experienced provider for the provision of actuarial, investment consulting, secretarial/consultancy and administration services to its in-house defined benefit pension schemes the University of Wales Superannuation Scheme and the University of Wales, Lampeter Pension and Assurance Scheme (‘the Schemes’).

II.2.5) Award criteria

Criteria below:

Quality criterion: Quality / Weighting: 70

Price / Weighting:  30

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

The initial contract period will be for 5 years. With an annual review and with an option to extend for 1 + 1 Years.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: Yes

Description of options:

services that may fall outside of the core fee

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 26/03/2021

Local time: 12:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 90 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 26/03/2021

Local time: 12:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=108492.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

(WA Ref:108492)

VI.4) Procedures for review

VI.4.1) Review body

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

UK

Telephone: +44 2079477501

VI.5) Date of dispatch of this notice

24/02/2021

Coding

Commodity categories

ID Title Parent category
66522000 Group pension services Pension services
66500000 Insurance and pension services Financial and insurance services
66523000 Pension fund consultancy services Pension services
66141000 Pension fund management services Portfolio management services
66131100 Pension investment services Security brokerage services
66520000 Pension services Insurance and pension services

Delivery locations

ID Description
1022 Cardiff and Vale of Glamorgan
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
heidi.davies@uwtsd.ac.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
03/03/2021 09:51
REPLACED FILE: UWTSD2021.147. Document 2 - Specification - V2
Document 2 Specification Version 2

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

docx
docx614.40 KB
This file may not be accessible.
docx
docx4.74 MB
This file may not be accessible.
docx
docx620.49 KB
This file may not be accessible.

Replaced documents


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