Contract notice
Section I: Contracting
authority
I.1) Name and addresses
English Heritage Trust
The Engine House, Fire Fly Avenue,
Swindon,
SN2 2EH
UK
Contact person: Andrew Kennedy
E-mail: procurement2@english-heritage.org.uk
NUTS: UKK
Internet address(es)
Main address: https://in-tendhost.co.uk/english-heritage
I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
https://in-tendhost.co.uk/english-heritage
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent to the abovementioned address
I.4) Type of the contracting authority
Body governed by public law
I.5) Main activity
Recreation, culture and religion
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
Pensions Consultancy Service for English Heritage
Reference number: P/REF EH 00002018
II.1.2) Main CPV code
66523000
II.1.3) Type of contract
Services
II.1.4) Short description
We are seeking to appoint a pensions consultancy to:• Review the appropriateness of our current defined contribution default pension fund, and provider, relative to the profile of our workforce• Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.• Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood• Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.
II.1.5) Estimated total value
Value excluding VAT:
250 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.2) Additional CPV code(s)
66523000
II.2.3) Place of performance
NUTS code:
UKG
UKH
UKF
UKJ
UKC
UKK
UKD
Main site or place of performance:
This is a pensions consultancy service for the charity - which has regional bases across England.
II.2.4) Description of the procurement
We are seeking to appoint a pensions consultancy to:• Review the appropriateness of our current DC default pension fund, and provider, relative to the profile of our workforce• Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.• Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood• Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6) Estimated value
Value excluding VAT:
250 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/04/2024
End:
31/03/2029
This contract is subject to renewal: Yes
Description of renewals:
The above dates include an initial term of 3 years, with provision to extend by 2 further year - maximum term of 5 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:
Yes
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
Section III: Legal, economic, financial and technical information
III.1) Conditions for participation
III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
All information is provided within the tender documents. Submissions will be evaluated using a combination of price and quality factors.
III.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
III.2) Conditions related to the contract
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:
27/02/2024
Local time: 12:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
IV.2.7) Conditions for opening of tenders
Date:
27/02/2024
Local time: 12:30
Place:
Opening via the In-tend system.
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
No
VI.4) Procedures for review
VI.4.1) Review body
English Heritage
The Engine House, Fire Fly Avenue,
Swindon,
SN2 2EH
UK
E-mail: procurement2@english-heritage.org.uk
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures:
Any queries can be directed to the email address above in the first instance.
VI.5) Date of dispatch of this notice
29/01/2024