Pension Administrator for Royal Mail Statutory Pension Scheme

Pension Administrator for Royal Mail Statutory Pension Scheme

The RMSPS transferred to the public sector in April 2012 and the current contract expires in March 2017. The Authority is looking for innovative proposals to respond to this significant pension administration services opportunity.

United Kingdom-London: Pension fund administration services

2016/S 221-402880

Contract notice

Services

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

The Cabinet Office, London (referred to as ‘the Authority’)
1 Cabinet Office, 1 Horse Guards Road
London
SW1A 2HQ
United Kingdom
Telephone: +44 3450103503
E-mail: supplier@crowncommercial.gov.uk
NUTS code: UKI
Internet address(es):Main address: http://www.gov.uk/ccs

Address of the buyer profile: https://gpsesourcing.cabinetoffice.gov.uk

I.2)Joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at:https://gpsesourcing.cabinetoffice.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local subdivisions

I.5)Main activity

General public services

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Pension Administrator: Royal Mail Statutory Pension Scheme.

II.1.2)Main CPV code

66523100

II.1.3)Type of contract

Services

II.1.4)Short description:

Procurement of a supplier of pension administration services for Royal Mail Statutory Pension Scheme (RMSPS). This scheme is managed by the Authority. The RMSPS transferred to the public sector in April 2012 and the current contract expires in March 2017. The Authority is looking for innovative proposals to respond to this significant pension administration services opportunity. This procurement is solely for the pension administration services to the RMSPS. The successful pension administrator will be expected to work with Royal Mail Pension Plan’s (RMPP) pension administrator, Royal Mail Group Limited (RMG), with regard to those members who are beneficiaries in both RMSPS and RMPP. RMSPS is currently the 6th largest public sector pension scheme in the United Kingdom. The RMSPS has approximately 402 000 deferred members and pensioners. Approximately 116 000 of these are also members of the RMPP. The scheme has no active members so there are no accruing costs or contributions.

II.1.5)Estimated total value

Value excluding VAT: 31 000 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description
II.2.1)Title:
II.2.2)Additional CPV code(s)

II.2.3)Place of performance

NUTS code: UKI
Main site or place of performance:

The Cabinet Office, 1 Horse Guards Road, London, SW1A 2HQ.

II.2.4)Description of the procurement:

Pension Administration services are required for the following two membership profiles:-(1) RMSPS scheme members with no benefits in the RMPP (which amounts to approximately 286 000 members comprised of 116 000 deferred members and 170 000 pensioners) and (2) RMSPS scheme members with benefits in the RMPP (which amounts to approximately 116 000 members comprised of 97 000 deferred members and 19 000 pensioners).The pension administration services required for membership profiles 1 and 2 include the following:- accounting services, administration services, interactions with members, member communications (including managing and operating a helpline, issuing benefits statements, annual pension increase letters, printing services and also scheme leaflets), pension payroll services (bulk and individual payroll services) and reporting. Membership profile 2 includes the supplementary requirement for the successful tenderer to work with RMPP’s pension administration services provider with regard to those members who are beneficiaries in both the RMSPS and RMPP. The nature of this collaboration and possible data exchanges are yet to be fully defined. This will also require interaction with RMG and Post Office Limited as employers of RMSPS beneficiaries as well as liaison with any scheme medical advisor that may be appointed by the Authority. The tender documents will include more information on these requirements. Interested applicants should note that the current intention of the Authority is to seek a fixed price and whilst the Authority has no specific requirements for innovation/web functionality, the Authority will be looking for a supplier who can invest in these with a view to improving service and driving long term efficiencies in the cost base. Interested applicants should also note that the tender documents may require the tenderer to provide one or more options; one of which would be to cater for a scenario where Royal Mail Pensions Trustees Limited (RMPTL) might transfer administration of the RMPP to the successful tenderer obtained through this procurement, however, no representation is made that this is being discussed by the Authority with RMPTL. The Authority also intends to extend its existing contract with RMG to cover the anticipated implementation period of up to 18 months after award of contract. Instructions on how to access the Selection Questionnaire (‘SQ’) documentation for this procurement is provided at section VI.3) Additional information.

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: 31 000 000.00 GBP

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

Duration in months: 90
This contract is subject to renewal: yes
Description of renewals:

Description of renewals: The estimated total value provided in Section II.1.5 is based on an initial operational term of 5 years and subsequent extension option of 1 year with an annual contract value of circa 5 000 000 GBP for operational services with an additional, estimated chargeable implementation period of 18 months prior to operational service commencement.

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

Envisaged minimum number: 3
Maximum number: 5
Objective criteria for choosing the limited number of candidates:

As set out in the SQ.

II.2.10)Information about variants

Variants will be accepted: yes

II.2.11)Information about options

Options: yes
Description of options:

The Authority may request applicants to provide one or more an options; one of which would be to cater for a scenario where RMPTL might transfer administration of the RMPP to the successful tenderer obtained through this procurement, however, no representation is made that this is being discussed by the Authority with RMPTL.

II.2.12)Information about electronic catalogues

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

Variant tenders up to 10 years, split between an initial term and possible extension term(s) will be accepted.

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

III.1.2)Economic and financial standing

List and brief description of selection criteria:

Selection criteria as stated in the procurement documents and in accordance with the Public Contract Regulations 2015.

III.1.3)Technical and professional ability

List and brief description of selection criteria:

Selection criteria as stated in the procurement documents and in accordance with the Public Contract Regulations 2015.

III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession

III.2.2)Contract performance conditions:

At the Authority’s discretion a parent company or other form of guarantee may be required. Potential providers will be advised during the competition process if this is necessary.

The Authority reserves the right to require groupings of bidders to take a particular form or to require a single bidder to take primary liability or to require that each single bidder undertakes joint and several liability in their obligations to the Authority. This may include bidders establishing a special purpose vehicle. This will be set out in the SQ.

III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Competitive procedure with negotiation
IV.1.3)Information about a framework agreement or a dynamic purchasing system

IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated
IV.1.5)Information about negotiation
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: 2016/S 090-159952

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

Date: 14/12/2016
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

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

English

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

Duration in months: 6 (from the date stated for receipt of tender)
IV.2.7)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows

VI.3)Additional information:

Applicants’ suitability to participate will be assessed using the SQ. Following the initial evaluation, shortlisted applicants will receive an invitation to participate in negotiation. The Authority reserves the right to invite additional applicants to tender in certain circumstances, for example if a shortlisted applicant withdraws from the competition.

At the invitation to participate in negotiation stage more information is expected to be made available to applicants. Applicants will then submit detailed propositions, which will be subject to further evaluation, the criteria for which will be made available to applicants on receiving an invitation to participate in negotiation.

The Authority shall not be liable for any costs incurred by those applicants tendering for this contract. The Authority reserves the right to terminate the tendering exercise at any time without the award of a contract.

This Procurement will be managed electronically via the Authority’s e-Sourcing Suite. To participate in this Procurement, participants must first be registered on the e-Sourcing Suite. If you have not yet registered on the e-Sourcing Suite, please go online to:https://gpsesourcing.cabinetoffice.gov.uk. You can then access the link ‘Register for CCS eSourcing’. Please note that, to register, you must have a valid DUNS number (as provided by Dun and Bradstreet) for the organisation which you are registering, who will be entering into a contract if invited to do so.

Full instructions for registration and use of the system can be found at: https://www.gov.uk/government/publications/esourcing-tool-guidance-for-suppliers.

Once you have registered on the e-Sourcing Suite, a registered user can express an interest for a specific procurement. This is done by emailing ExpressionOfInterest@crowncommercial.gov.uk. Your email must clearly state: the name and reference for the procurement you wish to register for; the name of the registered Potential Provider; and, the name and contact details for the registered individual sending the email. The Authority will process the email and then enable the Potential Provider to access the procurement online via the e-Sourcing Suite. The registered user will receive a notification email to alert them once this has been done. As a user of the e-Sourcing Suite you will have access to the e-Sourcing Suite (Emptoris) email messaging service, which facilitates all messages sent to you, and from you, in relation to any specific RFX event. Please note, it is your responsibility to access these emails on a regular basis to ensure you have sight of all relevant information.

For technical assistance on use of the e-Sourcing Suite please contact Crown Commercial Service Support Desk email:

eEnablement@crowncommercial.gov.uk: Please note that all applicants are required to submit a signed Non-Disclosure Agreement with their completed SQ.

VI.4)Procedures for review

VI.4.1)Review body

Royal Courts of Justice
London
United Kingdom
Telephone: +44 2079477882Internet address:http://www.justice.gov.uk
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

Any appeals should be promptly brought to the attention of the Authority by emailing the named contact in Section I.1 above referencing ‘Pension Administrator Procurement- Royal Mail Statutory Pension Scheme-For the Attention of the Procurement Manager’ and will be dealt with in accordance with the requirements of the Public Contracts Regulations 2015. Any appeals must be brought within the time-scale specified by the applicable law, including, without limitation, the Public Contract Regulations 2015. In accordance with such Regulations, the Authority will also incorporate a minimum 10 calendar day standstill period from the date information on the award of contract is communicated to tenderers.

VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

14/11/2016

 

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