Pension Advice Contract

Pension Advice Contract

Provision of consultancy and support services.

CONTRACT NOTICE – NATIONAL
SERVICES

1 Authority Details

1.1

Authority Name and Address


Port of Leith Housing Association Ltd

108 Constitution Street, Leith,

Edinburgh

EH6 6AZ

UK

Heather Kiteley

+44 1315540403

+44 1315551504
http://www.polha.co.uk/
www.publictendersscotland.publiccontractsscotland.gov.uk

1.2

Address from which documentation may be obtained


Port of Leith Housing Association Ltd

108 Constitution Street, Leith,

Edinburgh

EH6 6AZ

UK

+44 1315540403

+44 1315551504
http://www.polha.co.uk/

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

Pension Advice

2.2

Description of the goods or services required

Provision of consultancy and support services involving the provision of independent advice to the Group Audit Committee and PoLHA Board on options for PoLHA regarding the management of the Association’s involvement in the defined benefit elements of the Scottish Housing Association Pension Scheme and support with staff consultations.

NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=442453.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.publiccontractsscotland.gov.uk/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.

2.3

Notice Coding and Classification

151000 Business Consultancy
151400 Financial Consultancy
159999 other Consultancy

160 Edinburgh & Lothians

2.4

Total quantity or scope of tender

In detail the requirements are:

A written report for the Associations Audit Committee with advice on the options available for PoLHA regarding the management of the Association’s involvement in the defined benefit elements of the Scottish Housing Association Pension Scheme.

A proposal for the consultation format, content and timetable.

Attendance at the Audit Committee meeting on 23rd June 2016 to speak to and answer questions on the report and consultation proposal.

Support at staff consultations.

A written report to the Board on the consultation process and results.

Attendance at the Board meeting in October (TBC) 2016 to speak to and answer questions on the report.

3 Conditions for Participation

3.1

Minimum standards and qualification required

Dun and Bradstreet number – YES

Employers Liability Insurance – over GPB2m

Public Liability Insurance – over GPB2m

Public Indemnity Insurance – over GPB2m

Convictions of criminal offences – NO

Experience of providing advice to Scottish Housing Associations regarding SHAPS options – YES

Experience of supporting with staff consultations – YES

Fair Work Practices – YES (see ITT attached)

4 Administrative Information

4.1

Type of Procedure

Single stage – Any candidate may submit a tender.

4.2

Reference number attributed to the notice by the contracting authority

N/a

4.3

Time Limits

Time-limit for receipt of completed tenders
04-05-2016  Time  12:00

Estimated award date
20-05-2016

4.5

Language or languages in which tenders or requests to participate can be drawn up

EN

4.6

Tender Submission Postbox

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

5 Other Information

5.1

Additional Information

(SC Ref:442453)

5.2

Additional Documentation

PoLHA Invitation To Tender for Pension Advice 2016
Appendix 1 – Valuation and benefit review letter (FINAL)
Appendix 2 – Valuation and Scheme Benefits Report

5.3

Publication date of this notice

19-04-2016

Express an interest online

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