Tender for Investment Adviser Services

Tender for Investment Adviser Services

The Trustee of the Combined Nuclear Pension Plan requires an investment adviser to provide investment advice.

United Kingdom-Moor Row: Pension investment services

2019/S 150-370043

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Combined Nuclear Pension Plan Trustees Ltd
N/A
Herdus House, Westlakes Science
Moor Row
United Kingdom
Contact person: Claire Walker
Telephone: +44 1925802006
E-mail: procurement.inbox@nda.gov.uk
NUTS code: UK
I.2)Information about joint procurement

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://sharedsystems.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=11878&B=SELLAFIELD
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://sharedsystems.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=11878&B=SELLAFIELD
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Other activity: Pensions

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Investment Adviser Services — DC

Reference number: NDA9/00659

II.1.2)Main CPV code

66131100

II.1.3)Type of contract

Services

II.1.4)Short description:

The Trustee of the Combined Nuclear Pension Plan requires an investment adviser to provide investment advice in relation to the defined contribution arrangements within the plan. The Trustee is conducting this procurement as if it were subject to the requirements of the Public Contract Regulations 2015.

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.2.1)Title:

II.2.2)Additional CPV code(s)

66131100

II.2.3)Place of performance

NUTS code: UK
Main site or place of performance:

Moor Row.

II.2.4)Description of the procurement:

The Trustee of the Combined Nuclear Pension Plan requires an investment adviser to provide investment advice in relation to the defined contribution arrangements within the plan. The Trustee is conducting this procurement as if it were subject to the requirements of the Public Contract Regulations 2015.

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: 800 000.00 GBP

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

Duration in months: 96
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
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

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:

Selection criteria as stated in the procurement documents.

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.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:
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

Open procedure
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
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: no
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

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

Date: 05/09/2019
Local time: 11:00
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

Tender must be valid until: 05/12/2019

IV.2.7)Conditions for opening of tenders

Date: 05/09/2019
Local time: 11:00
Place:

Herdus House, Westlakes Science and Technology Park, Moor Row, Cumbria CA24 3HU.

Information about authorised persons and opening procedure:

NDA procurement will facilitate the opening of the electronic tender box within the CTM portal.

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic invoicing will be accepted
Electronic payment will be used
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Combined Nuclear Pension Plan Trustees Ltd
Herdus House, Westlakes Science and Technology Park
Moor Row
CA24 3HU
United Kingdom

VI.4.2)Body responsible for mediation procedures

Royal Courts of Justice
Strand
London
London
United KingdomInternet address: http://www.justice.gov.uk

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

Any appeals should be promptly brought to the attention of the contact specified in Section I above, and will be dealt with in accordance with the requirements of the Public Contracts Regulations 2015. Any appeals must be brought within the timescales specified by the applicable law, including without limitation, the Public Contracts Regulations 2015. In accordance with the Public Contracts Regulations 2015, the contracting authority will also incorporate a minimum 10 calendar day standstill period from the date information on award of contract is communicated to tenderers.

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

Combined Nuclear Pension Plan Trustees Ltd
Herdus House, Westlakes Science and Technology Park
Moor Row
CA24 3HU
United Kingdom

VI.5)Date of dispatch of this notice:

02/08/2019

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