Tender for Pension Fund Administration and Investment Services

Tender for Pension Fund Administration and Investment Services

Administration and investment for the DC Sections of the Plan.

United Kingdom-Moor Row: Pension services

2018/S 140-320688

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Combined Nuclear Pension Plan Trustee Ltd
c/o Nuclear Decommissioning Authority Herdus House Westlakes Science and Technology Park
Moor Row
CA24 3HU
United Kingdom
Contact person: Damon Lacey
Telephone: +44 2037454854
E-mail: damon@museadvisory.com
NUTS code: UKD11
Internet address(es):Main address: www.cnpp.org.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://musead.sharepoint.com/sites/CNPP
Additional information can be obtained from another address:
Combined Nuclear Pension Plan Trustee Ltd
Moor Row
United Kingdom
E-mail: damon@museadvisory.com
NUTS code: UKD11Internet address(es):Main address: https://musead.sharepoint.com/sites/CNPP
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: Pension Scheme

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Pension fund administration and investment services

II.1.2)Main CPV code

66520000

II.1.3)Type of contract

Services

II.1.4)Short description:

Provision of administration and investment for the DC Sections of the Plan.

All tender documents will be held in the electronic data room.

To access the procurement documents tenders should email damon@museadvisory.com

When first accessing the electronic data room tenderers will be issued with a secure code to their registered email address which they will need to enter before being able to access the data room.

II.1.5)Estimated total value

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)

66523000
66523100
66522000

II.2.3)Place of performance

NUTS code: UKJ14

II.2.4)Description of the procurement:

The Combined Nuclear Pension Plan (CNPP) is a trust based multi-employer segregated pension scheme for workers of certain employers engaged in UK civil nuclear decommissioning activities. The Trustee is seeking to appoint a “bundled” DC provider covering administration and investment for the DC Sections of the Plan.

The procurement is being undertaken by CNPP Trustee Ltd the trustee to the CNPP. The Trustee is conducting this procurement as if it were subject to the requirements of the Public Contract Regulations 2015.

All tender documents will be held in the electronic data room. To access the procurement documents tenders should email damon@museadvisory.com

When first accessing the electronic data room tenderers will be issued with a secure code to their registered email address which they will need to enter before being able to access the data room.

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

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

Start: 01/10/2018
End: 31/03/2023
This contract is subject to renewal: yes
Description of renewals:

The agreement with the successful tenderer will be for a period of 4 years and may be extended by mutual agreement for 2 further periods of 2 years each.

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

All tender documents will be held in the electronic data room.

To access the procurement documents tenders should email damon@museadvisory.com

When first accessing the electronic data room tenderers will be issued with a secure code to their registered email address which they will need to enter before being able to access the data room.

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:

Obligation to indicate the names, professional qualifications and experience of the transition project manager assigned to performing the contract.

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: 20/08/2018
Local time: 10:00
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

IV.2.7)Conditions for opening of tenders

Date: 20/08/2018
Local time: 14:00

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:

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.

Please note that all applicants are required to accept a non-disclosure agreement prior to access additional information in the Data Room.

VI.4)Procedures for review

VI.4.1)Review body

Combined Nuclear Pension Plan Trustee Ltd
Didcot
United Kingdom
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

20/07/2018

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