Pensions Administration Services for the University of Bristol

Pensions Administration Services for the University of Bristol

The Trustees of the University of Bristol Pension and Assurance Scheme have decided to appoint a third party to administer the scheme.

United Kingdom-Bristol: Pension fund administration services

2017/S 169-347228

Contract notice


Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

University of Bristol
1-9 Old Park Hill
United Kingdom
Contact person: Martyn Dean
Telephone: +44 01179546369
NUTS code: UKK11
Internet address(es):Main address:

I.2)Joint procurement


Access to the procurement documents is restricted. Further information can be obtained at:
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via:
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


Section II: Object

II.1)Scope of the procurement


Pensions Administration Services for the University of Bristol Pension and Assurance Scheme.

Reference number: Fin-0317-003-PC_558

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

The Trustees of the University of Bristol Pension and Assurance Scheme have decided to appoint a third party to administer the scheme.

II.1.5)Estimated total value

Value excluding VAT: 1 200 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no

II.2.2)Additional CPV code(s)


II.2.3)Place of performance

NUTS code: UKK11
Main site or place of performance:


II.2.4)Description of the procurement:

The Trustees of the University of Bristol Pension and Assurance Scheme have decided to appoint a third party to administer the scheme. The University of Bristol, which currently administers the scheme, has been instructed by the Trustees of the Scheme to run a tender process with the intention of identifying and awarding a contract to the most economically advantageous tender. Pi Consulting (UK) Ltd has been engaged to assist with the process. Any decision to award a contract will require the approval of the Scheme’s Trustees.

At the date of the last annual report the scheme, which is closed to new members, had a total of 4 840 members, (968 active members, 1 565 pensioners, 211 dependants and 2 096 deferred pensions held in the fund). The scheme has assets of approximately 300 000 000 GBP.

Essential services to be provided include, but are not limited to:

Member record keeping — includes benefit calculations and preparation of annual benefits statements;

Dealing with member cases directly (e.g. transfers, retirements, queries);

Client reporting (e.g. admin reports or real time information);

Liaison with death benefit insurers;

Pensioner Payroll;

Treasury and accounting (including cash management and preparation of annual report and accounts);

Interfacing with the University of Bristol’s HR and Payroll system;

Dealing with regulatory authorities;

Attendance at Trustee meetings.

Services of interest but not vital include:

Online access for members and Trustees

Possible ad hoc additional services include:

Member Communication (e.g. production of an annual newsletter);

Broking of group life insurance.

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

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

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

Envisaged minimum number: 4
Maximum number: 6
Objective criteria for choosing the limited number of candidates:

Objective criteria for choosing the limited number of candidates:

UoB will apply the criteria set out within the Selection Questionnaire.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period will be for 5 years with an option to extend for a maximum of a further 3 years. The contract period indicated in II.2.7 assumes that the option to extend is exercised in full.

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

The estimated total value quoted in II.1.5 is estimated over 8 years.

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

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.1.1)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

The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
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

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

Date: 03/10/2017
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:


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

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

VI.4.1)Review body

Royal Courts of Justice
United Kingdom
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

Bidders have the right to appeal as set out in the Public Contracts Regulations 2015. Proceedings under the Public Contracts Regulations 2015 are time limited and any such proceedings must be brought in the High Court of England and Wales.

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

VI.5)Date of dispatch of this notice:



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