Pensions Auto-Enrolment Contract

United Kingdom-Durham: Pension services

2016/S 178-319951

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

University of Durham
Procurement Service, Mountjoy Centre, Holly Wing, Stockton Road
Contact point(s): UKC1
For the attention of: Lyndsay Glasper
DH1 3LE Durham
United Kingdom
Telephone: +44 1913344530
E-mail: lyndsay.glasper@durham.ac.uk

Internet address(es):

General address of the contracting authority: www.durham.ac.uk

Address of the buyer profile: To express an interest in this tender, please click on the following link: http://events.transaxions.com/service.aspx?event=6753

Electronic access to information: http://events.transaxions.com/service.aspx?event=6753

Electronic submission of tenders and requests to participate: http://events.transaxions.com/service.aspx?event=6753

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from:The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

Body governed by public law

I.3)Main activity

Education
Other: research

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

OJEU16-015 Pensions Auto-Enrolment.

II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services

NUTS code UKC1

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract

II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

In line with Government legislation from 2013, Durham University has been automatically enrolling all eligible workers / employees into a qualifying pension scheme. In February 2016 the first re enrolment process was completed.
We are seeking a qualifying pension scheme provider to meet the need for Durham University to provide a qualifying pension scheme and if you wish to be that provider, please respond to the series of questions below to assist our evaluation. You should be aware that the qualifying scheme will be in addition to the established schemes provided to the majority of its staff through the Universities Superannuation Scheme (USS) and a local self-administered trust, the Durham University Pension Scheme (DUPS). Staff employed above Grade 6 are automatically eligible for USS membership and staff below Grade 6 are automatically eligible for auto enrolment unless they opt out and apply to join DUPS.
The contract will be for a period of 4 years with an option to extend for 2 further periods of 12 months, and is for the sole use of Durham University.

To express an interest in the tender please go to the following website: http://events.transaxions.com/service.aspx?event=6753

II.1.6)Common procurement vocabulary (CPV)

66520000, 66523100

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes

II.1.8)Lots

This contract is divided into lots: no

II.1.9)Information about variants

Variants will be accepted: yes

II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

Contract value GBP 180 000 per year for 6 years = GBP 1 080 000

II.2.2)Information about options

Options: yes
Description of these options: The contract is for an initial period of 4 years with 2 x 12 month extensions available, dependent upon supplier performance and requirement.

II.2.3)Information about renewals

This contract is subject to renewal: no

II.3)Duration of the contract or time limit for completion

Starting 1.4.2017. Completion 31.3.2021

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

Requested in tender documentation.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Joint and several liability.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: no

III.2)Conditions for participation

III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: Requested in tender documentation.

Details of any exclusions can be found in the tender document, a copy of which is available at the following website: http://events.transaxions.com/service.aspx?event=6753

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Requested in tender documentation.

Details of any exclusions can be found in the tender document, a copy of which is available at the following website: http://events.transaxions.com/service.aspx?event=6753

III.2.3)Technical capacity

III.2.4)Information about reserved contracts

III.3)Conditions specific to services contracts

III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: no

III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Open

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

IV.1.3)Reduction of the number of operators during the negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no

IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

IV.2.2)Information about electronic auction

An electronic auction will be used: no

IV.3)Administrative information

IV.3.1)File reference number attributed by the contracting authority:

OJEU16-015

IV.3.2)Previous publication(s) concerning the same contract

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Time limit for receipt of requests for documents or for accessing documents: 13.10.2016 – 12:00
Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

13.10.2016 – 12:00

IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.

IV.3.7)Minimum time frame during which the tenderer must maintain the tender

in days: 180 (from the date stated for receipt of tender)

IV.3.8)Conditions for opening of tenders

Date: 13.10.2016 – 12:00

Place:

As in 1 above

Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: Authorised University personnel using the eSourcing system.

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published: July 2020.

VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no

VI.3)Additional information

Under the Public Services (Social Value) Act 2012 the contracting authority must consider:
(a) how what is proposed to be procured might improve the economic, social and environmental well-being of the area where it exercises its functions, and
(b) how, in conducting the process of procurement, it might act with a view to securing that improvement.
Accordingly, the subject matter of the contract has been scoped to take into account the priorities of the contracting authority relating to economic, social and environmental well-being. These priorities are described in the invitation to tender in dialogue and are reflected in environmental and social characteristics in the evaluation criteria for the award of the contract.

VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

As in section VI.4.2 below

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: This authority will incorporate a minimum 10 calendar day standstill period at the point information on the award of the contract is communicated to tenderers. The communication will be in the form of a letter which will be issued electronically. The letter will provide a full debrief and contact details should a tenderer wish to appeal the decision. The timescale for appeals will be detailed in the letter.
If an appeal regarding the award of a contract has not been successfully resolved the Public Contracts Regulations 2006 (SI 2006 No 5) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland). Any such action must be brought promptly (generally within 3 months). Where a contract has not been entered into the court may order the settling aside of the award decision or order the authority to amend any document and may award damages. If the contract has been entered into the court may only award damages.

VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

13.9.2016

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