Southern Housing Group: Pension Administration, Actuarial, Investment Consulting and Scheme Secretarial Services

UK-London: Pension services.
Section I: Contracting Authority
      I.1) Name and addresses
             Southern Housing Group
             Fleet House, 59-61 Clerkenwell Road, London, EC1M 5LA, United Kingdom
             Email: contracts@shgroup.org.uk
             Contact: Gabriel Otubambo
             Main Address: https://www.delta-esourcing.com/delta/, Address of the buyer profile: www.shgroup.org.uk
             NUTS Code: UK
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: No.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: http://www.delta-esourcing.com/tenders/UK-UK-London:-Pension-services./8583J27KE6
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Housing and community amenities

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: Pension Administration, Actuarial, Investment Consulting and Scheme Secretarial Services       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      66520000 - Pension services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: •A comprehensive pensions administration service and maintenance of comprehensive central records embracing active, deferred and pensioner members, deaths (including organising claiming of insured death benefits), transfers in and out, retirements, early retirements, annual renewal and issue of member benefit statements, AVCs (calculated on a monthly basis and unitised; liaison with pension payroll accordingly; instructing AVC provider on Trustee’s behalf), calculation of pension increases, special benefits etc (including notification to members), provision and maintenance of an up to date administration manual.
•Provide online access for members, detail relevant information in their pension and benefits
•Quarterly administration report including demonstration of achievement of agreed SLAs (Service Level Agreements) and including average SLAs plus including reference to the Pension Regulator’s data cleaning requirements.
•Retirement Annuity Bureau facility.
•Attendance and part       
      II.1.5) Estimated total value:
      Value excluding VAT: 720,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      Not Provided       
      II.2.3) Place of performance:
      UK UNITED KINGDOM
      
      II.2.4) Description of procurement: The Trustees wish to establish a Contract for the provision of Pension Administration, Actuarial, Investment Consulting and Scheme Secretarial Services

The Contract is not being divided into Lots as the Authority believes that the Contract will be best delivered and managed by a single Economic Operator. The introduction of Lots would introduce the need for higher internal resource. The Trustees also believe that they will achieve better Value for Money by appointing a single Economic Operator.
The provider will be managing the Final Salary pension plan, which is split into two closed defined pension schemes.
The 1964 Southern Housing Group Pension Plan section is the historic pension scheme with 37 active members which is now closed to new entrants. There are both contributing and non-contributing members of the scheme. The scheme also has 284 deferred members and 156 pensioners, and at its current Triennial Valuation as at 31st March 2018, its assets were valued at £45m.
The 2017 Southern Housing Group Pension Plan section is a section which is closed to new entrants and which came into existence following the Group transferring out of the Social Housing Pensions Scheme (SHPS) in September 2017, with 20 active members. There are both contributing and non-contributing members of the scheme. The scheme also has 153 deferred members and 257 pensioners, and at its current Triennial Valuation as at 31st March 2018, its assets were valued at £17.8m
      II.2.5) Award criteria:
            Criteria below
            Quality criterion - Name: Method Statement Questions / Weighting: 50%
            Quality criterion - Name: Interview and Presentation / Weighting: 10%
                        
            Cost criterion - Name: Pricing Schedule / Weighting: 40%
                              
      II.2.6) Estimated value:
      Value excluding VAT: 720,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 60       
      This contract is subject to renewal: Yes       
      Description of renewals: The duration of the Contract is for an initial period of 5 years (60 months) extendable by 5 years (60 months).
      II.2.9) Information about the limits on the number of candidates to be invited:
       Not provided
      Objective criteria for choosing the limited number of candidates: Not provided
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/8583J27KE6       


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:          
      Not Provided       
      III.1.2) Economic and financial standing          
      Selection criteria as stated in the procurement documents       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
      III.2.1) Information about a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
      Not Provided    
      III.2.2) Contract performance conditions          
      Not Provided          
      III.2.3) Information about staff responsible for the performance of the contract
      Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No

Section IV: Procedure
   IV.1) Description RESTRICTED
      IV.1.1) Type of procedure: Restricted   
   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement - NO        
         The procurement involves the setting up of a dynamic purchasing system - NO    
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   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:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 07/06/2019 Time: 14:00
      IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates: 20/06/2019       
      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:
         Duration in month(s): 60
      
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted No       
   Electronic payment will be used No       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-London:-Pension-services./8583J27KE6

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/8583J27KE6
   VI.4) Procedures for review
   VI.4.1) Review body:
             Royal Court of Justice
       The Strand, London, WC2 2LL, United Kingdom
       Tel. +44 2079476000
   VI.4.2) Body responsible for mediation procedures:
             Centre for Effective Dispute Resolution (CEDR)
          70 Fleet Street, London, EC4Y 1EU, United Kingdom
          Tel. +44 2075366000
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
          Cabinet Office
       70 Whitehall, London, SW1A 2AS, United Kingdom
       Tel. +44 2072761234
   VI.5) Date Of Dispatch Of This Notice: 23/04/2019

Annex A