University of Leicester: LUV01197 Sole Trustee for PAS

UK-Leicester: Pension services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       University of Leicester, United Kingdom
       University of Leicester, University Road, Leicester, Leicester, LE1 7RH, United Kingdom
       Tel. +44 1162525205, Email: sab88@le.ac.uk
       Contact: Stewart Brewer
       Main Address: https://universityofleicester.delta-esourcing.com/, Address of the buyer profile: https://le.ac.uk/
       NUTS Code: UKF21

   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.4)Type of the contracting authority:
      Body governed by public law

   I.5) Main activity:
      Education

Section II: Object Of The Contract

   II.1) Scope of the procurement

      II.1.1) Title: LUV01197 Sole Trustee for PAS            
      Reference number: LUV01197

      II.1.2) Main CPV code:
         66520000 - Pension services.


      II.1.3) Type of contract: SERVICES

      II.1.4) Short description: Sole Trustee and Secretary Services for University of Leicester Pension Assurance Scheme (PAS).
The University of Leicester is seeking to move to a sole trustee model for its legacy defined benefit pension scheme, the Pension and Assurance Scheme (PAS), during 2024.

      II.1.6) Information about lots
         This contract is divided into lots: No
            
      II.1.7) Total value of the procurement (excluding VAT)
          Value: 370,000
                  
         Currency:GBP            

   II.2) Description

      II.2.2) Additional CPV code(s):
            66520000 - Pension services.
            66522000 - Group pension services.


      II.2.3) Place of performance
      Nuts code:
      UKF21 - Leicester
   
      Main site or place of performance:
      Leicester
             

      II.2.4) Description of the procurement: Sole Trustee and Secretary Services for University of Leicester Pension Assurance Scheme (PAS).
The University of Leicester is seeking to move to a sole trustee model for its legacy defined benefit pension scheme, the Pension and Assurance Scheme (PAS), during 2024.

      II.2.5) Award criteria:
      Quality criterion - Name: Quality / Weighting: 80
                  
      Cost criterion - Name: Price / Weighting: 20
            

      II.2.11) Information about options
         Options: 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
         

      II.2.14) Additional information: N/A


Section IV: Procedure

IV.1) Description

   IV.1.1)Type of procedure: Open


   IV.1.3) Information about a framework agreement or a dynamic purchasing system
      The procurement involves the establishment of a framework agreement: No       
      

   IV.1.6) Information about electronic auction
      An electronic auction has been used: No

   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 OJEU: 2024/S 000-009471
      
   

   IV.2.9) Information about termination of call for competition in the form of a prior information notice
      The contracting authority will not award any further contracts based on the above prior information notice: No

Section V: Award of contract

Award Of Contract (No.1)

   Contract No: 1    
   Lot Number: Not Provided    
   Title: LUV01197 Sole Trustee For PAS

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 11/11/2024

      V.2.2) Information about tenders
         Number of tenders received: 9
         Number of tenders received from SMEs: 6 (SME - as defined in Commission Recommendation 2003/361/EC)          
         Number of tenders received from tenderers from other EU Member States: 0          
         Number of tenders received from tenderers from non-EU Member States: 9          
         Number of tenders received by electronic means: 9

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: No
         
         Contractor (No.1)
             Dalriada Trustees Limited, NI038344
             Linen Loft 27-37, Adelaide Street, Belfast, BT2 8FE, United Kingdom
             Tel. +44 2890412018, Email: mail@dalriadatrustees.co.uk
             Internet address: https://www.dalriadatrustees.co.uk/
             NUTS Code: UKN06
            The contractor is an SME: Yes

      V.2.4) Information on value of the contract/lot (excluding VAT)
         Initial estimated total value of the contract/lot: 250,000          
         Total value of the contract/lot: 370,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         
Section VI: Complementary information

   VI.3) Additional information: To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=894597297

   VI.4) Procedures for review

      VI.4.1) Review body
          University of Leicester
          University Road, Leicester, LE1 7RH, United Kingdom
          Tel. +44 1162525205, Email: procurement@le.ac.uk
          Internet address: https://le.ac.uk/

      VI.4.2) Body responsible for mediation procedures
          University of Leicester
          University Road, Leicester, LE1 7RH, United Kingdom
          Tel. +44 1162525205, Email: procurement@le.ac.uk
          Internet address: https://le.ac.uk/

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: In accordance with Regulations 86 and 87 of the Public Contracts Regulations 2015, the University will incorporate a 10 calendar days standstill period starting from the day information on the award of the contract was communicated to tenderers. The regulations 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).

      VI.4.4) Service from which information about the review procedure may be obtained
          University of Leicester
          University Road, Leicester, LE1 7RH, United Kingdom
          Tel. +44 1162525205, Email: procurement@le.ac.uk
          Internet address: https://le.ac.uk/

   VI.5) Date of dispatch of this notice: 15/11/2024