University of Leicester: LUV01197 Sole Trustee for PAS

UK-Leicester: Pension services.
Section I: Contracting Authority
      I.1) Name and addresses
             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.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-Leicester:-Pension-services./X438QQ529F
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via https://www.delta-esourcing.com/tenders/UK-title/X438QQ529F 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
            Education

Section II: Object
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.1.5) Estimated total value:
      Value excluding VAT: 250,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      66520000 - Pension services.
      66522000 - Group pension services.
      
      II.2.3) Place of performance:
      UKF21 Leicester
      
      II.2.4) Description of 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:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: 250,000       
      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: No       
      Description of renewals: 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: N/A       


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:          
      Providing independent professional advice to the scheme and employer in line with the Standards and Code of Practices to deliver Sole Trusteeship:
oProfessional Standards (appt.org.uk)
oAPPT CoP for Sole Trusteeships – final – APPT (Association of Professional Pension Trustees)    
      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          
      Execution of the service is reserved to a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
      Providing independent professional advice to the scheme and employer in line with the Standards and Code of Practices to deliver Sole Trusteeship:
oProfessional Standards (appt.org.uk)
oAPPT CoP for Sole Trusteeships – final – APPT (Association of Professional Pension Trustees)    
      III.2.2) Contract performance conditions       
      As per ITT          
      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: Yes    

Section IV: Procedure
   IV.1) Description OPEN
      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    
         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: 24/04/2024 Time: 12:00
            
      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): 6
      
      IV.2.7) Conditions for opening of tenders:
         Date: 29/04/2024
         Time: 09:00
         Place:
         Leicester
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: Yes    
   Estimated timing for further notices to be published: December 2028
   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: For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Leicester:-Pension-services./X438QQ529F

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/X438QQ529F
   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:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals 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: 22/03/2024

Annex A