Section one: Contracting authority
one.1) Name and addresses
English Heritage Trust
The Engine House, Fire Fly Avenue,
Swindon,
SN2 2EH
Contact
Andrew Kennedy
procurement2@english-heritage.org.uk
Country
United Kingdom
NUTS code
UKK - South West (England)
Internet address(es)
Main address
https://in-tendhost.co.uk/english-heritage
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://in-tendhost.co.uk/english-heritage
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted to the above-mentioned address
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Recreation, culture and religion
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Pensions Consultancy Service for English Heritage
Reference number
P/REF EH 00002018
two.1.2) Main CPV code
- 66523000 - Pension fund consultancy services
two.1.3) Type of contract
Services
two.1.4) Short description
We are seeking to appoint a pensions consultancy to:• Review the appropriateness of our current defined contribution default pension fund, and provider, relative to the profile of our workforce• Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.• Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood• Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.
two.1.5) Estimated total value
Value excluding VAT: £250,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 66523000 - Pension fund consultancy services
two.2.3) Place of performance
NUTS codes
- UKG - West Midlands (England)
- UKH - East of England
- UKF - East Midlands (England)
- UKJ - South East (England)
- UKC - North East (England)
- UKK - South West (England)
- UKD - North West (England)
Main site or place of performance
This is a pensions consultancy service for the charity - which has regional bases across England.
two.2.4) Description of the procurement
We are seeking to appoint a pensions consultancy to:• Review the appropriateness of our current DC default pension fund, and provider, relative to the profile of our workforce• Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.• Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood• Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £250,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
1 April 2024
End date
31 March 2029
This contract is subject to renewal
Yes
Description of renewals
The above dates include an initial term of 3 years, with provision to extend by 2 further year - maximum term of 5 years.
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions
All information is provided within the tender documents. Submissions will be evaluated using a combination of price and quality factors.
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Open procedure
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.2) Time limit for receipt of tenders or requests to participate
Date
27 February 2024
Local time
12:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.7) Conditions for opening of tenders
Date
27 February 2024
Local time
12:30pm
Place
Opening via the In-tend system.
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.4) Procedures for review
six.4.1) Review body
English Heritage
The Engine House, Fire Fly Avenue,
Swindon,
SN2 2EH
procurement2@english-heritage.org.uk
Country
United Kingdom
six.4.3) Review procedure
Precise information on deadline(s) for review procedures
Any queries can be directed to the email address above in the first instance.