Tender

Pension Administration Services

  • University of Wales Trinity Saint David

F02: Contract notice

Notice identifier: 2021/S 000-003713

Procurement identifier (OCID): ocds-h6vhtk-0295e9

Published 24 February 2021, 4:40pm



Section one: Contracting authority

one.1) Name and addresses

University of Wales Trinity Saint David

Carmarthen Campus

Carmarthen

SA31 3EP

Email

heidi.davies@uwtsd.ac.uk

Telephone

+44 1267676767

Country

United Kingdom

NUTS code

UKL18 - Swansea

Internet address(es)

Main address

http://www.tsd.ac.uk

Buyer's address

https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0343

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://www.sell2wales

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://www.sell2wales

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Education


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Pension Administration Services

Reference number

UWTSD 2021/147

two.1.2) Main CPV code

  • 66141000 - Pension fund management services

two.1.3) Type of contract

Services

two.1.4) Short description

The University of Wales Trinity Saint David (hereinafter referred to as UWTSD, or the University) through its Corporate Trustee Company, UW Pensions Scheme Ltd (hereafter referred to as UWPS or the Trustee) wish to appoint an experienced provider for the provision of actuarial, investment consulting, secretarial/consultancy and administration services to its in-house defined benefit pension schemes the University of Wales Superannuation Scheme and the University of Wales, Lampeter Pension and Assurance Scheme (‘the Schemes’).

two.1.5) Estimated total value

Value excluding VAT: £800,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 66131100 - Pension investment services
  • 66141000 - Pension fund management services
  • 66500000 - Insurance and pension services
  • 66520000 - Pension services
  • 66522000 - Group pension services
  • 66523000 - Pension fund consultancy services

two.2.3) Place of performance

NUTS codes
  • UKL - WALES

two.2.4) Description of the procurement

The University of Wales Trinity Saint David (hereinafter referred to as UWTSD, or the University) through its Corporate Trustee Company, UW Pensions Scheme Ltd (hereafter referred to as UWPS or the Trustee) wish to appoint an experienced provider for the provision of actuarial, investment consulting, secretarial/consultancy and administration services to its in-house defined benefit pension schemes the University of Wales Superannuation Scheme and the University of Wales, Lampeter Pension and Assurance Scheme (‘the Schemes’).

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 70

Price - Weighting: 30

two.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 initial contract period will be for 5 years. With an annual review and with an option to extend for 1 + 1 Years.

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

services that may fall outside of the core fee

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 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

26 March 2021

Local time

12:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 90 (from the date stated for receipt of tender)

four.2.7) Conditions for opening of tenders

Date

26 March 2021

Local time

12:00pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.3) Additional information

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=108492.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

(WA Ref:108492)

six.4) Procedures for review

six.4.1) Review body

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

Telephone

+44 2079477501

Country

United Kingdom