Section one: Contracting authority
one.1) Name and addresses
University of Leicester
University of Leicester, University Road, Leicester
Leicester
LE1 7RH
Contact
Stewart Brewer
Telephone
+44 1162525205
Country
United Kingdom
NUTS code
UKF21 - Leicester
National registration number
United Kingdom
Internet address(es)
Main address
https://universityofleicester.delta-esourcing.com/
Buyer's address
one.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 above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://www.delta-esourcing.com/tenders/UK-title/X438QQ529F
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
Education
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
LUV01197 Sole Trustee for PAS
Reference number
LUV01197
two.1.2) Main CPV code
- 66520000 - Pension services
two.1.3) Type of contract
Services
two.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.
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)
- 66520000 - Pension services
- 66522000 - Group pension services
two.2.3) Place of performance
NUTS codes
- UKF21 - Leicester
Main site or place of performance
Leicester
two.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.
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
Duration in months
60
This contract is subject to renewal
No
two.2.10) Information about variants
Variants will be accepted: No
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
two.2.14) Additional information
N/A
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
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)
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
three.2) Conditions related to the contract
three.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)
three.2.2) Contract performance conditions
As per ITT
three.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
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
24 April 2024
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: 6 (from the date stated for receipt of tender)
four.2.7) Conditions for opening of tenders
Date
29 April 2024
Local time
9:00am
Place
Leicester
Information about authorised persons and opening procedure
N/A
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: Yes
Estimated timing for further notices to be published: December 2028
six.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" target="_blank">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" target="_blank">https://www.delta-esourcing.com/respond/X438QQ529F
GO Reference: GO-2024322-PRO-25568056
six.4) Procedures for review
six.4.1) Review body
University of Leicester
University Road
Leicester
LE1 7RH
Telephone
+44 1162525205
Country
United Kingdom
Internet address
six.4.2) Body responsible for mediation procedures
University of Leicester
University Road
Leicester
LE1 7RH
Telephone
+44 1162525205
Country
United Kingdom
Internet address
six.4.4) Service from which information about the review procedure may be obtained
University of Leicester
University Road
Leicester
LE1 7RH
Telephone
+44 1162525205
Country
United Kingdom