Hyde Housing Association: Actuarial, Administration and Investment Consultancy Services

UK-London: Pension services.

Section I: Contracting Authority
   Title: UK-London: Pension services.
   I.1)Name, Addresses and Contact Point(s):
      Trustees of the Hyde Housing Association Limited Pension & Assurance Scheme
      30 Park Street, null, London, SE1 9EQ, United Kingdom
      Tel. +44 2032072574, Email: Procurementhelpdesk@hyde-housing.co.uk
      Electronic Access URL: www.delta-esourcing.com
      Electronic Submission URL: www.delta-esourcing.com

   I.2)Type of the contracting authority:
      Body governed by public law

   I.3) Main activity:
      Not Provided

   I.4) Contract award on behalf of other contracting authorities:
      The contracting authority is purchasing on behalf of other contracting authorities: No

Section II: Object Of The Contract
   II.1)Description
      II.1.1)Title attributed to the contract by the contracting authority: Actuarial, Administration and Investment Consultancy Services      
      II.1.2)Type of contract and location of works:
         SERVICES
         
         Service Category: 6
         
         Region Codes: UKI - LONDON         
      II.1.3)Information about a framework or a dynamic purchasing system:
         Not Provided          
      II.1.4)Short description of the contract or purchase(s):
         Pension services. Group pension services. Pension fund consultancy services. Pension fund administration services. Pension investment services. Pension fund management services. Insurance and pension services. Actuarial services. The Scheme Trustees wish to appoint new professional advisers for the delivery of the following services for the Trustees of all sections of the Scheme:Administration (lot 1)Including but not limited to:•Member record keeping – includes benefit calculations and preparation and annual benefits statements (including SMPIs)•Dealing with member cases directly (e.g. transfers, retirements, requests)•Client reporting (e.g. admin reports or real time information)•Attendance at Trustee meetings•Treasury and accounting - includes overseeing the bank account, running the cash books and preparation of the draft report and accounts (including preparation of the financial statements) and settlement of benefits, invoices and levies following authorisation•Pensioner Payroll •Confidential exchange of member data between the Hyde, the Trustees and the administrator•Interfacing with Aon’s Simplicity (automatic enrolment) system •Online access for members, Trustees and Employer•Interfacing with Midland’s iTrent HR and Payroll system •Dealing with regulatory authorities e.g. Event Report and tax return(lot 2) Including but not limited to:•Triennial actuarial valuation•Annual actuarial updates•PPF related work•Actuarial factor reviews•General pensions consultancy•Online actuarial funding tracker and modelling software •Actuarial review of specific benefit cases•Preparation of draft communications e.g. pension newsletters•Submission of Scheme Return•Triennial review and drafting of the SIP for the DB sections•Investment strategy reviews for the DB sections including de-risking•Active monitoring of the DC investment options and advice regarding the DC investment strategy including default options.•Investment market updates•Attendance at Trustee meetings•Company pension accounting disclosure.>> To view the documents, Applicants will need to register as a supplier on www.delta-esourcing.com and use the access codes provided within the Lot information.
      II.1.5)Common procurement vocabulary:
         66520000 - Pension services.
         66522000 - Group pension services.
         66523000 - Pension fund consultancy services.
         66523100 - Pension fund administration services.
         66131100 - Pension investment services.
         66141000 - Pension fund management services.
         66500000 - Insurance and pension services.
         66519600 - Actuarial services.
      II.1.6)Information about Government Procurement Agreement (GPA):
         The contract is covered by the Government Procurement Agreement (GPA): No
   
   II.2)Total Final Value Of Contract(s)
      II.2.1) Total final value of the contract(s)
         Not Provided

      
Section IV: Procedure
   IV.1) Type Of Procedure
      IV.1.1)Type of procedure: Restricted
   IV.2)Award Criteria
      IV.2.1)Award criteria: The most economically advantageous tender in terms of:
               
         Criteria - Weighting
         
         Qualitative - 75
         Commercial - 25
         
      IV.2.2)Information about electronic auction:
         An electronic auction will be used: No
   
   IV.3)Administrative Information
      IV.3.1)File reference number attributed by the contracting authority: Not Provided          
      IV.3.2)Previous publication(s) concerning the same contract: No


Section V: Award Of Contract
      
   1: Award And Contract Value
      Contract No: 2014/S 206-365198
      Lot Number: 1
      Title: Pension Administration Services

      V.1)Date Of Contract Award: Not Provided       
      V.2) Information About Offers
         Number Of Offers Received: Not Provided          
         Number Of Offers Received By Electronic Means: Not Provided       
      V.3)Name And Address Of Economic Operator To Whom The Contract Has Been Awarded:
         Official name: Punter Southall Administration Limited
         Postal address: 11 Strand
         Town: London
         Postal code: WC2N 5HR
         Country: United Kingdom
         Email: look@their.website
         Internet address: http://www.puntersouthall.com/Pages/home.aspx
      V.4)Information On Value Of Contract
         Not Provided
      V.5)Information about subcontracting:
         The contract is likely to be subcontracted: No

   
   2: Award And Contract Value
      Contract No: 2014/S206-365198
      Lot Number: 2
      Title: Pensions Actuarial & Investment Services

      V.1)Date Of Contract Award: Not Provided       
      V.2) Information About Offers
         Number Of Offers Received: Not Provided          
         Number Of Offers Received By Electronic Means: Not Provided       
      V.3)Name And Address Of Economic Operator To Whom The Contract Has Been Awarded:
         Official name: Lane Clark & Peacock LLP
         Postal address: 95 Wigmore Street
         Town: London
         Postal code: W1U 1DQ
         Country: United Kingdom
         Email: enquiries@lcp.uk.com
      V.4)Information On Value Of Contract
         Not Provided
      V.5)Information about subcontracting:
         The contract is likely to be subcontracted: No


Section VI: Complementary Information
   VI.1)Information about European Union funds:
      The contract is related to a project and/or programme financed by European Union funds: No
   
   VI.2)Additional Information:
      The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement, and the contract will be awarded on the basis of the most economically advantageous tender.
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=156911390
GO-2015821-PRO-6963307 TKR-2015821-PRO-6963306   
   VI.3.1)Body responsible for appeal procedures:
      Royal Courts of Justice
      The Strand, null, London, WC2A 2LL, United Kingdom
   VI.3.2)Lodging of appeals: Not Provided    
   VI.3.3)Service from which information about the lodging of appeals may be obtained:
      Not Provided
   
   VI.4)Date Of Dispatch Of This Notice: 21/08/2015