Tender for the establishment of a single-party framework agreement for pension administration and consultancy services

Waterways Ireland

The North/South Implementation Bodies were established by the Agreement between the Government of the United Kingdom of Great Britain and Northern Ireland and the Government of Ireland and signed at Dublin on the 8.3.1999.
The North/South Pension Scheme (N/SPS) was established in both jurisdictions on behalf of the North/South Implementation Bodies, under the above agreement, and Tourism Ireland Ltd under the terms of its 2000 Memorandum of Association.
The North/South Pension Scheme is a defined benefit public service pension scheme established and operating in both jurisdictions — that of Ireland and the United Kingdom.
The Scheme is unfunded and benefits payable are financed by the Northern Ireland Consolidated Fund and the Southern Exchequer on a basis agreed by the Department of Finance and Personnel in Northern Ireland and the Department of Finance and the Department of Public Expenditure and Reform in Ireland.
The tender is being facilitated by Waterways Ireland (one of the employers/bodies) on behalf of the N/SPS CEO Pension Committee who in turn intend, as a result of this tender process, to establish a single-party framework agreement for the provision of pension administration and consultancy services to the North/South Implementation Bodies and Tourism Ireland Ltd (referred to as ‘the Bodies’). The CEO Pension Committee currently has a contract with an outsourced pension administrator, which will terminate on 30.4.2016.
The successful framework member will assume responsibility for providing a high quality, responsive and expert advice, assistance and support pension administration service, which meets the needs of the CEO Pension Committee, the Bodies and Scheme Members, is delivered in the most economically advantageous manner, and is fully operational from 1.5.2016.

Deadline

The time limit for receipt of tenders was 2015-07-31. The procurement was published on 2015-06-30.

Who?

• Waterways Ireland

What?

Where?

• Éire/Ireland › Ireland

Procurement history

Date	Document
2015-06-30	Contract notice

Contract notice (2015-06-30)
Object
Scope of the procurement
Title: Pension services
Quantity or scope:

Initial contract for 3 years with annual contracts awarded thereafter following successful supplementary tender exercises.450 000600 000

Notice metadata
Original language: English 🗣️
Document type: Contract notice
Nature of contract: Services
Regulation: European Union, with participation of GPA countries
Common procurement vocabulary (CPV)
Code: Pension services 📦

Procedure
Procedure type: Negotiated procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender

Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: Body governed by public law
Awarding authority name: Waterways Ireland
Postal address: 2 Sligo Road, Co. Fermanagh
Postal town: Enniskillen
Contact
Internet address: http://www.waterwaysireland.org 🌏
E-mail: paul.mulligan@waterwaysireland.org 📧
Phone: +44 2866323004 📞
Fax: +44 2866346257 📠

Reference
Dates
Date dispatched: 2015-06-30 📅
Submission deadline: 2015-07-31 📅
Publication date: 2015-07-03 📅
Identifiers
Notice number: 2015/S 126-230728
OJ-S issue: 126

Object
Scope of the procurement
Estimated value excluding VAT: 900 000 💰
1 200 000 💰
Frequency of contracts to be awarded: Initial contract for 3 years.
Short description:

The North/South Pension Scheme (N/SPS) was established in both jurisdictions on behalf of the North/South Implementation Bodies, under the above agreement, and Tourism Ireland Ltd under the terms of its 2000 Memorandum of Association.

The North/South Pension Scheme is a defined benefit public service pension scheme established and operating in both jurisdictions — that of Ireland and the United Kingdom.

The Scheme is unfunded and benefits payable are financed by the Northern Ireland Consolidated Fund and the Southern Exchequer on a basis agreed by the Department of Finance and Personnel in Northern Ireland and the Department of Finance and the Department of Public Expenditure and Reform in Ireland.

The tender is being facilitated by Waterways Ireland (one of the employers/bodies) on behalf of the N/SPS CEO Pension Committee who in turn intend, as a result of this tender process, to establish a single-party framework agreement for the provision of pension administration and consultancy services to the North/South Implementation Bodies and Tourism Ireland Ltd (referred to as ‘the Bodies’). The CEO Pension Committee currently has a contract with an outsourced pension administrator, which will terminate on 30.4.2016.

The successful framework member will assume responsibility for providing a high quality, responsive and expert advice, assistance and support pension administration service, which meets the needs of the CEO Pension Committee, the Bodies and Scheme Members, is delivered in the most economically advantageous manner, and is fully operational from 1.5.2016.

Quantity or scope:

Initial contract for 3 years with annual contracts awarded thereafter following successful supplementary tender exercises.

Estimated value excluding VAT: 450 000 💰
600 000 💰
Number of possible renewals: 4
Time frame for subsequent contracts: 12 months
Duration: 000 months
Reference number: WIT2015/03
Place of performance
Main site or place of performance: Various.

Legal, economic, financial and technical information
Conditions for participation
Minimum level(s) of standards:

Candidates must provide objective evidence from an appropriate source confirming that their turnover during any of the previous 3 financial years was at least 500 000 EUR. Note: in the case of the candidate being a grouping, this condition may be satisfied by the group members as a whole.

Contract execution
Other particular conditions:

Two options will be considered for the provision of the administration part of the service:

— Option 1: The pension administration service would be provided from the service provider's offices. The service provider must make available an accessible members' enquiry service/help desk at low/standard call rates, capable of providing immediate answers. The service must be available 9:00 to 17:00 Monday to Friday except on public or privilege holidays. (The Committee will accept the public and privilege holidays operating in the jurisdiction in which the supplier is based.);

— Option 2: The pension administration service would be provided by a supplier placing a suitably qualified individual(s) to work solely on N/SPS matters and based in one of the participating employer's offices for an agreed period each month.

Procedure
Duration of the framework agreement in years: 6
Justification for framework agreement duration over four years: Pensions administration is a non-priority (Annex IIB) service.
Minimum number of candidates: 5
Maximum number of candidates: 7
Objective criteria for selection: Level of Human Resources and Experience of Previous Contracts.
Languages
Language: English 🗣️

Contracting authority
Identity
Awarding authority name: CEO Committee of the North South Pension Scheme
Contact
Contact point: Paul Mulligan
Address of the buyer profile: http://irl.eu-supply.com/ctm/Supplier/CompanyInformation/Index/225 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=89673&B=ETENDERS_SIMPLE 🌏
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=89673&B=ETENDERS_SIMPLE 🌏

Reference
Identifiers
Reference number attributed by the contracting authority: WIT2015/03
Source: OJS 2015/S 126-230728 (2015-06-30)

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