DC Pension Scheme Administrator and Delivery of Investment Consulting Services

Electricity Supply Board (ESB)

The lots will have the following non-exhaustive high level scope:
Lot 1:
The facilitation of all the Pension Administration for the Defined Contribution scheme. It is proposed that the Contract will include the following:
— the facilitation of all the Pension Administration for the Defined Contribution Scheme,
— administration,
— provision of secretarial services to the Trustee board,
— member services,
— communications,
— additional consultancy services not forming part of above.
Lot 2:
Delivery of investment consulting services in a cost effective and timely manner to the trustees of the scheme and to ESB Pensions.

Deadline

The time limit for receipt of tenders was 2019-05-29. The procurement was published on 2019-04-24.

Suppliers

The following suppliers are mentioned in award decisions or other procurement documents:

• Aon Hewitt
• Willis Towers Watson

Who?

• Electricity Supply Board (ESB)

What?

• Pension fund consultancy services › Pension fund administration services

Where?

• Eastern and Midland › Dublin

Procurement history

Date	Document
2019-04-24	Contract notice
2020-05-01	Contract award notice

Contract notice (2019-04-24)
Object
Scope of the procurement
Title: Pension services
Reference number: SS/CON/4602
Short description:

The lots will have the following non-exhaustive high level scope: Lot 1: The facilitation of all the Pension Administration for the Defined Contribution scheme. It is proposed that the Contract will include the following: — the facilitation of all the Pension Administration for the Defined Contribution Scheme, — administration, — provision of secretarial services to the Trustee board, — member services, — communications, — additional consultancy services not forming part of above. Lot 2: Delivery of investment consulting services in a cost effective and timely manner to the trustees of the scheme and to ESB Pensions.

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 📦
Additional CPV: Pension fund administration services 📦
Pension fund consultancy services 📦
Place of performance
NUTS region: Dublin 🏙️

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: Utilities entity
Awarding authority name: Electricity Supply Board (ESB)
Postal address: 2 Gateway
Postal code: East Wall Road
Postal town: Dublin 3
Contact
Internet address: http://www.esb.ie 🌏
E-mail: clare.rogers@esb.ie 📧
Phone: +353 17027705 📞
URL for documents: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=145985&B=ETENDERS_SIMPLE 🌏
URL for participation: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=145985&B=ETENDERS_SIMPLE 🌏

Reference
Dates
Date dispatched: 2019-04-24 📅
Submission deadline: 2019-05-29 📅
Publication date: 2019-04-29 📅
Identifiers
Notice number: 2019/S 083-198077
OJ-S issue: 83
Additional information

Please consult the associated documentation, which contains full instructions regarding the submission of tenders and will be available to download from www.etenders.gov.ie using RFT ID 149858 following the publication of the notice in the EU Journal.

Object
Scope of the procurement
Short description:

The lots will have the following non-exhaustive high level scope:

Lot 1:

The facilitation of all the Pension Administration for the Defined Contribution scheme. It is proposed that the Contract will include the following:

— the facilitation of all the Pension Administration for the Defined Contribution Scheme,

— administration,

— provision of secretarial services to the Trustee board,

— member services,

— communications,

— additional consultancy services not forming part of above.

Lot 2:

Delivery of investment consulting services in a cost effective and timely manner to the trustees of the scheme and to ESB Pensions.

Title of the lot: Administration Services to the Trustees and Members of ESB Defined Contribution Pension Scheme
Lot number: 1
Short description: It is proposed that the Contract will include the following:
Duration: 36 months
Description of options:

At the date of issuing this PQQ it is envisaged that the duration of this contract is for 3 years (36 months) with the option to extend for an additional 2 years.

Additional information:

Title of the lot: Delivery of Investment Consulting Services in a Cost Effective and Timely Manner to the Trustees of the Scheme and to ESB Pensions
Lot number: 2

Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity:

As stated in Procurement Qualification Questionnaire (PQQ) available to download from www.etenders.gov.ie using RFT ID 149858 following the publication of the notice in the EU Journal.

Procedure
Legal basis: 32014L0025
Envisaged number of candidates: 5
Objective criteria for choosing the limited number of candidates:

Applicants will be assessed on the quality of their responses to the criteria and rules outlined in the qualification questionnaire and at least the top scoring 5 firms will be invited to tender, subject to that number qualifying.

Number of participants to be contemplated: 2
Time of receipt of tenders: 12:00
Languages in which tenders or requests to participate may be submitted: English 🗣️

Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Clare Rogers
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/377 🌏
Documents URL: http://irl.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=145985&B=ETENDERS_SIMPLE 🌏

Reference
Additional information

Section IV.1.3) above refers.

Envisaged maximum number of participants to the framework agreement:

For Lot 1 envisaged number is 1 participant subject to that number qualifying.

For Lot 2 envisaged number is 1 participant subject to that number qualifying.

1) It is our intention to use the Irish Government Procurement portal (www.etenders.gov.ie) for this competition. Access to this Portal is free of charge. Interested parties must formally register their expression of interest for this competition on eTenders before they can gain access to the PQQ documentation. All information relating to and including the pre-qualification documents, any clarifications and changes will be issued/published via this portal. The contracting entity will not accept responsibility for information relayed (or not relayed) via third parties;

2) This is the sole call for competition for this service;

3) The contracting entity will not be responsible for any costs, charges or expenses incurred by candidates or tenderers;

4) Contract award will be subject to the approval of the competent authorities;

5) It will be a condition of award that candidates are tax compliant;

6) If for any reason it is not possible to admit to the contract 1 or more of the tenderers invited following the conclusion of this competitive process, or having awarded a contract under the contract, the contracting entity reserves the right to invite the next highest scoring tenderer to join the contract and/or deliver the contract as appropriate to the circumstances pertaining to the said contract;

7) At its absolute discretion, the contracting entity may elect to terminate this procurement process, the contract at any time;

8) Without prejudice to the principle of equal treatment, the contracting entity is not obliged to engage in a clarification process in respect of questionnaires with missing or incomplete information. Therefore, candidates are advised to ensure that they return fully completed questionnaires in order to avoid the risk of elimination from the competition.

Complementary information
Review body
Name: Chief Registrar
Postal address: Four Courts, Inns Quay
Postal town: Dublin 7
Country: Ireland 🇮🇪
Phone: +353 18886000 📞
Internet address: http://www.courts.ie 🌏
Information about review deadlines:

The Contracting Entity will not conclude this framework agreement/contract until after the expiry of the standstill period which commences on the day following the date of notification of concerned tenderers. Review procedure are available in the High Court to a person who has or has had an interest in obtaining the framework agreement/contract and alleges that he or she has been harmed or is at risk of being harmed by an infringement of the law in relation to that framework agreement/contract.

Source: OJS 2019/S 083-198077 (2019-04-24)

Contract award notice (2020-05-01)
Object
Scope of the procurement
Short description:

The lots will have the following non-exhaustive high level scope: Lot 1 The facilitation of all the pension administration for the defined contribution scheme. It is proposed that the contract will include the following: — the facilitation of all the pension administration for the defined contribution scheme — administration — provision of secretarial services to the trustee board — member services — communications — additional consultancy services not forming part of above. Lot 2 Delivery of investment consulting services in a cost effective and timely manner to the trustees of the scheme and to ESB Pensions.

Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable

Contracting authority
Identity
Postal address: 2 Gateway, East Wall Road

Reference
Dates
Date dispatched: 2020-05-01 📅
Publication date: 2020-05-06 📅
Identifiers
Notice number: 2020/S 088-210991
Refers to notice: 2019/S 083-198077
OJ-S issue: 88

Object
Scope of the procurement
Short description:

Lot 1

The facilitation of all the pension administration for the defined contribution scheme. It is proposed that the contract will include the following:

— the facilitation of all the pension administration for the defined contribution scheme

— administration

— provision of secretarial services to the trustee board

— member services

— communications

Lot 2

It is proposed that the contract will include the following:

• the facilitation of all the pension administration for the defined contribution scheme

• administration

• provision of secretarial services to the Trustee board

• member services

• communications

• additional consultancy services not forming part of above.

Delivery of investment consulting services in a cost effective and timely manner to the Trustees of the Scheme and to ESB Pensions.

Award of contract
Date of contract conclusion: 2020-02-26 📅
Name: AON Hewitt
National registration number: 356441
Postal address: Block D, Iveagh Crt, Harcourt st.
Postal town: Dublin 2
Country: Ireland 🇮🇪
Name: Willis Towers Watson
Postal address: Elm Park, Merrion Rd
Postal town: Dublin 4

Reference
Additional information

For Lot 1 envisaged number is 1 participant subject to that number qualifying;

For Lot 2 envisaged number is 1 participant subject to that number qualifying;

6) If for any reason it is not possible to admit to the contract one or more of the tenderers invited following the conclusion of this competitive process, or having awarded a contract under the contract, the contracting entity reserves the right to invite the next highest scoring tenderer to join the contract and/or deliver the contract as appropriate to the circumstances pertaining to the said contract.

7) At its absolute discretion, the contracting entity may elect to terminate this procurement process, the contract at any time.

Complementary information
Review body
Information about review deadlines:

The contracting entity will not conclude this framework agreement/contract until after the expiry of the standstill period which commences on the day following the date of notification of concerned tenderers. Review procedure are available in the High Court to a person who has or has had an interest in obtaining the framework agreement/contract and alleges that he or she has been harmed or is at risk of being harmed by an infringement of the law in relation to that framework agreement/contract.

Source: OJS 2020/S 088-210991 (2020-05-01)

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