Framework for the Provision of Pensions Advisory Services to Ervia, Irish Water, Gas Networks Ireland and other Framework Users
Ervia
The Contracting Entity is undertaking a competitive tender process to establish single supplier Framework Agreements for the provision of general and specialist advice to Ervia, Gas Networks Ireland, Irish Water and the Trustees (Trustee Boards) of the occupational pension schemes in place (as outlined in Appendix 3), including accounting services.
The scope will also include liaising with:
— pensions in an mergers and acquisitions situation,
— semi state bodies, government departments, local authorities and other regulatory bodies,
— trade union bodies and other stakeholders.
For full details please refer to PQQ Document.
The time limit for receipt of tenders was 2019-03-07. The procurement was published on 2019-02-05.
SuppliersThe following suppliers are mentioned in award decisions or other procurement documents:
Who?- • Ervia
- • Banking and investment services › Trust and custody services
- • Banking and investment services › Financial markets administration services
- • Business and management consultancy services › Human resources management consultancy services
- • Business and management consultancy services › Financial management consultancy services
- • Financial consultancy, financial transaction processing and clearing-house services › Financial consultancy services
- • Pension fund consultancy services › Pension fund administration services
- • Pension services › Group pension services
- • Pension services › Individual pension services
- • Portfolio management services › Pension fund management services
- • Security brokerage services › Pension investment services
Procurement history
| Date | Document |
|---|---|
| 2019-02-05 | Contract notice |
| 2020-05-20 | Contract award notice |
Contract notice (2019-02-05)
Object
Scope of the procurement
Title: Business and management consultancy services
Reference number: 18/248
Short description:
“The Contracting Entity is undertaking a competitive tender process to establish single supplier Framework Agreements for the provision of general and...”
Show more
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: Business and management consultancy services 📦
Additional CPV: Pension investment services 📦
Place of performance
NUTS region: Éire/Ireland 🏙️
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: Ervia
Postal address: P.O. Box 900, Webworks, Eglinton Street
Postal town: Cork
Contact
Internet address: http://www.ervia.ie 🌏
E-mail: louise.hegarty@ervia.ie 📧
Phone: +353 2139206 📞
URL for documents: http://www.etenders.gov.ie 🌏
URL for participation: http://www.etenders.gov.ie 🌏
Reference
Dates
Date dispatched: 2019-02-05 📅
Submission deadline: 2019-03-07 📅
Publication date: 2019-02-07 📅
Identifiers
Notice number: 2019/S 027-061094
OJ-S issue: 27
Additional information
“You must submit through the Etenders system before the deadline.The submission deadline is strict and no submissions will be possible after the date and...”
Show more
Object
Scope of the procurement
Short description:
“The Contracting Entity is undertaking a competitive tender process to establish single supplier Framework Agreements for the provision of general and...”
Show more
“The scope will also include liaising with:”
“— pensions in an mergers and acquisitions situation,”
“— semi state bodies, government departments, local authorities and other regulatory bodies,”
“— trade union bodies and other stakeholders.”
“For full details please refer to PQQ Document.”
Maximum number of lots per tenderer: 1
Title of the lot: Pensions Advisory Services to Ervia
Lot number: 1
Short description:
“Lot 1: Pensions advisory services to Ervia.”
“This lot involves the provision of general and specialist advice to Ervia in respect of the following:”
“— pension schemes (both DB and DC),”
“— operational and actuarial as well as general consulting.”
“There will be separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts...”
Show more
“Ervia will evaluate tenders for each lot separately.”
“— a tenderer can win a maximum of 1 lot out of lots 1 and 2 (tenderers cannot win both lots).”
“Lot 2: Pension advisory services to the trustees, will be evaluated first.”
“The tenderer who is selected as the preferred tenderer (MEAT tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender evaluated...”
Show more
“A separate submission must be provided per lot being applied for.”
“Ervia will evaluate tenders for each lot separately:”
“Lot 2: Pension advisory services to the trustees will be evaluated first.”
“The tenderer who is selected as the preferred tenderer (MEAT tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender evaluated...”
Show more
“A separate submission must be provided per each lot.”
“As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is...”
Show more
“Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects...”
Show more
Duration: 36 months
Description of renewals:
“3 years, plus an option to extend for further periods up to a total maximum of 2 years.”
Description of options:
“Option to extend for periods of up to a maximum of 2 years.”
Additional information:
“You must submit through the Etenders system before the deadline.The submission deadline is strict and no submissions will be possible after the date and...”
Show more
Title of the lot: Pensions Advisory Services to the Trustees of the Pension Schemes
Lot number: 2
Short description:
“Lot 2: Pensions advisory services to the trustees of the pension schemes.”
“This lot involves the provision of general and specialist advice to the trustees in respect of the following:”
“— accounting/actuarial advice and auditing to the trustees in respect of pension schemes,”
“— permanent health insurance and life assurance.”
“A tenderer can win a maximum of 1 lot out of lots 1 and 2 (tenderers cannot win both lots).”
Description of renewals:
“3 years plus an option to extend for further periods up to a total maximum of 2 years.”
Additional information:
“You must submit through the etenders system before the deadline. The submission deadline is strict and no submissions will be possible after the date and...”
Show more
“Etenders system not later than 12:00 (local time) Thursday 7.3.2019.”
Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity:
“Please refer to tender documents available to download from www.etenders.gov.ie only.”
Contract execution
Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
“Requests to participate may be submitted by single entities or by groups of service providers. A group will not be required to convert into a specific legal...”
Show more
Contract performance conditions:
“Refer to PQQ.”
Procedure
Legal basis: 32014L0025
Envisaged number of candidates: 5
Objective criteria for choosing the limited number of candidates:
“5 applicants will be invited to tender for each lot (provided 5 applicants submit compliant PQQ responses that meet the minimum requirements).”
“If there is more than 1 applicant ranked at [fifth] place, all the [fifth] placed applicants will be invited to tender.”
“— lot 1 – 5 tenderers,”
“— lot 2 – 5 tenderers.”
“— lot 1 — 5 tenderers,”
“— lot 2 — 5 tenderers.”
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 🗣️
Irish 🗣️
Tender validity period: 6 months
Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Louise Hegarty
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/376 🌏
Documents URL: www.etenders.gov.ie 🌏
URL for participation: www.etenders.gov.ie 🌏
URL for documents: www.etenders.gov.ie 🌏
Complementary information
Review body
Name: The High Court
Postal address: The Four Courts
Postal town: Dublin
Postal code: 7
Country: Ireland 🇮🇪
Phone: +353 18886000 📞
E-mail: highcourtcentraloffice@courts.ie 📧
Internet address: http://www.courts.ie 🌏
Information about review deadlines:
“Precise information on deadline(s) for review procedures:”
“Please refer to Statutory Instrument 131 of 2010, European Communities (Award of Contracts by Utility Undertaking) (Review Procedures) Regulations 2010 [and...”
Show more
Source: OJS 2019/S 027-061094 (2019-02-05)
Object
Scope of the procurement
Title: Business and management consultancy services
Reference number: 18/248
Short description:
“The Contracting Entity is undertaking a competitive tender process to establish single supplier Framework Agreements for the provision of general and...”
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: Business and management consultancy services 📦
Additional CPV: Pension investment services 📦
Place of performance
NUTS region: Éire/Ireland 🏙️
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: Ervia
Postal address: P.O. Box 900, Webworks, Eglinton Street
Postal town: Cork
Contact
Internet address: http://www.ervia.ie 🌏
E-mail: louise.hegarty@ervia.ie 📧
Phone: +353 2139206 📞
URL for documents: http://www.etenders.gov.ie 🌏
URL for participation: http://www.etenders.gov.ie 🌏
Reference
Dates
Date dispatched: 2019-02-05 📅
Submission deadline: 2019-03-07 📅
Publication date: 2019-02-07 📅
Identifiers
Notice number: 2019/S 027-061094
OJ-S issue: 27
Additional information
“You must submit through the Etenders system before the deadline.The submission deadline is strict and no submissions will be possible after the date and...”
Object
Scope of the procurement
Short description:
“The Contracting Entity is undertaking a competitive tender process to establish single supplier Framework Agreements for the provision of general and...”
“The scope will also include liaising with:”
Show more (4)
“— pensions in an mergers and acquisitions situation,”
“— semi state bodies, government departments, local authorities and other regulatory bodies,”
“— trade union bodies and other stakeholders.”
“For full details please refer to PQQ Document.”
Title of the lot: Pensions Advisory Services to Ervia
Lot number: 1
Short description:
“Lot 1: Pensions advisory services to Ervia.”
“This lot involves the provision of general and specialist advice to Ervia in respect of the following:”
Show more (14)
“— pension schemes (both DB and DC),”
“— operational and actuarial as well as general consulting.”
“There will be separate single supplier frameworks for use by Framework Users. Immediately upon conclusion of these single supplier frameworks, contracts...”
“Ervia will evaluate tenders for each lot separately.”
“— a tenderer can win a maximum of 1 lot out of lots 1 and 2 (tenderers cannot win both lots).”
“Lot 2: Pension advisory services to the trustees, will be evaluated first.”
“The tenderer who is selected as the preferred tenderer (MEAT tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender evaluated...”
“A separate submission must be provided per lot being applied for.”
“Ervia will evaluate tenders for each lot separately:”
“Lot 2: Pension advisory services to the trustees will be evaluated first.”
“The tenderer who is selected as the preferred tenderer (MEAT tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender evaluated...”
“A separate submission must be provided per each lot.”
“As part of the re-organisation or restructuring of Ervia, the Framework Users and/or their group and subsidiaries at any time in the future, the right is...”
“Also, if an entity satisfies the definition of a Framework User at any point during the term of a framework agreement, it will, unless Ervia elects...”
Description of renewals:
“3 years, plus an option to extend for further periods up to a total maximum of 2 years.”
Description of options:
“Option to extend for periods of up to a maximum of 2 years.”
Additional information:
“You must submit through the Etenders system before the deadline.The submission deadline is strict and no submissions will be possible after the date and...”
Title of the lot: Pensions Advisory Services to the Trustees of the Pension Schemes
Lot number: 2
Short description:
“Lot 2: Pensions advisory services to the trustees of the pension schemes.”
“This lot involves the provision of general and specialist advice to the trustees in respect of the following:”
Show more (3)
“— accounting/actuarial advice and auditing to the trustees in respect of pension schemes,”
“— permanent health insurance and life assurance.”
“A tenderer can win a maximum of 1 lot out of lots 1 and 2 (tenderers cannot win both lots).”
“3 years plus an option to extend for further periods up to a total maximum of 2 years.”
Additional information:
“You must submit through the etenders system before the deadline. The submission deadline is strict and no submissions will be possible after the date and...”
“Etenders system not later than 12:00 (local time) Thursday 7.3.2019.”
Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity:
“Please refer to tender documents available to download from www.etenders.gov.ie only.”
Contract execution
Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
“Requests to participate may be submitted by single entities or by groups of service providers. A group will not be required to convert into a specific legal...”
Contract performance conditions:
“Refer to PQQ.”
Procedure
Legal basis: 32014L0025
Envisaged number of candidates: 5
Objective criteria for choosing the limited number of candidates:
“5 applicants will be invited to tender for each lot (provided 5 applicants submit compliant PQQ responses that meet the minimum requirements).”
“If there is more than 1 applicant ranked at [fifth] place, all the [fifth] placed applicants will be invited to tender.”
Show more (4)
“— lot 1 – 5 tenderers,”
“— lot 2 – 5 tenderers.”
“— lot 1 — 5 tenderers,”
“— lot 2 — 5 tenderers.”
Time of receipt of tenders: 12:00
Languages in which tenders or requests to participate may be submitted: English 🗣️
Irish 🗣️
Tender validity period: 6 months
Contracting authority
Identity
National registration number: N/a
Contact
Contact point: Louise Hegarty
Address of the buyer profile: https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/376 🌏
Documents URL: www.etenders.gov.ie 🌏
URL for participation: www.etenders.gov.ie 🌏
URL for documents: www.etenders.gov.ie 🌏
Complementary information
Review body
Name: The High Court
Postal address: The Four Courts
Postal town: Dublin
Postal code: 7
Country: Ireland 🇮🇪
Phone: +353 18886000 📞
E-mail: highcourtcentraloffice@courts.ie 📧
Internet address: http://www.courts.ie 🌏
Information about review deadlines:
“Precise information on deadline(s) for review procedures:”
“Please refer to Statutory Instrument 131 of 2010, European Communities (Award of Contracts by Utility Undertaking) (Review Procedures) Regulations 2010 [and...”
Source: OJS 2019/S 027-061094 (2019-02-05)
Contract award notice (2020-05-20)
Object
Scope of the procurement
Short description:
“The contracting entity is undertaking a competitive tender process to establish single supplier framework agreements for the provision of general and...”
Show more
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Award criteria
Lowest price
Contracting authority
Identity
Postal address: PO Box 900, Webworks, Eglinton Street
Contact
E-mail: tenders@ervia.ie 📧
Reference
Dates
Date dispatched: 2020-05-20 📅
Publication date: 2020-05-25 📅
Identifiers
Notice number: 2020/S 100-242846
Refers to notice: 2019/S 027-061094
OJ-S issue: 100
Object
Scope of the procurement
Short description:
“The contracting entity is undertaking a competitive tender process to establish single supplier framework agreements for the provision of general and...”
Show more
“• pensions in an mergers and acquisitions situation;”
“• semi state bodies, Government departments, local authorities and other regulatory bodies;”
“• trade union bodies and other stakeholders.”
“• semi state bodies, government departments, local authorities and other regulatory bodies;”
“Lot 1 Pensions Advisory Services to Ervia”
“• pension schemes (both DB & DC);”
“• operational and actuarial as well as general consulting.”
“There will be separate single supplier frameworks for use by framework users. Immediately upon conclusion of these single supplier frameworks, contracts...”
Show more
“Ervia will evaluate tenders for each lot separately”
“• a tenderer can win a maximum of 1 lot out of lots 1 and 2 (tenderers cannot win both lots);”
“• lot 2 pension advisory services to the trustees, will be evaluated first;”
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender...”
Show more
“• a separate submission must be provided per Lot being applied for.”
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its Tender...”
Show more
“• a separate submission must be provided per each lot.”
“As part of the re-organisation or restructuring of Ervia, the framework users and/or their group and subsidiaries at any time in the future, the right is...”
Show more
“Also, if an entity satisfies the definition of a framework user at any point during the term of a framework agreement, it will, unless Ervia elects...”
Show more
Description of options:
“1 year + 1 year extension option.”
Short description:
“• trade union bodies and other stakeholders;”
“• lot 2 pensions advisory services to the trustees of the pension schemes.”
“• pension schemes (both DB and DC);”
“• accounting/actuarial advice and auditing to the Trustees in respect of pension schemes;”
“• permanent Health Insurance and life assurance.”
“There will be separate single supplier frameworks for use by framework users. Immediately upon conclusion of these single supplier frameworks, contracts...”
Show more
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its Tender...”
Show more
“• a separate submission must be provided per lot being applied for.”
“Ervia will evaluate tenders for each Lot separately”
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender...”
Show more
“As part of the re-organisation or restructuring of Ervia, the framework users and/or their group and subsidiaries at any time in the future, the right is...”
Show more
Award of contract
Date of contract conclusion: 2020-04-29 📅
Name: Willis Towers Watson (Ireland)
National registration number: IE6422562B
Postal address: Elm Park Business Campus
Postal town: Dublin 4
Postal code: D04 P231
Country: Ireland 🇮🇪
Name: AON Hewitt (Ireland) Ltd
National registration number: IE6376441J
Postal address: 5th Floor, Block D, Iveagh Court, Harcourt Rd
Postal town: Dublin 2
Postal code: D02 VH94
Information about tenders
Number of tenders received: 6
1
Contracting authority
Contact
Contact point: Niamh McHugh
Complementary information
Review body
Postal town: Dublin 7
Information about review deadlines:
“Please refer to Statutory Instrument 131 of 2010, European Communities (Award of Contracts by Utility Undertaking) (Review Procedures) Regulations 2010 (and...”
Show more
Source: OJS 2020/S 100-242846 (2020-05-20)
Object
Scope of the procurement
Short description:
“The contracting entity is undertaking a competitive tender process to establish single supplier framework agreements for the provision of general and...”
Notice metadata
Document type: Contract award notice
Procedure
Type of bid: Not applicable
Award criteria
Lowest price
Contracting authority
Identity
Postal address: PO Box 900, Webworks, Eglinton Street
Contact
E-mail: tenders@ervia.ie 📧
Reference
Dates
Date dispatched: 2020-05-20 📅
Publication date: 2020-05-25 📅
Identifiers
Notice number: 2020/S 100-242846
Refers to notice: 2019/S 027-061094
OJ-S issue: 100
Object
Scope of the procurement
Short description:
“The contracting entity is undertaking a competitive tender process to establish single supplier framework agreements for the provision of general and...”
“• pensions in an mergers and acquisitions situation;”
Show more (16)
“• semi state bodies, Government departments, local authorities and other regulatory bodies;”
“• trade union bodies and other stakeholders.”
“• semi state bodies, government departments, local authorities and other regulatory bodies;”
“Lot 1 Pensions Advisory Services to Ervia”
“• pension schemes (both DB & DC);”
“• operational and actuarial as well as general consulting.”
“There will be separate single supplier frameworks for use by framework users. Immediately upon conclusion of these single supplier frameworks, contracts...”
“Ervia will evaluate tenders for each lot separately”
“• a tenderer can win a maximum of 1 lot out of lots 1 and 2 (tenderers cannot win both lots);”
“• lot 2 pension advisory services to the trustees, will be evaluated first;”
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender...”
“• a separate submission must be provided per Lot being applied for.”
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its Tender...”
“• a separate submission must be provided per each lot.”
“As part of the re-organisation or restructuring of Ervia, the framework users and/or their group and subsidiaries at any time in the future, the right is...”
“Also, if an entity satisfies the definition of a framework user at any point during the term of a framework agreement, it will, unless Ervia elects...”
“1 year + 1 year extension option.”
Short description:
“• trade union bodies and other stakeholders;”
“• lot 2 pensions advisory services to the trustees of the pension schemes.”
Show more (9)
“• pension schemes (both DB and DC);”
“• accounting/actuarial advice and auditing to the Trustees in respect of pension schemes;”
“• permanent Health Insurance and life assurance.”
“There will be separate single supplier frameworks for use by framework users. Immediately upon conclusion of these single supplier frameworks, contracts...”
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its Tender...”
“• a separate submission must be provided per lot being applied for.”
“Ervia will evaluate tenders for each Lot separately”
“• the tenderer who is selected as the preferred tenderer (MEAT Tenderer) under lot 2 will not be eligible to win lot 1, and will not have its tender...”
“As part of the re-organisation or restructuring of Ervia, the framework users and/or their group and subsidiaries at any time in the future, the right is...”
Award of contract
Date of contract conclusion: 2020-04-29 📅
Name: Willis Towers Watson (Ireland)
National registration number: IE6422562B
Postal address: Elm Park Business Campus
Postal town: Dublin 4
Postal code: D04 P231
Country: Ireland 🇮🇪
Name: AON Hewitt (Ireland) Ltd
National registration number: IE6376441J
Postal address: 5th Floor, Block D, Iveagh Court, Harcourt Rd
Postal town: Dublin 2
Postal code: D02 VH94
Information about tenders
Number of tenders received: 6
1
Contracting authority
Contact
Contact point: Niamh McHugh
Complementary information
Review body
Postal town: Dublin 7
Information about review deadlines:
“Please refer to Statutory Instrument 131 of 2010, European Communities (Award of Contracts by Utility Undertaking) (Review Procedures) Regulations 2010 (and...”
Source: OJS 2020/S 100-242846 (2020-05-20)
New procurements in related categories 🆕
- Business services: law, marketing, consulting, recruitment, printing and security (>20 new procurements)
- Business and management consultancy and related services (>20)
- Business and management consultancy services (>20)
- Evaluation consultancy services (2)
- Financial management consultancy services (3)
- General management consultancy services (3)
- Human resources management consultancy services (2)
- Marketing management consultancy services (5)
- Procurement consultancy services (2)
- Production management consultancy services (7)
- Public relations services (3)
- Safety consultancy services (1)