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.

Deadline

The time limit for receipt of tenders was 2019-03-07. The procurement was published on 2019-02-05.

Suppliers

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

• AON Hewitt (Ireland) Ltd
• Willis Towers Watson (Ireland)

Who?

• Ervia

What?

Where?

• Éire/Ireland

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 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.

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 time specified in the PQQ documents. Please note that all tenders are electronic, as such no paper copies will be accepted or read. Please submit via the Etenders system not later than 12:00 (local time) Thursday 7.3.2019.

Object
Scope of the procurement
Short description:

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 will be put in place between the relevant Framework Users and the winner of each respective lot. Lots 1 and 2 will be awarded as separate single supplier framework agreements.

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 for lot 1.

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 for lot 1 (if the tenderer has applied for this lot also).

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 reserved to reduce or alter the scope of services to be provided under a particular lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing Framework Users. This could include, at Ervia discretion, an extension of the term of the Framework Agreement in respect of some Framework Users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided.

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 otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a Framework User. Similarly, a lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of Framework User from time to time.

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:

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 time specified in the PQQ documents. Please note that all tenders are electronic, as such no paper copies will be accepted or read. Please submit via the

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 form in order to submit a request to participate, but may if the Contracting Entity considers it necessary to ensure that the contract is carried out to its satisfaction, be required to do so prior to award of the contract. The Contracting Entity also reserves the right to contract with each member of the group on the basis of joint and several liability, or with 1 member of the group as a main contractor with a number of sub-contractors or on any other basis as the Contracting Entity considers appropriate.

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 in particular Regulation 7 and 10(2)].

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 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.

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:

• 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 will be put in place between the relevant framework users and the winner of each respective Lot. Lots 1 and 2 will be awarded as separate single supplier framework agreements.

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 for lot 1;

• 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 evaluated for lot 1 (if the Tenderer has applied for this lot also);

• 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 reserved to reduce or alter the scope of services to be provided under a particular Lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing framework users. This could include, at Ervia discretion, an extension of the term of the framework agreement in respect of some framework users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided.

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 otherwise, remain eligible to award and enter into a contract under a framework agreement even if it subsequently ceases to satisfy the definition of a framework user. Similarly, a Lot and framework may be extended in scope from time to time to apply in respect of any new subsidiaries or business that satisfy the definition of framework user from time to time.

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 will be put in place between the relevant framework users and the winner of each respective lot. Lots 1 and 2 will be awarded as separate single supplier framework agreements.

• 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 for lot 1;

• 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 evaluated for lot 1 (if the tenderer has applied for this lot also);

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 reserved to reduce or alter the scope of services to be provided under a particular lot, framework agreement or contract including, without limitation, by removing certain subsidiaries, entities or business units from the scope of the services or reducing the scope of the existing services to be provided to certain existing framework users. This could include, at Ervia discretion, an extension of the term of the framework agreement in respect of some framework users and not others. The circumstances in which this may arise could include the proposed separation of Irish Water from Ervia which may impact the scope of the services to be provided.

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 in particular Regulation 7 and 10(2)).

Source: OJS 2020/S 100-242846 (2020-05-20)

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