Pension Support Services

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000564880-2019-05-07T00:00:00Z",
    "date": "2019-05-07T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000564880",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-55",
            "name": "Highlands and Islands Enterprise on behalf of The Board of Trustees of the HIE Superannuation Scheme",
            "identifier": {
                "legalName": "Highlands and Islands Enterprise on behalf of The Board of Trustees of the HIE Superannuation Scheme"
            },
            "address": {
                "streetAddress": "An Lochran, 10 Inverness Campus",
                "locality": "Inverness",
                "region": "UKM6",
                "postalCode": "IV2 5NA"
            },
            "contactPoint": {
                "email": "hieprocurement@hient.co.uk",
                "telephone": "+44 1463245245",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "Pension services",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.hie.co.uk"
            }
        },
        {
            "id": "org-56",
            "name": "Highlands and Islands Enterprise",
            "identifier": {
                "legalName": "Highlands and Islands Enterprise"
            },
            "address": {
                "streetAddress": "An Lochran, 10 Inverness Campus",
                "locality": "Inverness",
                "postalCode": "IV2 5NA"
            },
            "contactPoint": {
                "email": "hieprocurement@hient.co.uk",
                "telephone": "+44 1463245245",
                "url": "http://www.hie.co.uk"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-229",
            "name": "Highlands and Islands Enterprise on behalf of The Board of Trustees of the HIE Superannuation Scheme",
            "identifier": {
                "legalName": "Highlands and Islands Enterprise on behalf of The Board of Trustees of the HIE Superannuation Scheme"
            },
            "address": {
                "streetAddress": "An Lochran, 10 Inverness Campus",
                "locality": "Inverness",
                "region": "UKM6",
                "postalCode": "IV2 5NA"
            },
            "contactPoint": {
                "email": "hieprocurement@hient.co.uk",
                "telephone": "+44 1463245245",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "Pension services",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.hie.co.uk"
            }
        },
        {
            "id": "org-230",
            "name": "Spence & Partners",
            "identifier": {
                "legalName": "Spence & Partners"
            },
            "address": {
                "streetAddress": "36 Renfield Street",
                "locality": "Glasgow",
                "region": "UK",
                "postalCode": "G2 1LU"
            },
            "contactPoint": {
                "telephone": "+44 2036912946"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme",
                "url": "http://"
            }
        },
        {
            "id": "org-231",
            "name": "Highlands and Islands Enterprise",
            "identifier": {
                "legalName": "Highlands and Islands Enterprise"
            },
            "address": {
                "streetAddress": "An Lochran, 10 Inverness Campus",
                "locality": "Inverness",
                "postalCode": "IV2 5NA"
            },
            "contactPoint": {
                "email": "hieprocurement@hient.co.uk",
                "telephone": "+44 1463245245",
                "url": "http://www.hie.co.uk"
            },
            "roles": [
                "reviewBody",
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Regional or local agency/office",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "04",
                        "description": "Economic affairs",
                        "scheme": "COFOG"
                    }
                ]
            }
        }
    ],
    "buyer": {
        "name": "Highlands and Islands Enterprise on behalf of The Board of Trustees of the HIE Superannuation Scheme",
        "id": "org-229"
    },
    "tender": {
        "id": "O172",
        "title": "Pension Support Services",
        "description": "This is a single contract to provide pension support to cover administration, actuarial and investment services. Note, although this procurement process was run by HIE, the contract was awarded by the Board of Trustees of Highlands and Islands Superannuation Scheme.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "UKM6"
                    },
                    {
                        "region": "UKM6"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2019-02-05T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2019-02-05T12:00:00Z"
        },
        "documents": [
            {
                "id": "DEC340051",
                "documentType": "contractNotice",
                "title": "Pension Support Services",
                "description": "This is a single contract to provide pension support to cover administration, actuarial and investment services. Note, although this procurement process will be run by HIE, the contract will be awarded by the Board of Trustees of Highlands and Islands Superannuation Scheme.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC340051",
                "format": "text/html"
            },
            {
                "id": "DEC340051-1",
                "title": "Scope of Requirements",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=1",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-2",
                "title": "Award criteria response Form",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=2",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "DEC340051-3",
                "title": "Pricing Proforma",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=3",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2019-01-22T09:17:15Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "DEC340051-4",
                "title": "Cyber Security Questionnaire",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=4",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "DEC340051-5",
                "title": "SLA spreadsheet",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=5",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/msword"
            },
            {
                "id": "DEC340051-6",
                "title": "Terms and Conditions",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=6",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-7",
                "title": "Non scored questions",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=7",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/msword"
            },
            {
                "id": "DEC340051-8",
                "title": "Non scored forms for signature",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=8",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-9",
                "title": "HIE Conflicts of Interest policy",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=9",
                "datePublished": "2018-12-17T09:03:39Z",
                "dateModified": "2018-12-17T09:03:39Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-10",
                "title": "CDS Collaboration Flyer",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=10",
                "datePublished": "2018-12-17T09:03:40Z",
                "dateModified": "2018-12-17T09:03:40Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-11",
                "title": "HIE Pension Scheme Booklet",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=11",
                "datePublished": "2018-12-17T09:48:28Z",
                "dateModified": "2018-12-17T09:48:28Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-12",
                "title": "Statement of Investment Principles",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=12",
                "datePublished": "2018-12-17T09:49:28Z",
                "dateModified": "2019-01-09T12:48:31Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-13",
                "title": "Trustee Newsletter",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=13",
                "datePublished": "2018-12-17T09:50:19Z",
                "dateModified": "2018-12-17T09:50:19Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-14",
                "title": "2018 Accounts",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=14",
                "datePublished": "2018-12-17T09:52:03Z",
                "dateModified": "2018-12-17T09:52:03Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-15",
                "title": "Statement of Investment Principles",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=15",
                "datePublished": "2019-01-09T12:48:31Z",
                "dateModified": "2019-01-09T12:48:31Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-16",
                "title": "Statement of Funding Principles",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=16",
                "datePublished": "2019-01-15T09:46:03Z",
                "dateModified": "2019-01-15T09:46:03Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC340051-17",
                "title": "Pricing Proforma",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340051&idx=17",
                "datePublished": "2019-01-22T09:17:15Z",
                "dateModified": "2019-01-22T09:17:15Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "MAY353605",
                "documentType": "awardNotice",
                "title": "Pension Support Services",
                "description": "This is a single contract to provide pension support to cover administration, actuarial and investment services. Note, although this procurement process was run by HIE, the contract was awarded by the Board of Trustees of Highlands and Islands Superannuation Scheme.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY353605",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The initial 3 year budget currently available to deliver the core elements of the service is between GBP600,000 and GBP645,000 (excluding VAT).. Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "complete",
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Management and Delivery Team",
                            "description": "10%"
                        },
                        {
                            "type": "price",
                            "description": "25%"
                        }
                    ]
                },
                "options": {
                    "description": "The Trustees reserve the right, on giving reasonable written notice from time to time, to require changes to the Services (whether by way of the removal of Services, the addition of new Services, or increasing or decreasing the Services or specifying the order in which the Services are to be performed). The Trustees shall not require any such change other than where it is permitted by Regulation 72 of the Public Contracts (Scotland) Regulations 2015."
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1440
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "It is expected that these services will be required from May 2019 for an initial period of 3 years with the Trustees having the option to extend for a period or periods together not exceeding 1 calendar year following the Initial Term."
                }
            }
        ],
        "bidOpening": {
            "date": "2019-02-05T12:00:00Z"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed"
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "minimum": "4B1b Bidders will be required to have an average yearly turnover of a minimum of GBP430,000 for each of the last 2 years. Or, 4B3 Where turnover information is not available for the time period requested, the bidder will be required to state the date which they were set up/started trading. 4B5 It is a requirement of this contract that bidders hold, or can commit to obtain prior to the commence of any subsequently awarded contract, the types and levels of insurance indicated below: Employer's (Compulsory) Liability = GBP5,000,000 for each and every claim. Public Liability = GBP2,000,000 for each and every claim. Professional Indemnity = GBP5,000,000 for each and every claim. http://www.hse.gov.uk/pubns/hse40.pdf 4B6 as an alternative for Bidders who started trading less than 3 years prior to the ESPD return date, they must demonstrate adequate financial capacity by the following evidence: (i) A business plan for a minimum 3 year trading period setting out projected annual average turnover of no less than the threshold stated above; (ii) A statement of whether or not any full audited accounts are available for any years' trading to date and copies of those accounts; and (iii)A letter of support from their bank setting out the level of financial support available to them from their bank and for how long it is available 4B6 (not scored) The Trustees as a public body must comply with HMRC IR35 provisions. If you are bidding as a personal service company (PSC) or will be using a personal service company to provide services under the contract please identify these in your response."
                },
                {
                    "type": "technical",
                    "minimum": "4C6 The Investment Consultant must be authorised under the Financial Services and Markets Act 2000 (section 34(2), Pensions Act 1995). 4C6 The Scheme Actuary must have Fellowship of the Institute and Faculty of Actuaries (or else approved by the Secretary of State for Work and Pensions) (Regulation 4 of the Occupational Pension Schemes (Scheme Administration) Regulations 1996). 4C6 The supplier must be listed and authorised on the Financial Services Register https://www.fca.org.uk/firms/financial-services-register"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "classification": {
            "id": "66520000",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "The Trustees reserve the right to re-tender for these services upon termination of the contract or at the end of the contract period, including any extension period."
        },
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        }
    },
    "language": "EN",
    "description": "The value referenced in II.1.7 and V.2.4 is the total estimated value over 4 years exclusive of any ad-hoc requirements. The Award criteria was marked according to the following criteria: 0 - Unacceptable - Nil or inadequate response which fails to demonstrate an ability to meet the requirement. 1 - Poor - Response is partially relevant but generally poor. It addresses some elements of the requirement but contains insufficient/limited detail or explanation to demonstrate how the requirement will be fulfilled. 2 - Acceptable - Response is relevant and acceptable. It addresses a broad understanding of the requirement but may lack details on how the requirement will be fulfilled in certain areas. 3 - Good - Response is relevant and good. It is sufficiently detailed to demonstrate a good understanding and provides details on how the requirements will be fulfilled. 4 - Excellent - Response is completely relevant and excellent overall. It is comprehensive, unambiguous and demonstrate a thorough understanding of the requirement and provides details of how the requirement will be met in full. (SC Ref:576595)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000564880"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000564880"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "OJEU172",
            "suppliers": [
                {
                    "id": "org-230",
                    "name": "Spence & Partners"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "OJEU172",
            "awardID": "OJEU172",
            "status": "active",
            "value": {
                "amount": 700096,
                "currency": "GBP"
            },
            "dateSigned": "2019-04-09T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2018/S 243-555365"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "366",
                "measure": "bids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "367",
                "measure": "smeBids",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "368",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "369",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "370",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "1"
            }
        ]
    }
}