Pension Support Services

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000711838-2023-04-21T00:00:00Z",
    "date": "2023-04-21T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000711838",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-134",
            "name": "The Board of Trustees of the Highlands and Islands Enterprise Superannuation Scheme",
            "identifier": {
                "legalName": "The Board of Trustees of the Highlands and Islands Enterprise Superannuation Scheme"
            },
            "address": {
                "streetAddress": "C/O Highlands and Islands Enterprise, An Lochran, 10 Inverness Campus",
                "locality": "Inverness",
                "region": "UK",
                "postalCode": "IV2 5NA"
            },
            "contactPoint": {
                "email": "TBTHSS@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": "https://www.hie.co.uk/"
            }
        },
        {
            "id": "org-49",
            "name": "Inverness Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Inverness Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "The Inverness Justice Centre, Longman Road",
                "locality": "Inverness",
                "postalCode": "IV1 1AH"
            },
            "contactPoint": {
                "email": "inverness@scotcourts.gov.uk",
                "telephone": "+44 1463230782",
                "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/inverness-sheriff-court-and-justice-of-the-peace-court"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-160",
            "name": "The Board of Trustees of the Highlands and Islands Enterprise Superannuation Scheme",
            "identifier": {
                "legalName": "The Board of Trustees of the Highlands and Islands Enterprise Superannuation Scheme"
            },
            "address": {
                "streetAddress": "C/O Highlands and Islands Enterprise, An Lochran, 10 Inverness Campus",
                "locality": "Inverness",
                "region": "UK",
                "postalCode": "IV2 5NA"
            },
            "contactPoint": {
                "email": "TBTHSS@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": "https://www.hie.co.uk/"
            }
        },
        {
            "id": "org-161",
            "name": "Spence & Partners Limited",
            "identifier": {
                "legalName": "Spence & Partners Limited"
            },
            "address": {
                "streetAddress": "Linen Loft, Adelaide Street",
                "locality": "Belfast",
                "region": "UKN06",
                "postalCode": "BT2 8FE"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "sme",
                "url": "http://"
            }
        },
        {
            "id": "org-128",
            "name": "Inverness Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Inverness Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "The Inverness Justice Centre, Longman Road",
                "locality": "Inverness",
                "postalCode": "IV1 1AH"
            },
            "contactPoint": {
                "email": "inverness@scotcourts.gov.uk",
                "telephone": "+44 1463230782",
                "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/inverness-sheriff-court-and-justice-of-the-peace-court"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "name": "The Board of Trustees of the Highlands and Islands Enterprise Superannuation Scheme",
        "id": "org-160"
    },
    "tender": {
        "id": "FTS023",
        "title": "Pension Support Services",
        "description": "This is a Contract Award Notice and as such the procurement process is complete. The Board of Trustees (the Trustees) of the Highlands and Islands Enterprise Superannuation Scheme (TBTHSS) are inviting bids for pension support services including Administration; Investment and Actuarial and also Guaranteed Minimum Pension (GMP) equalisation exercise. It is expected that these services will be required from 1 May 2023 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. Should the supplier be unsuccessful at the re-tender, the administration services element of the contract will be extended by up to 6 months - the maximum contract length is stated as 54 months to reflect this. The maximum initial 3-year budget currently available to deliver the core elements of the service is GBP 650,000 and the maximum budget for the GMP equalisation exercise was GBP 100,000 (both excluding VAT - see Scope of Requirements and Tender Guidance for full details).",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66523000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66522000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66131100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66141000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66523100",
                        "scheme": "CPV"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    },
                    {
                        "region": "UK"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 966666,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2023-01-24T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2023-01-24T12:00:00Z"
        },
        "documents": [
            {
                "id": "DEC465858",
                "documentType": "contractNotice",
                "title": "Pension Support Services",
                "description": "The Board of Trustees (the Trustees) of the Highlands and Islands Enterprise Superannuation Scheme (TBTHSS) are inviting bids for pension support services including Administration; Investment and Actuarial and also Guaranteed Minimum Pension (GMP) equalisation exercise. It is expected that these services will be required from 1 May 2022 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. Should the supplier be unsuccessful at the re-tender, the administration services element of the contract will be extended by up to 6 months - the maximum contract length is stated as 54 months to reflect this. The maximum initial 3-year budget currently available to deliver the core elements of the service is GBP 650,000 and the maximum budget for the GMP equalisation exercise is GBP 100,000 (both excluding VAT - see Scope of Requirements and Tender Guidance for full details).",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC465858",
                "format": "text/html"
            },
            {
                "id": "DEC465858-1",
                "title": "Scope of Requirements and Tender Guidance",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=1",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-2",
                "title": "Trustees Pension Newsletter 2022",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=2",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-3",
                "title": "Scheme signed accounts",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=3",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-4",
                "title": "Statement of investment principles",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=4",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-5",
                "title": "Pension scheme booklet",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=5",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-6",
                "title": "Implementation scheme",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=6",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-7",
                "title": "Terms and Conditions",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=7",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-8",
                "title": "HIE CoI Policy",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=8",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-9",
                "title": "Tender Response Form",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=9",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "DEC465858-10",
                "title": "SLA spreadsheet",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=10",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "DEC465858-11",
                "title": "Cyber Security Response Form",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=11",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "DEC465858-12",
                "title": "Pricing Proforma",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=12",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "DEC465858-13",
                "title": "Forms for signature",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=13",
                "datePublished": "2022-12-02T12:35:09Z",
                "dateModified": "2022-12-02T12:35:09Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-14",
                "title": "HIE Superannuation Scheme - Actuarial Valuation Report",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=14",
                "datePublished": "2023-01-16T08:17:47Z",
                "dateModified": "2023-01-16T08:17:47Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-15",
                "title": "Recovery plan",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=15",
                "datePublished": "2023-01-16T08:18:38Z",
                "dateModified": "2023-01-16T08:18:38Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-16",
                "title": "Schedule of Contributions",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=16",
                "datePublished": "2023-01-16T08:19:46Z",
                "dateModified": "2023-01-16T08:19:46Z",
                "format": "application/pdf"
            },
            {
                "id": "DEC465858-17",
                "title": "Statement of funding principles",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC465858&idx=17",
                "datePublished": "2023-01-16T08:21:29Z",
                "dateModified": "2023-01-16T08:21:29Z",
                "format": "application/pdf"
            },
            {
                "id": "APR476817",
                "documentType": "awardNotice",
                "title": "Pension Support Services",
                "description": "This is a Contract Award Notice and as such the procurement process is complete. The Board of Trustees (the Trustees) of the Highlands and Islands Enterprise Superannuation Scheme (TBTHSS) are inviting bids for pension support services including Administration; Investment and Actuarial and also Guaranteed Minimum Pension (GMP) equalisation exercise. It is expected that these services will be required from 1 May 2023 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. Should the supplier be unsuccessful at the re-tender, the administration services element of the contract will be extended by up to 6 months - the maximum contract length is stated as 54 months to reflect this. The maximum initial 3-year budget currently available to deliver the core elements of the service is GBP 650,000 and the maximum budget for the GMP equalisation exercise was GBP 100,000 (both excluding VAT - see Scope of Requirements and Tender Guidance for full details).",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR476817",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The key tasks cover: -Administration - general; scheme accounting; pensioner payroll; governance / scheme secretarial support -Actuarial consultancy -Investment consultancy -Guaranteed Minimum Pension age equalisation exercise The contract starts on 1 May 2023 and is let for 3 years until 30 April 2026, with the Trustees having the option to extend by a period or periods up to 12 months.. 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",
                "value": {
                    "amount": 966666,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Prompt Payment Standard Clause",
                            "description": "Pass/Fail"
                        },
                        {
                            "type": "price",
                            "description": "35%"
                        }
                    ]
                },
                "options": {
                    "description": "The Trustees reserves 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 or the locations where the Services are to be provided). The Trustees shall not require any such change other than where it is permitted by Regulation 72 of the Public Contracts (Scotland) Regulations 2015. In accordance with Regulation 72(1)(a) of the Public Contracts (Scotland) Regulations 2015, Trustees reserves the right to make changes to the volume, scope or location of the Services to be supplied under the Framework following a review of the Services by Trustees, particularly with regard to: - Non-core activities: the Trustees will provide a set of requirements and request a price as well as delivery methodology. If accepted, these services will be charged in addition to the supplier's fixed fees. - Changes in the pensions regulations require additional services or removal of services. - The supplier is unsuccessful at the re-tender - the admin element of the contract will have to carry on for up to 6 months, allowing the incoming supplier to accommodate the handover"
                },
                "hasOptions": true,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 1620
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Contract will be awarded 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. Should the supplier be unsuccessful at the re-tender, the admin element of the contract will continue for an additional up to 6 months period."
                }
            }
        ],
        "bidOpening": {
            "date": "2023-01-24T12:00:00Z"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "performanceTerms": "The Contract will include SLAs and KPIs which can be found within the Tender documentation."
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "minimum": "4B.5 It is a requirement of this Contract that bidders hold, or can commit to obtain prior to the commence of the contract, the types and levels of insurance indicated below: Employer's (Compulsory) Liability Insurance = GBP5M for each and every claim. See http://www.hse.gov.uk/pubns/hse40.pdf Public Liability Insurance = GBP2M for each and every claim. Professional Indemnity Insurance = GBP5M for each and every claim 4B.6 (not scored) The Trustees as a public body must comply with HMRC IR35 provisions. Therefore, where 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 PSC(s) in your response to 4B.6."
                },
                {
                    "type": "technical",
                    "minimum": "4C4 If bidders intend to use a supply chain to deliver the requirements detailed in the Contract Notice, they should confirm they have (or have access to) the relevant supply chain management and tracking systems to ensure a resilient and sustainable supply chain. Please refer to SPD for full requirements. If bidders do not pay at least 95% of valid invoices on time and are unable to provide a proportionate and timely improvement plan, their organisation will not be selected to participate further in this procurement. 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"
            ],
            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "classification": {
            "id": "66520000",
            "scheme": "CPV"
        },
        "reviewDetails": "An economic operator that suffers, or is at risk of suffering, loss or damage attributable to a breach of duty under the Public Contracts (Scotland) Regulations 2015 or the Procurement Reform (Scotland) Act 2014 , may bring proceedings in the Sheriff Court or the Court of Session",
        "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": "It is estimated that the total value of the services over the maximum duration of 4 years will be GBP 952,000 (ex VAT). This is the figure which has been used in II.1.7 & V.2.4. (SC Ref:723916)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000711838"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000711838"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "FTS 023",
            "suppliers": [
                {
                    "id": "org-161",
                    "name": "Spence & Partners Limited"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "FTS 023",
            "awardID": "FTS 023",
            "status": "active",
            "value": {
                "amount": 952000,
                "currency": "GBP"
            },
            "dateSigned": "2023-04-20T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2022/S 000-034180"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "197",
                "measure": "bids",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "198",
                "measure": "smeBids",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "199",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "200",
                "measure": "foreignBidsFromNonEU",
                "value": 1,
                "relatedLot": "1"
            },
            {
                "id": "201",
                "measure": "electronicBids",
                "value": 1,
                "relatedLot": "1"
            }
        ]
    }
}