{ "tag": [ "compiled" ], "id": "ocds-r6ebe6-0000474102-2017-07-21T00:00:00Z", "date": "2017-07-21T00:00:00Z", "ocid": "ocds-r6ebe6-0000474102", "initiationType": "tender", "parties": [ { "id": "org-22", "name": "Scottish Enterprise", "identifier": { "legalName": "Scottish Enterprise" }, "address": { "streetAddress": "Atrium Court, 50 Waterloo Street", "locality": "Glasgow", "region": "UKM34", "postalCode": "G2 6HQ" }, "contactPoint": { "name": "Aoife O'Neill", "email": "aoife.oneill@scotent.co.uk", "telephone": "+44 8456078787", "faxNumber": "+44 1412481600", "url": "http://www.publiccontractsscotland.gov.uk" }, "roles": [ "buyer", "reviewBody", "reviewContactPoint" ], "details": { "classifications": [ { "id": "Regional or local agency/office", "scheme": "TED_CA_TYPE" }, { "id": "04", "description": "Economic affairs", "scheme": "COFOG" } ], "url": "http://www.scottish-enterprise.com/" } }, { "id": "org-23", "name": "Scottish Government - Single Point of Enquiry", "identifier": { "legalName": "Scottish Government - Single Point of Enquiry" }, "address": { "streetAddress": "5 Atlantic Quay, 150 Broomielaw", "locality": "Glasgow", "postalCode": "G2 8LU" }, "contactPoint": { "email": "SPOEprocurement@scotland.gsi.gov.uk", "telephone": "+44 1412425466", "url": "http://" }, "roles": [ "mediationBody" ] }, { "id": "org-27", "name": "Scottish Enterprise", "identifier": { "legalName": "Scottish Enterprise" }, "address": { "streetAddress": "Atrium Court, 50 Waterloo Street", "locality": "Glasgow", "region": "UKM82", "postalCode": "G2 6HQ" }, "contactPoint": { "email": "joanne.napier@scotent.co.uk", "telephone": "+44 8456078787", "faxNumber": "+44 1412481600", "url": "http://" }, "roles": [ "buyer", "centralPurchasingBody", "reviewBody", "reviewContactPoint" ], "details": { "classifications": [ { "id": "Regional or local agency/office", "scheme": "TED_CA_TYPE" }, { "id": "04", "description": "Economic affairs", "scheme": "COFOG" } ], "url": "http://www.scottish-enterprise.com/" } }, { "id": "org-28", "name": "Scottish Government - Single Point of Enquiry", "identifier": { "legalName": "Scottish Government - Single Point of Enquiry" }, "address": { "streetAddress": "5 Atlantic Quay, 150 Broomielaw", "locality": "Glasgow", "postalCode": "G2 8LU" }, "contactPoint": { "email": "SPOEprocurement@scotland.gsi.gov.uk", "telephone": "+44 1412425466", "url": "http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries" }, "roles": [ "mediationBody" ] } ], "buyer": { "name": "Scottish Enterprise", "id": "org-27" }, "tender": { "id": "P17-0063", "title": "Pensions - Investment Advice Services", "description": "The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each.", "status": "complete", "items": [ { "id": "1", "additionalClassifications": [ { "id": "66523000", "scheme": "CPV" }, { "id": "66520000", "scheme": "CPV" }, { "id": "66522000", "scheme": "CPV" }, { "id": "66131100", "scheme": "CPV" }, { "id": "66523100", "scheme": "CPV" } ], "deliveryLocation": { "description": "Scotland" }, "deliveryAddresses": [ { "region": "UKM" }, { "region": "UKM" } ], "relatedLot": "1" } ], "value": { "amount": 500000, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Open procedure", "mainProcurementCategory": "services", "submissionMethod": [ "electronicSubmission" ], "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk", "tenderPeriod": { "endDate": "2017-02-22T11:00:00Z" }, "awardPeriod": { "startDate": "2017-02-22T11:00:00Z" }, "documents": [ { "id": "JAN269546", "documentType": "contractNotice", "title": "Pensions - Investment Advice Services", "description": "The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each.", "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JAN269546", "format": "text/html" }, { "id": "JAN269546-1", "title": "Appendices 1-5", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=1", "datePublished": "2017-01-16T08:42:36Z", "dateModified": "2017-01-16T08:42:36Z", "format": "application/pdf" }, { "id": "JAN269546-2", "title": "Attachment 1", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=2", "datePublished": "2017-01-16T08:42:36Z", "dateModified": "2017-01-16T08:42:36Z", "format": "application/pdf" }, { "id": "JAN269546-3", "title": "Attachment 2", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=3", "datePublished": "2017-01-16T08:42:36Z", "dateModified": "2017-01-16T08:42:36Z", "format": "application/pdf" }, { "id": "JAN269546-4", "title": "Attachment 4", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=4", "datePublished": "2017-01-16T08:42:36Z", "dateModified": "2017-01-16T08:42:36Z", "format": "application/pdf" }, { "id": "JAN269546-5", "title": "Attachment 5", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=5", "datePublished": "2017-01-16T08:42:36Z", "dateModified": "2017-01-16T08:42:36Z", "format": "application/pdf" }, { "id": "JAN269546-6", "title": "Attachment 6", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=6", "datePublished": "2017-01-16T08:42:37Z", "dateModified": "2017-01-16T08:42:37Z", "format": "application/pdf" }, { "id": "JAN269546-7", "title": "Attachment 7", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=7", "datePublished": "2017-01-16T08:42:38Z", "dateModified": "2017-01-16T08:42:38Z", "format": "application/pdf" }, { "id": "JAN269546-8", "title": "Attachment 8", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=8", "datePublished": "2017-01-16T08:42:39Z", "dateModified": "2017-01-16T08:42:39Z", "format": "application/pdf" }, { "id": "JAN269546-9", "title": "Attachment 9", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=9", "datePublished": "2017-01-16T08:42:39Z", "dateModified": "2017-01-16T08:42:39Z", "format": "application/pdf" }, { "id": "JAN269546-10", "title": "Attachment 10", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=10", "datePublished": "2017-01-16T08:42:40Z", "dateModified": "2017-01-16T08:42:40Z", "format": "application/pdf" }, { "id": "JAN269546-11", "title": "Attachment 3", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=11", "datePublished": "2017-01-16T08:42:42Z", "dateModified": "2017-01-16T08:42:42Z", "format": "application/pdf" }, { "id": "JAN269546-12", "title": "Invitation to Tender", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=12", "datePublished": "2017-01-16T08:42:43Z", "dateModified": "2017-01-16T08:42:43Z", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" }, { "id": "JAN269546-13", "title": "Please complete and return the attached ESPD", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=13", "datePublished": "2017-01-16T08:42:43Z", "dateModified": "2017-01-18T11:47:48Z", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" }, { "id": "JAN269546-14", "title": "Please complete and return the attached ESPD", "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JAN269546&idx=14", "datePublished": "2017-01-18T11:47:47Z", "dateModified": "2017-01-18T11:47:47Z", "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document" }, { "id": "JUL290260", "documentType": "awardNotice", "title": "Pensions - Investment Advice Services", "description": "The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each.", "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL290260", "format": "text/html" } ], "lots": [ { "id": "1", "description": "The Trustees of the Scottish Enterprise Pension and Life Assurance Scheme (the Scheme) are tendering for the provision of pensions investment advices services for the period of 1st April 2017 to 31st March 2020 with the option to extend for a further one year to 31st March 2021. The Trustees of the Scheme are considering the services of actuarial, administrative and ancillary services under a separate tender. Interested parties may tender for either or both of the contracts, however an individual submissions is required for each. This contract will not be divided into Lots as this would make the execution of the contract excessively technically difficult.. 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": 1900000, "currency": "GBP" }, "hasOptions": false, "submissionTerms": { "variantPolicy": "notAllowed" }, "contractPeriod": { "durationInDays": 1440 }, "hasRenewal": false } ], "bidOpening": { "date": "2017-02-22T11:00:00Z" }, "contractTerms": { "performanceTerms": "Q4D.1.2a- The bidder must have the following: A documented policy regarding quality management. The policy must set out responsibilities for quality management demonstrating that the bidder has, and continues to implement, a quality management policy that is authorised by their Chief Executive, or equivalent, which is periodically reviewed at a senior management level. The policy must be relevant to the nature and scale of the work to be undertaken and set out responsibilities for quality management throughout the organisation. Q4D.1.2b. The bidder must have the following: Documented procedures for periodically reviewing, correcting and improving quality performance including processes for ensuring that the bidder's quality management is effective in reducing/preventing incidents of sub-standard delivery. This must include the quality of output and general performance." }, "coveredBy": [ "GPA" ], "otherRequirements": { "requiresStaffNamesAndQualifications": true }, "selectionCriteria": { "criteria": [ { "type": "suitability", "description": "Q4A.1 - The bidder is required to be registered with the Financial Conduct Authority or equivalent." }, { "type": "economic", "description": "Q4B.1.2 Bidders will be required to have an annual yearly turnover of GBP250,000 for the last 2 years. Q4B.3 - 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 or started trading. Q4B.4 - Bidders will be required to state the value for the liquidity ratio. The liquidity ration should be equal to or greater than 0.8. Q4B.5.1 - Please confirm whether you already have or can commit to obtain, prior to the commencement of the contract, appropriate levels of insurance for this contract. Bidders that do not already have, or cannot commit to obtain insurances may be excluded from further participation in this procurement exercise. Employers (compulsory) insurance - 5 million GBP Public Liability Insurance - Bidders should state the value that they consider to be appropriate for the contract. Professional Indemnity Insurance - Bidders should state the value that they consider to be appropriate to the contact." }, { "type": "technical", "description": "Q4C.1.2 Bidders will be required to provide 4 examples of work carried out over the past three years that evidence that they have experience in servicing open defined benefit public sector schemes which have a pensioner payroll of 1000 or greater. Examples might include: - Review of investment strategy - Introduction or refinement of LDI - Review of illiquid assets - Active manager and performance review - Climate change and other ESG reports Bidders should provide the name, dates, accounts for examples provided. Bidders should restrict each example to a descriptive paragraph of not more than 300 words These will be evaluated on a PASS/FAIL basis. Pass equals providing 4 examples detailing relevant experience to deliver the service. Fail equals failure to provide 4 examples detailing relevant experience to deliver the service." } ] }, "submissionTerms": { "languages": [ "en" ], "bidValidityPeriod": { "durationInDays": 90 } }, "classification": { "id": "66131100", "scheme": "CPV" }, "reviewDetails": "In the first instance, contact the Senior Director of Facilities Management and Procurement at Scottish Enterprise, with any concerns or enquiries.", "hasRecurrence": true, "recurrence": { "description": "Either 3 years or four years time depending on whether the extension is taken up. This information will appear on our forward plan which will be published on our website." } }, "language": "EN", "relatedProcesses": [ { "id": "1", "relationship": [ "planning" ], "scheme": "EU-OJ", "identifier": "2017/S 012-017754" } ], "description": "Q4D.1.4a. The bidder must have a regularly reviewed and documented policy for Health and Safety (H&S) management, endorsed by the Chief Executive Officer, or equivalent. The policy must be relevant to the nature and scale of the work and set out responsibilities for H&S management at all levels within the organisation. The policy must be relevant to the nature and scale of your operations and set out your company's responsibilities of health and safety management and compliance with legislation. Dates and other information contained in this notice are communicated as being indicative only and may be subject to change. 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