UK-Bristol: Servizi di fondi pensione

Paese :

Gran Bretagna

Città/Luogo:

MPRISTOL

Numero di Bandi di Gara/Contratti:

eu:156129-2008

Data di pubblicazione :

Jun 18, 2008

Data limite :

Jul 14, 2008

Compratori:

THE ENVIRONMENT AGENCY

Lingua Originale:

Inglese

Indirizzo :

THE ENVIRONMENT AGENCY
BRISTOL , UNITED KINGDOM
Gran Bretagna

Sito Web :

www.environment-agency.gov.uk

Tipo del bando digara: 2220
-
Avviso di gara
Regolamento dell'acquisizione
: Comunità europee, con partecipazione dei paesi AAP
Pubblicazione del bollettino ufficiale dell'Unione Europea : 117/2008
, #
156129-2008
Natura del contratto : Appalto di servizi
Tipo di procedura

: Procedura ristretta
Tipo d'offerta richiesta: Offerta globale
Criteri d'aggiudicazione : Offerta economicamente più vantaggiosa

Sommario:
BANDO DI GARA
Servizi
SEZIONE I: AMMINISTRAZIONE AGGIUDICATRICE
I.1) DENOMINAZIONE, INDIRIZZI E PUNTI DI CONTATTO: The Environment
Agency, Rio House, Waterside Drive, Aztec West, Contattare: Head Office
Procurement, All'attenzione di: Sara Bushnell, UK-Bristol BS32 4UD. Tel.
014 54 62 40 28. E-mail: sara.bushnell@environment-agency.gov.uk. Fax 014
54 62 43 20.
Indirizzo(i) internet:
Amministrazione aggiudicatrice: www.environment-agency.gov.uk.
Ulteriori informazioni sono disponibili presso: I punti di contatto sopra
indicati.
Il capitolato d'oneri e la documentazione complementare (inclusi i
documenti per il dialogo competitivo e per il sistema dinamico di
acquisizione) sono disponibili presso: I punti di contatto sopra indicati.
Le offerte o le domande di partecipazione vanno inviate a: I punti di
contatto sopra indicati.
II.1) DESCRIZIONE
II.1.6) CPV (Vocabolario comune per gli appalti): 66320000, 75320000,
74121112, 74120000, 74141200.
Descrizione: Servizi di fondi pensione.
Regimi di pensioni pubbliche per dipendenti statali.
Servizi di gestione retribuzioni.
Servizi di contabilità, revisione dei conti e servizi fiscali.
Servizi di consulenza di gestione finanziaria.
SEZIONE IV: PROCEDURA
IV.3) INFORMAZIONI DI CARATTERE AMMINISTRATIVO
IV.3.3) Condizioni per ottenere il capitolato d'oneri e la documentazione
complementare oppure il documento descrittivo
IV.3.4) Termine per il ricevimento delle offerte o delle domande di
partecipazione: 14.7.2008 - 16:00.
IV.3.6) Lingue utilizzabili per la presentazione delle offerte/domande di
partecipazione: Inglese.

Testo originale
:
CONTRACT NOTICE
Services
SECTION I: CONTRACTING AUTHORITY
I.1) NAME, ADDRESSES AND CONTACT POINT(S): The Environment Agency, Rio
House, Waterside Drive, Aztec West, Contact: Head Office Procurement,
Attn: Sara Bushnell, UK-Bristol BS32 4UD. Tel. 014 54 62 40 28. E-mail:
sara.bushnell@environment-agency.gov.uk. Fax 014 54 62 43 20.
Internet address(es):
General address of the contracting authority:
www.environment-agency.gov.uk.
Further information can be obtained at: As in above-mentioned contact
point(s).
Specifications and additional documents (including documents for
competitive dialogue and a dynamic purchasing system) can be obtained at:
As in above-mentioned contact point(s).
Tenders or requests to participate must be sent to: As in above-mentioned
contact point(s).
I.2) TYPE OF THE CONTRACTING AUTHORITY AND MAIN ACTIVITY OR ACTIVITIES:
National or federal agency/office.
Environment.
The contracting authority is purchasing on behalf of other contracting
authorities: no.
SECTION II: OBJECT OF THE CONTRACT
II.1) DESCRIPTION
II.1.1) Title attributed to the contract by the contracting authority:
15384 Pension Funds Administration Services.
II.1.2) Type of contract and location of works, place of delivery or of
performance: Services.
Service category: No 6.
Main place of performance: England and Wales.
NUTS code: UK.
II.1.3) The notice involves: A public contract.
II.1.5) Short description of the contract or purchase(s): The provision
of efficient, effective, integrated and innovative pension fund
administration services to the Environment Agency for its two Local
Government Pension Scheme (LGPS) pension funds with approximately 44 000
members. The services to be provided include the supply of integrated
pension fund administration services including membership records
administration, membership communications, pension fund website, pensioner
payroll, pension fund banking, accounting and reporting, technical advice
and consultancy, pension committee trustee reporting, and other associated
ancillary administration services.
II.1.6) Common procurement vocabulary (CPV): 66320000, 75320000,
74121112, 74120000, 74141200.
II.1.7) Contract covered by the Government Procurement Agreement (GPA):
Yes.
II.1.8) Division into lots: No.
II.1.9) Variants will be accepted: Yes.
II.2) QUANTITY OR SCOPE OF THE CONTRACT
II.2.1) Total quantity or scope: The Environment Agency requires a third
party administrator to provide fully integrated, innovative, and
cost-effective outsourced pension fund administration services for its two
LGPS pension funds. You will be required to deliver the required services
detailed below for 44 000 fund members, comprising 12 000 active
contributing members, 10 000 deferred members, and 22 000 pensioners. The
services required include responding to pension fund membership enquiries,
maintenance of all pension funds membership records, providing fund
membership communications, developing and maintaining the pension fund
website, provision of LGPS and wider pensions technical advice and
consultancy services, collecting fund contributions, fund banking,
provision of management and financial accounting services, preparation of
statutory annual reports and audited statements, undertaking all HMRC
requirements, provision of monthly pensioner payroll, carrying out
anti-fraud prevention measures, recovery of overpayments, monthly and
quarterly performance reporting to contract manager and pensions
committee, provision of secretariat services for client meetings and
pension committee trustee meetings, and other associated ancillary and ad
hoc pension fund administration services. The services do not include
pension fund investment in financial markets. Suppliers will be required
to deliver all or the majority of the required services. The Agency may
require some services to be delivered to different extents dependant on
its business and fund member needs. Additional details will be provided in
the Invitation to Tender.
Estimated value excluding VAT:
Range: between 5 000 000 and 10 000 000 GBP.
II.2.2) Options: Yes.
Description of these options: The successful tenderer will go live with
services from 1.10.2009 following a 6 month period of handover from the
current provider. The contract will be awarded for a period of 5 years.
There will be an option for an extension to the contract for up to a
further 5 years, subject to satisfactory performance in the first 5 years.
Provisional timetable for recourse to these options: in months: 60 (from
the award of the contract)
Number of possible renewals: Range: between 1 and 4.
II.3) DURATION OF THE CONTRACT OR TIME-LIMIT FOR COMPLETION: Duration in
months: 120 (from the award of the contract).
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) CONDITIONS RELATING TO THE CONTRACT
III.1.1) Deposits and guarantees required: As specified in the invitation
to tender.
III.1.3) Legal form to be taken by the group of economic operators to
whom the contract is to be awarded: Each economic operator to be jointly
and severally liable for the performance of the contract.
III.1.4) Other particular conditions to which the performance of the
contract is subject: No.
III.2) CONDITIONS FOR PARTICIPATION
III.2.1) Personal situation of economic operators, including requirements
relating to enrolment on professional or trade registers: Information and
formalities necessary for evaluating if requirements are met: Companies
wishing to express interest in this contract should ensure that the
following information is provided in the order stated below and is clearly
labelled.
Your response should be returned electronically to the email address
stated in the contact points. Four hard copies of your duly completed
response should also be returned to the address stated in the contact
points.
III.2.2) Economic and financial capacity: Information and formalities
necessary for evaluating if requirements are met: Names, address,
telephone, fax, email address and contact point.
Status (sole trader, partnership, private or public company).
Names of any parent or holding company and other subsidiary companies
within the group (if applicable).
Submission of the firms balance sheets or extracts there from, where
publication of a balance sheet is required under company law in the
country in which the supplier is established.
Copies of the last 3 years audited annual report and accounts including a
statement of the firms overall turnover and its turnover in respect of the
services to which the contract relates for the previous 3 financial years.
Evidence of the financial status of the firm from a recognised credit
rating agency with ratings for last 3 years.
Evidence of professional indemnity insurance including level of cover.
Evidence of public liability insurance and level of cover.
Evidence of any other relevant insurance and level of cover.
III.2.3) Technical capacity: Information and formalities necessary for
evaluating if requirements are met: Your response should be returned
electronically to the email address stated in the contact points. Four
hard copies of your duly completed response should also be returned to the
address stated in the contact points.
Brief description of the primary business of the company and relevant
pension fund administration experience.
Evidence of Financial Services Authority registration and or other
relevant or equivalent regulatory body licences you hold in order to
operate your business.
Details of any court cases or tribunals in connection with
maladministration or grievances, and past, present or pending
investigations by the industry regulator into your organisation or any of
its officers or directors related to the operation of your organisation
over the last 5 years.
Demonstrate and evidence that you have suitable experience of managing
similar outsourced pension fund administration services to other large
public or private sector pension funds and organisations in the last 5
years, and the number of your staff engaged in the services to which these
contracts relate, showing full time managerial, technical and
administrative staff separately.
Demonstrate and evidence you have systems and processes for ensuring
quality control with respect to your pension administration services,
information technology, data protection and security, disaster recovery
and business continuity together with any relevant certificates and
assurance reports such as ISO9000 or equivalent quality management system
standard, AAF 01/06 on internal controls or equivalent, BIP 0008 Code of
Practice on Legal Admissibility of Electronic Documents or an equivalent
standard, and any other industry recognised or equivalent standards.
Names of other at least 3 other public sector pension funds with over 25
000 members from whom we can source reference reports.
III.2.4) Reserved contracts: No.
III.3) CONDITIONS SPECIFIC TO SERVICES CONTRACTS
III.3.1) Execution of the service is reserved to a particular profession:
Yes.
Pensions legislation and Local Government Pension Scheme (LGPS)
regulations. The latter includes all LGPS regulations and statutory
guidance associated with the 2008 LGPS, 1997 LGPS, and earlier predecessor
schemes.
III.3.2) Legal entities should indicate the names and professional
qualifications of the staff responsible for the execution of the service:
Yes.
SECTION IV: PROCEDURE
IV.1) TYPE OF PROCEDURE
IV.1.1) Type of procedure: Restricted.
IV.1.2) Limitations on the number of operators who will be invited to
tender or to participate: Envisaged number of operators 5.
IV.1.3) Reduction of the number of operators during the negotiation or
dialogue: Recourse to staged procedure to gradually reduce the number of
solutions to be discussed or tenders to be negotiated no.
IV.2) AWARD CRITERIA
IV.2.1) Award criteria: The most economically advantageous tender in
terms of the criteria stated in the specifications, in the invitation to
tender or to negotiate or in the descriptive document.
IV.2.2) An electronic auction will be used: No.
IV.3) ADMINISTRATIVE INFORMATION
IV.3.1) File reference number attributed by the contracting authority:
15384.
IV.3.2) Previous publication(s) concerning the same contract: No.
IV.3.3) Conditions for obtaining specifications and additional documents
or descriptive documentPayable documents: no.
IV.3.4) Time-limit for receipt of tenders or requests to participate:
14.7.2008 - 16:00.
IV.3.6) Language(s) in which tenders or requests to participate may be
drawn up: English.
IV.3.8) Conditions for opening tenders: Persons authorised to be present
at the opening of tenders: no.
SECTION VI: COMPLEMENTARY INFORMATION
VI.1) THIS IS A RECURRENT PROCUREMENT: No.
VI.2) CONTRACT RELATED TO A PROJECT AND/OR PROGRAMME FINANCED BY EU
FUNDS: No.
VI.3) ADDITIONAL INFORMATION: Your response should be returned
electronically to the email address stated in the contact points. Four
hard copies of your duly completed response should also be returned to the
address stated in the contact points.
The Environment Agency reserves the right not to proceed with the
procurement process at any time during the process, which shall include
the right not to award the contract and does not bind itself to accept the
lowest tender, or any tender received, and reserves the right to award the
contract in part, or to call for new tenders should it consider this
necessary.
The Environment Agency shall not be liable for any costs or expenses
incurred in connection with the completion and return of the information
requested in this Contract Notice.
An organisation can be excluded from this procurement process if it is
guilty of serious misrepresentation in supplying or failing to supply the
information required by the Environment Agency under the Public Contracts
Regulations 2006 or if it may be considered to be ineligible to tender by
reason of one of the circumstances set out in Regulation 23 of the Public
Contracts Regulations 2006. Please provide a signed Declaration that you
have read Regulation 23 of the Public Contracts Regulations 2006 and that
none of the circumstances apply to your organisation or to any one of the
directors within your organisation.
Failure to return all requested information together with the Declaration
referred to above by the specified date may result in exclusion from the
procurement proce.
VI.4) PROCEDURES FOR APPEAL
VI.4.1) Body responsible for appeal procedures: Body responsible for
mediation procedures:
VI.4.2) Lodging of appeals: Precise information on deadline(s) for
lodging appeals: The Environment Agency will incorporate a minimum 10
calendar day standstill period at the point information on the award of
the contract is communicated to tenderers. This period allows unsuccessful
tenderers to seek further debriefing from the contracting authority before
the contract is entered into. Applicants have 2 working days from
notification of the award decision to request additional debriefing and
that information has to be provided a minimum of 3 working days before
expiry of the standstill period. Such additional information should be
requested from the address in section 1.1.
If an appeal regarding the award of a contract has not been successfully
resolved the Public Contracts Regulations 2006 (SI 2006 No 5) provide for
aggrieved parties who have been harmed or are at risk of harm by a breach
of the rules to take action in the High Court (England, Wales and Northern
Ireland). Any such action must be brought promptly (generally within 3
months). Where a contract has not been entered into the court may order
the settling aside of the award decision or order the authority to amend
any document and may award damages. If the contract has been entered into
the court may only award damages.
VI.4.3) Service from which information about the lodging of appeals may
be obtained:
VI.5) DATE OF DISPATCH OF THIS NOTICE: 16.6.2008.

UK-Bristol: Servizi di fondi pensione

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