Date of dispatch of this notice: 05/02/2019
Expire date: 07/03/2019
External Reference: 2019-230582
TED Reference: 2019/S 027-061094
Contract notice - utilities
Information
Published
Contract notice - utilities
Contract notice – utilities
Services
Directive 2014/25/EU
Section I: Contracting entity
I.1)
Name and addresses
Ervia
N/A
P.O.Box 900, Webworks, Eglinton Street
Cork
Cork
IE
Contact person:
Louise Hegarty
Telephone:
+353 2139206
E-mail:
Louise.Hegarty@ervia.ie
Internet address(es):
Main address:
http://www.ervia.ie
Address of the buyer profile:
https://irl.eu-supply.com/ctm/Company/CompanyInformation/Index/376
I.3)
Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at:
www.etenders.gov.ieAdditional information can be obtained from
the abovementioned address:
Tenders or requests to participate must be submitted
electronically via:
www.etenders.gov.ie
Tenders or requests to participate must be submitted
to the abovementioned address
I.6)
Main activity
Production, transport and distribution of gas and heat
Section II: Object
II.1)
Scope of the procurement
II.1.1)
Title
Framework for the Provision of Pensions Advisory Services to Ervia, Irish Water, Gas Networks Ireland and other Framework Users
Reference number:
18/248
II.1.2)
Main CPV code
79410000
-
Business and management consultancy services
II.1.3)
Type of contract
Services
II.1.4)
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.
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.
II.1.6)
Information about lots
This contract is divided into lots:
yes
Tenders may be submitted for
all lots
Maximum number of lots that may be awarded to one tenderer:
1
II.2)
Description
II.2.1)
Title
Pensions Advisory Services to Ervia
Lot No:
1
II.2.2)
Additional CPV code(s)
66131100
-
Pension investment services
66141000
-
Pension fund management services
66150000
-
Financial markets administration services
66160000
-
Trust and custody services
66171000
-
Financial consultancy services
66520000
-
Pension services
66521000
-
Individual pension services
66522000
-
Group pension services
66523000
-
Pension fund consultancy services
66523100
-
Pension fund administration services
79412000
-
Financial management consultancy services
79414000
-
Human resources management consultancy services
II.2.4)
Description of the procurement
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
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 & 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 & 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
• 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 (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.
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
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 & 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 & 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
• 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 (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.
II.2.5)
Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7)
Duration of the contract, framework agreement or dynamic purchasing system
Duration in months:
36
This contract is subject to renewal:
yes
Description of renewals:
3 years plus an option to extend for further periods up to a total maximum of 2 years.
II.2.9)
Information about the limits on the number of candidates to be invited
Envisaged number of candidates:
5
Objective criteria for choosing the limited number of candidates:
Five Applicants will be invited to tender for each Lot (provided five Applicants submit compliant PQQ Responses that meet the minimum requirements).
If there is more than one Applicant ranked at [fifth] place, all the [fifth] placed Applicants will be invited to tender.
Lot 1 – 5 tenderers
Lot 2 – 5 tenderers
If there is more than one Applicant ranked at [fifth] place, all the [fifth] placed Applicants will be invited to tender.
Lot 1 – 5 tenderers
Lot 2 – 5 tenderers
II.2.10)
Information about variants
Variants will be accepted:
no
II.2.11)
Information about options
Options:
yes
Description of options:
Option to extend for periods of up to a maximum of 2 years
II.2.13)
Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
no
II.2.14)
Additional information
You must submit through the etenders system before
the deadline.The submission deadline is strict & no
submissions will be possible after the date & 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 12:00hrs (local time)
Thursday 7th March 2019.
the deadline.The submission deadline is strict & no
submissions will be possible after the date & 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 12:00hrs (local time)
Thursday 7th March 2019.
II.2)
Description
II.2.1)
Title
Pensions Advisory Services to the Trustees of the pension schemes
Lot No:
2
II.2.2)
Additional CPV code(s)
66131100
-
Pension investment services
66141000
-
Pension fund management services
66150000
-
Financial markets administration services
66160000
-
Trust and custody services
66171000
-
Financial consultancy services
66520000
-
Pension services
66521000
-
Individual pension services
66522000
-
Group pension services
66523000
-
Pension fund consultancy services
66523100
-
Pension fund administration services
79412000
-
Financial management consultancy services
79414000
-
Human resources management consultancy services
II.2.4)
Description of the procurement
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
• 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 :
• Pension schemes (both DB & DC)
• Accounting/actuarial advice and auditing to the Trustees in respect of pension schemes.
• Permanent Health Insurance & 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 & 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
• 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 (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.
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
• 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 :
• Pension schemes (both DB & DC)
• Accounting/actuarial advice and auditing to the Trustees in respect of pension schemes.
• Permanent Health Insurance & 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 & 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
• 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 (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.
II.2.5)
Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7)
Duration of the contract, framework agreement or dynamic purchasing system
Duration in months:
36
This contract is subject to renewal:
yes
Description of renewals:
3 years plus an option to extend for further periods up to a total maximum of 2 years.
II.2.9)
Information about the limits on the number of candidates to be invited
Envisaged number of candidates:
5
Objective criteria for choosing the limited number of candidates:
Five Applicants will be invited to tender for each Lot (provided five Applicants submit compliant PQQ Responses that meet the minimum requirements).
If there is more than one Applicant ranked at [fifth] place, all the [fifth] placed Applicants will be invited to tender.
Lot 1 – 5 tenderers
Lot 2 – 5 tenderers
If there is more than one Applicant ranked at [fifth] place, all the [fifth] placed Applicants will be invited to tender.
Lot 1 – 5 tenderers
Lot 2 – 5 tenderers
II.2.10)
Information about variants
Variants will be accepted:
no
II.2.11)
Information about options
Options:
yes
Description of options:
Option to extend for periods of up to a maximum of 2 years
II.2.13)
Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
no
II.2.14)
Additional information
You must submit through the etenders system before
the deadline.The submission deadline is strict & no
submissions will be possible after the date & 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 12:00hrs (local time)
Thursday 7th March 2019
the deadline.The submission deadline is strict & no
submissions will be possible after the date & 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 12:00hrs (local time)
Thursday 7th March 2019
Section III: Legal, economic, financial and technical information
III.1)
Conditions for participation
III.1.1)
Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
Please refer to tender documents available to download from www.etenders.gov.ie only.
III.1.2)
Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3)
Technical and professional ability
Selection criteria as stated in the procurement documents
III.1.8)
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 one 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.
III.2)
Conditions related to the contract
III.2.2)
Contract performance conditions
Refer to PQQ
Section IV: Procedure
IV.1)
Description
IV.1.1)
Type of procedure
Negotiated procedure with prior call for competition
IV.1.3)
Information about a framework agreement or a dynamic purchasing system
Framework agreement with several operators
Envisaged maximum number of participants to the framework agreement:
2
IV.1.8)
Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement
: yes
IV.2)
Administrative information
IV.2.2)
Time limit for receipt of tenders or requests to participate
Date:
07/03/2019
Local time:
12:00
IV.2.4)
Languages in which tenders or requests to participate may be submitted
English, Irish
IV.2.6)
Minimum time frame during which the tenderer must maintain the tender
Duration in months
: 6
(from the date stated for receipt of tender)
Section VI: Complementary information
VI.1)
Information about recurrence
This is a recurrent procurement:
no
VI.2)
Information about electronic workflows
Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
VI.4)
Procedures for review
VI.4.1)
Review body
The High Court
The Four Courts
Dublin
7
IE
Telephone:
+353 18886000
E-mail:
highcourtcentraloffice@courts.ie
Internet address:
http://www.courts.ie
VI.4.3)
Review procedure
Precise information on deadline(s) for review procedures:
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)).
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)).