Find a TenderCancelled
Published 29 Jan 2024, 08:40 GMT

Official UK procurement notice

Pensions Consultancy Service for English Heritage

Official notice

Authority: English Heritage Trust

ServicesOpen procedure
Published estimate£250,000≈ £50k / year
Submissions closed 27 Feb 2024
Contract term 5 yrsends 31 Mar 2029 · extension options published · starts 1 Apr 2024

What is being bought

Published requirement description

We are seeking to appoint a pensions consultancy to:

  • Review the appropriateness of our current defined contribution default pension fund, and provider, relative to the profile of our workforce
  • Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.
  • Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood
  • Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.

CPV: Pension fund consultancy services

The lotProcurement structure

single lot · value published
Lot #1We are seeking to appoint a pensions consultancy to:• Review the appropriateness of…CancelledRenewal 5 yrsPublished value£250,000

We are seeking to appoint a pensions consultancy to:

  • Review the appropriateness of our current DC default pension fund, and provider, relative to the profile of our workforce
  • Do a detailed governance review of the pension fund and provider annually, relative to investment performance, customer service, etc.
  • Produce and update EH’s pensions literature for the workforce, so that it is accessible and easily understood
  • Keep EH up to date with changes to pensions legislation and best practice and make suggestions as to how pensions operations could be improved.
Contract period: 1 Apr 2024 – 31 Mar 2029 (5 yrs)
Delivery: North East, North West, East Midlands, West Midlands, East of England, South East, South West · This is a pensions consultancy service for the charity - which has regional bases across England.
Extensions: The above dates include an initial term of 3 years, with provision to extend by 2 further year - maximum term of 5 years.Variant bids: allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
  • Price
Conditions of participation1
  • Suitability

    All information is provided within the tender documents. Submissions will be evaluated using a combination of price and quality factors.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Cancelled
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
29 Jan 2024, 08:40 GMT
Last source update
17 Jun 2024, 09:04 BST
Award evaluation window
27 Feb 2024 – …
Authority reference
P/REF EH 00002018
FTS notice number
2024/S 000-018547
Classification (CPV)
Pension fund consultancy services
Delivery area
North East (UKC)North West (UKD)East Midlands (UKF)West Midlands (UKG)East of England (UKH)South East (UKJ)South West (UKK)
Official registry OCID
ocds-h6vhtk-043536 Find a Tender
Review and risk notes
Review procedure

Any queries can be directed to the email address above in the first instance.

Publisher note: A contract has not been awarded following this procurement.

How it was run

Official notice
Submission deadline
27 Feb 2024, 12:00 GMT
Submission channel
{"written"}
Accepted languages
en
Bids opened
27 Feb 2024, 12:30 GMT

Timeline

27 Feb 2024 → 17 Jun 2024 · 4 dates
  1. Submission deadline
    27 Feb 2024, 12:00 GMT
  2. Bids opened
    27 Feb 2024, 12:30 GMT
  3. Contract starts
    1 Apr 2024, 00:00 BST
  4. Notice published
    17 Jun 2024, 09:04 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to cancelled
    17 Jun 2024, 09:04 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1

1 further award records carry no date or value.

Contracting authority & participating public bodies

English Heritage Trust

Contracting authorityBody governed by public lawRecreation, culture and religion The Engine House, Fire Fly Avenue, , Swindon, , South West, SN2 2EHContact name, email Published organisation website ↗

Dispute resolution & review bodies

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria