Scottish Enterprise Pension Advice

Concepts

• pension services
• scottish enterprise
• scottish enterprise pension advice
• glasgow
• provision of accounting advice
• insurance and pensions
• scottish enterprise pension and life assurance scheme
• scottish enterprise pension
• actuarial advice
• benefits advice

Location

Scotland:

Description

Scottish Enterprise (SE) would like to invite tenders for the provision of accounting advice, actuarial advice and pension and benefits advice to the organisation which is independent of the Trustees’ adviser, for a period of 5 years from 1st August 2022 to 31st July 2027. The Scottish Enterprise Pension and Life Assurance Scheme (SEPLAS) "the scheme", has it's own actuaries and advisers in place. The tender will be carried out through the Open process

Total Quantity or Scope

Scottish Enterprise (SE) would like to invite tenders for the provision of accounting advice, actuarial advice and pension and benefits advice to the organisation which is independent of the Trustees’ adviser (The SE Pension and Life Assurance Scheme (the Scheme) has its own Actuaries’ and Advisers) for the period from 1st August 2022 to 31st July 2027. We intend to appoint a single supplier to provide this service. Scottish Enterprise will require the following services within the the scope of this contract: - Accounting advice and information - Pension and benefits support - Actuarial advice - Staff communications There will also be a degree of ad hoc work required, however the level of this cannot be determined or guaranteed. We plan to put a contract in place for a total of five years due to the timings of the next two 3-yearly valuations which will take place under this contract. Additional information: See attached ITT for full details

Award Criteria

CPV Codes

• 66520000 - Pension services
• 66500000 - Insurance and pension services

Indicators

• This is a one-off contract (no recurrence)
• Renewals are not available.
• Financial restrictions apply.
• Professional qualifications are sought.
• Staff qualifications are relevant.
• Technical restrictions apply.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** SPD Statement for 2A.17 – Form of Participation (Notably as part of a group, consortium, joint venture or similar). Any contract will be entered into with the nominated lead organisation and all members of the consortium, who will in these circumstances each be required to execute said contract together with all ancillary documentation, evidencing their joint and several liability in respect of the obligations and liabilities of the contract. It will be for members of the consortium to sort out their respective duties and liabilities amongst each otther. For administrative purposes, any associated documentation will be sent to the nominated lead organisation. SPD Statement for 2C.1 - Where the main bidder relies on the capacities of other entities in order to meet the selection criteria, the bidder must provide a separate SPD response setting out the information required under SPD (Scotland): Part II (sections A and B); Part III exclusion grounds; the relevant part of Section IV selection criteria; and Part V (if applicable) for each of the entities concerned. SPD Statement for 2D.1.2 – If the bidder proposes to subcontract any part(s) of the service and those sub-contractors are not relied upon, they should arrange for a separate SPD response from each potential subcontractor. The subcontractors must complete the relevant parts of the SPD (Scotland) (Sections A and B of Part II and Part III only) to self-declare whether there are grounds for their exclusion. This may be requested at the selection stage or prior to the subcontractor commencing work on the contract. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=680234. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:680234) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=680234