UK-Stafford: pension fund management services

Request For Proposals

Country:

United Kingdom

City/Locality:

STAFFORD

Notice/Contract Number:

eu:295120-2009

Publication Date:

Oct 23, 2009

Deadline:

Nov 20, 2009

Buyer:

STAFFORDSHIRE COUNTY COUNCIL

Original Language:

English

Address:

STAFFORDSHIRE COUNTY COUNCIL
STAFFORD, Staffordshire CC
United Kingdom

Web Site:

www.staffordshire.gov.uk

view in:

Notice Type: 2220 - Contract notice
Regulation of Procurement: European Communities, with participation by GPA countries
EU Official Journal Publication: 205/2009, #295120-2009
Contract Nature: Service contract
Procedure Type: Restricted procedure
Type of Bid Required: Global tender
Awarding Criteria: The most economic tender

view in:

CONTRACT NOTICE
Services
SECTION I: CONTRACTING AUTHORITY
I.1) NAME, ADDRESSES AND CONTACT POINT(S): Staffordshire County Council,
Wedgwood Building Tipping Street, Attn: Joanne FitzPatrick, UK-Stafford
ST16 2DH. Tel. +44 1785854644. E-mail:
joanne.fitzpatrick@staffordshire.gov.uk. Fax +44 1785854660.
Internet address(es):
General address of the contracting authority: www.staffordshire.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:
Regional or local authority.
General public services.
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:
PC277 Performance Measurement for Pension Fund.
II.1.2) Type of contract and location of works, place of delivery or of
performance: Services.
Service category: No 6.
NUTS code: UKG24.
II.1.3) The notice involves: A public contract.
II.1.5) Short description of the contract or purchase(s): Provision of
Performance Measurement in accordance with regulations and guidance to the
administration of the Staffordshire County Pension Fund.
II.1.6) Common procurement vocabulary (CPV): 66141000, 66523000.
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: No.
II.2) QUANTITY OR SCOPE OF THE CONTRACT
II.2.1) Total quantity or scope: Provision of Performance Measurement in
accordance with regulations and guidance to the administration of the
Staffordshire County Pension Fund.
Estimated value excluding VAT:
Range: between 80 000 and 100 000 GBP.
II.2.2) Options: No.
II.3) DURATION OF THE CONTRACT OR TIME-LIMIT FOR COMPLETION: Duration in
months: 48 (from the award of the contract).
SECTION III: LEGAL, ECONOMIC, FINANCIAL AND TECHNICAL INFORMATION
III.1) CONDITIONS RELATING TO THE CONTRACT
III.1.2) Main financing conditions and payment arrangements and/or
reference to the relevant provisions regulating them: Payments may be made
following acceptance by the banking agents of the County Council.
III.1.3) Legal form to be taken by the group of economic operators to
whom the contract is to be awarded: No special legal form is required by
the grouping of providers but each providerwill be required to become
jointly or severally responsible for the contract before acceptance.
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: The
requirements for minimum economic, financial and technical capacity will
be included in the tender documents.
Any tender may be rejected from a company/organisation who interalia:
(a) is bankrupt or is being wound up, where his affairs are being
administered by the court, where he has entered into an arrangement with
creditors, where he has suspended business activities or is in any
analogous situation arising from a similar procedure under national laws
and regulations;
(b) is the subject of proceedings for a declaration of bankruptcy, for an
order for compulsory winding up or administration by the court or of an
arrangement with creditors or of any other similar proceedings under
national laws and regulations;
(c) has been convicted by a judgment which has the force of res judicata
in accordance with the legal provisions of the country of any offence
concerning his professional conduct;
(d) has been guilty of grave professional misconduct proven by any means
which the contracting authorities can demonstrate;
(e) has not fulfilled obligations relating to the payment of social
security contributions in accordance with the legal provisions of the
country in which he is established or with those of the country of the
contracting authority;
(f) has not fulfilled obligations relating to the payment of taxes in
accordance with the legal provisions of the country in which he is
established or with those of the country of the contracting authority;
(g) is guilty of serious misrepresentation in supplying the information
required under this Section or has not supplied such information;
(h) has been the subject of a conviction for participation in a criminal
organisation, as defined in Article 2(1) of Council Joint Action
98/733/JHA;
(i) has been the subject of a conviction for corruption, as defined in
Article 3 of the Council Act of 26.5.1997 and Article 3(1) of Council
Joint Action 98/742/JHA respectively;
(j) has been the subject of a conviction for fraud within the meaning of
Article 1 of the Convention relating to the protection of the financial
interests of the European Communities;
(k) has been the subject of a conviction for money laundering, as defined
in Article 1 of Council Directive 91/308/EEC of 10.6.1991 on prevention of
the use of the financial system for the purpose of money laundering.
Please refer to Regulation no 23 of the Public Procurement Regulations
2006 (SI No 5) for additional rejection criteria (see link).
http://www.opsi.gov.uk/si/si2006/20060005.htm.
III.2.2) Economic and financial capacity: Information and formalities
necessary for evaluating if requirements are met: Financial checks will be
undertaken for economic operators using the Councils current financial
assessors n2check (www.n2check.com). Economic operators will be assessed
according to the level of risk stipulated by n2checkEconomic . Any
Economic Operator being given an above average (or lower) risk rating may
be disqualified.
Minimum level(s) of standards possibly required: The organisation should
hold as a minimum the following insurance levels or be able to provide
with their response, a written statement advising that should they be
awarded the contract they will have the required levels of insurance in
place for the commencement of the contract.
Public Liability 5 000 000 GBP.
Employers Liability 10 000 000 GBP.
Professional Indemnity 2 000 000 GBP.
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:
No.
III.3.2) Legal entities should indicate the names and professional
qualifications of the staff responsible for the execution of the service:
No.
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:
PC277.
IV.3.2) Previous publication(s) concerning the same contract: No.
IV.3.3) Conditions for obtaining specifications and additional documents
or descriptive document: Time limit for receipt of requests for documents
or for accessing documents: 20.11.2009 - 15:00.
Payable documents: no.
IV.3.4) Time-limit for receipt of tenders or requests to participate:
20.11.2009 - 15:00.
IV.3.6) Language(s) in which tenders or requests to participate may be
drawn up: English.
IV.3.8) Conditions for opening tenders: Date: 23.11.2009 - 09:00.
Place: Staffordshire County Council.
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.4) PROCEDURES FOR APPEAL
VI.4.1) Body responsible for appeal procedures: as above.
VI.4.2) Lodging of appeals: Precise information on deadline(s) for
lodging appeals: This authority will incorporate a minimum ten (10)
calendar day standstill period at the point when 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 two (2)
working days from the notification of the award decision to request
additional debriefing. Such information has to be provided a minimum of
three (3) working days before the expiry of the standstill period. Such
additional information should be requested from (please refer to the named
person in the address in part 1.1).
If an appeal regarding the award of a contract is not 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 three
(3) months). Where a contract has not been entered into the Court may
order the setting 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. The purpose of the standstill
period referred to above is to allow parties to apply to the Courts to set
aside the award decision before the contract is entered into.
VI.4.3) Service from which information about the lodging of appeals may
be obtained: as above.
VI.5) DATE OF DISPATCH OF THIS NOTICE: 22.10.2009.

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UK-Stafford: pension fund management services

Request For Proposals

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