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Services - 250349-2017

30/06/2017    S123

United Kingdom-Peterborough: Pension services

2017/S 123-250349

Contract notice – utilities


Legal Basis:
Directive 2014/25/EU

Section I: Contracting entity

I.1)Name and addresses
Official name: Anglian Water Group
Postal address: Supply Chain Management, Thorpe Wood House, Thorpe Wood
Town: Peterborough
Postal code: PE3 6WT
Country: United Kingdom
Contact person: Jay Thind
Internet address(es):
Main address:
The procurement documents are available for unrestricted and full direct access, free of charge, at:
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via:
Tenders or requests to participate must be submitted to the abovementioned address
I.6)Main activity

Section II: Object

II.1)Scope of the procurement

Master Trust DC Pension Scheme.

Reference number: PA-2017-00024
II.1.2)Main CPV code
66520000 Pension services
II.1.3)Type of contract
II.1.4)Short description:

The RFI and RFP documents can be downloaded from our website, Please see section 1.3. Copy and paste the following link:

The RFI has to be completed and submitted by the 30.7.2017. The RFP shall be issued together with the RFI to all the bidders that accepted the invitation to participate to this event as ‘Read Only’. The editable RFP shall be issued only to the bidders that qualify to the RFP stage.

II.1.5)Estimated total value
Value excluding VAT: 5 000 000.00 GBP
II.1.6)Information about lots
This contract is divided into lots: no
II.2.2)Additional CPV code(s)
66131100 Pension investment services
66522000 Group pension services
66523000 Pension fund consultancy services
66523100 Pension fund administration services
66520000 Pension services
66500000 Insurance and pension services
66141000 Pension fund management services
II.2.3)Place of performance
Main site or place of performance:

East Anglia.

II.2.4)Description of the procurement:

Anglian Water Group currently operates an employer trust based defined contribution (DC) pension scheme and it is looking to procure the provision of a new Master Trust pension scheme, that is auto-enrolment compliant, meets the standards of the Pensions Regulator's Master Trust assurance framework and provides easy access to all the recently introduced pension's flexibilities.

Anglian Water is seeking to identify a quality pension provider that can offer a Master Trust Solution from the planned implementation date of 1st April 2018 and offer proactive, ongoing support (to both Company and employees). We are looking for a provider who can commit to timely and proactive delivery, both as part of the implementation and the ongoing service.

It is imperative that the provider can evidence effective governance, provide good outcomes for members and clear, concise member communications, with the capacity of tailored communications to make them look like Anglian Water owns them.

The current pensionable payroll is about 130 000 000 GBP pa and the current DC contributions are 15 %, mainly on a salary sacrifice basis.

The Anglian Water Group has approximately 4 500 employees and the current DC scheme has funds of circa 120 000 000 GBP, which may bulk transfer to the new scheme.

Anglian Water Group is looking for a master trust solution which is flexible and which is capable of accepting the bulk transfer of assets, should at some point in the future, there be a need for bulk transfer of assets.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
Value excluding VAT: 5 000 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 21/11/2017
End: 20/11/2037
This contract is subject to renewal: no
II.2.9)Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 20
Objective criteria for choosing the limited number of candidates:

Anglian Water Group are seeking a trust which meets the Pension Regulator's standards but do not require the provider to be listed on the Pensions Regulator website, provided other satisfactory evidence of such standards is provided.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: no
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

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:

Equivalent standards of the Pension Regulator — Master Trust Assurance Framework.

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.1.4)Objective rules and criteria for participation
List and brief description of rules and criteria:

As referred to in II.2.9.

III.2)Conditions related to the contract
III.2.1)Information about a particular profession
Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:

As referred to in II.2.9.

Section IV: Procedure

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
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated
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: 30/07/2017
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date: 22/08/2017
IV.2.4)Languages in which tenders or requests to participate may be submitted:
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until: 31/12/2017

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
Official name: Anglian Water Group
Postal address: Thorpe Wood House
Town: Peterborough
Postal code: PE3 6WT
Country: United Kingdom
VI.5)Date of dispatch of this notice: