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Services - 439477-2014

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24/12/2014    S248

United Kingdom-London: Pension fund administration services

2014/S 248-439477

Contract award notice


Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Official name: London and Quadrant Housing Trust Staff Benefits Plan
Postal address: One Kings Hall Mews, Lewisham
Town: London
Postal code: SE13 5JQ
Country: United Kingdom
Contact person: Finance
For the attention of: T J Mummery
Telephone: +44 8444069000

Internet address(es):

General address of the contracting authority:

Address of the buyer profile:

I.2)Type of the contracting authority
Body governed by public law
I.3)Main activity
Housing and community amenities
I.4)Contract award on behalf of other contracting authorities
The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1.1)Title attributed to the contract
Pension administration and investment advisory services.
II.1.2)Type of contract and location of works, place of delivery or of performance
Service category No 27: Other services
Main site or location of works, place of delivery or of performance: London and South East London.


II.1.3)Information about a framework agreement or a dynamic purchasing system (DPS)
II.1.4)Short description of the contract or purchase(s)
The London and Quadrant Housing Trust Staff Benefits Plan is managed by a Board of Trustees.
London and Quadrant Housing Trust is the principal employer (an exempt charity providing affordable housing).
The trustees now wish to procure pension administration, investment advice, and actuarial support services for the pension plan (comprising both Defined Benefit and Defined Contribution sections). The resultant contract will be for a potential five year period (three plus two one year extension periods).
There are currently nearly 1 550 members of the scheme (almost 800 active) including 684 Defined Benefit members. The scheme does not include Auto Enrolment members.

The PQQ document can be obtained from T Mummery (a trustee) at L&Q — please contact

Neither the pension trustees or the London and Quadrant Group will be liable for any cost or expense incurred by any tenderer in connection with the completion and return of information requested in this contract notice, or submission of any PQQ or tender.
II.1.5)Common procurement vocabulary (CPV)

66523100 Pension fund administration services

II.1.6)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.2)Total final value of contract(s)
II.2.1)Total final value of contract(s)
Value: 480 186 GBP
Excluding VAT

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of
1. Price. Weighting 40
2. Expertise and service delivery. Weighting 30
3. Use of model answers. Weighting 30
IV.2.2)Information about electronic auction
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority
IV.3.2)Previous publication(s) concerning the same contract

Contract notice

Notice number in the OJEU: 2014/S 111-195948 of 12.6.2014

Section V: Award of contract

Lot title: LQHT Staff Benefits Plan Pension Administration
V.1)Date of contract award decision:
V.2)Information about offers
Number of offers received: 5
V.3)Name and address of economic operator in favour of whom the contract award decision has been taken

Official name: Capita Employee Benefits (Consulting) Ltd
Postal address: 65 Gresham St
Town: London
Postal code: EC2V 7NQ
Country: United Kingdom

V.4)Information on value of contract
Initial estimated total value of the contract:
Value: 450 000 GBP
Excluding VAT
Total final value of the contract:
Value: 480 186 GBP
Excluding VAT
If annual or monthly value:
Number of years: 3
V.5)Information about subcontracting

Section VI: Complementary information

VI.1)Information about European Union funds
VI.2)Additional information:
(MT Ref:145772).
VI.3)Procedures for appeal
VI.3.1)Body responsible for appeal procedures
VI.3.2)Lodging of appeals
VI.3.3)Service from which information about the lodging of appeals may be obtained
VI.4)Date of dispatch of this notice: