Pension Services for the IBTS

The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements …

CPV: 66522000 Altersvorsorge (Gruppenversicherungen)
Frist:
28. März 2025 12:00
Art der Frist:
Angebotsabgabe
Ausführungsort:
Pension Services for the IBTS
Vergabestelle:
Irish Blood Transfusion Service
Vergabenummer:
1

1. Buyer

1.1 Buyer

Official name : Irish Blood Transfusion Service
Legal type of the buyer : Body governed by public law
Activity of the contracting authority : Health

2. Procedure

2.1 Procedure

Title : Pension Services for the IBTS
Description : The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements to the one company for economies of scale, the splitting of the various elements between suppliers is also a possibility. Tenderers are advised to submit both individual cost elements and an overall cost, for all elements. The contract will be subject to an annual CPI (Consumer Price Index) increase each year based on the CPI of the prior year and invoicing will be quarterly in advance. Proposals should clearly indicate if any additional charges would apply or if any services are not covered under their cost proposal ie the tenderers pricing schedule should be clear and unambiguous. Each of the six lots will be marked separately and presentations by suppliers may be requested by the Trustees and employer tender review group.
Procedure identifier : 71695cb7-2cdc-4733-aabb-6220a50c950b
Type of procedure : Open
Main features of the procedure : Pension

2.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66522000 Group pension services

2.1.2 Place of performance

Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland

2.1.3 Value

Estimated value excluding VAT : 0 Euro

2.1.4 General information

Legal basis :
Directive 2014/24/EU

2.1.5 Terms of procurement

Terms of submission :
Maximum number of lots for which one tenderer can submit tenders : 6

5. Lot

5.1 Lot technical ID : LOT-0001

Title : Pension administration services , Trustee secretarial services, Trustee general consulting.
Description : The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements to the one company for economies of scale, the splitting of the various elements between suppliers is also a possibility. Tenderers are advised to submit both individual cost elements and an overall cost, for all elements. The contract will be subject to an annual CPI (Consumer Price Index) increase each year based on the CPI of the prior year and invoicing will be quarterly in advance. Proposals should clearly indicate if any additional charges would apply or if any services are not covered under their cost proposal ie the tenderers pricing schedule should be clear and unambiguous. Each of the six lots will be marked separately and presentations by suppliers may be requested by the Trustees and employer tender review group.
Internal identifier : 1

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66522000 Group pension services

5.1.2 Place of performance

Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Additional information : 0000

5.1.5 Value

Estimated value excluding VAT : 0 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement
Approach to reducing environmental impacts : Other

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English
Languages in which the procurement documents (or their parts) are unofficially available : English

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : English
Electronic catalogue : Not allowed
Tenderers may submit more than one tender : Not allowed
Deadline for receipt of tenders : 28/03/2025 12:00 +00:00
Information about public opening :
Opening date : 28/03/2025 12:30 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland -
Organisation providing offline access to the procurement documents : Irish Blood Transfusion Service -
Organisation receiving requests to participate : Irish Blood Transfusion Service -
Organisation processing tenders : Irish Blood Transfusion Service -

5.1 Lot technical ID : LOT-0002

Title : Pension Scheme Actuarial Services
Description : The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements to the one company for economies of scale, the splitting of the various elements between suppliers is also a possibility. Tenderers are advised to submit both individual cost elements and an overall cost, for all elements. The contract will be subject to an annual CPI (Consumer Price Index) increase each year based on the CPI of the prior year and invoicing will be quarterly in advance. Proposals should clearly indicate if any additional charges would apply or if any services are not covered under their cost proposal ie the tenderers pricing schedule should be clear and unambiguous. Each of the six lots will be marked separately and presentations by suppliers may be requested by the Trustees and employer tender review group.
Internal identifier : 2

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66522000 Group pension services

5.1.2 Place of performance

Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Additional information : 0000

5.1.5 Value

Estimated value excluding VAT : 0 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement
Approach to reducing environmental impacts : Other

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English
Languages in which the procurement documents (or their parts) are unofficially available : English

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : English
Electronic catalogue : Not allowed
Tenderers may submit more than one tender : Not allowed
Deadline for receipt of tenders : 28/03/2025 12:00 +00:00
Information about public opening :
Opening date : 28/03/2025 12:30 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland -
Organisation providing offline access to the procurement documents : Irish Blood Transfusion Service -
Organisation receiving requests to participate : Irish Blood Transfusion Service -
Organisation processing tenders : Irish Blood Transfusion Service -

5.1 Lot technical ID : LOT-0003

Title : Pension Scheme Risk Management Key Function Holder Services
Description : The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements to the one company for economies of scale, the splitting of the various elements between suppliers is also a possibility. Tenderers are advised to submit both individual cost elements and an overall cost, for all elements. The contract will be subject to an annual CPI (Consumer Price Index) increase each year based on the CPI of the prior year and invoicing will be quarterly in advance. Proposals should clearly indicate if any additional charges would apply or if any services are not covered under their cost proposal ie the tenderers pricing schedule should be clear and unambiguous. Each of the six lots will be marked separately and presentations by suppliers may be requested by the Trustees and employer tender review group.
Internal identifier : 3

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66522000 Group pension services

5.1.2 Place of performance

Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Additional information : 0000

5.1.5 Value

Estimated value excluding VAT : 0 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English
Languages in which the procurement documents (or their parts) are unofficially available : English

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : English
Electronic catalogue : Not allowed
Tenderers may submit more than one tender : Not allowed
Deadline for receipt of tenders : 28/03/2025 12:00 +00:00
Information about public opening :
Opening date : 28/03/2025 12:30 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland -
Organisation providing offline access to the procurement documents : Irish Blood Transfusion Service -
Organisation receiving requests to participate : Irish Blood Transfusion Service -
Organisation processing tenders : Irish Blood Transfusion Service -

5.1 Lot technical ID : LOT-0004

Title : Pension administration services for The Single Public Service Pension Scheme
Description : The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements to the one company for economies of scale, the splitting of the various elements between suppliers is also a possibility. Tenderers are advised to submit both individual cost elements and an overall cost, for all elements. The contract will be subject to an annual CPI (Consumer Price Index) increase each year based on the CPI of the prior year and invoicing will be quarterly in advance. Proposals should clearly indicate if any additional charges would apply or if any services are not covered under their cost proposal ie the tenderers pricing schedule should be clear and unambiguous. Each of the six lots will be marked separately and presentations by suppliers may be requested by the Trustees and employer tender review group.
Internal identifier : 4

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66522000 Group pension services

5.1.2 Place of performance

Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Additional information : 0000

5.1.5 Value

Estimated value excluding VAT : 0 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English
Languages in which the procurement documents (or their parts) are unofficially available : English

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : English
Electronic catalogue : Not allowed
Tenderers may submit more than one tender : Not allowed
Deadline for receipt of tenders : 28/03/2025 12:00 +00:00
Information about public opening :
Opening date : 28/03/2025 12:30 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland -
Organisation providing offline access to the procurement documents : Irish Blood Transfusion Service -
Organisation receiving requests to participate : Irish Blood Transfusion Service -
Organisation processing tenders : Irish Blood Transfusion Service -

5.1 Lot technical ID : LOT-0005

Title : Administration of Income Protection Scheme
Description : The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements to the one company for economies of scale, the splitting of the various elements between suppliers is also a possibility. Tenderers are advised to submit both individual cost elements and an overall cost, for all elements. The contract will be subject to an annual CPI (Consumer Price Index) increase each year based on the CPI of the prior year and invoicing will be quarterly in advance. Proposals should clearly indicate if any additional charges would apply or if any services are not covered under their cost proposal ie the tenderers pricing schedule should be clear and unambiguous. Each of the six lots will be marked separately and presentations by suppliers may be requested by the Trustees and employer tender review group.
Internal identifier : 5

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66522000 Group pension services

5.1.2 Place of performance

Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Additional information : 0000

5.1.5 Value

Estimated value excluding VAT : 0 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English
Languages in which the procurement documents (or their parts) are unofficially available : English

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : English
Electronic catalogue : Not allowed
Tenderers may submit more than one tender : Not allowed
Deadline for receipt of tenders : 28/03/2025 12:00 +00:00
Information about public opening :
Opening date : 28/03/2025 12:30 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland -
Organisation providing offline access to the procurement documents : Irish Blood Transfusion Service -
Organisation receiving requests to participate : Irish Blood Transfusion Service -
Organisation processing tenders : Irish Blood Transfusion Service -

5.1 Lot technical ID : LOT-0006

Title : FRS102 Year End Actuarial Accounting Figures
Description : The Irish Blood Transfusion Service (IBTS) (Authority) wishes to invite tenders for the Provision of Advice and Support for the full operation and administration of its relevant Pension Schemes. The intention is to award a five-year contract to the successful bidder and while the preference is to award all elements to the one company for economies of scale, the splitting of the various elements between suppliers is also a possibility. Tenderers are advised to submit both individual cost elements and an overall cost, for all elements. The contract will be subject to an annual CPI (Consumer Price Index) increase each year based on the CPI of the prior year and invoicing will be quarterly in advance. Proposals should clearly indicate if any additional charges would apply or if any services are not covered under their cost proposal ie the tenderers pricing schedule should be clear and unambiguous. Each of the six lots will be marked separately and presentations by suppliers may be requested by the Trustees and employer tender review group.
Internal identifier : 6

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66522000 Group pension services

5.1.2 Place of performance

Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Additional information : 0000

5.1.5 Value

Estimated value excluding VAT : 0 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.11 Procurement documents

Languages in which the procurement documents are officially available : English
Languages in which the procurement documents (or their parts) are unofficially available : English

5.1.12 Terms of procurement

Terms of submission :
Electronic submission : Required
Languages in which tenders or requests to participate may be submitted : English
Electronic catalogue : Not allowed
Tenderers may submit more than one tender : Not allowed
Deadline for receipt of tenders : 28/03/2025 12:00 +00:00
Information about public opening :
Opening date : 28/03/2025 12:30 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No

5.1.15 Techniques

Framework agreement :
No framework agreement
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland -
Organisation providing offline access to the procurement documents : Irish Blood Transfusion Service -
Organisation receiving requests to participate : Irish Blood Transfusion Service -
Organisation processing tenders : Irish Blood Transfusion Service -

8. Organisations

8.1 ORG-0001

Official name : Irish Blood Transfusion Service
Registration number : 0079525H
Postal address : National Blood Centre James's Street Dublin
Town : Dublin
Postcode : D08 NH5R
Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Telephone : 0858310894
Internet address : https://www.giveblood.ie
Roles of this organisation :
Buyer
Organisation providing offline access to the procurement documents
Organisation receiving requests to participate
Organisation processing tenders

8.1 ORG-0002

Official name : The High Court of Ireland
Registration number : The High Court of Ireland
Department : The High Court of Ireland
Postal address : Four Courts, Inns Quay, Dublin 7
Town : Dublin
Postcode : D07 WDX8
Country subdivision (NUTS) : Dublin ( IE061 )
Country : Ireland
Telephone : +353 1 8886000
Roles of this organisation :
Review organisation

8.1 ORG-0003

Official name : European Dynamics S.A.
Registration number : 002024901000
Department : European Dynamics S.A.
Town : Athens
Postcode : 15125
Country subdivision (NUTS) : Βόρειος Τομέας Αθηνών ( EL301 )
Country : Greece
Telephone : +30 2108094500
Roles of this organisation :
TED eSender
Notice information
Notice identifier/version : 7b114567-865b-413e-b801-a911b6f24ce9 - 01
Form type : Competition
Notice type : Contract notice – light regime
Notice dispatch date : 21/02/2025 10:43 +00:00
Languages in which this notice is officially available : English
Notice publication number : 00119640-2025
OJ S issue number : 38/2025
Publication date : 24/02/2025