ENQEIR914 – Administration and actuarial services for the EirGrid Pension Trustees

EirGrid has a requirement for administration, advisory and actuarial services for EirGrid Plc’s Pension Trustees for the Defined Benefit (DB) pension scheme, The EirGrid Pension Fund. This document provides a description of EirGrid’s requirements for this contract as well as details of the services we wish to procure under each …

CPV: 66520000 Pension services, 66131100 Pension investment services, 66141000 Pension fund management services, 66500000 Insurance and pension services, 66519600 Actuarial services, 66522000 Group pension services, 66523000 Pension fund consultancy services, 66523100 Pension fund administration services
Deadline:
Dec. 3, 2024, noon
Deadline type:
Submitting a bid
Place of execution:
ENQEIR914 – Administration and actuarial services for the EirGrid Pension Trustees
Awarding body:
EirGrid plc
Award number:
1

1. Buyer

1.1 Buyer

Official name : EirGrid plc
Legal type of the buyer : Entity with special or exclusive rights
Activity of the contracting entity : Electricity-related activities

2. Procedure

2.1 Procedure

Title : ENQEIR914 – Administration and actuarial services for the EirGrid Pension Trustees
Description : EirGrid has a requirement for administration, advisory and actuarial services for EirGrid Plc’s Pension Trustees for the Defined Benefit (DB) pension scheme, The EirGrid Pension Fund. This document provides a description of EirGrid’s requirements for this contract as well as details of the services we wish to procure under each Lot. It also provides information about the selection procedure. Candidates are invited to submit a qualification application for inclusion on the tender list for one or more of the applicable Lots in accordance with this PQQ. Candidates wishing to apply for more than 1 Lot must submit a full questionnaire for each Lot. Lot 1 – Administration Services (including Pensioner Payroll) Lot 2 – Scheme Actuarial Services and Risk Management Services Lot 3 – Advisory Services including Investment Management advice The framework agreement period will be for an initial duration of Five(5)years with the option to extend annually for up to an additional Three(3) years The estimated value is: Lot 1 – €1M over the potential 8 years. Lot 2 - €700K over the potential 8 years. Lot 3 - €700K over the potential 8 years. Total - €2.4M
Procedure identifier : 3ade491a-ea18-4bea-900f-bce761084c4f
Type of procedure : Negotiated with prior publication of a call for competition / competitive with negotiation
The procedure is accelerated : no
Justification for the accelerated procedure :
Main features of the procedure :

2.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66520000 Pension services
Additional classification ( cpv ): 66131100 Pension investment services
Additional classification ( cpv ): 66141000 Pension fund management services
Additional classification ( cpv ): 66500000 Insurance and pension services
Additional classification ( cpv ): 66519600 Actuarial services
Additional classification ( cpv ): 66522000 Group pension services
Additional classification ( cpv ): 66523000 Pension fund consultancy services
Additional classification ( cpv ): 66523100 Pension fund administration services

2.1.2 Place of performance

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

2.1.3 Value

Maximum value of the framework agreement : 2 400 000 Euro

2.1.4 General information

Legal basis :
Directive 2014/25/EU

2.1.5 Terms of procurement

Terms of submission :
Maximum number of lots for which one tenderer can submit tenders : 3
The tenderer must submit tenders for all lots

5. Lot

5.1 Lot technical ID : LOT-0001

Title : Administration Services (including Pensioner Payroll)
Description : EirGrid has a requirement for administration, advisory and actuarial services for EirGrid Plc’s Pension Trustees for the Defined Benefit (DB) pension scheme, The EirGrid Pension Fund. This document provides a description of EirGrid’s requirements for this contract as well as details of the services we wish to procure under each Lot. It also provides information about the selection procedure. Candidates are invited to submit a qualification application for inclusion on the tender list for one or more of the applicable Lots in accordance with this PQQ. Candidates wishing to apply for more than 1 Lot must submit a full questionnaire for each Lot. Lot 1 – Administration Services (including Pensioner Payroll) The framework agreement period will be for an initial duration of Five(5)years with the option to extend annually for up to an additional Three(3) years The estimated value is: Lot 1 – €1M over the potential 8 years.
Internal identifier : 1

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66520000 Pension services
Additional classification ( cpv ): 66131100 Pension investment services
Additional classification ( cpv ): 66141000 Pension fund management services
Additional classification ( cpv ): 66500000 Insurance and pension services
Additional classification ( cpv ): 66519600 Actuarial services
Additional classification ( cpv ): 66522000 Group pension services
Additional classification ( cpv ): 66523000 Pension fund consultancy services
Additional classification ( cpv ): 66523100 Pension fund administration services

5.1.2 Place of performance

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

5.1.3 Estimated duration

Other duration : Unknown

5.1.4 Renewal

Maximum renewals : 3

5.1.5 Value

Estimated value excluding VAT : 1 000 000 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.9 Selection criteria

Criterion :
Type : 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 : 03/12/2024 12:00 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No
Conditions relating to the performance of the contract : please see PQQ document
Financial arrangement : please see PQQ document

5.1.15 Techniques

Framework agreement :
Framework agreement, partly without reopening and partly with reopening of competition
Information about the dynamic purchasing system :
No dynamic purchase system
Electronic auction : no

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland
Organisation providing additional information about the procurement procedure : EirGrid plc
Organisation providing offline access to the procurement documents : EirGrid plc
Organisation receiving requests to participate : EirGrid plc
Organisation processing tenders : EirGrid plc
TED eSender : European Dynamics S.A.

5.1 Lot technical ID : LOT-0002

Title : Scheme Actuarial Services and Risk Management Services
Description : EirGrid has a requirement for administration, advisory and actuarial services for EirGrid Plc’s Pension Trustees for the Defined Benefit (DB) pension scheme, The EirGrid Pension Fund. This document provides a description of EirGrid’s requirements for this contract as well as details of the services we wish to procure under each Lot. It also provides information about the selection procedure. Candidates are invited to submit a qualification application for inclusion on the tender list for one or more of the applicable Lots in accordance with this PQQ. Candidates wishing to apply for more than 1 Lot must submit a full questionnaire for each Lot 2 – Scheme Actuarial Services and Risk Management Services. The framework agreement period will be for an initial duration of Five(5)years with the option to extend annually for up to an additional Three(3) years The estimated value is: Lot 2 - €700K over the potential 8 years.
Internal identifier : 2

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66520000 Pension services
Additional classification ( cpv ): 66131100 Pension investment services
Additional classification ( cpv ): 66141000 Pension fund management services
Additional classification ( cpv ): 66500000 Insurance and pension services
Additional classification ( cpv ): 66519600 Actuarial services
Additional classification ( cpv ): 66522000 Group pension services
Additional classification ( cpv ): 66523000 Pension fund consultancy services
Additional classification ( cpv ): 66523100 Pension fund administration services

5.1.2 Place of performance

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

5.1.3 Estimated duration

Other duration : Unknown

5.1.4 Renewal

Maximum renewals : 3

5.1.5 Value

Estimated value excluding VAT : 700 000 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.9 Selection criteria

Criterion :
Type : 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 : 03/12/2024 12:00 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No
Conditions relating to the performance of the contract : please see PQQ document
Financial arrangement : please see PQQ document

5.1.15 Techniques

Framework agreement :
Framework agreement, without reopening of competition
Information about the dynamic purchasing system :
No dynamic purchase system
Electronic auction : no

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland
Organisation providing additional information about the procurement procedure : EirGrid plc
Organisation providing offline access to the procurement documents : EirGrid plc
Organisation receiving requests to participate : EirGrid plc
Organisation processing tenders : EirGrid plc
TED eSender : European Dynamics S.A.

5.1 Lot technical ID : LOT-0003

Title : Advisory Services including Investment Management advice
Description : EirGrid has a requirement for administration, advisory and actuarial services for EirGrid Plc’s Pension Trustees for the Defined Benefit (DB) pension scheme, The EirGrid Pension Fund. This document provides a description of EirGrid’s requirements for this contract as well as details of the services we wish to procure under each Lot. It also provides information about the selection procedure. Candidates are invited to submit a qualification application for inclusion on the tender list for one or more of the applicable Lots in accordance with this PQQ. Candidates wishing to apply for more than 1 Lot must submit a full questionnaire for each Lot.Lot 3 – Advisory Services including Investment Management advice. The framework agreement period will be for an initial duration of Five(5)years with the option to extend annually for up to an additional Three(3) years. The estimated value is: Lot 3 - €700K over the potential 8 years.
Internal identifier : 3

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66520000 Pension services
Additional classification ( cpv ): 66131100 Pension investment services
Additional classification ( cpv ): 66141000 Pension fund management services
Additional classification ( cpv ): 66500000 Insurance and pension services
Additional classification ( cpv ): 66519600 Actuarial services
Additional classification ( cpv ): 66522000 Group pension services
Additional classification ( cpv ): 66523000 Pension fund consultancy services
Additional classification ( cpv ): 66523100 Pension fund administration services

5.1.2 Place of performance

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

5.1.3 Estimated duration

Other duration : Unknown

5.1.4 Renewal

Maximum renewals : 3

5.1.5 Value

Estimated value excluding VAT : 700 000 Euro

5.1.6 General information

Reserved participation : Participation is not reserved.
Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes

5.1.7 Strategic procurement

Aim of strategic procurement : No strategic procurement

5.1.9 Selection criteria

Criterion :
Type : 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 : 03/12/2024 12:00 +00:00
Terms of contract :
The execution of the contract must be performed within the framework of sheltered employment programmes : No
Conditions relating to the performance of the contract : please see PQQ document
Financial arrangement : please see PQQ document

5.1.15 Techniques

Framework agreement :
Framework agreement, without reopening of competition
Information about the dynamic purchasing system :
No dynamic purchase system
Electronic auction : no

5.1.16 Further information, mediation and review

Review organisation : The High Court of Ireland
Organisation providing additional information about the procurement procedure : EirGrid plc
Organisation providing offline access to the procurement documents : EirGrid plc
Organisation receiving requests to participate : EirGrid plc
Organisation processing tenders : EirGrid plc
TED eSender : European Dynamics S.A.

8. Organisations

8.1 ORG-0001

Official name : EirGrid plc
Registration number : 6358522H
Postal address : 160 Shelbourne Road, Ballsbridge
Town : Dublin
Postcode : Dublin 4
Country : Ireland
Telephone : 0000
Roles of this organisation :
Buyer
Organisation providing additional information about the procurement procedure
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 : 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
Country : Greece
Telephone : +30 2108094500
Roles of this organisation :
TED eSender

11. Notice information

11.1 Notice information

Notice identifier/version : 899aff3a-626d-4f3d-9e9d-305cc38e8591 - 01
Form type : Competition
Notice type : Contract or concession notice – standard regime
Notice dispatch date : 30/10/2024 15:49 +00:00
Languages in which this notice is officially available : English

11.2 Publication information

Notice publication number : 00666234-2024
OJ S issue number : 214/2024
Publication date : 04/11/2024