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Hysbysiad o Gontract

Pension Scheme (Defined Contribution) and Employee Benefits

  • Cyhoeddwyd gyntaf: 12 Mawrth 2025
  • Wedi'i addasu ddiwethaf: 12 Mawrth 2025
  • Efallai na fydd y ffeil hon yn gwbl hygyrch.

  •  

Nid yw'r prynwr yn defnyddio'r wefan hon i weinyddu'r hysbysiad.

I gofnodi eich diddordeb neu gael gwybodaeth neu ddogfennau ychwanegol, darllenwch y cyfarwyddiadau yn Nhestun Llawn yr Hysbysiad. (NODER: Nid oes angen ymateb i Hysbysiadau Dyfarnu Contractau a Hysbysiadau Gwybodaeth Ymlaen Llaw fel arfer)

Rydych yn gweld hysbysiad sydd wedi dod i ben.

Cynnwys

Crynodeb

OCID:
ocds-h6vhtk-04b383
Cyhoeddwyd gan:
North Western Universities Purchasing Consortium
ID Awudurdod:
AA80234
Dyddiad cyhoeddi:
12 Mawrth 2025
Dyddiad Cau:
17 Mawrth 2025
Math o hysbysiad:
Hysbysiad o Gontract
Mae ganddo ddogfennau:
Nac Ydi
Wedi SPD:
Nac Ydi
Mae ganddo gynllun lleihau carbon:
AMH

Crynodeb

NWUPC in conjunction with UCEA has a requirement to establish a Framework Agreement for the provision of a Defined Contribution Master Trust Pension Scheme and Employee Benefits including Group Life Assurance, Group Income Protection and the provision of a customisable benefits platform for the management of employee benefits through a single centralised portal. NWUPC is establishing the Framework Agreement as a central purchasing body for itself and its Members (Other Contracting Bodies (OCB)). NWUPC is managing this procurement process in accordance with the Public Contracts Regulations 2015 (the “Regulations”) on behalf of members of APUC, HEPCW, LUPC, NEUPC, NWUPC and SUPC.

The Framework Agreement will be split into three lots as follows:

Lot 1 – Defined Contribution Pension Scheme (Master Trust)

Lot 2 – Group Life Assurance & Group Income Protection

Lot 3 – Flexible Benefits Platform

Testun llawn y rhybydd

Hysbysiad contract

Adran I: Endid contractio

I.1) Enw a chyfeiriad

North Western Universities Purchasing Consortium

04045190

Salford Innovation Forum, Room 210, 51 Frederick Road

Salford

M6 6FP

UK

Person cyswllt: Sarah Dye

Ffôn: +44 1612348016

E-bost: sarah.dye@nwupc.ac.uk

NUTS: UK

Cyfeiriad(au) rhyngrwyd

Prif gyfeiriad: https://nwupc.ac.uk/

Cyfeiriad proffil y prynwr: https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/91080

I.2) Caffael ar y cyd

Caiff y contract ei ddyfarnu gan gorff prynu canolog

I.3) Cyfathrebu

Mae'r dogfennau caffael ar gael ar gyfer mynediad uniongyrchol anghyfyngedig a llawn, yn rhad ac am ddim ar:

https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=89289&B=NWUPC


Gellir cael gwybodaeth ychwanegol o'r cyfeiriad uchod


Rhaid anfon tendrau neu geisiadau i gymryd rhan yn electronig at:

https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=89289&B=NWUPC


Rhaid anfon tendrau neu geisiadau i gymryd rhan i'r cyfeiriad uchod:


I.4) Y math o awdurdod contractio

Arall: Sub-central contracting authority

I.5) Prif weithgaredd

Addysg

Adran II: Gwrthrych

II.1) Cwmpas y caffaeliad

II.1.1) Teitl

Pension Scheme (Defined Contribution) and Employee Benefits

Cyfeirnod: PFB3038NW

II.1.2) Prif god CPV

66520000

 

II.1.3) Y math o gontract

Gwasanaethau

II.1.4) Disgrifiad byr

NWUPC in conjunction with UCEA has a requirement to establish a Framework Agreement for the provision of a Defined Contribution Master Trust Pension Scheme and Employee Benefits including Group Life Assurance, Group Income Protection and the provision of a customisable benefits platform for the management of employee benefits through a single centralised portal. NWUPC is establishing the Framework Agreement as a central purchasing body for itself and its Members (Other Contracting Bodies (OCB)). NWUPC is managing this procurement process in accordance with the Public Contracts Regulations 2015 (the “Regulations”) on behalf of members of APUC, HEPCW, LUPC, NEUPC, NWUPC and SUPC.

The Framework Agreement will be split into three lots as follows:

Lot 1 – Defined Contribution Pension Scheme (Master Trust)

Lot 2 – Group Life Assurance & Group Income Protection

Lot 3 – Flexible Benefits Platform

II.1.5) Cyfanswm gwerth amcangyfrifedig

Gwerth heb gynnwys TAW: 19 000 000.00 GBP

II.1.6) Gwybodaeth am lotiau

Mae’r contract hwn wedi’i rannu’n lotiau: Ydy

Gellir cyflwyno tendrau ar gyfer pob lot

II.2) Disgrifiad

Rhif y Lot 1

II.2.1) Teitl

Lot 1- Pension Scheme (Defined Contribution) Master Trust

II.2.2) Cod(au) CPV ychwanegol

66131100

66141000

66522000

66523100

II.2.3) Man cyflawni

Cod NUTS:

UK

II.2.4) Disgrifiad o’r caffaeliad

NWUPC is seeking to set up a section in a pre-existing authorised master trust as a tailored solution for Member Institutions of the participating consortia that can be used to meet (or exceed) automatic enrolment requirements as a minimum, to be available for H2 2025 eligibility. The scheme will be available to Member Institutions to enrol staff as defined by each Employer into the DC arrangement. This may include staff employed by the Member Institution or through a wholly owned subsidiary across both academic and academic-related posts and/or professional services. This may include new employees only or existing employees. The new DC arrangement could also be made available to staff in existing Defined Benefit schemes should they choose to opt-out of the existing scheme subject to the rules and regulations of the DB scheme.

II.2.5) Meini prawf dyfarnu

Maen prawf isod:

Maes prawf ansawdd: Customer Requirements / Pwysoliad: 85.00%

Price / Pwysoliad:  15.00%

II.2.7) Hyd y contract, y cytundeb fframwaith neu’r system brynu ddynamig

Dechrau: 01/05/2025

Diwedd: 30/04/2032

Gall y contract hwn gael ei adnewyddu: Ydy

Disgrifiad o’r adnewyddiadau:

This Framework Agreement will commence on 1st May 2025 for an initial period of five years until 30th April 2030 with the option to extend the Agreement for two years until 30th April 2032 subject to satisfactory Economic Operator performance.

II.2.9) Gwybodaeth am y cyfyngiadau ar nifer yr ymgeiswyr a gaiff eu gwahodd

II.2.10) Gwybodaeth am amrywiadau

Derbynnir amrywiadau: Na

II.2.11) Gwybodaeth am opsiynau

Opsiynau: Na

II.2.13) Gwybodaeth am Gronfeydd yr Undeb Ewropeaidd

Mae'r broses gaffael yn gysylltiedig â phrosiect a/neu raglen a ariennir gan gronfeydd yr Undeb Ewropeaidd: Na

Rhif y Lot 2

II.2.1) Teitl

Lot 2- Group Life Assurance & Group Income Protection

II.2.2) Cod(au) CPV ychwanegol

66510000

66511000

66512000

II.2.3) Man cyflawni

Cod NUTS:

UK

II.2.4) Disgrifiad o’r caffaeliad

The provision of Group Life Assurance and Group Income Protection to staff of participating consortia Member Institutions as an employee benefit. It will be at the discretion of the Member Institution which of the available policies they elect to take-up. This lot does not include a requirement for any insurance broking services.

II.2.5) Meini prawf dyfarnu

Maen prawf isod:

Maes prawf ansawdd: Customer Requirements / Pwysoliad: 75.00%

Price / Pwysoliad:  25.00%

II.2.7) Hyd y contract, y cytundeb fframwaith neu’r system brynu ddynamig

Dechrau: 01/05/2025

Diwedd: 30/04/2032

Gall y contract hwn gael ei adnewyddu: Ydy

Disgrifiad o’r adnewyddiadau:

This Framework Agreement will commence on 1st May 2025 for an initial period of five years until 30th April 2030 with the option to extend the Agreement for two years until 30th April 2032 subject to satisfactory Economic Operator performance.

II.2.9) Gwybodaeth am y cyfyngiadau ar nifer yr ymgeiswyr a gaiff eu gwahodd

II.2.10) Gwybodaeth am amrywiadau

Derbynnir amrywiadau: Na

II.2.11) Gwybodaeth am opsiynau

Opsiynau: Na

II.2.13) Gwybodaeth am Gronfeydd yr Undeb Ewropeaidd

Mae'r broses gaffael yn gysylltiedig â phrosiect a/neu raglen a ariennir gan gronfeydd yr Undeb Ewropeaidd: Na

Rhif y Lot 3

II.2.1) Teitl

Lot 3- Flexible Benefits Platform

II.2.2) Cod(au) CPV ychwanegol

48000000

75310000

79900000

II.2.3) Man cyflawni

Cod NUTS:

UK

II.2.4) Disgrifiad o’r caffaeliad

The provision of a largely off the shelf flexible benefits platform for the management of employee benefits through a single centralised online platform that is customisable to the requirements of the participating consortia member institutions. The platform will offer a range of benefits that shall be available to employees who meet any relevant qualifying criteria established by the member institution. This will cover employees across the UK and may include employees overseas. The platform must be configurable and facilitate the incorporation of existing employee benefits and offer access to benefits from reputable providers. This lot covers the provision of all software and any associated licensing. Potential Services include, but are not limited to system implementation and migration, and professional services around the range of benefits the member institution may seek to make available to employees.

II.2.5) Meini prawf dyfarnu

Maen prawf isod:

Maes prawf ansawdd: Customer Requirements / Pwysoliad: 70.00%

Price / Pwysoliad:  30.00%

II.2.7) Hyd y contract, y cytundeb fframwaith neu’r system brynu ddynamig

Dechrau: 01/05/2025

Diwedd: 30/04/2032

Gall y contract hwn gael ei adnewyddu: Ydy

Disgrifiad o’r adnewyddiadau:

This Framework Agreement will commence on 1st May 2025 for an initial period of five years until 30th April 2030 with the option to extend the Agreement for two years until 30th April 2032 subject to satisfactory Economic Operator performance.

II.2.9) Gwybodaeth am y cyfyngiadau ar nifer yr ymgeiswyr a gaiff eu gwahodd

II.2.10) Gwybodaeth am amrywiadau

Derbynnir amrywiadau: Na

II.2.11) Gwybodaeth am opsiynau

Opsiynau: Na

II.2.13) Gwybodaeth am Gronfeydd yr Undeb Ewropeaidd

Mae'r broses gaffael yn gysylltiedig â phrosiect a/neu raglen a ariennir gan gronfeydd yr Undeb Ewropeaidd: Na

Section III: Gwybodaeth gyfreithiol, economaidd, ariannol a thechnegol

III.1) Amodau ar gyfer cymryd rhan

III.1.2) Statws economaidd ac ariannol

Meini prawf dethol fel y’u nodir yn y dogfennau caffael


III.1.3) Gallu technegol a phroffesiynol

Meini prawf dethol fel y’u nodir yn y dogfennau caffael


III.2) Amodau sy’n gysylltiedig â’r contract

Section IV: Gweithdrefn

IV.1) Disgrifiad

IV.1.1) Y math o weithdrefn

Gweithdrefn agored

IV.1.3) Gwybodaeth am gytundeb fframwaith neu system brynu ddynamig

The procurement involves the establishment of a framework agreement with several operators.

Uchafswm nifer y cyfranogwyr a ragwelir yn y cytundeb fframwaith: 3

Cyfiawnhau unrhyw gyfnod o gytundeb fframwaith sy'n hwy na 8 blynedd: See section VI Additional Information

IV.1.8) Gwybodaeth am Gytundeb Caffael y Llywodraeth (GPA)

The procurement is covered by the Government Procurement Agreement: Ydy

IV.2) Gwybodaeth weinyddol

IV.2.1) Cyhoeddiad blaenorol mewn perthynas â’r weithdrefn hon

Rhif yr hysbysiad yn OJ S:

2024/S 000-035563

IV.2.2) Terfyn amser i dendrau neu geisiadau i gymryd rhan ddod i law

Dyddiad: 17/03/2025

Amser lleol: 13:00

IV.2.4) Ym mha iaith/ieithoedd y gellir cyflwyno tendrau neu geisiadau i gymryd rhan

EN

IV.2.7) Amodau ar gyfer agor tendrau

Dyddiad: 17/03/2025

Amser lleol: 14:00

Section VI: Gwybodaeth ategol

VI.1) Gwybodaeth am ailddigwydd

Caffaeliad cylchol yw hwn: Na

VI.2) Gwybodaeth am lifau gwaith electronig

Defnyddir archebion electronig

Derbynnir anfonebau electronig

Defnyddir taliadau electronig

VI.3) Gwybodaeth ychwanegol

This framework agreement is offered on behalf of the UK Higher and Further Education Sector. The sector currently has access to a variety of Defined Benefit schemes and some institutions have existing DC Scheme provision. Engagement with the sector in scoping the agreement indicated interest in a centrally procured solution from 50 institutions. 10 have an immediate requirement to implement this within the first 12 months. The other interested institutions indicated varying degrees of readiness to implement the scheme throughout the stated duration of the agreement. Participating institutions are seeking value for money through a centralised procurement which leverages economies of scale. This is best achieved through a contract duration that facilitates scheme participation by all interested institutions, maximising assets and offering stability to the appointed provider to deliver competitive rates for the sector. The agreement duration recognises this and the lengthy governance and implementation processes that accompany the implementation of a DC Scheme in the sector. Lots 2 and 3 are complementary provisions to support the implementation of a Defined Contribution scheme within the sector and, as such, should be co-terminus. As value for money is a driver of the procurement, the Authority reserves the right to review the competitiveness of the scheme in any decision to extend.

The following organisations have committed to this procurement and intend to utilise the Framework Agreement as soon as possible after award. As such, the members and their wholly owned subsidiaries of the following Consortia may wish to utilise the Agreement and should have access at any point:

NWUPC https://www.nwupc.ac.uk/our-members

APUC http://www.apuc-scot.ac.uk/#!/members

HEPCW https://www.hepcw.ac.uk/members/

LUPC https://www.lupc.ac.uk/member-list

NEUPC http://www.neupc.ac.uk/our-members

SUPC https://www.supc.ac.uk/about-us/our-members/our-members

At some point during the life of the Framework Agreement, higher education providers registered by the Office for Students at the following link (OfS Register) may wish to utilise the Agreement and should have access at any point with the permission of NWUPC. This Agreement is not intended to replace any current Agreements that either participating or non-participating Institutions may already have in place.

The following individual Organisation (not its individual members) is also eligible to join the Framework Agreement:

Universities and Colleges Employers Association http://www.ucea.ac.uk/

VI.4) Gweithdrefnau adolygu

VI.4.1) Corff adolygu

NWUPC Ltd

Salford

M6 6FP

UK

VI.5) Dyddiad anfon yr hysbysiad hwn

13/02/2025

Codio

Categorïau nwyddau

ID Teitl Prif gategori
79900000 Amrywiol wasanaethau busnes a gwasanaethau sy’n gysylltiedig â busnes Gwasanaethau busnes: y gyfraith, marchnata, ymgynghori, recriwtio, argraffu a diogelwch
75310000 Gwasanaethau budd-daliadau Gwasanaethau nawdd cymdeithasol gorfodol
66131100 Gwasanaethau buddsoddi pensiwn Gwasanaethau broceriaeth diogelwch
66523100 Gwasanaethau gweinyddu cronfeydd pensiwn Gwasanaethau ymgynghori ar gronfeydd pensiwn
66520000 Gwasanaethau pensiwn Gwasanaethau yswiriant a phensiwn
66522000 Gwasanaethau pensiwn grwp Gwasanaethau pensiwn
66141000 Gwasanaethau rheoli cronfeydd pensiwn Gwasanaethau rheoli portffolios
66510000 Gwasanaethau yswiriant Gwasanaethau yswiriant a phensiwn
66511000 Gwasanaethau yswiriant bywyd Gwasanaethau yswiriant
66512000 Gwasanaethau yswiriant damweiniau ac iechyd Gwasanaethau yswiriant
48000000 Systemau pecynnau meddalwedd a gwybodaeth Gwasanaethau Cyfrifiadurol a Chysylltiedig

Lleoliadau Dosbarthu

ID Disgrifiad
100 DU - I gyd

Cyfyngiadau Rhanbarthol ar y Rhybuddion

Mae’r prynwr wedi cyfyngu’r rhybuddion ar gyfer yr hysbysiad hwn i gyflenwyr yn y rhanbarthau canlynol.

ID Disgrifiad
Nid oes cyfyngiadau ar y rhybuddion ar gyfer yr hysbysiad hwn.

Ynglŷn â'r prynwr

Prif gyswllt:
sarah.dye@nwupc.ac.uk
Cyswllt gweinyddol:
N/a
Cyswllt technegol:
N/a
Cyswllt arall:
N/a

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