RTÉ Pension Administration and Trustee Secretariat

AI-generated analysis of the documents. Check the official notice and any amendments for current submission details.

1. At a glance

2. Scope of Work

This procurement seeks an outsourced pension administration service for the RTÉ Superannuation Scheme (RTÉSA). The successful provider will assume full responsibility for the administration of the RTÉSA, including secretarial services, acting as a Data Processor for the Trustees who are the Data Controller. The services must comply with the RTÉSA legal documentation and all relevant Irish Pension legislation.

The core objectives of the contract are to:

• Deliver consistent and efficient pension administration.
• Maintain complete and accurate member records.
• Provide clear and responsive communication to beneficiaries (members, retirees, spouses/partners).
• Ensure robust compliance, reporting, and governance assurance for the RTÉSA and its Trustees.

The procurement process is divided into two stages:

1. Expression of Interest (EOI) / Pre-Qualification Questionnaire (PQQ): Candidates submit PQQs to demonstrate technical capability and financial standing against minimum requirements.
2. Invitation to Tender (ITT): Shortlisted candidates will receive an ITT with detailed service specifications.

Further details of the specific services required will be provided in the Invitation to Tender document issued to shortlisted candidates. The successful tenderer will enter into a principal services contract and an Article 28 GDPR data processing agreement directly with the Trustees of the RTÉSA.

3. Background & buyer context

Raidió Teilifís Éireann (RTÉ) is Ireland's national public service media organisation. This procurement is being conducted by RTÉ as the agent for the Trustees of the RTÉ Superannuation Scheme (RTÉSA). The RTÉSA is currently administered by RTÉ. The Trustees are seeking to appoint a Registered Administrator (RA) to take over the delivery and administration of the scheme. This initiative aligns with the need for a dedicated, experienced service provider to ensure quality, compliance, accuracy, and operational efficiency in managing the pension scheme. The objective is to secure a service that meets current and future governance requirements for defined benefit pension schemes.

4. Eligibility & selection criteria

Candidates must satisfy the Minimum Requirements to proceed. Failure to meet these will result in the submission not being assessed further.

• Turnover requirement: Candidates must have achieved a minimum average annual turnover of €300,000 for each of the financial years 2023, 2024, and 2025. Independently audited financial statements are required as proof.
• Insurance: Candidates must maintain the following minimum levels of cover:
• Professional Liability: €10M
• Public Liability: €6.5M
• Employer’s Liability: €13M
• Cyber Security: €1M A letter from the insurance provider/broker, dated within the past six months, confirming cover is in place, or a confirmation that cover will be in place upon award, is required.
• Certifications: Candidates must be registered with the Pensions Authority as a Pensions Administrator.
• Past experience: Not specified in the EOI for this stage, but the assessment criteria for the ITT stage will require three examples of similar contracts covering pension scheme administration and trustee secretarial services.
• Personnel: Not specified for this tender at the EOI stage, but the assessment criteria for the ITT stage will require biographical summaries for key personnel.
• Geographic / facility constraints: Not specified for this tender.

Candidates may rely on the capacities of other entities, provided they can prove these resources are available to them via an undertaking from that entity.

5. Award criteria & scoring

Submissions meeting the Minimum Requirements will be assessed and ranked based on the following criteria for the EOI/PQQ stage. The Invitation to Tender (ITT) stage will have separate, detailed assessment criteria.

Criterion Weighting Maximum Marks Sub-criteria / Description