Basic Information

Reference Number

0000253902

Issuing Organization

ONTARIO PENSION BOARD

Solicitation Type

NPP - Notice of Proposed Procurement (Formal)

Solicitation Number

NPP 2023-014-PEN/ps

Title

Pension Administration System and Related Services

Source ID

PU.OTH.ON.682763.C100252

Agreement Types

Canada-European Union Comprehensive Economic and Trade Agreement(CETA)

Canadian Free Trade Agreement (CFTA)

Details

Location

Canada, Ontario, Toronto

Purchase Type

Duration: 10 years
Option: option to extend for up to five years

Description

Summary Notice and Notice of Intended Procurement

This Summary Notice and Notice of Intended Procurement is issued by Ontario Pension Board (“OPB”) for procurements covered by the Canadian Free Trade Agreement and the Comprehensive Economic and Trade Agreement to provide summary information in relation to specific procurement, as detailed below.

A. SUMMARY NOTICE

1. Subject Matter of Procurement

Pension Administration System (PAS) and Related Services

OPB seeks an experienced service provider who possesses pension administration system expertise within defined benefit pension industry to provide pension administration software, related implementation, and post implementation services. Detailed requirements will be further described in the RFP Particulars (Appendix D) (the “Deliverables”) in the following four (4) categories:

Category A - PAS solution and implementation services exclusive of data services for implementation;
Optional Category B - Data services for implementation;
Optional Category C - Solution hosting services;
Optional Category D - Post implementation professional services.

2. How to Obtain Relevant Documents

OPB anticipates posting the RFP on electronic Canadian public tendering systems (MERX and/or Biddingo) in on or about August 15, 2023. Service providers if interested are encouraged to monitor Canadian public electronic tendering systems for the formal posting of the RFP and are asked not to contact OPB for posting information.

3. Submission Deadline

The submission deadline for this solicitation is anticipated to be October 18, 2023 at 3:00:00p.m. local time (ET).

B. NOTICE OF INTENDED PROCUREMENT

1. Procuring Entity’s Name and Address

Ontario Pension Board
200 King Street West, Suite 2200
Toronto, Ontario M5H 3X6

2. Contact Information

RFP Contact: Michelle Zhu, Manager, Procurement
Email: michelle.zhu@opb.ca

3. How to Obtain Relevant Documents

OPB anticipates posting the RFP on electronic Canadian public tendering systems (MERX and/or Biddingo) in on or about August 15, 2023. Service providers if interested are encouraged to monitor Canadian public electronic tendering systems for the formal posting of the RFP and are asked not to contact OPB for posting information.

4. Description of Procurement

Pension Administration System (PAS) and Related Services

OPB seeks an experienced service provider who possesses pension administration system expertise within defined benefit pension industry to provide pension administration software, related implementation, and post implementation services. Detailed requirements will be further described in the RFP Particulars (Appendix D) (the “Deliverables”) in the following four (4) categories:

5. Time-Frame for Delivery, Duration of Contract and Extension Options

It is anticipated that the resulting contract will be awarded in April 2024 and will be for a term of ten (10) years with an option to extend on the same terms and conditions for up to an additional term of up to five (5) years.

6. Language of Submissions

Unless otherwise indicated, all submissions shall be in English only.

7. Submission Deadline Date and Time

The submission deadline for this solicitation is anticipated to be October 18, 2023 at 3:00:00p.m. local time (ET).

8. Location of Submission

Submission for this solicitation must be submitted at one (1) of the online tendering platforms set out above (i.e., Biddingo or Merx) on or before the Submission Deadline. The proponent is advised to allow for sufficient time in the preparation and submission of its proposal to ensure its proposal is submitted well before the Submission Deadline. Proposals cannot be submitted after the Submission Deadline.

9. Date of Pre-Bid Inspection or Pre-Bid Meeting

Not Applicable

10. Details of Pre-Bid Inspection or Pre-Bid Meeting

Not Applicable

11. CFTA/CETA

Unless otherwise indicated, and subject to applicable exceptions and exclusions, this solicitation is covered by Chapter 5 of the Canadian Free Trade Agreement, and, where the contract value meets or exceeds applicable contract value thresholds, by the Chapter 19 of the Comprehensive Economic and Trade Agreement.

ADDITIONAL INFORMATION

The proponent must be an original manufacturer of the proposed PAS solution, or partnered with the original manufacturer or an authorized reseller of the PAS solution. If a proponent is a reseller, it may propose PAS solutions from one (1) or more manufacturers, the proponent must submit one (1) proposal for each proposed PAS solution separately.

If the proponent is an authorized reseller of the proposed PAS solution, it must provide manufacturer's acknowledgement.

The proposed PAS solution must be a Commercial Off the Shelf (COTS) Solution.

The RFP process is a non-binding RFP which includes a concurrent negotiations and Best and Final Offer (BAFO) process.

Dates

Publication

2023/08/09 06:25:09 PM EDT

Bid Intent

Not Available

Questions are submitted online

Closing Date

2023/08/16 03:00:00 PM EDT

Contact Information

Michelle Zhu

416-601-5556

michelle.zhu@opb.ca

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

Lump sum

Additional Bidding Instructions

This is a notice of intended procurement, no submission is required.

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