Award

ESCC - JF -Mortality and Address Tracing for East Sussex Pension Fund

EAST SUSSEX COUNTY COUNCIL

This public procurement record has 1 release in its history.

Award

07 Mar 2023 at 16:27

Summary of the contracting process

The East Sussex County Council has awarded a contract for the provision of "Mortality and Address Tracing for East Sussex Pension Fund" to INDEPENDENT TRANSITION MANAGEMENT LIMITED. The contract falls under the Financial and Insurance Services category, with a value of £20,625. The procurement method used was a Competitive Quotation (below threshold). The tender period ended on 4th October 2021, and the contract period extends from 4th January 2022 to 3rd January 2026.

This contract presents an opportunity for service providers in the financial and insurance sector interested in working with public authorities. The selection process was competitive yet accessible to small and medium-sized enterprises. Businesses based in the South East region of the United Kingdom may find this contract particularly relevant due to its locality requirements.

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Notice Title

ESCC - JF -Mortality and Address Tracing for East Sussex Pension Fund

Notice Description

The East Sussex Pension Fund is seeking a third-party service provider to work with it to allow it to trace deferred members where their address is unclear as well as to assist with mortality checks. Once a member of the Fund leaves active employment, it is difficult for the Fund to maintain an accurate record of their address if they move home without informing the administrator. The Administering Authority will need to contact such members from time to time to fulfil its legal obligations and requires assistance to enable it to make contact with those members whose address records are no longer current. For Pensioner Members the Administering Authority also needs to ensure it is only making payments to eligible people. This means ensuring regular pension payments are not made to people who have sadly passed away. Controls are already in place to identify such situations, but support will be required to bolster the effectiveness of the full spectrum of controls in place. Members with a deferred benefit may also die before they are eligible to claim a pension from the Fund. The Administering Authority needs to identify where this has happened. As with Pensioner mortality, some controls already exist but additional support is also required.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/1d7ceba2-756d-45fd-bff0-b352dec2e3b7
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Limited
Procurement Method Details
Competitive quotation (below threshold)
Tender Suitability
SME
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£20,625 Under £100K
Lots Value
Not specified
Awards Value
£20,625 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
7 Mar 20232 years ago
Submission Deadline
4 Oct 2021Expired
Future Notice Date
Not specified
Award Date
25 Oct 20214 years ago
Contract Period
4 Jan 2022 - 3 Jan 2026 4-5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
EAST SUSSEX COUNTY COUNCIL
Contact Name
Sourcing Solutions Team
Contact Email
orbissourcingsolutions@eastsussex.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
LEWES
Postcode
BN7 1UE
Post Town
Brighton
Country
England

Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ2 Surrey, East and West Sussex
Small Region (ITL 3)
TLJ22 East Sussex CC
Delivery Location
TLJ South East (England)

Local Authority
Lewes
Electoral Ward
Lewes Priory
Westminster Constituency
Lewes

Supplier Information

Number of Suppliers
1
Supplier Name

INDEPENDENT TRANSITION MANAGEMENT

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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