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Address Tracing and Mortality Screening - Member Data Services

The City of Edinburgh Council

This public procurement record has 3 releases in its history.

Award

11 Mar 2024 at 14:21

Award Notice
TenderUpdate

04 Oct 2023 at 08:58

Tender Notice
Tender

03 Oct 2023 at 16:52

Tender Notice
Summary of the contracting process

The City of Edinburgh Council is conducting a procurement process on behalf of the Lothian Pension Fund for the provision of Member Data Services relating to address tracing and mortality screening. The purpose is to update member records accurately and ensure timely communication with fund members. The tender, titled "Address Tracing and Mortality Screening – Member Data Services," falls under the services category in the pension fund management industry. The procurement stage is currently active, with a contract period starting on November 27, 2023, and ending on September 26, 2028. The procurement method being used is an open procedure, and the total contract value is £125,000 GBP.

This tender presents an opportunity for businesses specializing in pension fund management services, pension investment services, and application service providers. The procurement process involves tender submission through electronic means, with a bid validity period of 120 days. The contract includes renewal options and requires compliance with specified economic and technical criteria. Interested suppliers must ensure prompt payment clauses in contracts and meet NCSC Cloud security requirements. The deadline for bid submission is on November 3, 2023, with the bid opening scheduled for the same day, offering a clear timeline for potential suppliers to engage and compete effectively.

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Notice Information

Notice Title

Address Tracing and Mortality Screening - Member Data Services

Notice Description

The Lothian Pension Fund require a range of Member Data Services to assist the with effective administration of their funds. The two services required are address tracing and mortality screening this allows the Lothian Pension Fund to update member records with the member's correct address and to check the existence of members thus avoiding overpayment of benefits where pensioner members have deceased or alerting the Fund where deferred beneficiaries have died and a benefit may be payable.

Lot Information

Lot 1

The City of Edinburgh Council is acting on behalf of Lothian Pension Fund ("LPF") in the execution of this Tender, but will not be party to the contract or the management of the contract through its lifetime. LPF is the organisation responsible for administering the Local Government Pension Scheme in the Lothian area. Lothian Pension Fund administers the Local Government Pension Scheme (LGPS) in Edinburgh and the Lothians. LPF require a supplier to conduct Mortality Screening on all Lothian Pension Fund's pensioner and deferred members and to conduct address tracing on all untraced deferred members. This will be a recurring requirement, however through time the requirement may reduce. The requirement is needed to improve the accuracy of member records in accordance with the Pensions Regulator's legislation on record keeping. In additional to improving their records, the service will improve the effectiveness of the communication between Lothian Pension Fund and its members, alerting members timeously with information about elections or choices they are required to make in relation to their benefits that may affect their rights under the scheme.

Renewal: The contract period will be for an initial 2 year period with the option to extend for a further 3 x12 month periods.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-04079b
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/007696-2024
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

72 - IT services: consulting, software development, Internet and support

CPV Codes

66131100 - Pension investment services

66141000 - Pension fund management services

66520000 - Pension services

72416000 - Application service providers

Notice Value(s)

Tender Value
£125,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£98,625 Under £100K

Notice Dates

Publication Date
11 Mar 20242 years ago
Submission Deadline
3 Nov 2023Expired
Future Notice Date
Not specified
Award Date
7 Feb 20242 years ago
Contract Period
27 Nov 2023 - 26 Sep 2028 4-5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Cancelled
Awards Status
Active
Contracts Status
Active

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
The City of Edinburgh Council
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EDINBURGH
Postcode
EH8 8BG
Postcode Area
Edinburgh
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM13 City of Edinburgh
Delivery Location
TLM75 City of Edinburgh
Local Authority
City of Edinburgh
Electoral Ward
City Centre
Westminster Constituency
Edinburgh East and Musselburgh

Supplier Information

Number of Suppliers
1
Supplier Name

Capita Business Services Limited

Further Information

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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