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-r6ebe6-0000743239
- Publication Source
- Public Contracts Scotland
- Latest Notice
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR500619
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- OJEU - F3 - Contract Award 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 20241 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
- Complete
- Awards Status
- Not Specified
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- THE CITY OF EDINBURGH COUNCIL
- Contact Name
- Ben Fulton
- Contact Email
- ben.fulton@edinburgh.gov.uk, nicole.sherry@edinburgh.gov.uk
- Contact Phone
- +44 1315296432
Buyer Location
- Locality
- EDINBURGH
- Postcode
- EH8 8BG
- Post Town
- 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
Further Information
Notice Documents
-
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT489648
Address Tracing and Mortality Screening - Member Data Services - 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. -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR500619
Address Tracing and Mortality Screening - Member Data Services - 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.
Notice URLs
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
{
"tag": [
"compiled"
],
"id": "ocds-r6ebe6-0000743239-2024-03-11T00:00:00Z",
"date": "2024-03-11T00:00:00Z",
"ocid": "ocds-r6ebe6-0000743239",
"initiationType": "tender",
"parties": [
{
"id": "org-40",
"name": "The City of Edinburgh Council",
"identifier": {
"legalName": "The City of Edinburgh Council"
},
"address": {
"streetAddress": "Waverley Court, 4 East Market Street",
"locality": "Edinburgh",
"region": "UKM75",
"postalCode": "EH8 8BG"
},
"contactPoint": {
"email": "nicole.sherry@edinburgh.gov.uk",
"url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk"
},
"roles": [
"buyer"
],
"details": {
"classifications": [
{
"id": "Regional or local authority",
"scheme": "TED_CA_TYPE"
},
{
"id": "01",
"description": "General public services",
"scheme": "COFOG"
}
],
"url": "http://www.edinburgh.gov.uk"
}
},
{
"id": "org-44",
"name": "Sheriff Court",
"identifier": {
"legalName": "Sheriff Court"
},
"address": {
"streetAddress": "Sheriff Court House, 27 Chambers Street",
"locality": "Edinburgh",
"postalCode": "EH1 1LB"
},
"contactPoint": {
"url": "http://"
},
"roles": [
"reviewBody"
]
},
{
"id": "org-19",
"name": "The City of Edinburgh Council",
"identifier": {
"legalName": "The City of Edinburgh Council"
},
"address": {
"streetAddress": "Waverley Court, 4 East Market Street",
"locality": "Edinburgh",
"region": "UKM75",
"postalCode": "EH8 8BG"
},
"contactPoint": {
"email": "Ben.Fulton@edinburgh.gov.uk",
"telephone": "+44 1315296432",
"url": "http://"
},
"roles": [
"buyer"
],
"details": {
"url": "http://www.edinburgh.gov.uk"
}
},
{
"id": "org-265",
"name": "The City of Edinburgh Council",
"identifier": {
"legalName": "The City of Edinburgh Council"
},
"address": {
"streetAddress": "4 East Market Street",
"locality": "Edinburgh",
"region": "UKM75",
"postalCode": "EH8 8BG"
},
"contactPoint": {
"name": "Ben Fulton",
"email": "ben.fulton@edinburgh.gov.uk",
"telephone": "+44 1315296432",
"url": "http://"
},
"roles": [
"buyer"
],
"details": {
"classifications": [
{
"id": "Regional or local authority",
"scheme": "TED_CA_TYPE"
},
{
"id": "01",
"description": "General public services",
"scheme": "COFOG"
}
],
"url": "http://www.edinburgh.gov.uk"
}
},
{
"id": "org-429",
"name": "Capita Business Services Limited",
"identifier": {
"legalName": "Capita Business Services Limited"
},
"address": {
"streetAddress": "71 Victoria Street",
"locality": "London",
"region": "UK",
"postalCode": "SW1H 0 XA"
},
"roles": [
"supplier"
],
"details": {
"scale": "large",
"url": "http://"
}
},
{
"id": "org-253",
"name": "Sheriff Court",
"identifier": {
"legalName": "Sheriff Court"
},
"address": {
"locality": "Sheriff Court House, 27 Chambers Street",
"postalCode": "EH1 1LB"
},
"contactPoint": {
"url": "http://"
},
"roles": [
"reviewBody"
]
}
],
"buyer": {
"name": "The City of Edinburgh Council",
"id": "org-265"
},
"tender": {
"id": "CT1243",
"title": "Address Tracing and Mortality Screening - Member Data Services",
"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.",
"status": "complete",
"items": [
{
"id": "1",
"additionalClassifications": [
{
"id": "66131100",
"scheme": "CPV"
},
{
"id": "66141000",
"scheme": "CPV"
},
{
"id": "66520000",
"scheme": "CPV"
},
{
"id": "72416000",
"scheme": "CPV"
}
],
"deliveryAddresses": [
{
"region": "UKM75"
},
{
"region": "UKM75"
}
],
"relatedLot": "1"
}
],
"value": {
"amount": 125000,
"currency": "GBP"
},
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"mainProcurementCategory": "services",
"submissionMethod": [
"electronicSubmission"
],
"submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html",
"tenderPeriod": {
"endDate": "2023-11-03T14:00:00Z"
},
"awardPeriod": {
"startDate": "2023-11-03T14:00:00Z"
},
"documents": [
{
"id": "OCT489648",
"documentType": "contractNotice",
"title": "Address Tracing and Mortality Screening - Member Data Services",
"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.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT489648",
"format": "text/html"
},
{
"id": "MAR500619",
"documentType": "awardNotice",
"title": "Address Tracing and Mortality Screening - Member Data Services",
"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.",
"url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR500619",
"format": "text/html"
}
],
"lots": [
{
"id": "1",
"description": "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.",
"status": "complete",
"awardCriteria": {
"criteria": [
{
"type": "quality",
"name": "Quality",
"description": "70"
},
{
"type": "price",
"description": "30"
}
]
},
"hasOptions": false,
"submissionTerms": {
"variantPolicy": "notAllowed"
},
"contractPeriod": {
"startDate": "2023-11-27T00:00:00Z",
"endDate": "2028-09-26T00:00:00Z"
},
"hasRenewal": true,
"renewal": {
"description": "The contract period will be for an initial 2 year period with the option to extend for a further 3 x12 month periods."
}
}
],
"bidOpening": {
"date": "2023-11-03T14:00:00Z"
},
"contractTerms": {
"hasElectronicPayment": true,
"hasElectronicOrdering": true,
"electronicInvoicingPolicy": "allowed"
},
"coveredBy": [
"GPA"
],
"selectionCriteria": {
"criteria": [
{
"type": "economic",
"description": "Economic and financial standing Question 4B.1 Turnover Economic and financial standing Question 4B.4 Ratios Economic and financial standing Question 4B.5 Insurance",
"minimum": "Economic and financial standing Question 4B.1 Turnover Tenderers are required to have a minimum \"general\" annual turnover of GBP50,000 for the last two financial years. Where a Tenderer does not have an annual turnover of this value, the Council may exclude the Tenderer from the competition or may apply discretion seeking supporting evidence to determine the Tenderer's suitability to proceed in the competition. Economic and financial standing Question 4B.4 Ratios Tenderers will be required provide the following information in response to 4B.4: Current ratio for Current Year: 1:1.15 Current ratio for Prior Year: 1:1.15 The formula for calculating a Tenderer's current ratio is current assets divided by current liabilities. The acceptable range for each financial ratio is greater than 1:15. Where a Tenderer's current ratio is less than the acceptable value, the Council may exclude the Tenderer from the competition or may apply discretion seeking supporting evidence to determine the Tenderer's suitability to proceed in the competition. Economic and financial standing Question 4B.5 Insurance Employer's liability to at least to the level required by law Public liability to GBP5,000,000 in respect of any one claim; no annual or total cap Cyber Liability to GBP1,000,000 in respect of any one claim; no annual or total cap"
},
{
"type": "technical",
"description": "Technical And Professional Ability 4C.1.2 Previous experience Technical And Professional Ability 4C.4 Prompt Payment Qualifications 4c.6 & 6.1 NCSC Cloud security",
"minimum": "Technical And Professional Ability 4C.1.2 Previous experience Please provide relevant examples of services carried out during the last three years as specified in the Contract Notice: Tenderers are required to provide 2 examples of services carried out within the past three (3) years that demonstrate that they have the relevant experience to deliver services similar in scope, scale and duration to that described in the ITT and Tracing and Mortality Screening Procurement Specification document. Tenderers who fail to provide relevant examples of delivering similar services may be assessed as a FAIL and excluded from the procurement process. Please download and complete the 'SPD Part 4C previous experience template'. Technical And Professional Ability 4C.4 Prompt Payment It is a mandatory requirement of this Contract that a prompt payment clause is present in all Contracts used in the delivery of the requirements. This ensures payment of subcontractors at all stages of the supply chain within 30 days and includes an obligation to provide a point of contact for subcontractors to refer to in the case of payment difficulties. This will require active monitoring of payment performance as well as the provision of evidence and reports to the Council on request or as contractually scheduled. Bidders should confirm that this condition will be met within the response to this question. Qualifications 4c.6 & 6.1 NCSC Cloud security The following educational and professional qualifications are held by the organisation itself: The proposed solution must be accessed through a web browser and meet at least the NCSC Cloud security guidance. See: https://www.ncsc.gov.uk/collection/cloudsecurity/implementingthecloudsecurityprinciples The supplier should be able to demonstrate they have in place the following: Primary and backup hosting environments with SOC 2 type II accreditation Business Continuity and disaster recovery plans Annual penetration testing of the hosting environment Change Management process Patching and update plans/procedures"
}
]
},
"submissionTerms": {
"languages": [
"en"
],
"bidValidityPeriod": {
"durationInDays": 120
}
},
"classification": {
"id": "66141000",
"scheme": "CPV"
},
"reviewDetails": "Precise information on deadline(s) for review procedures: An economic operator that suffers or risks suffering loss or damage attributable to a breach of duty under Public Contracts (Scotland) Regulations 2015 may bring proceedings in the Sheriff Court or Court of Session. . A claim for an ineffectiveness order must be made within 30 days of the Contract Award Notice being published in the Find a Tender Service /OJEU or within 30 days of the date those who expressed an interest in or otherwise bid for the contract were informed of the conclusion of the contract or in any other case within 6 months from the date on which the contract was entered into.",
"hasRecurrence": false,
"legalBasis": {
"id": "32014L0024",
"scheme": "CELEX"
},
"amendments": [
{
"id": "amd-19",
"description": "To allow sufficient time to review tenders",
"unstructuredChanges": [
{
"oldValue": {
"date": "2023-11-03T14:00:00Z"
},
"newValue": {
"date": "2023-11-06T14:00:00Z"
},
"where": {
"section": "IV.2.2",
"label": "Time limit"
}
}
]
}
]
},
"language": "EN",
"description": "The City of Edinburgh Council are procuring this on behalf of Lothian Pension Fund. It is a mandatory requirement of this Contract that a prompt payment clause is present in all Contracts used in the delivery of the requirements. This ensures payment of sub-contractors at all stages of the supply chain within 30 days and includes an obligation to provide a point of contact for sub-contractors to refer to in the case of payment difficulties. This will require active monitoring of payment performance as well as the provision of evidence and reports to the Council on request or as contractually scheduled. (SC Ref:760130)",
"links": [
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000743239"
},
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000743239"
},
{
"rel": "canonical",
"href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000743239"
}
],
"noticetype": "OJEU - F3 - Contract Award Notice",
"awards": [
{
"id": "CT1243",
"suppliers": [
{
"id": "org-429",
"name": "Capita Business Services Limited"
}
],
"relatedLots": [
"1"
]
}
],
"contracts": [
{
"id": "CT1243",
"awardID": "CT1243",
"status": "active",
"value": {
"amount": 98625,
"currency": "GBP"
},
"dateSigned": "2024-02-07T00:00:00Z"
}
],
"relatedProcesses": [
{
"id": "1",
"relationship": [
"planning"
],
"scheme": "EU-OJ",
"identifier": "2023/S 000-029159"
}
],
"bids": {
"statistics": [
{
"id": "1140",
"measure": "bids",
"value": 6,
"relatedLot": "1"
},
{
"id": "1141",
"measure": "smeBids",
"value": 0,
"relatedLot": "1"
},
{
"id": "1142",
"measure": "foreignBidsFromEU",
"value": 0,
"relatedLot": "1"
},
{
"id": "1143",
"measure": "foreignBidsFromNonEU",
"value": 6,
"relatedLot": "1"
},
{
"id": "1144",
"measure": "electronicBids",
"value": 6,
"relatedLot": "1"
}
]
}
}