---
title: "ESCC - JF -Mortality and Address Tracing for East Sussex Pension Fund"
ocid: "ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "EAST SUSSEX COUNTY COUNCIL"
published: "2023-03-07"
---

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

Buyer: EAST SUSSEX COUNTY COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4

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## Summary

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.

## Notice

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its legal obligations and requires assistance to enable it to make contact with those members whose address records are no longer current.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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/1d7ceba2-756d-45fd-bff0-b352dec2e3b7 |
| 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 |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 7 Mar 2023 |
| Submission deadline | 4 Oct 2021 |
| Future notice date | Not specified |
| Award date | 25 Oct 2021 |
| Contract period | 4 Jan 2022 - 3 Jan 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £20,625 |
| Lots value | Not specified |
| Awards value | £20,625 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | EAST SUSSEX COUNTY COUNCIL |
| Locality | LEWES |
| Post town | Brighton |
| Postcode | BN7 1UE |
| Country | England |
| ITL 1 | TLJ South East (England) |
| ITL 2 | TLJ2 Surrey, East and West Sussex |
| ITL 3 | TLJ22 East Sussex CC |
| Local authority | Lewes |
| Electoral ward | Lewes Priory |
| Westminster constituency | Lewes |
| Delivery location | TLJ South East (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | INDEPENDENT TRANSITION MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 7 Mar 2023 at 16:27 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/1d7ceba2-756d-45fd-bff0-b352dec2e3b7

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/1d7ceba2-756d-45fd-bff0-b352dec2e3b7
  7th March 2023 - Awarded contract notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-fa353910-72df-4151-b594-65ff5b6830e4.json.