---
title: "Address Tracing and Mortality Screening - Member Data Services"
ocid: "ocds-h6vhtk-04079b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04079b"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04079b.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04079b.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "THE CITY OF EDINBURGH COUNCIL"
published: "2024-03-11"
---

# Address Tracing and Mortality Screening - Member Data Services

Buyer: THE CITY OF EDINBURGH COUNCIL  
Current stage: Award  
OCID: ocds-h6vhtk-04079b

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## Summary

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.

## Notice

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.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/007696-2024 |
| 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 |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 11 Mar 2024 |
| Submission deadline | 3 Nov 2023 |
| Future notice date | Not specified |
| Award date | 7 Feb 2024 |
| Contract period | 27 Nov 2023 - 26 Sep 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £125,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £98,625 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | THE CITY OF EDINBURGH COUNCIL |
| Locality | EDINBURGH |
| Post town | Edinburgh |
| Postcode | EH8 8BG |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM1 East Central Scotland |
| ITL 3 | TLM13 City of Edinburgh |
| Local authority | City of Edinburgh |
| Electoral ward | City Centre |
| Westminster constituency | Edinburgh East and Musselburgh |
| Delivery location | TLM75 City of Edinburgh |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CAPITA BUSINESS SERVICES |

## CPV Codes

### Divisions

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

### Codes

- 66131100 - Pension investment services
- 66141000 - Pension fund management services
- 66520000 - Pension services
- 72416000 - Application service providers

## Release History

- 11 Mar 2024 at 14:21 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/007696-2024
- 4 Oct 2023 at 07:58 - TenderUpdate - Tender Notice - https://www.find-tender.service.gov.uk/Notice/029197-2023
- 3 Oct 2023 at 15:52 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/029159-2023

## Notice URLs

- http://www.edinburgh.gov.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000743239
- https://www.ncsc.gov.uk/collection/cloudsecurity/implementingthecloudsecurityprinciples
- https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00290
- https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html

## 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-h6vhtk-04079b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-04079b.json.