Find a TenderAwarded
Published 3 Oct 2023, 16:52 BST

Official UK procurement notice

Address Tracing and Mortality Screening – Member Data Services

Official notice

Authority: The City of Edinburgh Council (Local council)

ServicesOpen procedure
Published estimate£125,000≈ £26k / year21.1% below published estimate
Submissions closed 6 Nov 2023awarded 7 Feb 2024
Awarded to Capita Business Services Ltd
Contract term 4 yrs 10 moends 26 Sept 2028 · extension options published · starts 27 Nov 2023

What is being bought

Published requirement 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.

CPV: Application service providers · Pension fund management services · Pension investment services · Pension services

The lotProcurement structure

single lot · no lot value published
Lot #1The City of Edinburgh Council is acting on behalf of Lothian Pension Fund (“LPF”) in…AwardedRenewal 4 yrs 10 mo

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.

Contract period: 27 Nov 2023 – 26 Sept 2028 (4 yrs 10 mo)
Delivery: Scotland
Extensions: The contract period will be for an initial 2 year period with the option to extend for a further 3 x12 month periods.Variant bids: not allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Quality: 70%Price: 30%
Published award criteria (2)
  • Quality: 70
  • Price: 30
Conditions of participation2
  • Economic & financial standing

    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 …
  • Technical & professional ability

    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) …
What this means for your bid
  • Price carries 30 of 100 points: a 10% discount moves about 3 points. The method statement decides this lot, not the discount.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
3 Oct 2023, 16:52 BST
Last source update
11 Mar 2024, 14:21 GMT
Award evaluation window
3 Nov 2023 – …
Authority reference
CT1243
FTS notice number
2024/S 000-007696
Classification (CPV)
Application service providersPension fund management servicesPension investment servicesPension services
Delivery area
Scotland (UKM75)
Official registry OCID
ocds-h6vhtk-04079b Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment
Review and risk notes
Review procedure

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.

Publisher note: 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)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Submission deadline
6 Nov 2023, 14:00 GMT
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
120 days from the deadline
Bids opened
3 Nov 2023, 14:00 GMT
Detailed submission instructions & authority contactsFrom official release

Timeline

3 Nov 2023 → 11 Mar 2024 · 4 dates
  1. Bids opened
    3 Nov 2023, 14:00 GMT
  2. Submission deadline
    6 Nov 2023, 14:00 GMT
  3. Contract starts
    27 Nov 2023
  4. Notice published
    11 Mar 2024, 14:21 GMT

Notice history

2 events · 3 releases on Find a Tender · since 4 Oct 2023
  1. Deadline moved to 6 Nov 2023, 14:00 GMT
    4 Oct 2023, 08:58 BST
    +3 days · was 3 Nov 2023, 14:00 GMT
  2. Status changed to complete
    11 Mar 2024, 14:21 GMT
Published amendments (1 · 1 deadline change)
WhenWhatBeforeAfterShift
—DeadlineTime limit · IV.2.23 Nov 20236 Nov 2023+3 d

To allow sufficient time to review tenders

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Awarded value £98,6251 contract exc. VAT
Bids received 6
Contracts signed 1latest 7 Feb 2024
Awarded toValueDateStatus
Capita Business Services Ltd£98,625 †—Awarded

Contracts

Bid statistics published by the authority

BidsSMEVCSEValid bid range
6bids · 6 electronic · 6 from abroad0——

Contracting authority & participating public bodies

The City of Edinburgh Council

Contracting authorityLocal CouncilRegional or local authorityGeneral public services Waverley Court, 4 East Market Street, Edinburgh, Scotland, EH8 8BGContact email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Sheriff CourtReview body Edinburgh

Bidders & participating suppliers

1 commercial party on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.