Address Tracing and Mortality Screening – Member Data Services

{
  "id": "007696-2024",
  "tag": [
    "award",
    "contract"
  ],
  "bids": {
    "statistics": [
      {
        "id": "1",
        "value": 6,
        "measure": "bids",
        "relatedLot": "1"
      },
      {
        "id": "2",
        "value": 0,
        "measure": "smeBids",
        "relatedLot": "1"
      },
      {
        "id": "3",
        "value": 0,
        "measure": "foreignBidsFromEU",
        "relatedLot": "1"
      },
      {
        "id": "4",
        "value": 6,
        "measure": "foreignBidsFromNonEU",
        "relatedLot": "1"
      },
      {
        "id": "5",
        "value": 6,
        "measure": "electronicBids",
        "relatedLot": "1"
      }
    ]
  },
  "date": "2024-03-11T14:21:16Z",
  "ocid": "ocds-h6vhtk-04079b",
  "buyer": {
    "id": "GB-FTS-346",
    "name": "The City of Edinburgh Council"
  },
  "links": [
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000743239"
    }
  ],
  "awards": [
    {
      "id": "007696-2024-CT1243-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-FTS-107377",
          "name": "Capita Business Services Limited"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "CT1243",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "hasOptions": false,
        "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.\nLPF 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.\nThe 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.",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Quality",
              "type": "quality",
              "description": "70"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKM75"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66131100",
            "scheme": "CPV",
            "description": "Pension investment services"
          },
          {
            "id": "66141000",
            "scheme": "CPV",
            "description": "Pension fund management services"
          },
          {
            "id": "66520000",
            "scheme": "CPV",
            "description": "Pension services"
          },
          {
            "id": "72416000",
            "scheme": "CPV",
            "description": "Application service providers"
          }
        ]
      }
    ],
    "title": "Address Tracing and Mortality Screening – Member Data Services",
    "status": "complete",
    "coveredBy": [
      "GPA"
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "The Lothian Pension Fund require a range of Member Data Services to assist the with effective administration of their funds.\nThe 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.",
    "reviewDetails": "Precise information on deadline(s) for review procedures:\nAn 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.",
    "classification": {
      "id": "66141000",
      "scheme": "CPV",
      "description": "Pension fund management services"
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-346",
      "name": "The City of Edinburgh Council",
      "roles": [
        "buyer",
        "centralPurchasingBody"
      ],
      "address": {
        "region": "UKM75",
        "locality": "Edinburgh",
        "postalCode": "EH8 8BG",
        "countryName": "United Kingdom",
        "streetAddress": "Waverley Court, 4 East Market Street"
      },
      "details": {
        "url": "http://www.edinburgh.gov.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00290",
        "classifications": [
          {
            "id": "REGIONAL_AUTHORITY",
            "scheme": "TED_CA_TYPE",
            "description": "Regional or local authority"
          },
          {
            "id": "01",
            "scheme": "COFOG",
            "description": "General public services"
          }
        ]
      },
      "identifier": {
        "legalName": "The City of Edinburgh Council"
      },
      "contactPoint": {
        "email": "Ben.Fulton@edinburgh.gov.uk",
        "telephone": "+44 1315296432"
      }
    },
    {
      "id": "GB-FTS-107377",
      "name": "Capita Business Services Limited",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UK",
        "locality": "London",
        "postalCode": "SW1H 0 XA",
        "countryName": "United Kingdom",
        "streetAddress": "71 Victoria Street"
      },
      "details": {
        "scale": "large"
      },
      "identifier": {
        "legalName": "Capita Business Services Limited"
      }
    },
    {
      "id": "GB-FTS-5024",
      "name": "Sheriff Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Edinburgh",
        "postalCode": "EH1 1LB",
        "countryName": "United Kingdom",
        "streetAddress": "Sheriff Court House, 27 Chambers Street"
      },
      "identifier": {
        "legalName": "Sheriff Court"
      }
    }
  ],
  "language": "en",
  "contracts": [
    {
      "id": "007696-2024-CT1243-1",
      "value": {
        "amount": 98625,
        "currency": "GBP"
      },
      "status": "active",
      "awardID": "007696-2024-CT1243-1",
      "dateSigned": "2024-02-07T00:00:00Z"
    }
  ],
  "description": "The City of Edinburgh Council are procuring this on behalf of Lothian Pension Fund.\nIt 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.\n(SC Ref:760130)",
  "initiationType": "tender"
}

{
  "id": "029197-2023",
  "tag": [
    "tenderUpdate"
  ],
  "date": "2023-10-04T08:58:59+01:00",
  "ocid": "ocds-h6vhtk-04079b",
  "buyer": {
    "id": "GB-FTS-346",
    "name": "The City of Edinburgh Council"
  },
  "links": [
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000743239"
    }
  ],
  "tender": {
    "id": "CT1243",
    "title": "Address Tracing and Mortality Screening – Member Data Services",
    "amendments": [
      {
        "id": "1",
        "description": "To allow sufficient time to review tenders",
        "unstructuredChanges": [
          {
            "where": {
              "label": "Time limit",
              "section": "IV.2.2"
            },
            "newValue": {
              "date": "2023-11-06T14:00:00Z"
            },
            "oldValue": {
              "date": "2023-11-03T14:00:00Z"
            }
          }
        ]
      }
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "The Lothian Pension Fund require a range of Member Data Services to assist the with effective administration of their funds.\nThe 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.",
    "classification": {
      "id": "66141000",
      "scheme": "CPV",
      "description": "Pension fund management services"
    },
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-FTS-346",
      "name": "The City of Edinburgh Council",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKM75",
        "locality": "Edinburgh",
        "postalCode": "EH8 8BG",
        "countryName": "United Kingdom",
        "streetAddress": "Waverley Court, 4 East Market Street"
      },
      "details": {
        "url": "http://www.edinburgh.gov.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00290"
      },
      "identifier": {
        "legalName": "The City of Edinburgh Council"
      },
      "contactPoint": {
        "email": "Ben.Fulton@edinburgh.gov.uk",
        "telephone": "+44 1315296432"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}

{
  "id": "029159-2023",
  "tag": [
    "tender"
  ],
  "date": "2023-10-03T16:52:11+01:00",
  "ocid": "ocds-h6vhtk-04079b",
  "buyer": {
    "id": "GB-FTS-346",
    "name": "The City of Edinburgh Council"
  },
  "links": [
    {
      "rel": "canonical",
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000743239"
    }
  ],
  "tender": {
    "id": "CT1243",
    "lots": [
      {
        "id": "1",
        "status": "active",
        "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."
        },
        "hasOptions": false,
        "hasRenewal": true,
        "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.\nLPF 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.\nThe 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.",
        "awardCriteria": {
          "criteria": [
            {
              "name": "Quality",
              "type": "quality",
              "description": "70"
            },
            {
              "type": "price",
              "description": "30"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2028-09-26T23:59:59+01:00",
          "startDate": "2023-11-27T00:00:00Z"
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKM75"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66131100",
            "scheme": "CPV",
            "description": "Pension investment services"
          },
          {
            "id": "66141000",
            "scheme": "CPV",
            "description": "Pension fund management services"
          },
          {
            "id": "66520000",
            "scheme": "CPV",
            "description": "Pension services"
          },
          {
            "id": "72416000",
            "scheme": "CPV",
            "description": "Application service providers"
          }
        ]
      }
    ],
    "title": "Address Tracing and Mortality Screening – Member Data Services",
    "value": {
      "amount": 125000,
      "currency": "GBP"
    },
    "status": "active",
    "coveredBy": [
      "GPA"
    ],
    "bidOpening": {
      "date": "2023-11-03T14:00:00Z"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2023-11-03T14:00:00Z"
    },
    "description": "The Lothian Pension Fund require a range of Member Data Services to assist the with effective administration of their funds.\nThe 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.",
    "tenderPeriod": {
      "endDate": "2023-11-03T14:00:00Z"
    },
    "contractTerms": {
      "hasElectronicPayment": true,
      "hasElectronicOrdering": true,
      "electronicInvoicingPolicy": "allowed"
    },
    "hasRecurrence": false,
    "reviewDetails": "Precise information on deadline(s) for review procedures:\nAn 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.",
    "classification": {
      "id": "66141000",
      "scheme": "CPV",
      "description": "Pension fund management services"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "bidValidityPeriod": {
        "durationInDays": 120
      }
    },
    "submissionMethod": [
      "electronicSubmission"
    ],
    "procurementMethod": "open",
    "selectionCriteria": {
      "criteria": [
        {
          "type": "economic",
          "minimum": "Economic and financial standing Question 4B.1 Turnover\nTenderers 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.\nEconomic and financial standing Question 4B.4 Ratios\nTenderers will be required provide the following information in response to 4B.4:\nCurrent ratio for Current Year: 1:1.15\nCurrent ratio for Prior Year: 1:1.15\nThe 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.\nEconomic and financial standing Question 4B.5 Insurance\nEmployer’s liability to at least to the level required by law\nPublic liability to GBP5,000,000 in respect of any one claim; no annual or total cap\nCyber Liability to GBP1,000,000 in respect of any one claim; no annual or total cap",
          "appliesTo": [
            "supplier"
          ],
          "description": "Economic and financial standing Question 4B.1 Turnover\nEconomic and financial standing Question 4B.4 Ratios\nEconomic and financial standing Question 4B.5 Insurance"
        },
        {
          "type": "technical",
          "minimum": "Technical And Professional Ability  4C.1.2 Previous experience\nPlease provide relevant examples of services carried out during the last three years as specified in the Contract Notice:\nTenderers 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.\nPlease download and complete the 'SPD Part 4C previous experience template'.\nTechnical And Professional Ability  4C.4 Prompt Payment\nIt 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.\nQualifications  4c.6 & 6.1  NCSC Cloud security\nThe following educational and professional qualifications are held by the organisation itself:\nThe proposed solution must be accessed through a web browser and meet at least the NCSC Cloud security guidance.\nSee: https://www.ncsc.gov.uk/collection/cloudsecurity/implementingthecloudsecurityprinciples\nThe supplier should be able to demonstrate they have in place the following:\nPrimary and backup hosting environments with SOC 2 type II accreditation\nBusiness Continuity and disaster recovery plans\nAnnual penetration testing of the hosting environment\nChange Management process\nPatching and update plans/procedures",
          "appliesTo": [
            "supplier"
          ],
          "description": "Technical And Professional Ability  4C.1.2  Previous experience\nTechnical And Professional Ability  4C.4 Prompt Payment\nQualifications  4c.6 & 6.1  NCSC Cloud security"
        }
      ]
    },
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-346",
      "name": "The City of Edinburgh Council",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKM75",
        "locality": "Edinburgh",
        "postalCode": "EH8 8BG",
        "countryName": "United Kingdom",
        "streetAddress": "Waverley Court, 4 East Market Street"
      },
      "details": {
        "url": "http://www.edinburgh.gov.uk",
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00290",
        "classifications": [
          {
            "id": "REGIONAL_AUTHORITY",
            "scheme": "TED_CA_TYPE",
            "description": "Regional or local authority"
          },
          {
            "id": "01",
            "scheme": "COFOG",
            "description": "General public services"
          }
        ]
      },
      "identifier": {
        "legalName": "The City of Edinburgh Council"
      },
      "contactPoint": {
        "url": "https://www.publictendersscotland.publiccontractsscotland.gov.uk/esop/pts-host/public/pts/web/login.html",
        "email": "Ben.Fulton@edinburgh.gov.uk",
        "telephone": "+44 1315296432"
      }
    },
    {
      "id": "GB-FTS-5024",
      "name": "Sheriff Court",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Edinburgh",
        "postalCode": "EH1 1LB",
        "countryName": "United Kingdom",
        "streetAddress": "Sheriff Court House, 27 Chambers Street"
      },
      "identifier": {
        "legalName": "Sheriff Court"
      }
    }
  ],
  "language": "en",
  "description": "The City of Edinburgh Council are procuring this on behalf of Lothian Pension Fund.\nThe buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 25307. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343\n(SC Ref:743239)",
  "initiationType": "tender"
}