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ClosedFind a Tender · tender

Employee Benefits Broker

Buyer: Pool Re Services Limited →

Participate on poolre.ukp.app.jaggaer.com ↗External submission platform

BuyerPool Re Services Limited
StatusClosed
Deadline31 Jan 2025
ValueValue not published
Published17 Dec 2024

What is being bought

Pool Re are procuring for a single Supplier for the design, procurement, implementation, communication and administration of Employee Benefits. Pool Re have approximately 55 permanent members of staff. The Supplier shall provide professional advice on benefits to find cost-effective and fully-compliant solutions for Pool Re’s business needs within the Framework agreement between the Company and HM Treasury. Within the service provision there should be an ongoing review of benefits offered in line with the changing needs of the workforce and industry trends, together with regulatory requirements. Regular employee benefit benchmarking against other relevant organisations should ensure that Pool Re’s remuneration package remains competitive for recruitment and retention, and proposals for new benefits are thoroughly researched and provide value for money. Pool Re do not require a Benefits Platform, as this is being provided via our newly procured HR system. Further requirements can be found in the tender documentation

Delivery location

UKI

Categories

Financial and insurance services 66000000

Lot details

Lot 1

Pool Re are procuring for a single Supplier for the design, procurement, implementation, communication and administration of Employee Benefits. Pool Re have approximately 55 permanent members of staff. The Supplier shall provide professional advice on benefits to find cost-effective and fully-compliant solutions for Pool Re’s business needs within the Framework agreement between the Company and HM Treasury. Within the service provision there should be an ongoing review of benefits offered in line with the changing needs of the workforce and industry trends, together with regulatory requirements. Regular employee benefit benchmarking against other relevant organisations should ensure that Pool Re’s remuneration package remains competitive for recruitment and retention, and proposals for new benefits are thoroughly researched and provide value for money. Pool Re do not require a Benefits Platform, as this is being provided via our newly procured HR system. Further requirements can be found in the tender documentation.

Statusactive

What is included

ItemCategoryQuantity
1Not publishedNot published

Comparable-procurement analytics

Benchmarked against retained Find a Tender procedures with CPV division 66. The category anchor is Financial and insurance services (66000000); this is a deliberately broad market comparator. The comparison is shown at several levels rather than pretending one company or region is always the best benchmark.

Comparison setProceduresReported bids per procedureNamed award suppliersPrice evidence
Market: CPV division 662,7583 median · 17.2 average (1,186 of 2,758 with a bid count)2.5 average (1,318 of 2,758 with named award suppliers)Not published
Same buyer27 median · 7 average (2 of 2 with a bid count)2 average (2 of 2 with named award suppliers)Not published
Delivery region: UKI1772 median · 16.6 average (62 of 177 with a bid count)3.8 average (69 of 177 with named award suppliers)Not published

“Reported bids” is an official aggregate, sometimes reported per lot; it is the closest available competition measure. “Named award suppliers” are winners, not all applicants.

Price-outcome signal

Not enough comparable procedures currently publish both a GBP tender value and a usable lowest-valid-bid value to calculate a responsible price-reduction benchmark. Tenderline deliberately does not infer a saving from named award suppliers or from missing award values.

Procurement strategy & market signals

Framework agreementNot published
Dynamic purchasing systemNot published
Competitive procurementNot published
Recurring requirementYes
Procurement method rationaleNot published
Rationale classificationsNot published
Special regimeNot published
Covered byGPA
Submission policyNot published
Selection criteriaNot published
Risk detailsNot published

Planning & early market engagement

BudgetNot published
No-engagement rationaleNot published
Planning documents0
Planning milestones0

No planning milestones published.

Related procurements

No linked framework, prior procurement or reprocurement published.

Documents & submission route

No documents are published in the current source record.

Source data inventory

Diagnostic view. “Not published” means this current release does not provide a value.

OCIDocds-h6vhtk-04b13f
Latest release ID040617-2024
Latest release timestampTue Dec 17 2024 14:43:08 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statusactive
Procurement methodopen
Procurement method detailsOpen procedure
Main procurement categoryservices
Above thresholdNot published
Legal basis32014L0024
Tender period: startNot published
Tender period: end2025-01-31T14:00:00Z
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: start2025-02-03T10:00:00Z
Award period: endNot published
Submission method detailshttp://poolre.ukp.app.jaggaer.com/
Submission languagesen
Electronic catalogue policyNot published
Total tender valueNot published
Tender lots in source1
Tender items in source1
Tender documents in source0
Awards in latest release0
Contracts in latest release0
Parties in latest release2

Notice history

DateEventReference
17 Dec 2024tender040617-2024
25 Oct 2024planning034607-2024

All source data

Unmodified official OCDS data retained by Tenderline for this procurement process.

Complete current OCDS release JSON
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  "id": "040617-2024",
  "tag": [
    "tender"
  ],
  "date": "2024-12-17T14:43:08Z",
  "ocid": "ocds-h6vhtk-04b13f",
  "buyer": {
    "id": "GB-FTS-100514",
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  },
  "tender": {
    "id": "PRE00173",
    "lots": [
      {
        "id": "1",
        "status": "active",
        "options": {
          "description": "The contract shall give Pool Re Services Limited the right to extend the contract for up to three (3) additional periods of twelve (12) months each."
        },
        "hasOptions": true,
        "hasRenewal": false,
        "description": "Pool Re are procuring for a single Supplier for the design, procurement, implementation, communication and administration of Employee Benefits. Pool Re have approximately 55 permanent members of staff. The Supplier shall provide professional advice on benefits to find cost-effective and fully-compliant solutions for Pool Re’s business needs within the Framework agreement between the Company and HM Treasury. Within the service provision there should be an ongoing review of benefits offered in line with the changing needs of the workforce and industry trends, together with regulatory requirements. Regular employee benefit benchmarking against other relevant organisations should ensure that Pool Re’s remuneration package remains competitive for recruitment and retention, and proposals for new benefits are thoroughly researched and provide value for money. Pool Re do not require a Benefits Platform, as this is being provided via our newly procured HR system.  Further requirements can be found in the tender documentation.",
        "contractPeriod": {
          "durationInDays": 1080
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKI"
          }
        ]
      }
    ],
    "title": "Employee Benefits Broker",
    "status": "active",
    "coveredBy": [
      "GPA"
    ],
    "bidOpening": {
      "date": "2025-02-03T10:00:00Z"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2025-02-03T10:00:00Z"
    },
    "description": "Pool Re are procuring for a single Supplier for the design, procurement, implementation, communication and administration of Employee Benefits. Pool Re have approximately 55 permanent members of staff. The Supplier shall provide professional advice on benefits to find cost-effective and fully-compliant solutions for Pool Re’s business needs within the Framework agreement between the Company and HM Treasury. Within the service provision there should be an ongoing review of benefits offered in line with the changing needs of the workforce and industry trends, together with regulatory requirements. Regular employee benefit benchmarking against other relevant organisations should ensure that Pool Re’s remuneration package remains competitive for recruitment and retention, and proposals for new benefits are thoroughly researched and provide value for money. Pool Re do not require a Benefits Platform, as this is being provided via our newly procured HR system.  Further requirements can be found in the tender documentation",
    "tenderPeriod": {
      "endDate": "2025-01-31T14:00:00Z"
    },
    "hasRecurrence": true,
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ]
    },
    "submissionMethod": [
      "electronicSubmission",
      "written"
    ],
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "http://poolre.ukp.app.jaggaer.com/",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-100514",
      "name": "Pool Re Services Limited",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKI",
        "locality": "London",
        "postalCode": "EC4R 9AF",
        "countryName": "United Kingdom",
        "streetAddress": "Equitable House, 47 King William St"
      },
      "details": {
        "url": "http://www.poolre.co.uk",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
            "id": "04",
            "scheme": "COFOG",
            "description": "Economic affairs"
          }
        ]
      },
      "identifier": {
        "legalName": "Pool Re Services Limited"
      },
      "contactPoint": {
        "url": "http://poolre.ukp.app.jaggaer.com/",
        "email": "commercialservices@poolre.co.uk"
      }
    },
    {
      "id": "GB-FTS-1819",
      "name": "Royal Court of Justice",
      "roles": [
        "reviewBody"
      ],
      "address": {
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        "postalCode": "WC2A 2LL",
        "countryName": "United Kingdom",
        "streetAddress": "Strand"
      },
      "identifier": {
        "legalName": "Royal Court of Justice"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}
Complete JSON history (2 releases)
17 Dec 2024 · 040617-2024 · tender
{
  "id": "040617-2024",
  "tag": [
    "tender"
  ],
  "date": "2024-12-17T14:43:08Z",
  "ocid": "ocds-h6vhtk-04b13f",
  "buyer": {
    "id": "GB-FTS-100514",
    "name": "Pool Re Services Limited"
  },
  "tender": {
    "id": "PRE00173",
    "lots": [
      {
        "id": "1",
        "status": "active",
        "options": {
          "description": "The contract shall give Pool Re Services Limited the right to extend the contract for up to three (3) additional periods of twelve (12) months each."
        },
        "hasOptions": true,
        "hasRenewal": false,
        "description": "Pool Re are procuring for a single Supplier for the design, procurement, implementation, communication and administration of Employee Benefits. Pool Re have approximately 55 permanent members of staff. The Supplier shall provide professional advice on benefits to find cost-effective and fully-compliant solutions for Pool Re’s business needs within the Framework agreement between the Company and HM Treasury. Within the service provision there should be an ongoing review of benefits offered in line with the changing needs of the workforce and industry trends, together with regulatory requirements. Regular employee benefit benchmarking against other relevant organisations should ensure that Pool Re’s remuneration package remains competitive for recruitment and retention, and proposals for new benefits are thoroughly researched and provide value for money. Pool Re do not require a Benefits Platform, as this is being provided via our newly procured HR system.  Further requirements can be found in the tender documentation.",
        "contractPeriod": {
          "durationInDays": 1080
        },
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKI"
          }
        ]
      }
    ],
    "title": "Employee Benefits Broker",
    "status": "active",
    "coveredBy": [
      "GPA"
    ],
    "bidOpening": {
      "date": "2025-02-03T10:00:00Z"
    },
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "awardPeriod": {
      "startDate": "2025-02-03T10:00:00Z"
    },
    "description": "Pool Re are procuring for a single Supplier for the design, procurement, implementation, communication and administration of Employee Benefits. Pool Re have approximately 55 permanent members of staff. The Supplier shall provide professional advice on benefits to find cost-effective and fully-compliant solutions for Pool Re’s business needs within the Framework agreement between the Company and HM Treasury. Within the service provision there should be an ongoing review of benefits offered in line with the changing needs of the workforce and industry trends, together with regulatory requirements. Regular employee benefit benchmarking against other relevant organisations should ensure that Pool Re’s remuneration package remains competitive for recruitment and retention, and proposals for new benefits are thoroughly researched and provide value for money. Pool Re do not require a Benefits Platform, as this is being provided via our newly procured HR system.  Further requirements can be found in the tender documentation",
    "tenderPeriod": {
      "endDate": "2025-01-31T14:00:00Z"
    },
    "hasRecurrence": true,
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "submissionTerms": {
      "languages": [
        "en"
      ]
    },
    "submissionMethod": [
      "electronicSubmission",
      "written"
    ],
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "http://poolre.ukp.app.jaggaer.com/",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-FTS-100514",
      "name": "Pool Re Services Limited",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKI",
        "locality": "London",
        "postalCode": "EC4R 9AF",
        "countryName": "United Kingdom",
        "streetAddress": "Equitable House, 47 King William St"
      },
      "details": {
        "url": "http://www.poolre.co.uk",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
            "id": "04",
            "scheme": "COFOG",
            "description": "Economic affairs"
          }
        ]
      },
      "identifier": {
        "legalName": "Pool Re Services Limited"
      },
      "contactPoint": {
        "url": "http://poolre.ukp.app.jaggaer.com/",
        "email": "commercialservices@poolre.co.uk"
      }
    },
    {
      "id": "GB-FTS-1819",
      "name": "Royal Court of Justice",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "London",
        "postalCode": "WC2A 2LL",
        "countryName": "United Kingdom",
        "streetAddress": "Strand"
      },
      "identifier": {
        "legalName": "Royal Court of Justice"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}
25 Oct 2024 · 034607-2024 · planning
{
  "id": "034607-2024",
  "tag": [
    "planning"
  ],
  "date": "2024-10-25T09:51:52+01:00",
  "ocid": "ocds-h6vhtk-04b13f",
  "buyer": {
    "id": "GB-FTS-100514",
    "name": "Pool Re Services Limited"
  },
  "tender": {
    "id": "PRE00173",
    "lots": [
      {
        "id": "1",
        "status": "planned",
        "description": "Pool Re are engaging with suppliers for the design, procurement, implementation, communication and administration of employee benefits.\nSuppliers should provide professional advice on benefits to find cost effective, fully compliant solutions for Pool Re's business needs within the Framework agreement between Pool Re and HM Treasury.\nThe service proposition should tailor to Pool Re’s employment benefits package which currently comprises: Qualifying Workplace Pension Scheme, inc. monthly pension contribution management, auto-enrolment and re-enrolment compliance support, advice to employees / Private medial scheme (closed scheme) / Employee Health Assessments / Life Assurance / Critical Illness / Income Protection / Health Cash Plan / EAP\nWithin the service provision there should be an ongoing review of benefits to meet changing needs of the workforce, plus benchmarking.\nWe also require: Induvial employee benefit briefings / Benefits governance reviews / Regular employee seminars / Reward statements / Benefits Platform \nPlease reach out to Steve Bradley – sib@poolre.co.uk – if you are wish to engage in this opportunity.\nPlease note that the estimated value includes the cost of the service provision, and the benefits contract over a three-year period."
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UK"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66171000",
            "scheme": "CPV",
            "description": "Financial consultancy services"
          }
        ]
      }
    ],
    "title": "Employee Benefits Service Provider",
    "value": {
      "amount": 850000,
      "currency": "GBP"
    },
    "status": "planned",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Pool Re are engaging with suppliers for the design, procurement, implementation, communication and administration of employee benefits.\nSuppliers should provide professional advice on benefits to find cost effective, fully compliant solutions for Pool Re's business needs within the Framework agreement between Pool Re and HM Treasury.",
    "communication": {
      "futureNoticeDate": "2025-01-06T00:00:00Z"
    },
    "classification": {
      "id": "66000000",
      "scheme": "CPV",
      "description": "Financial and insurance services"
    },
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-FTS-100514",
      "name": "Pool Re Services Limited",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UK",
        "locality": "London",
        "postalCode": "EC4R 9AF",
        "countryName": "United Kingdom",
        "streetAddress": "Equitable House, 47 King William St"
      },
      "details": {
        "url": "http://www.poolre.co.uk",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
            "id": "04",
            "scheme": "COFOG",
            "description": "Economic affairs"
          }
        ]
      },
      "identifier": {
        "legalName": "Pool Re Services Limited"
      },
      "contactPoint": {
        "name": "Steve Bradley",
        "email": "sib@poolre.co.uk"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}