Find a TenderAwarded
Published 10 Jan 2022, 22:45 GMT

Official UK procurement notice

Flexible Employee Benefits, Personal Vehicle Leasing & Financial Wellbeing 2022

Official notice

Authority: HealthTrust Europe LLP (HTE) acting as agent for the University Hospitals of Coventry and Warwickshire NHS Trust (“UHCW”) (NHS & healthcare)·Consortium: 2 public authorities

Framework agreement5 lotsServicesRestricted procedureSME suitableMax 4 lots per supplier
Framework ceiling (notional)£1,280,000,000total for 5 lots · framework ceiling, not attributable revenue
Submissions closed 9 Feb 2022awarded 24 Jun 2022
Lots 5max 4 won per supplier

What is being bought5 lots · detail below

Published requirement description

HealthTrust Europe is seeking to establish a framework agreement for the supply of services allowing access to a wide range of employee benefits with particular focus on those that can be accessed through salary sacrifice, which can be used by employers for the NHS, registered charities, wider public sector, and additional bodies as detailed within the Contract Notice to enhance their offering to employees within wider staff retention strategies.

The scope of this framework agreement includes the provision of a comprehensive range of flexible employment benefits including salary sacrifice schemes either as a managed service solution under Lot 1a, or as a suite of specific employee benefit schemes (one or more employment benefits) under Lot 1b. The framework also includes the provision of a salary sacrifice scheme for Personal Vehicle Leasing (with access to environmentally friendly vehicle options such as Ultra Low Emission Vehicles (ULEVs) and Electric Vehicles (EVs) under Lot 2 and Financial Wellbeing schemes, services, and solutions under Lot 3.

CPV: Personnel and payroll services

How this framework works

From the published notice
Places
up to 12 suppliers · 6 bids received (0.5 per place) · 9 appointed

Lots and requirements (5)Procurement structure

5 lots · 4 with a published value · win at most 4 of them · same evaluation weights on every lot

Every one of these 2 lots carries the same published figure, £380,000,000: it is the framework's maximum for the whole notice, not each lot's own budget, and no share per lot is published. The cards below say ceiling above rather than repeat it.

Lot #1Flexible Employee Benefits, Personal Vehicle Leasing & Financial Wellbeing 2022Lot estimate not published
Delivery: UK
Lot #2Car Leasing (Salary Sacrifice)AwardedRenewalPublished value£500,000,000

Under this Lot the Supplier will be able to provide via a Digital User Platform Personal Vehicle Leasing, allowing Participating Authorities to put in place a scheme for Employees to lease a vehicle for personal use within a Salary Sacrifice scheme.

The Lot will require Suppliers to give particular focus to Green Initiatives in support of mass adoption of ULEV, Full Electric and Hybrid vehicles.

Delivery: UK
Extensions: The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2). · The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).Variant bids: not allowed
Lot #3Financial WellbeingAwardedRenewalPublished value£20,000,000

Under this Lot the Supplier will be able to provide via a Digital User Platform, Financial Wellbeing resources and online tools to Employees of Participating Authorities, to support staff with effective financial management and planning including:

Access to money management tools (including early access to salary or wages) for Employees;

Salary deducted loans;

Employee savings;

Employee pensions (Additional Voluntary Contributions);

Information and guidance on use of the tools and services offered by awarded Suppliers;

Impartial financial products and services advice; and

Debt management, low-cost borrowing solution and savings or investment products and services advice.

Delivery: UK
Extensions: The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2). · The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).Variant bids: not allowed
Lot #4Employee Benefits – Managed Service with Digital User PlatformAwardedRenewalceiling above

Under this Lot the Supplier will be able to provide as a Managed Service and via a Digital User Platform access to the core range of Employee Benefits including:

Salary Sacrifice - Cycle to Work,

Salary Sacrifice - Buying and Selling of Annual Leave,

Salary Sacrifice - Affordable Technology,

Salary Sacrifice - Payroll Giving,

Rewards and Recognition

Employee Discounts

Discounted Gym Membership

Salary Deducted Loans

Insurance and Wellbeing Services including Health Cover

The Lot may also facilitate access to Supplementary Products and services that are designed to enhance employee wellbeing, rewards and recognition, including:

Eyecare Voucher Scheme

Childcare Voucher Scheme

Salary Sacrifice – Pensions (additional voluntary contributions)

Delivery: UK
Extensions: The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2). · The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).Variant bids: not allowed
Lot #5Employee Benefits – Individual Scheme providersCancelledRenewalceiling above

Under this Lot the Supplier will be able to provide via a Digital User Platform to access to any one or more of the following range of Core Services:

Salary Sacrifice - Cycle to Work,

Salary Sacrifice - Buying and Selling of Annual Leave,

Salary Sacrifice - Affordable Technology,

Salary Sacrifice - Payroll Giving,

Rewards and Recognition

Employee Discounts

Discounted Gym Membership

Salary Deducted Loans

Insurance and Wellbeing Services including Health Cover

The Lot will also allow Suppliers to provide access to Supplementary Services that are designed to enhance employee wellbeing, rewards and recognition, including:

Eyecare Voucher Scheme

Childcare Voucher Scheme

Salary Sacrifice – Pensions (additional voluntary contributions)

Note – any Supplier successfully awarded to Lot 1b will only be permitted to supply the Specific Services for which they have been awarded.

Delivery: UK
Extensions: The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2). · The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).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 · same split on all 4 lots
Quality: 80%Price: 20%
Conditions of participation1
  • Suitability

    HTE may request such information as may be requested pursuant to Regulation 58 of the Public Contracts Regulations. Details are provided in the Eligibility Envelope.

What this means for your bid
  • Price carries 20 of 100 points: a 10% discount moves about 2 points. The method statement decides this lot, not the discount.
  • “Flexible Employee Benefits, Personal Vehicle Leasing & Financial…” is a framework: the contest is a place on its panel, up to 12 suppliers, not a single contract.

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
Restricted 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
Framework agreement
Who may use this agreement
Not stated in the notice; call-off rights may be limited to the establishing authority
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
10 Jan 2022, 22:45 GMT
Last source update
24 Apr 2026, 08:17 BST
Authority reference
2022/S 000-000700
FTS notice number
2026/S 000-037335
Classification (CPV)
Personnel and payroll services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-030954 Find a Tender
Review and risk notes
Review procedure

Submissions via the Bravo Tendering Portal

Publisher note: HTE is a central purchasing body who is able to carry out this tender exercise by virtue of its appointment as an agent of UHCW. Notwithstanding HTE’s relationship with UHCW, it is HTE conducting this tender exercise and will execute the resultant framework agreement with successful bidders. The bodies to whom the use of this framework agreement will be open include all contracting authorities in the UK as defined in Regulation 2 of the Public Contracts Regulations 2015 as may be updated from time to time. In particular, the following entities in the UK (particularly those of a health and/or social care nature) are envisaged as framework agreement users: (1) All National Health Service (NHS) bodies in England, including but not limited to (i) acute trusts (as listed at: http://www.nhs.uk/servicedirectories/pages/acutetrustlisting.aspx); (ii) health and care trusts (as listedat: http://www.nhs.uk/ServiceDirectories/Pages/CareTrustListing.aspx); (iii) mental health trusts (as listed at: http://www.nhs.uk/ServiceDirectories/Pages/MentalHealthTrustListing.aspx); (iv) clinical commissioning groups (as listed at: http://www.nhs.uk/ServiceDirectories/Pages/CCGListing.aspx); (v) ambulance trusts (as listed at: http://www.nhs.uk/ServiceDirectories/Pages/CareTrustListing.aspx (vi) area teams (as listed at: http://www.nhs.uk/ServiceDirectories/Pages/AreaTeamListing.aspx); (vii) special health authorities (http://www.nhs.uk/ServiceDirectories/Pages/SpecialHealthAuthorityListing.aspx); (viii) NHS England; and (ix) clinical senates and strategic clinical networks. (2) All NHS bodies in Wales, including but not limited to all (i) health boards; (ii) NHS trusts; (iii) the national delivery group; (iv) community health councils; and (v) NHS Wales shared services partnership (as listed at http://www.wales.nhs.uk/nhswalesaboutus/structure. (3) All NHS bodies in Northern Ireland (known as Health & Social Care), including but not limited to:(i) health and social care trusts (as listed at: http://online.hscni.net/?s=Trust (ii) health agencies (as listed at: http://online.hscni.net/?s=health+agencies (iii) hospitals (as listed at: http://online.hscni.net/?s=hospitals; and (iv) the Health and Social Care Board. (4) Social enterprises undertaking some or all of the previous service provider functions of contracting authorities in relation to health and/or social care services (including charitable incorporated organisations, cooperatives, industrial and provident societies and community interest companies listed on the Companies House WebCheck service). (5) Ministerial departments and non-ministerial departments of central government, non-departmental agencies and other public bodies, and public corporations (as listed at: https://www.gov.uk/government/organisations). (6) Devolved governmental and parliamentary organisations within the UK, including but not limited to the Scottish Government, Scottish Parliament, and Scottish public bodies (as listed at: http://www.scotland.gov.uk/Topics/Government/publicbodies/about/Bodies), as well as the Welsh Government, Welsh Assembly and Welsh unitary authorities (as listed at: http://www.assembly.wales/en/abthome/role-of-assembly-how-itworks/Pages/governance-ofwales. aspx (7) All local authorities (as listed at: http://local.direct.gov.uk/LDGRedirect/Start.do?mode=1) (8) The Ministry of Defence (as detailed at:https://www.gov.uk/government/organisations/ministry-of-defence). This list includes each organisation’s successors and assigns, any equivalent organisations and associated organisation created due to any organisational changes. This framework agreement will be open to any bodies or organisations operating in the UK of a health, and/or social care nature or which have a similar procurement need, and/or any UK based central government authority listed at Annex I of Directive 2014/24/EU, in respect of any goods or services to any of the above listed organisation.

How it was run

Official notice
Run through: Jaggaer · Who buys & how to bid on JAGGAER
Supplier login requiredLanguage: EN
Access & registration note: Free; latest Chrome/Edge/Firefox only — corporate browsers fail

Tender documents are also served through a separate tool: https://healthtrusteurope.bravosolution.co.uk ↗

Appointment period ends
9 Feb 2022, 14:00 GMT
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bid validity
360 days from the deadline
Detailed submission instructions & authority contactsFrom official release

Timeline

9 Feb 2022 → 24 Apr 2026 · 3 dates
  1. Admission / appointment period endsperiod end, not a bid countdown
    9 Feb 2022, 14:00 GMT
  2. Invitations to tender expected
    25 Feb 2022
  3. Notice published183 days ago
    24 Apr 2026, 08:17 BST

Notice history

3 events · 3 releases on Find a Tender · since 6 Sept 2022
  1. Status changed to complete
    6 Sept 2022, 09:34 BST
  2. Buyer details updated
    6 Sept 2022, 09:34 BST
  3. Buyer details updated
    24 Apr 2026, 08:17 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 9admitted to the panel · see the list ↓
Bids received 63 from SMEs
Contracts signed 5latest 24 Jun 2022

5 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.

Contracts

All 2 of these contracts carry the same published figure, £380,000,000, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.

  • Flexible Employee Benefits – Managed Service with Digital User Platform

    Signed
    24 Jun 2022
    Value
    ceiling above
    Status
    active
  • Flexible Employee Benefits – Specific Scheme Providers (one or more)

    Signed
    24 Jun 2022
    Value
    ceiling above
    Status
    active
  • Car Leasing (Salary Sacrifice)

    Signed
    24 Jun 2022
    Value
    £500,000,000
    Status
    active
  • Financial Wellbeing

    Signed
    24 Jun 2022
    Value
    £20,000,000
    Status
    active
  • Contract 037335-2026-N/A-1

    Signed
    24 Jun 2022
    Value
    £1,200,000,000
    Status
    active
    • Change Extension of the framework beyond the initial 4 years period, Need for additional works, services or supplies by the original contractor/concessionaire: This modification is made in reliance on Regulation 72(1)(e) (non substantial modification) and Regulation 72(1)(c) (modification due to unforeseen circumstances) of the Public Contracts Regulations 2015. The modification consists solely of a further extension of the existing framework agreement for a period of 6 months. The extension does not alter the overall nature of the framework, the scope of services, the commercial structure, or the contractual terms and conditions applicable to suppliers. There is no material change to the economic balance of the framework in favour of suppliers, nor any expansion of scope or value beyond that originally established. The modification therefore constitutes a non substantial modification within the meaning of Regulation 72(1)(e). The further extension is required as a consequence of unforeseen operational and market circumstances which could not reasonably have been anticipated at the time the framework was originally established. In particular, the extension is necessary to ensure continuity and stability of supply while the renewal procurement for the framework is being completed. Without a further 6 month extension, contracting authorities would face a material risk of disruption to ongoing procurement activity and a lack of readily available compliant procurement routes during the transition to the renewed framework. A change of contractor, or the cessation of the framework without a further short extension, would result in significant inconvenience and duplication of cost. Contracting authorities would be required to implement alternative interim arrangements, increasing administrative burden and cost and potentially impacting service continuity. Suppliers would similarly incur avoidable costs and inefficiencies, with a risk of market distortion arising from fragmented or stop gap procurement activity. The further extension is therefore necessary and proportionate to ensure continuity, stability, and compliance for contracting authorities while the renewal framework is finalised and maintains supplier access to the market on unchanged terms and conditions. The extension is limited to 6 months, confers no new commercial advantage, introduces no new suppliers, and does not circumvent or distort competition. Accordingly, the modification is justified under Regulation 72(1)(e) and Regulation 72(1)(c) of the Public Contracts Regulations 2015 and has been published transparently by way of this modification notice.

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
2 · Car Leasing (Salary Sacrifice)2bids · 2 electronic1——
3 · Financial Wellbeing2bids · 2 electronic2——
4 · Employee Benefits – Managed Service with Digital User Platform3bids · 3 electronic2——
Whole notice6bids · 6 electronic3——

Contracting authority & participating public bodies

2 public bodies on the notice

HealthTrust Europe LLP (HTE) acting as agent for the University Hospitals of Coventry and Warwickshire NHS Trust (UHCW)

Contracting authorityNHS & healthcareBody governed by public lawHealth 19 George Road, Edgbaston, Birmingham, UK, B15 1NUContact email, phone

Dispute resolution & review bodies

  • HealthTrust EuropeReview contact point BirminghamContact email
  • Legal DepartmentMediation bodyReview contact point BirminghamContact email
  • Legal Department (HealthTrust Europe LLP)Review body BirminghamContact email
  • Legal Department, HealthTrust EuropeMediation bodyReview body BirminghamContact phone

Framework contractors & participating bidders

15 commercial parties on the notice
Show 5 more suppliers

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria