Find a TenderAwarded
Published 10 Dec 2021, 22:45 GMT

Official UK procurement notice

RM6326 · UK public procurement notice

Official notice

Authority: Cabinet Office (Central government)·Consortium: 4 public authorities

4 lotsServicesCompetitive procedure with negotiationSME suitable
Published estimate£310,000,000total for 4 lots · 1 value update
Submissions closed 7 Mar 2022awarded 1 Jul 2024
Awarded to Capita Pension Solutions Limited, Orovia Group Ltd4 awards

What is being bought4 lots · detail below

Published requirement description

This Award Notice relates solely to Lot 2: Procurement for the provision of pension administration for the Royal Mail Statutory Pension Scheme (RMSPS).

The RMSPS is managed by the Authority. The current contract expires on 30 September 2024.

The RMSPS is the 6th largest public sector pension scheme in the United Kingdom, with approximately 365,000 members

CPV: Administration services · Government employee pension schemes · Pension services

Lots and requirements (4)Procurement structure

4 lots · 2 with a published value (£310,000,000 together) · same evaluation weights on every lot
Lot #1The provision of pension administration for the Civil Service Pension SchemeAwarded UK, South EastLot estimate not published

The Authority required the provision of administration services for the CSPS, which included the Principal Civil Service Pension Scheme, the Civil Service and Others Pension Scheme, the Civil Service Compensation Scheme and the Civil Service Injury Benefits Schemes. The CSPS is the 3rd largest UK occupational pension scheme with approximately 1.6 million members and 300+ employers. The pension administration services required include the following:

Finance, accounting and taxation services

administration services

employer-related services including:

the collection of data and contributions and maintaining accurate and clean data

communications, including digital

the provision of a portal

maintenance of a comprehensive database of members records which complies with relevant legislation and regulatory requirements

Provision of calculations and information for annual resource accounts remuneration reports

member-related services, including:

the provision of a member portal and self service capability

the accurate and timely calculation of pension awards

provision of options and benefits calculations resulting from McCloud judgment

member communications (including digital communications, managing and operating a helpline and website, issuing annual benefits and pension saving statements, life time allowance statements, annual pension increase communications, scheme newsletters and leaflets)

liaison with any scheme medical advisor that may be appointed by the Authority.

pension payroll services (bulk and individual payroll services) and pensioner existence checking

services related to the Civil Service Compensation Scheme and the Civil Service Injury Benefit Scheme

reporting, including management information and provision of data, information and scheme returns to regulators and other bodies as needed Additional information: The total value provided is based on a transitional term of 2 years, then an initial operational term of 7 years and a possible extension option of up to 3 years.

Delivery: UK, South East · West Surrey
Extensions: Price was not the only award criterion and all criteria was stated only in the procurement documents
Lot #2Procurement for the provision of pension administration for the Royal Mail Statutory Pensions Scheme (“RMSPS”) UKPublished value£48,000,000

The Authority requires the provision of administration services for the RMSPS. The pension administration services required include the following:

Pension Administration services are required for the following two membership profiles:(1) RMSPS scheme members with no benefits in the RMPP and (2) RMSPS scheme members with benefits in the RMPP. The pension administration services required for membership profiles 1 and 2 include the following:-

Finance, accounting and taxation services,

administration services,

interactions with members including portal provision/self-service,

maintaining accurate and clean member and scheme data

member communications (including managing and operating a helpline and website, issuing annual benefits statements, lifetime allowance statements, annual pension increase communications, scheme newsletters and leaflets,

pension payroll services (bulk and individual payroll services) and pensioner existence checking

accurate and timely calculation of pension benefits

reporting., including management information and provision of data, information and scheme returns to regulators and other bodies as needed

Membership profile 2 includes the following supplementary requirements:

to work with RMPP’s pension administration providers and set up processes for the timely sharing of data, information and calculations as required to enable the processing of benefits for members including AVC benefits.

Interaction with RMPP’s pension administration providers and RMG and Post Office Limited as employers of RMSPS beneficiaries as appropriate to align as far as possible timeliness and content of communications to members.

liaison with any scheme medical advisor that may be appointed by the Authority.

The tender documents will include more information on these requirements.

Potential bidders' suitability to participate will be assessed using the Selection questionnaire (SQ). The Authority anticipates that no more than the top 8 bidders will be invited to the ITN stage. Further details are set out in the procurement documents.

Delivery: UK
Extensions: The estimated total value provided in Section II.2.6) is based on a transitional term of up to 18 months, then an initial operational term of 6 years and a possible extension of 2 years, awarded on a 1 + 1 basis.Second stage: up to 8 candidates invited to tenderVariant bids: not allowed
Lot #3Procurement for the provision of pension administration for the Civil Service Pension Scheme UKPublished value£262,000,000

The Authority requires the provision of administration services for the CSPS, which includes the Principal Civil Service Pension Scheme, the Civil Service and Others Pension Scheme, the Civil Service Compensation Scheme and the Civil Service Injury Benefits Schemes. The CSPS is the 3rd largest UK occupational pension scheme with approximately 1.6 million members and 300+ employers. The pension administration services required include the following:

Finance, accounting and taxation services

administration services

employer-related services including:

the collection of data and contributions and maintaining accurate and clean data

communications, including digital

the provision of a portal

maintenance of a comprehensive database of members records which complies with relevant legislation and regulatory requirements

Provision of calculations and information for annual resource accounts remuneration reports

member-related services, including:

the provision of a member portal and self service capability

the accurate and timely calculation of pension awards

provision of options and benefits calculations resulting from McCloud judgment

member communications (including digital communications, managing and operating a helpline and website, issuing annual benefits and pension saving statements, life time allowance statements, annual pension increase communications, scheme newsletters and leaflets)

liaison with any scheme medical advisor that may be appointed by the Authority.

pension payroll services (bulk and individual payroll services) and pensioner existence checking

services related to the Civil Service Compensation Scheme and the Civil Service Injury Benefit Scheme

reporting, including management information and provision of data, information and scheme returns to regulators and other bodies as needed

The tender documents will include more information on these requirements.

Potential bidders' suitability to participate will be assessed using the Selection questionnaire (SQ). The Authority anticipates that no more than the top 8 bidders will be invited to the ITN stage. Further details are set out in the procurement documents.

Delivery: UK
Extensions: The estimated total value provided in Section II.2.6) is based on a transitional term of 2 years, then an initial operational term of 7 years and a possible extension option of up to 3 years.Second stage: up to 8 candidates invited to tenderVariant bids: not allowed
Lot #4Procurement for the provision of pension administration for the RMSPSAwarded UKLot estimate not published

The provision of administration services for the RMSPS. The pension administration services include the following: finance, accounting and taxation services; administration services;

interactions with members including portal provision/self-service; maintenance of accurate and clean member and scheme data;

member communications (including managing and operating a helpline and website, issuing annual benefits statements, lifetime allowance statements, annual pension increase communications, scheme newsletters and leaflets);

pension payroll services (bulk and individual payroll services) and pensioner existence checking;

accurate and timely calculation of pension benefits;

reporting, including management information and provision of data, information and scheme returns to regulators and other bodies as needed;

working with the Royal Mail Pension Plan (RMPP) pension administration providers and set up processes for the timely sharing of data, information and calculations as required to enable the processing of benefits for members including AVC benefits;

interaction with RMPP’s pension administration providers and Royal Mail Group and Post Office Limited as employers of RMSPS beneficiaries as appropriate to align as far as possible timeliness and content of communications to members;

and liaison with any scheme medical advisor that may be appointed by the Authority. Additional information: The total value provided is based on a total contract period of 114 months including transition and potential extension options

Delivery: UK
Extensions: Price was not the only award criterion and all criteria was stated only in the procurement documents

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 2 lots
Quality: 75%Price: 25%
Published award criteria (2)
  • Quality: 75
  • Price: 25
Lot distribution rule: Yes bidders are invited to bid for one or both lots
Staff
Names and qualifications of delivery staff must be submitted
Successive reduction
Candidates will be reduced successively across stages
What this means for your bid
  • Price carries 25 of 100 points: a 10% discount moves about 2.5 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
Competitive procedure with negotiation
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
10 Dec 2021, 22:45 GMT
Last source update
29 Jul 2024, 16:33 BST
Authority reference
2022/S 000-003500
FTS notice number
2024/S 000-023657
Classification (CPV)
Administration servicesGovernment employee pension schemesPension services
Delivery area
UKSouth East (UKJ25)
Official registry OCID
ocds-h6vhtk-030020 Find a Tender
Review and risk notes
Review procedure

Any appeals should be promptly brought to the attention of the Authority by emailing the named contact in Section I.1 above referencing "Pension Administrator Procurement" - For the Attention of the Procurement Manager and will be dealt with in accordance with the requirements of the Public Contracts Regulations 2015. Any appeals must be brought within the time-scale specified by the applicable law, including, without limitation, the Public Contract Regulations 2015. In accordance with such Regulations, the Authority will also incorporate a minimum 10 calendar day standstill period from the date information on the award of contract is communicated to tenderers.

Publisher note: As part of this contract award notice the redacted Commercial Agreement can be found within contracts finder. The contracts Finder link can be found here https://www.contractsfinder.service.gov.uk/Notice/c2e83344-f0f7-4554-a178-af25d3cc3e2f On 02/04/2014, the Government introduced its Government Security Classifications (GSC) scheme which replaced the Government Protective Marking Scheme (GPMS). A key aspect is the reduction in the number of security classifications used. All bidders were required to make themselves aware of the changes as it may impact this requirement. This link provides information on the GSC at: https://www.gov.uk/government/publications/government-security-classifications Cyber Essentials is a mandatory requirement for Central Government contracts which involve handling personal information or provide certain ICT products/services. Government is taking steps to reduce the levels of cyber security risk in its supply chain through the Cyber Essentials scheme. The scheme defines a set of controls which, when implemented, will provide organisations with basic protection from the most prevalent forms of threat coming from the internet. To participate in this procurement, bidders were required to demonstrate they comply with the technical requirements prescribed by Cyber Essentials, for services under and in connection with this procurement.

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
Submission deadline
7 Mar 2022, 12:00 GMT
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

Timeline

2 Feb 2022 → 29 Jul 2024 · 3 dates
  1. Next notice expected
    2 Feb 2022
  2. Submission deadline
    7 Mar 2022, 12:00 GMT
  3. Notice published
    29 Jul 2024, 16:33 BST

Notice history

11 events · 8 releases on Find a Tender · since 9 Feb 2022
  1. Deadline published: 10 Mar 2022, 12:00 GMT
    9 Feb 2022, 22:45 GMT
  2. Buyer details updated
    9 Feb 2022, 22:45 GMT
  3. Published value published: £310,000,000
    11 Mar 2022, 22:45 GMT
  4. Status changed to active
    11 Mar 2022, 22:45 GMT
  5. Procurement method changed
    11 Mar 2022, 22:45 GMT
  6. Deadline moved to 7 Mar 2022, 12:00 GMT
    11 Mar 2022, 22:45 GMT
    -3 days · was 10 Mar 2022, 12:00 GMT
  7. Status changed to complete
    24 Mar 2023, 14:05 GMT
  8. Procurement method changed
    24 Mar 2023, 14:05 GMT
  9. Buyer details updated
    24 Mar 2023, 14:05 GMT
  10. Procurement method changed
    15 Dec 2023, 15:25 GMT
  11. Buyer details updated
    15 Dec 2023, 15:25 GMT
Published amendments (2 · 2 deadline changes)
WhenWhatBeforeAfterShift
—DeadlineIV.2.27 Mar 202210 Mar 2022+3 d
—DeadlineIV.2.210 Mar 202217 Mar 2022+7 d

2 amendments published without a description.

Routine re-releases (8)
  • 2023-03: 1 release · 24 Mar 2023
  • 2022-03: 2 releases · 11 Mar 2022
  • 2022-02: 1 release · 9 Feb 2022
  • 2021-12: 1 release · 10 Dec 2021

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 4
Awarded value £287,000,0002 contracts exc. VAT · 1 repeated publication of the same award counted once
Bids received 97 from SMEs
Contracts signed 4latest 1 Jul 2024
Awarded toValueDateStatus
Lot 1 · The provision of pension administration for the Civil Service Pension Scheme3 awards
Capita Pension Solutions Limited£239,000,000 †same award published again · counted once—Awarded
Orovia Group Ltd——Awarded
Capita Pension Solutions Limited£239,000,000 †—Awarded
Lot 4 · Procurement for the provision of pension administration for the RMSPS1 award
Capita Pension Solutions LimitedProcurement for the provision of pension administration for the Royal Mail Statutory Pensions Scheme£48,000,000 †—Awarded

Contracts

  • Procurement for the provision of pension administration for the Royal Mail Statutory Pensions Scheme · Capita Pension Solutions Limited

    Signed
    1 Jul 2024
    Value
    £48,000,000
    Status
    active
  • Provision of pension administration for the Civil Service Pension Scheme · Capita Pension Solutions Limited

    Signed
    17 Nov 2023
    Value
    £239,000,000
    Status
    active
  • Provision of pension administration for the Civil Service Pension Scheme · Capita Pension Solutions Limited

    Signed
    17 Nov 2023
    Value
    £239,000,000
    Status
    active
  • Contract 008669-2023-1 · Orovia Group Ltd

    Signed
    14 Feb 2023
    Value
    —
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · The provision of pension administration for the Civil Service Pension Scheme7bids · 7 electronic7—£99,525 – £224,540
4 · Procurement for the provision of pension administration for the RMSPS2bids · 2 electronic———
Whole notice———£184,435 – £224,540

Contracting authority & participating public bodies

4 public bodies on the notice

The Cabinet Office

Contracting authorityCentral GovernmentNational or federal agency/officeCentral Government 1 Horseguards Road, London, UK, SW1A 2HQContact email, phone

Consortium members and other public bodies

Dispute resolution & review bodies

  • Royal Courts of JusticeMediation body LondonContact phone

Bidders & participating suppliers

3 commercial parties on the notice

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