Address Tracing and Mortality Screening – Member Data Services

Concepts

• edinburgh
• pension fund management
• pension services
• application service providers
• pension investment

Location

Edinburgh

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.

Total Quantity or Scope

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.

Renewal Options

The contract period will be for an initial 2 year period with the option to extend for a further 3 x12 month periods.

Award Criteria

CPV Codes

• 66141000 - Pension fund management services
• 66131100 - Pension investment services
• 66520000 - Pension services
• 72416000 - Application service providers

Indicators

• Bids should cover the whole contract.
• Renewals are available.
• Financial restrictions apply.
• Professional qualifications are sought.
• Award on basis of price.

Other Information

The City of Edinburgh Council are procuring this on behalf of Lothian Pension Fund. The 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 (SC Ref:743239)