Official UK procurement notice
RM6326 · UK public procurement notice
Authority: Cabinet Office (Central government)·Consortium: 4 public authorities
What is being bought4 lots · detail below
Published requirement descriptionThis 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 lotLot #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.
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.
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.
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
What it takes to wini
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 morei
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).
Published award criteria (2)
- Quality: 75
- Price: 25
- Staff
- Names and qualifications of delivery staff must be submitted
- Successive reduction
- Candidates will be reduced successively across stages
- 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)
- Delivery area
- Official registry OCID
ocds-h6vhtk-030020Find a Tender
- 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- Submission deadline
- 7 Mar 2022, 12:00 GMT
- Submission channel
- {"electronicSubmission","written"}
- Accepted languages
- en
Timeline
2 Feb 2022 → 29 Jul 2024 · 3 dates- Next notice expected2 Feb 2022
- Submission deadline7 Mar 2022, 12:00 GMT
- Notice published29 Jul 2024, 16:33 BST
Notice history
11 events · 8 releases on Find a Tender · since 9 Feb 2022- Deadline published: 10 Mar 2022, 12:00 GMT9 Feb 2022, 22:45 GMT
- Buyer details updated9 Feb 2022, 22:45 GMT
- Published value published: £310,000,00011 Mar 2022, 22:45 GMT
- Status changed to active11 Mar 2022, 22:45 GMT
- Procurement method changed11 Mar 2022, 22:45 GMT
- Deadline moved to 7 Mar 2022, 12:00 GMT11 Mar 2022, 22:45 GMT-3 days · was 10 Mar 2022, 12:00 GMT
- Status changed to complete24 Mar 2023, 14:05 GMT
- Procurement method changed24 Mar 2023, 14:05 GMT
- Buyer details updated24 Mar 2023, 14:05 GMT
- Procurement method changed15 Dec 2023, 15:25 GMT
- Buyer details updated15 Dec 2023, 15:25 GMT
Published amendments (2 · 2 deadline changes)
| When | What | Before | After | Shift |
|---|---|---|---|---|
| — | DeadlineIV.2.2 | 7 Mar 2022 | 10 Mar 2022 | +3 d |
| — | DeadlineIV.2.2 | 10 Mar 2022 | 17 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| Awarded to | Value | Date | Status |
|---|---|---|---|
| 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
| Lot | Bids | SME | VCSE | Valid bid range |
|---|---|---|---|---|
| 1 · The provision of pension administration for the Civil Service Pension Scheme | 7bids · 7 electronic | 7 | — | £99,525 – £224,540 |
| 4 · Procurement for the provision of pension administration for the RMSPS | 2bids · 2 electronic | — | — | — |
| Whole notice | — | — | — | £184,435 – £224,540 |
Contracting authority & participating public bodies
4 public bodies on the noticeConsortium members and other public bodies
- Bourne Education TrustContracting authorityMediation bodyReview bodyBody governed by public lawEducation
- The Cabinet Office (referred to as “the Authority”)Contracting authorityNational or federal agency/officeCentral Government
- The Minister for the Cabinet Office acting through Crown Commercial Service (CCS)Contracting authorityNational or federal agency/officeCentral Government
Dispute resolution & review bodies
- Royal Courts of JusticeMediation body
Bidders & participating suppliers
3 commercial parties on the notice- Capita Pension Solutions LimitedAwarded supplier
- Capita Pension Solutions LimitedAwarded supplier
- Orovia Group LtdAwarded supplier
Official documents & specifications (2)
Official links; attachments are not copiedTender pack and attachments
- Economic and financial selection criteria
- Technical selection criteria