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PROCUREMENT OPPORTUNITY

W187442 McCloud RSS Administration

NHS Business Services Authority · Tender notice on Find a Tender

Tender information last checkedLast checked 2 Oct 2026, 01:11.

Opportunity overview

Pension scheme administration support to undertake manual benefit calculations that will allow NHSBSA to produce Remedial Service Statements (RSS) relating to the McCloud Judgement. The contract will cover one period of 13 months. As part of the NHS Pensions McCloud Programme, there is a statutory requirement to provide remedy offers to members found to be discriminated against by the 2015 pension reforms. This activity involves NHS Pensions undertaking a range of complex calculations to determine the sums owed to affected members, allowing them to make their remedy choice. Automation has been applied where possible. However, due to the complexity of the NHS Pension Scheme, a significant portion of these cases will still rely on a level of manual calculation processing. Specialist pensions administration services are required from the supplier market to complete these manual calculations. This will allow NHSBSA to produce the Remedial Service Statements (RSS) and communicate these to scheme members. NHSBSA categorises its scheme members into either 'Officer / Non-Practitioner' or 'Practitioner'. The contract that will result from this UK4 Tender Notice covers RSS cases for Officer / Non-Practitioner members only.

Classification

  • CPV66141000 — Pension fund management services

Lots

  • Lot 1£4m

Documents and notices

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
Project Ref: W187442; Atamis Ref: C428430
Status
active
Procurement Method
open
Procurement Method Details
Open procedure
Main Procurement Category
services
Above Threshold
Yes
How to submit
The Authority will be using its commercial platform (Atamis) to manage the procurement process. This is the Health Family Single eCommercial System and can be found at the following URL: https://atamis-1928.my.site.com/s/Welcome This opportunity will only become visible on the "View our Live Opportunities" page when the UK4 Tender Notice is published. If suppliers may have an interest in tendering for this upcoming opportunity, it is recommended that you ensure you have access to an active Atamis account in preparation.
Published risks
The below known unknown risks have been identified, which may require modification of the contract under paragraph 5 of Schedule 8 to the Procurement Act 2023 if one of the below identified risks materialise. Risk 1: This contract is let on a time and materials basis for a time-bound period. Due to the novel nature of the work and unknowns in the processing times of future cases, it is only possible to estimate the value of the contract. Supplier resources may therefore be required to flex to meet the demand, potentially resulting in higher or lower spend accordingly. How the risk may impact on the performance of the contract: Should there be an increase in time taken to process cases, then the current estimated resource levels to deliver the case volumes specified in the contract may no longer be sufficient. Why it is not possible to address the potential impact of the risk in the contract: As this is a novel caseload, the true complexity, and hence processing time, of each individual case can only be known for certain at the point of processing. Risk 2: There is a risk that changes could be made by other government authorities that could impact on the calculation process or other elements of McCloud delivery. This could lead to contract modifications to respond to any changes. How the risk may impact on the performance of the contract: Any dictated changes could result in the members' benefits calculated incorrectly if there were no changes to the administration service, meaning that the RSS's may not align with the new rules. Why it is not possible to address the potential impact of the risk in the contract: NHSBSA are not currently aware of any potential changes. Risk 3: The estimated contract value has been based on an assumed level of automation within the McCloud cases. There is a risk that future cases, which have not previously been worked, have differentiation in their characteristics that results in the assumed automation levels not being possible. How the risk may impact on the performance of the contract: It will not be possible to complete the RSS for those members. The contract may therefore require modification for the supplier to undertake the additional non-automated calculations and complete the case. Why it is not possible to address the potential impact of the risk in the contract: As this is a novel caseload, the true characteristics of each individual case can only be known for certain at the point of processing. Risk 4: There may be unexpected spikes in demand on the NHS Pensions BAU McCloud team from unknown sources, including but not limited to, potential requests from wider NHS staff involved in redundancy processes that are not possible to predict. While this contract is focused on benefit calculations for Immediate Choice members, there is a risk of demand spikes for other workstreams within the NHS Pensions McCloud Programme. If the demand spike is significantly above the NHS Pensions internal BAU team’s capacity, additional support to undertake McCloud administration services may be sought from the Provider, to ensure members can be provided their NHS Pensions service within relevant SLAs. How the risk may impact on the performance of the contract: This could result in an increase in the volume of administration services and additional supplier resource effort may be required. This could lead to the spend under the contract and/or the estimated total contract value needing to increase. Why it is not possible to address the potential impact of the risk in the contract: It is not possible to predict when unknown spikes in demand will occur when they are a direct result of decisions taken outside of NHSBSA’s control.

Legal basis

Id
2023/54
Scheme
UKPGA

Covered By

GPA

Submission terms

Electronic Submission Policy
allowed

Languages

en

Tender Period

Ends
9 Jun 2026, 17:00

Enquiry period

Ends
1 Jun 2026, 17:00

Expected award period

Ends
10 Jul 2026, 23:59

Contract terms

Financial Terms
The Authority shall pay all undisputed sums due to the Provider for Services satisfactorily completed and properly invoiced within thirty (30) days of receipt of a valid invoice.

Lots and requirements

Entry 1
Id
1
Status
active
Has Renewal
Yes

Value

Including VAT
4,800,000
Amount
4,000,000
Currency
GBP

Award criteria

Criteria

Criterion 1
Type
quality
Name
Technical
Description
Technical Envelope consisting of four questions: Q1 - Approach to delivering services (15%) Q2 - Mobilisation (20%) Q3 - Team structure and capacity management (20%) Q4 - Quality management (5%)

Numbers

Entry 1
Number
60
Weight
percentageExact
Criterion 2
Type
price
Name
Commercial
Description
Commercial envelope with evaluation based on Total Price to deliver the contract.

Numbers

Entry 1
Number
30
Weight
percentageExact
Criterion 3
Type
quality
Name
Social Value
Description
Social Value Envelope. This uses the Social Value Model from PPN002 and covers one question as follows: Outcome (8) Increasing productivity through physical and mental wellbeing: in the supply chain and communities in the relevant area.

Numbers

Entry 1
Number
10
Weight
percentageExact

Selection criteria

Criteria

Criterion 1
Type
economic
Description
Financial: Financial ratio assessments Minimum insurance compliance Legal: All suppliers (and sub-contractors) to be registered in the UK Data protection requirements
Criterion 2
Type
technical
Description
Experience of delivering services of a similar scope and complexity to this contract within the last three years. Qualifications / standards: ISO27001 ISO9001 Understanding of and alignment with relevant pensions legislation, including requirements of The Pensions Regulator.

Suitability

Sme
Yes

Contract period

Starts
24 Jul 2026, 00:00
Ends
23 Aug 2027, 23:59
Max Extent Date
23 Nov 2027, 23:59

Renewal

Description
The contract allows for an optional extension of a period up to 3 months, in the event that the £4m Cap has not been fully utilised and services are still required. The extension is limited to the £4m Cap.

Items and delivery

Item 1
Id
1
Related Lot
1

Additional Classifications

Entry 1
Scheme
CPV
Id
66141000
Description
Pension fund management services

Delivery locations

Entry 1
Region
UK
Country
GB
Country Name
United Kingdom

Published documents

Entry 1
Id
conflictOfInterest
Document Type
conflictOfInterest
Entry 2
Id
043753-2026
Document Type
tenderNotice
Notice Type
UK4
Description
Tender notice on Find a Tender
Published
13 May 2026, 10:16
Format
text/html

Buyer, suppliers and contacts

Organisation 1
Name
NHS Business Services Authority
Id
GB-PPON-PRLZ-1599-JGTT

Identifier

Scheme
GB-PPON
Id
PRLZ-1599-JGTT

Address

Street Address
Stella House, Goldcrest Way, Newburn Riverside
Locality
Newcastle upon Tyne
Postal Code
NE15 8NY
Country
GB
Country Name
United Kingdom
Region
UKC22

Contact

Name
Commercial Services Team (Workforce)

Roles

buyer

Details

Classifications

Entry 1
Scheme
UK_CA_TYPE
Id
publicAuthorityCentralGovernment
Description
Public authority - central government

Recorded locations

  • Buyer location · Newcastle upon Tyne · UKC22 · NE15 8NY · United Kingdom
  • Delivery location · UK · United Kingdom

Notice and amendment history

3 published notice versions reviewed by ProcuraAxis.

3 VERSIONS
  1. 024026-2026Planned procurement notice on Find a Tender ·
  2. 024151-2026Planned procurement notice on Find a Tender ·
  3. 043753-2026Tender notice on Find a Tender ·