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Refine the Call-off Terms and Conditions

Refine the Call-Off Terms and Conditions

Lot 1

Call-Off Terms and Conditions A

When calling off from Lot 1 you will need to use Call-Off Terms and Conditions A.

Call-Off Schedules

There are a number of schedules included in Call-Off Terms and Conditions A that you need to complete/review to support your Call-Off. The Call-Off Appendices should be completed in conjunction with the relevant sections of the Order Form:

  • Appendix 1 - Template Data Sharing Agreement
  • Appendix 3 - Performance Regime

Please note: Appendix 2 does not need to be populated in advance and is only used for any variations during the life of your Call-Off contract.

Your updated versions of the Call-Off Terms and Conditions (including the Call-Off Schedules) and Order Form must be issued to providers with your Invitation to Further Competition or issued to providers as part of your Direct Award.

Order Form A and Order Form B

This document contains the Order Forms for Lot 1 which were agreed with Providers when setting up the National LGPS Framework for Additional Voluntary Contribution (AVC) Services and Consultancy Services Associated with AVCs

This document should be completed in conjunction with the Call-Off Terms and Conditions and Call-Off Schedules to reflect your own requirements. Where there is the option to capture detail in the Order Form and/or Call-Off Terms and Conditions, you are able to complete the schedules and within the Order Form refer to the relevant schedule/clause reference of the Call-Off Terms and Conditions.

If you appoint The Prudential Assurance Company Limited you will need to use Order Form A and if you appoint Legal & General Assurance Society you will need to use Order Form B.

This process is only required for Lot 1. For Lot 2 you will need to user Order Form C (to appoint Mercer Ltd) and Order Form D (all other Providers) and this document will need to be completed at Contract Award stage with the successful Provider.

Lot 2

Call-Off Terms and Conditions B

The Call-Off Terms and Conditions contain clauses which you will need to complete so the terms meet your organisation's requirements. This document contains drafting notes and information (in square brackets and highlighted yellow) which must be completed prior to your Call-Off. Your updated version of the Call-Off Terms and Conditions must be issued to Providers with your Invitation to Further Competition or issued to Providers as part of your Direct Award.

The areas which you need to review as a priority are:

  • Data Protection
  • Intellectual Property Rights
  • Liability Caps
  • Sub-contracting and sub-processing arrangements.

For Lot 2 you will need to use Order Form C (to appoint Mercer Ltd) and Order Form D (all other Providers).

Additional Variations

You will also need to set out any additional variations to the agreed Call-Off Terms and Conditions which, subject to any procurement law constraints, may relate to any refinements to reflect particular circumstances that it was not possible to set down when the Framework was established. You may also need to consider alternative clauses in relation to Scottish and Northern Irish jurisdictions and Law, along with ensuring insurance and liability levels are adequate for your local requirements.

Price Increase

The ceiling prices remain fixed for the duration of the Framework. However you have the option to set out in the Call-Off Terms and Conditions if you wish the contract price to be fixed for the duration of the contract or if you wish to offer a review date:

  • Call-Off Terms and Conditions A (Lot 1) - clause 15.9
  • Call-Off Terms and Conditions B (Lot 2) - Clause 3.2.7

Any increase should not increase the percentage change in the Office of National Statistics' Consumer Price Index (or another such index as notified to the Contractor in writing).