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Guide to Call-off - Actuarial, Benefits and Governance Consultancy Services

This document gives an overview of how to use the Framework along with the stages involved in a Further Competition and Direct Award process.

Lot Structure

This Framework is divided into the following Lots:

  • Lot 1 - Actuarial Services
  • Lot 2 - Benefits Consultancy
  • Lot 3 - Governance Consultancy
  • Lot 4 - Funding Risk Advisory Services
  • Lot 5 - Consultancy Services to Support Specialist Projects

You can appoint a Provider for a long term arrangement from Lots 1, 2, 3 and 4. This is done by running a Further Competition.

Lot 5 covers more individual areas of service. You can Direct Award from this Lot ‘as and when’ you have a specific, one-off piece of work.

The full detail for each Lot can be found in the Specification of Requirements. You will need to review and customise the Specification of Requirements to suit your own specific requirements and include within your Further Competition Document.


Procurement Routes

Under this Framework you have two options:

1. Further Competition (All Lots)

A Further Competition allows you to assess and evaluate which Provider best meets your individual needs. This process involves:

  • Defining your evaluation and award criteria.
  • Setting a timeline.
  • Creating an Invitation to Further Competition document using the templates provided.

2. Direct Award (Lot 5 Only)

Direct Award is suitable for specific, one-off requirements. It offers flexibility and speed, allowing you to:

  • Select the most suitable Provider using the Provider Catalogues and Pricing Schedules
  • Award a contract quickly—potentially on the same day