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Refine the Call-off Terms and Conditions

Refine the Call-off Terms and Conditions

The Call-off Terms and Conditions documents were agreed with Providers when setting up the National LGPS Framework for Actuarial, Benefits and Governance Consultancy Services Framework.

Areas highlighted in yellow within this document need to be completed, along with drafting notes for your review. Your updated version of the Call-Off Terms and Conditions must be issued to Providers with your Invitation to Further Competition, or as part of your Direct Award.

Priority Areas for Review

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

  • Data Protection. For this section you will also need to complete Annex 1 - Customer Personal Data Details, which can be found at the end of the Call-off Terms and Conditions.
  • Intellectual Property Rights
  • Liability Caps
  • Sub-contracting and sub-processing arrangements relating to AON Solutions UK Limited and Mercer Limited which are included in Order Form B and Order Form C.
    • While the additional clauses are not specifically pre-determined, they are included because both Providers have indicated they require them to reflect either corporate rules they are bound by or how they operate and this information has been pre-populated within the Provider specific Order Form.

Additional Variations

You must outline any additional variations to the agreed Call-Off Terms and Conditions. These may include refinements to address specific circumstances that could not be anticipated when the Framework was established, subject to procurement law constraints.

Consider whether alternative clauses are needed to reflect the legal requirements of Scottish or Northern Irish jurisdictions. You should also ensure that insurance and liability levels are appropriate for your local needs.

Price Increases

The Ceiling Prices remain fixed for the duration of the Framework. However, you have the option to set out in clause 3.2.7 of 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.

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