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Guide to Call-off - ISP & Member Data 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 has seven Lots covering the following services:

  • Lot 1 - Integrated Service Providers (ISP)
  • Lot 2 - Address Tracing and Correction Services
  • Lot 3 - Mortality Screening Services
  • Lot 4 - Overseas Address Tracing and Correction Services
  • Lot 5 - Overseas Mortality Screening Services
  • Lot 6 - Bank Account Verification
  • Lot 7 - Data Quality Reporting for Pensions Dashboard Readiness

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 (All Lots)

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