The Call-off Terms and Conditions and Call-off Schedules document was agreed with Providers when setting up the National LGPS Framework for Pensions Administration Software.
You must complete this document, along with the associated call-off schedules, in conjunction with the Order Form template. Areas highlighted in yellow within this document need to be completed, along with drafting notes for your review.
This document must be completed and issued as part of your Further Competition documentation when calling-off from this Framework.
Please ensure you review and complete the Call-off Schedules prior to call-off. These include:
- Call-off Schedule A: Specification, Customer Requirements, Customer System, Milestones, and Acceptance Procedure
- Call-off Schedule B: Support Services, Service Levels, and Service Credits
- Call-off Schedule C: Charges & Rates
- Call-off Schedule D: Outline Implementation Plan/Implementation Plan
- Call-off Schedule E: Staff Transfer
- Call-off Schedule F: Exit Management
- Call-off Schedule G: Security (Annex 1)
- Call-off Schedule H: Business Continuity and Disaster Recovery
We recommend seeking specialist advice from your Legal, IT and Procurement teams to help you complete the Call-off Terms and Conditions to ensure the bids will meet your exact requirements.
Once you have awarded your contract, you will need to issue the final version of your Order Form along with the Call-off Terms and Conditions to the winning Provider. This will form the contract between your organisation and the successful Provider. The winning Provider should acknowledge the Contract Award, and the Order Form should be signed by both parties according to your internal requirements.