FRAMEWORK OVERVIEW. Free to access. Direct award/direct call-off. No requirement for mini competition. Compliant route to market

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2 FRAMEWORK OVERVIEW HealthTrust Europe (HTE) placed a contract notice reference 2013/S on 28 th November 2013 in the Official Journal of the European Union seeking expressions of interest for the provision of Salary Sacrifice and Employee Benefits ( OJEU Notice ). Potential contractors were invited to tender for the provision of Salary Sacrifice and Employee Benefits on 2 nd April HTE evaluated and selected effective, capable contractors to enter into a multi-contractor framework agreement in order to provide Salary Sacrifice and Employee Benefits to beneficiaries. The framework is to allow for employers to provide Salary Sacrifice and Employee Services to their employees. This is in the form of an agreement between the employer and the employee whereby the terms of employment are varied in order to reduce the employee s entitlement to cash pay. This sacrifice of cash entitlement is usually made in return for some form of non-cash benefit. Salary sacrifice can be financially beneficial for both the employer and employee. The employer can benefit from savings on the tax and NICs payable for any employee but it will depend on the pay and non-cash benefits that make up the salary sacrifice arrangement. The employer s key responsibility will be to make sure that they pay and deduct the right amount of tax and NICs for the cash and benefits provided. The framework agreement duration is two years with the option to extend for a 12 month period, plus a further 12 month period thereafter (at the discretion of HTE). The commencement date of this contract is 1 st August 2014 until 31 st July The maximum expiry date for this framework agreement is 31 st July UPDATE Following a review of our services and requirements of our customers, we have decided to only extend the Vehicle Leasing Lot under this framework agreement for its final extension period. Therefore this brief has been updated to reflect this. Free to access Direct award/direct call-off No requirement for mini competition Compliant route to market Tailored Service Level Agreements (SLAs) Free implementation and project management Page 1 of 5

3 SERVICES INCLUDED Vehicle Leasing This scheme enables the employee to drive a brand new car over a 2 or 3 year period for a low monthly cost and includes scheduled servicing, general maintenance, replacement tyres and exhausts, road tax, motor insurance, accident management as well as breakdown and recovery services. Employees can select from 1,000 s of new cars to suit their individual needs and budget. There is on-going promotion of the scheme via regular employee road shows and marketing literature. There is no Supplier fee payable by the Authority. The Supplier will invoice the Authority on a monthly basis providing a report to the Authority in order to deduct the relevant value from the employee s monthly pay. Authorities will save on NI and Tax. Page 2 of 5

4 FRAMEWORK SUPPLIERS Workstream Supplier Contract Reference Vehicle Leasing EdenRed (UK Group) Ltd LeaseDrive Ltd SME HCI T/a Connected Benefits Ltd TuskerDirect Ltd HEC - Z355 HEC - Z356 HEC - Z357 HEC - Z358 Page 3 of 5

5 KEY BENEFITS Savings Compliance Sustainability Mediation The Employer and employee can both make a saving in National Insurance Contributions (NICs). Employers can save 13.8% of the amount sacrificed in NICS, while employees will save between 2% and 12% of the amount they sacrifice, depending upon their earnings. The employer can deduct pension contributions from their tax bill in the same way as salary payments. We use our own Frameworks procured through an OJEU compliant procedure by Category Specialists that support Authorities and Suppliers to continually build relationships and increase compliance. HealthTrust Europe will provide support during and after the selection process which also includes finalising tailored Service Level Agreements to meet the customers needs. All Providers were scored appropriately on their sustainability policy; taking in to account Environmental, Social and Economic impacts of the service they were able to provide. Providers awarded to the Vehicle Leasing work stream were assessed on their whether they were able to supply energy efficient cars. HTE provides free on-going support to mediate, remedy and resolve critical issues as required or to lead further initiatives. We understand that the job isn t complete at award and will work with you to develop your compliance, also ensuring your organization is striving towards best practice and best value. Page 4 of 5

6 ACCESS TO THE FRAMEWORK The framework is free to access and can be accessed via Direct Award. The customer is not required to run a mini competition under the framework agreement to market test their service. The customer can award directly from the framework agreement to a supplier or they can choose to run a selection process. The selection process for market testing shall be advised on a customer by customer basis as and when a requirement is identified. Customers will identify those contractors from the framework agreement, whose skill-set most closely matches their requirement, and invite them to the selection process, please note that there is no requirement to invite all the contractors under the framework agreement to the selection process. The criteria below shall form the basis of the selection criteria to appoint a supplier under the framework agreement. The customer can develop their own sub criteria under the main quality criteria listed below and advise the suppliers of these in advance of the selection process. Please note that the customer is not required to use all the criteria listed below. As price is a fixed element within this tender the Selection process will only take into account the quality aspect. Direct Award Selection Process Criteria Weighting Range Experience Proven effective delivery of the proposition 0% - 100% Relationships The availability of the right people with the right qualifications it is expected that people working on 0% - 100% this proposition will attend Customer presentations Implementation and Service Delivery Ensure smooth Transition and roll out of any contract on the direct award of 0% - 100% this framework. Added Value Over and above the Specification what additional value can you deliver in what areas 0% - 100% Compliance - compliant with all rules, HMRC regulations and legislation 0% - 100% Following the selection process, the customer and the successful contractor shall enter into a contract. Contract award will be made and formalised via a call off contract which will contain details of the score of work, planned activities, timetable, assumptions and dependencies as well as constraints and the associated performance measures. These elements combined with the framework agreement itself (containing legal terms and conditions and the relevant appendices) will constitute the complete contract for that particular appointment. Page 5 of 5

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