Section one: Contracting authority
one.1) Name and addresses
HealthTrust Europe LLP (HTE) acting as agent for the University Hospitals of Coventry and Warwickshire NHS Trust (UHCW)
19 George Road
Edgbaston, Birmingham
B15 1NU
Telephone
+44 08458875000
Country
United Kingdom
NUTS code
UK - United Kingdom
Internet address(es)
Main address
https://healthtrusteurope.bravosolution.co.uk
one.2) Information about joint procurement
The contract is awarded by a central purchasing body
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Health
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Flexible Employee Benefits, Personal Vehicle Leasing & Financial Wellbeing 2022
Reference number
2022/S 000-000700
two.1.2) Main CPV code
- 79631000 - Personnel and payroll services
two.1.3) Type of contract
Services
two.1.4) Short description
HealthTrust Europe is seeking to establish a framework agreement for the supply of services allowing access to a wide range of employee benefits with particular focus on those that can be accessed through salary sacrifice, which can be used by employers for the NHS, registered charities, wider public sector, and additional bodies as detailed within the Contract Notice to enhance their offering to employees within wider staff retention strategies.
The scope of this framework agreement includes the provision of a comprehensive range of flexible employment benefits including salary sacrifice schemes either as a managed service solution under Lot 1a, or as a suite of specific employee benefit schemes (one or more employment benefits) under Lot 1b. The framework also includes the provision of a salary sacrifice scheme for Personal Vehicle Leasing (with access to environmentally friendly vehicle options such as Ultra Low Emission Vehicles (ULEVs) and Electric Vehicles (EVs) under Lot 2 and Financial Wellbeing schemes, services, and solutions under Lot 3.
two.1.6) Information about lots
This contract is divided into lots: Yes
two.1.7) Total value of the procurement (excluding VAT)
Value excluding VAT: £1,280,000,000
two.2) Description
two.2.1) Title
Employee Benefits – Managed Service with Digital User Platform
Lot No
1a
two.2.2) Additional CPV code(s)
- 79631000 - Personnel and payroll services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
Under this Lot the Supplier will be able to provide as a Managed Service and via a Digital User Platform access to the core range of Employee Benefits including:
Salary Sacrifice - Cycle to Work,
Salary Sacrifice - Buying and Selling of Annual Leave,
Salary Sacrifice - Affordable Technology,
Salary Sacrifice - Payroll Giving,
Rewards and Recognition
Employee Discounts
Discounted Gym Membership
Salary Deducted Loans
Insurance and Wellbeing Services including Health Cover
The Lot may also facilitate access to Supplementary Products and services that are designed to enhance employee wellbeing, rewards and recognition, including:
Eyecare Voucher Scheme
Childcare Voucher Scheme
Salary Sacrifice – Pensions (additional voluntary contributions)
two.2.5) Award criteria
Quality criterion - Name: QUality / Weighting: 80
Price - Weighting: 20
two.2.11) Information about options
Options: Yes
Description of options
The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Employee Benefits – Individual Scheme providers
Lot No
1b
two.2.2) Additional CPV code(s)
- 79631000 - Personnel and payroll services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
Under this Lot the Supplier will be able to provide via a Digital User Platform to access to any one or more of the following range of Core Services:
Salary Sacrifice - Cycle to Work,
Salary Sacrifice - Buying and Selling of Annual Leave,
Salary Sacrifice - Affordable Technology,
Salary Sacrifice - Payroll Giving,
Rewards and Recognition
Employee Discounts
Discounted Gym Membership
Salary Deducted Loans
Insurance and Wellbeing Services including Health Cover
The Lot will also allow Suppliers to provide access to Supplementary Services that are designed to enhance employee wellbeing, rewards and recognition, including:
Eyecare Voucher Scheme
Childcare Voucher Scheme
Salary Sacrifice – Pensions (additional voluntary contributions)
Note – any Supplier successfully awarded to Lot 1b will only be permitted to supply the Specific Services for which they have been awarded.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 80
Price - Weighting: 20
two.2.11) Information about options
Options: Yes
Description of options
The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Car Leasing (Salary Sacrifice)
Lot No
2
two.2.2) Additional CPV code(s)
- 79631000 - Personnel and payroll services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
Under this Lot the Supplier will be able to provide via a Digital User Platform Personal Vehicle Leasing, allowing Participating Authorities to put in place a scheme for Employees to lease a vehicle for personal use within a Salary Sacrifice scheme.
The Lot will require Suppliers to give particular focus to Green Initiatives in support of mass adoption of ULEV, Full Electric and Hybrid vehicles.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 80
Price - Weighting: 20
two.2.11) Information about options
Options: Yes
Description of options
The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Financial Wellbeing
Lot No
3
two.2.2) Additional CPV code(s)
- 79631000 - Personnel and payroll services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
Under this Lot the Supplier will be able to provide via a Digital User Platform, Financial Wellbeing resources and online tools to Employees of Participating Authorities, to support staff with effective financial management and planning including:
Access to money management tools (including early access to salary or wages) for Employees;
Salary deducted loans;
Employee savings;
Employee pensions (Additional Voluntary Contributions);
Information and guidance on use of the tools and services offered by awarded Suppliers;
Impartial financial products and services advice; and
Debt management, low-cost borrowing solution and savings or investment products and services advice.
two.2.5) Award criteria
Quality criterion - Name: Quality / Weighting: 80
Price - Weighting: 20
two.2.11) Information about options
Options: Yes
Description of options
The Framework is to run for 2 years initially with the option to extend by a further 2 years up to a maximum of 4 years at the discretion of HealthTrust Europe (2 + 2).
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Restricted procedure
four.1.3) Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.1) Previous publication concerning this procedure
Notice number: 2022/S 000-000700
Section five. Award of contract
Contract No
HTE-THRS-EB-1A
Lot No
1a
Title
Flexible Employee Benefits – Managed Service with Digital User Platform
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
24 June 2022
five.2.2) Information about tenders
Number of tenders received: 3
Number of tenders received from SMEs: 2
Number of tenders received by electronic means: 3
The contract has been awarded to a group of economic operators: Yes
five.2.3) Name and address of the contractor
Liaison Financial Services Limited
Estate House, Evesham Street,
Redditch
B97 4HP
Country
United Kingdom
NUTS code
- UKG1 - Herefordshire, Worcestershire and Warwickshire
The contractor is an SME
Yes
five.2.3) Name and address of the contractor
Personal Group Holdings PLC
John Ormond House, 899 Silbury Boulevard
Milton Keynes
MK9 3XL
Country
United Kingdom
NUTS code
- UKJ1 - Berkshire, Buckinghamshire and Oxfordshire
The contractor is an SME
No
five.2.3) Name and address of the contractor
SME HCI LIMITED
5 Margaret Road
Romford
RM2 5RH
Country
United Kingdom
NUTS code
- UKI5 - Outer London – East and North East
The contractor is an SME
Yes
five.2.4) Information on value of contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: £380,000,000
Total value of the contract/lot: £380,000,000
Section five. Award of contract
Contract No
HTE-THRS-EB-1B
Lot No
1B
Title
Flexible Employee Benefits – Specific Scheme Providers (one or more)
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
24 June 2022
five.2.2) Information about tenders
Number of tenders received: 6
Number of tenders received from SMEs: 3
Number of tenders received by electronic means: 6
The contract has been awarded to a group of economic operators: Yes
five.2.3) Name and address of the contractor
EDENRED (UK GROUP) LIMITED
50 Vauxhall Bridge Road
London
SW1V 2RS
Country
United Kingdom
NUTS code
- UKI3 - Inner London – West
The contractor is an SME
No
five.2.3) Name and address of the contractor
HAWK INCENTIVES LIMITED
Westside, London Road, Hemel Hempstead, Hertfordshire, United Kingdom, HP3 9TD
Hemel Hempstead
HP9 3TD
Country
United Kingdom
NUTS code
- UKJ11 - Berkshire
The contractor is an SME
Yes
five.2.3) Name and address of the contractor
LETS CONNECT IT SOLUTIONS LIMITED
John Ormond House, 899 Silbury Boulevard
Milton Keynes
MK9 3XL
Country
United Kingdom
NUTS code
- UKJ1 - Berkshire, Buckinghamshire and Oxfordshire
The contractor is an SME
Yes
five.2.3) Name and address of the contractor
NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST
Cobalt Business Exchange, Cobalt Business Park,
Newcastle Upon Tyne
NE29 9NZ
Country
United Kingdom
NUTS code
- UKC2 - Northumberland and Tyne and Wear
The contractor is an SME
No
five.2.3) Name and address of the contractor
SME HCI LIMITED
5 Margaret Road
Romford
RM2 5RH
Country
United Kingdom
NUTS code
- UKH3 - Essex
The contractor is an SME
Yes
five.2.3) Name and address of the contractor
CYCLE SOLUTIONS (CYCLE TO WORK) LIMITED
Unit 6 Europa Way, Fforestfach,
Swansea
Country
United Kingdom
NUTS code
- UKL18 - Swansea
The contractor is an SME
Yes
five.2.4) Information on value of contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: £380,000,000
Total value of the contract/lot: £380,000,000
Section five. Award of contract
Contract No
HTE-THRS-EB-2
Lot No
2
Title
Car Leasing (Salary Sacrifice)
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
24 June 2022
five.2.2) Information about tenders
Number of tenders received: 2
Number of tenders received from SMEs: 1
Number of tenders received by electronic means: 2
The contract has been awarded to a group of economic operators: Yes
five.2.3) Name and address of the contractor
Liaison Financial Services Limited
Estate House, Evesham Street,
Redditch
B97 4HP
Country
United Kingdom
NUTS code
- UKG1 - Herefordshire, Worcestershire and Warwickshire
The contractor is an SME
Yes
five.2.3) Name and address of the contractor
NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST
Cobalt Business Exchange, Cobalt Business Park,
Newcastle Upon Tyne
NE29 9NZ
Country
United Kingdom
NUTS code
- UKC2 - Northumberland and Tyne and Wear
The contractor is an SME
No
five.2.4) Information on value of contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: £500,000,000
Total value of the contract/lot: £500,000,000
Section five. Award of contract
Contract No
HTE-THRS-EB-3
Lot No
3
Title
Financial Wellbeing
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
24 June 2022
five.2.2) Information about tenders
Number of tenders received: 2
Number of tenders received from SMEs: 2
Number of tenders received by electronic means: 2
The contract has been awarded to a group of economic operators: Yes
five.2.3) Name and address of the contractor
Liaison Financial Services Limited
Estate House, Evesham Street,
Redditch
B97 4HP
Country
United Kingdom
NUTS code
- UKG1 - Herefordshire, Worcestershire and Warwickshire
The contractor is an SME
Yes
five.2.3) Name and address of the contractor
SME HCI LIMITED
5 Margaret Road
Romford
RM2 5RH
Country
United Kingdom
NUTS code
- UKH3 - Essex
The contractor is an SME
Yes
five.2.4) Information on value of contract/lot (excluding VAT)
Initial estimated total value of the contract/lot: £20,000,000
Total value of the contract/lot: £20,000,000
Section six. Complementary information
six.4) Procedures for review
six.4.1) Review body
Legal Department (HealthTrust Europe LLP)
19 George Road
Birmingham
B15 1NU
Country
United Kingdom
Internet address
six.4.2) Body responsible for mediation procedures
Legal Department
HealthTrust Europe LLP (HTE), 19 George Road
Birmingham
B15 1NU
Country
United Kingdom
Internet address
six.4.3) Review procedure
Precise information on deadline(s) for review procedures
Submissions via the Bravo Tendering Portal
six.4.4) Service from which information about the review procedure may be obtained
Legal Department
HealthTrust Europe LLP (HTE), 19 George Road
Birmingham
B15 1NU
Country
United Kingdom