Planning

Junior ISA re-procurement

  • Department for Education

F01: Prior information notice (prior information only)

Notice identifier: 2022/S 000-028127

Procurement identifier (OCID): ocds-h6vhtk-03738c

Published 6 October 2022, 3:37pm



Section one: Contracting authority

one.1) Name and addresses

Department for Education

Sanctuary Buildings, 20, Great Smith Street

London

SW1P 3BT

Email

James.DREW@education.gov.uk

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

https://www.gov.uk/government/organisations/department-for-education

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.3) Communication

Additional information can be obtained from the above-mentioned address

Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at

To receive access to the tender documents bidders must register on the Department for Education's Jaggaer system here: https://education.app.jaggaer.com/web/login.html

one.4) Type of the contracting authority

Ministry or any other national or federal authority

one.5) Main activity

Education


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Junior ISA re-procurement

two.1.2) Main CPV code

  • 66100000 - Banking and investment services

two.1.3) Type of contract

Services

two.1.4) Short description

Junior ISAs (JISA’s) and Child Trust Funds (CTF’s) are long term tax-advantaged saving accounts for children up to the age of 18. Children are eligible for a JISA if they are under 18, resident in the UK, and not eligible for a CTF. Anyone can pay money into the accounts, but the funds cannot then be accessed by the account holder until their 18th birthday (or are terminally ill). At 18, the account will mature into a standard (adult) ISA or the funds will be withdrawn. Children looked after for 12 months or more and not eligible for a Child Trust Fund (CTF) are entitled to a £200 payment from the government into a Junior ISA.

The supplier will ensure eligible children receive the payments due to them under the JISA scheme: by acquiring the necessary data from LAs, opening JISAs for those children, making payments into these JISAs, and providing information about the JISAs opened and payments made to LAs, CiC and their carers. The supplier invoices the DfE on a two-weekly basis for the numbers of JISAs opened and submits invoices quarterly to the DfE to cover payments for administration of the scheme. The delivery partner’s role will also involve:

• Fund Management

• Management Reporting and Data Requests

• IT infrastructure

• Delivery of financial education

• Fundraising for additional donations

In addition to the contract, a separate Grant Funding Agreement will be put in place between the Department for Education and the successful delivery partner. This will enable payments of £200 to be made into each new JISA that is opened.

A market engagement session will run on the Thursday 13th October at 2pm. Please contact vicki.gregg@education.gov.uk with the names and email addresses of the attendees you wish to attend. This event will be run through Microsoft Teams. A slide pack and Q&A from the event will be provided at tender stage.

two.1.5) Estimated total value

Value excluding VAT: £1,200,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 85300000 - Social work and related services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Junior ISAs (JISA’s) and Child Trust Funds (CTF’s) are long term tax-advantaged saving accounts for children up to the age of 18. Children are eligible for a JISA if they are under 18, resident in the UK, and not eligible for a CTF. Anyone can pay money into the accounts, but the funds cannot then be accessed by the account holder until their 18th birthday (or are terminally ill). At 18, the account will mature into a standard (adult) ISA or the funds will be withdrawn. Children looked after for 12 months or more and not eligible for a Child Trust Fund (CTF) are entitled to a £200 payment from the government into a Junior ISA.

The supplier will ensure eligible children receive the payments due to them under the JISA scheme: by acquiring the necessary data from LAs, opening JISAs for those children, making payments into these JISAs, and providing information about the JISAs opened and payments made to LAs, CiC and their carers. The supplier invoices the DfE on a two-weekly basis for the numbers of JISAs opened and submits invoices quarterly to the DfE to cover payments for administration of the scheme. The delivery partner’s role will also involve:

• Fund Management

• Management Reporting and Data Requests

• IT infrastructure

• Delivery of financial education

• Fundraising for additional donations

In addition to the contract, a separate Grant Funding Agreement will be put in place between the Department for Education and the successful delivery partner. This will enable payments of £200 to be made into each new JISA that is opened.

A market engagement session will run on the Thursday 13th October at 2pm. Please contact vicki.gregg@education.gov.uk with the names and email addresses of the attendees you wish to attend. This event will be run through Microsoft Teams. A slide pack and Q&A from the event will be provided at tender stage.

two.2.14) Additional information

A market engagement session will run on the Thursday 13th October at 2pm. Please contact vicki.gregg@education.gov.uk with the names and email addresses of the attendees you wish to attend. This event will be run through Microsoft Teams. A slide pack and Q&A from the event will be provided at tender stage.

two.3) Estimated date of publication of contract notice

17 October 2022


Section four. Procedure

four.1) Description

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes