Managing TUPE & Pension Pitfalls in Tenders

Event

Event summary

This event from the CIPFA Procurement Network will help practitioners understand the often complex and tricky situation relating to TUPE and Pensions, when involved in tenders and outsourcing/insourcing services.

Date

12 December 2024
Starts: 09:30
Ends: 15:25

Location

Webinar

Standard price

£245.00 excl VAT

Network Member Price

£125.00 excl VAT

Book now

About this event

Failure by the authority to correctly apply TUPE Regulations can be very costly and can prejudice the outcome of the tender process. The event will be practically focused and help to answer routine queries relating to the application of TUPE and Pensions issues in tenders. It will cover how contracting authorities can deal with an incumbent supplier who is refusing to disclose required TUPE Employer Liability Information to include in tender documents, how the ‘percentage test’ applies in practice, dealing with ‘phantom workers, as well as tips on evaluating TUPE information and influencing the ‘Measures Letter’.

Who should attend?

The webinar will support procurement, finance, solicitors, project managers, HR, auditors and contract managers with day-to-day responsibilities for seeking tenders and managing suppliers.

How will you benefit from attending?

Key learning outcomes include:

  • Understand your obligations under TUPE to ensure compliant tender processes.
  • Learn how to package your Associated Tender Documents TUPE and pensions data.
  • Understand which staff are protected by TUPE with reference to real life case studies in the context of tendering or insourcing public services.
  • Learn what could happen in the event of incorrect information supplied by the incumbent supplier, and the potential impact on tender process/prices.
  • Find out when employers should consider pensions issues, and what could happen if those issues are not addressed appropriately?
  • Updated event to reflect changes under Procurement Act 2023.

CPD hours

This event carries 5.5 CPD hours.

Topics

  • Commercialisation
  • / Education finance and academies
  • / Efficiency
  • / Local government
  • / Transformation
  • / Value for money

Speaker - Mohamed Hans, Procurement Advisor, CIPFA Procurement and Commissioning Network (CPCN)

Mohamed Hans

Mohamed joined CIPFA in 2004, after working as a senior commercial solicitor for a number of West Yorkshire local authorities. He is an expert on the European Public Procurement Rules, and has written extensively on this topic. He has also developed widely-used practitioner toolkits. He is also invited to speak at conferences (UK and abroad) and is often the first point of contact for practitioners understanding complex procurement issues. He manages the CIPFA Procurement and Commissioning Network, which has nearly 100 member authorities.

Email: mohamed.hans@cipfa.org
Tel: 07717 345188.

Speaker - Jamie Thomas

Jamie Thomas is a specialist procurement officer at Durham County Council, a unitary local authority with an annual procurement spend of around £500m. Jamie has been part of the procurement team since 2010. He is responsible for procurement law compliance, and also leads on social value and supplier engagement. Durham’s procurement team recently won the Social Value Leadership Award at the Cabinet Office-backed UK Social Value Awards.

Prior to joining Durham County Council, Jamie worked as a journalist, and as a parliamentary researcher. He has an academic interest in sustainable development, having studied International Relations at the University of St. Andrews, and is currently completing a Master’s degree in public procurement law and policy via Nottingham University’s law school.

CIPFA is currently closed, webchat will be available from 03/01/24 from 09:00 - 17:00.