Attachment 6- TUPE Data.xlsx

XLSX spreadsheet 27 KB Posted

Attached to
UK-Wide Integrated Waste Management Services (IWMS)
Solicitation number
FA558726R0002
Issued by

About this file

This is a TUPE (Transfer of Undertakings Protection of Employment) data collection spreadsheet designed to accompany a letter seeking employee information from the current integrated waste management services contractor at U.S. Visiting Forces locations across the United Kingdom. The spreadsheet template requires comprehensive employee data organized by sub-contractors and directly employed staff on separate worksheets, including general information such as job role, location, employment status (permanent, fixed-term, zero hours, agency, or vacant posts), and length of continuous employment. Required data fields encompass compensation details including annual salary and weekly conditioned hours of attendance, pension scheme information (scheme name, type, employee and employer contribution rates, and certification status), redundancy liability information (statutory or enhanced company scheme amounts), and contractual benefits such as healthcare, life assurance, car allowances, and other perks.

The spreadsheet also mandates collection of sick pay entitlements, holiday entitlements with service-dependent variations and bank holiday inclusion details, overtime commitments, shift or rostered attendance patterns with enhanced rates, and outstanding financial claims from employment such as season ticket loans or transfer grants. Care must be taken to avoid identifying singleton employees through specific grade or pay band information when services are provided at multiple geographical sites. The example data included shows two drivers—an LGV1 ADR Driver at Eastern Tankers and an LGV2 Driver at Thetford Depot—with detailed pension contributions, statutory injury benefits, and Saturday overtime provisions. This information is required to ensure compliance with the Pensions Act 2004 and to support the contractual transition under TUPE regulations for the UK-Wide Integrated Waste Management Services contract (FA558726R0002) supporting U.S. Air Force locations including RAF Lakenheath, Feltwell, Mildenhall, Alconbury, Croughton, Fairford, Molesworth, and Welford.

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Text version

Sheet1

Letter Seeking Employee Information
Spreadsheet for providing data - to accompany letter

Instructions for filling in the TUPE Return

1) Include all sub-contractors on a separate worksheets to directly employed staff.

2) All sub-contractors should be named and their data must include the same level of detail as directly employed staff.

3) Pension information is to be provided to ensure that the requirements of the Pensions Act 2004 can be met.

4) Please indicate if the employee is a former Civil Servant participating in a pension scheme that has been the subject of certification for "broad comparability" by the Government Actuary's Department.

5) All vacant posts including role and establishment location must be identified.

General information about role, location and type of employmentSalary, weekly hours (gross), date of birthPension InformationRedundancy liability informationContractual Benefits (1)Sick PayNotice PayNotice Period (weeks)Holiday EntitlementOther
Region and Unique Identifier (as required to identify each member of staff)Job Description / Function

(Care should be taken if including a singleton Grade/Pay Band as this would identify the subsequent information as relating to an individual).

It is essential that you avoid generalisations such as operative Establishment

(If services currently prodvided are conducted at several geographical sites, care should be taken if there is only one employee or an employee in a singleton Grade/Pay Band as this would identify the subsequent information as relating to an individual).Identification if the individual's weekly working hours are spread over more than 1 establishment
(Yes / No)Employment status

(Permanent, Fixed term, zero hours / casual, agency worker, vacant posts) Annual Salary. Weekly conditioned hours of attendance (gross). Length of current period of continuous employment (in years/months). Age Name of Scheme Type of scheme

Defined Benefit, Defined Contribution or Stakeholder arrangement or Not a memberEmployee Contribution Rate %Employer Contribution Rate %Redundancy liability information (Statutory or Enhanced Company scheme)Amount of liability for redundancy
(£)Contactual Benefits such as Healthcare, life assurance, car allowance etc
(Please list all allowances for each entry and include information such as if these are weekly, monthly, seasonal or annual)Company Sick Pay Entitlement (CSP)Holiday Entitlement Days per yearHoliday entitlement any varying amounts depending on service period
Does this include bank holidaysDetails of any regular overtime commitments

(These may be weekly, monthly or annual commitments for which staff may receive an overtime payment).

Include the number of hoursDetails of attendance patterns that attract enhanced rates of pay or allowances (ie shift or rostered attendance).Outstanding financial claims arising from employment (ie season ticket loans, transfer grants - noting that these will only give an indication of the type and value of loan balances and that these will change during the bid period).Additional information about factors influencing staffing levels and costs.
1652784LGV1 ADR DriverEastern TankersYESPermanent£43290456 years 9 months34L&G Pension SSDoctor care anywhere, EAP, Family benefits, Biffa Perkz, Dicounts, Cycle2work, Denplan, Eye Tests, Gym Memberships, Tax Free Childcare6%4%StatutoryStatutoryInjury in Service15 Weeks full pay 15 weeks half pay6 Weeks4 weeks25 days6 to 15 years= 25 daysNo3 hours per weekSaturday and Sunday higher ratesnon applicablenon applicable
0005132LGV2 Driver (40000)Thetford DepotYESPermanent£38235.64521 years 0 months54L&G Pension SSDoctor care anywhere, EAP, Family benefits, Biffa Perkz, Dicounts, Cycle2work, Denplan, Eye Tests, Gym Memberships, Tax Free Childcare12%9.5%Statutory15 Weeks full pay 15 weeks half pay12 weeks4 weeks26 daysover 15 years =26 daysDoes x2 Saturdays per month totalling overtime of 10 HoursX2 saturdays per monthN/A

&"Verdana,Regular"The Commercial Toolkit (CMT) TUPE - Letter Seeking Employee Information - Accompanying Spreadsheet for Providing Data &"Arial"&11&K000000 OFFICIAL-SENSITIVE&1#_x000D_

Source: The Commercial Toolkit Available via http://www.aof.dii.r.mil.uk or http://www.aof.mod.uk &"Verdana,Regular"Page &P of &N_x000D_&1#&"Arial"&11&K000000 OFFICIAL-SENSITIVE

LISTS

Lists
NI Insurance Category Letter
Employment StatusPension Scheme typesNI CategoryRedundancy LiabilityBank Holidays
PermanentDefined BenefitAStatutoryYes
Fixed termDefined ContributionBEnhanced Company SchemeNo
Zero hours / Agency / Casual WorkerStakeholder ArrangementC
Vacant PostNoH
J
M
V
Z

https://www.gov.uk/national-insurance-rates-letters/category-letters

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