Target Date

Action

Duration

By whom?

Performance Indicator

20 November 2003

Filter `out of time' cases from Letters claims

1 week

ER Team/Pensions Services

Ascertain strike outs.

1 December 2003

Notify Applicants whose claims fail on grounds of being out of time.

1 week

Pensions Services

Letters sent.

1 December 2003

Ascertain whether Applicants are LGPS or TPS.

4 weeks

ER Team/Pensions Services

Ready to send correct questionnaires out.

5 January 2004

Send questionnaires out

1 week

ER Team

12 January 2004

Target return date for questionnaires

4 weeks

Applicants

Majority of completed questionnaires returned.

23 February 2004

Predicted date for final questionnaire returns

Applicants

23 February 2004

Preliminary evaluation of data returns.

3 months

ER Team

Data verified as far as possible to ensure that Pensions can proceed with settlement calculations.

23 February 2004

Supplemental queries

Ongoing

ER Team

Clarify queries in respect of data.

22 March 2004

Numerical evaluations undertaken in line with Public Sector Settlement Model.

6 months

Pensions Services

Basis for settlement of claims achieved.

3 May 2004 onwards

Offers of settlement generated.

4 weeks

Pensions Services

Letters sent to successful applicants.

3 May 2004 onwards

Write to unsuccessful applicants whose claims fail.

4 weeks

Pensions Services

Letters to unsuccessful applicants.

17 May 2004 onwards

Applicants to accept/reject offers of settlement.

4 weeks

Pensions Services

17 May 2004 onwards

Agreed claims settled.

4 weeks

Pensions Services

Settlement of outstanding claims.

17 May 2004 onwards

Contentious claims solved.

3 months

Pensions Services

Contentious claims resolved.

February 2005

Estimated completion date