Target Date |
Action |
Duration |
By whom? |
Performance Indicator |
1 October 2003 |
Questionnaires sent out |
Complete |
ER Team |
Completed |
3 November 2003 |
Target return date for questionnaires |
Complete |
Applicants |
Completed |
21 November 2003 |
Estimated date for final questionnaire returns |
Complete |
Applicants |
Completed |
13 April 2004 |
Apply to ET to have applicants who did not return their questionnaire `struck out' |
1 day |
ER Team |
Completed |
16 April 2004 |
Re-send questionnaire to applicants who did not return the original questionnaire, as requested by the ET |
1 day |
ER Team |
Completed |
30 April 2004 |
Preliminary evaluation of data returns (inc. information from CF re opportunity to join pension scheme). |
3 months |
ER Team |
Completed |
20 May 2004 |
All outstanding questionnaires to be returned. |
1 month |
ER Team |
Check questionnaire returns against the database. In hand |
21 May 2004 |
Apply to ET to have applicants who did not return the second questionnaire `struck out'. |
1 day |
ER Team |
Letter sent to the Regional Secretary requesting strike outs. |
21 May 2004 |
Collate information and pass to payroll to validate service and provide salary information. |
1 week |
ER Team |
Front sheets completed as far as possible. In hand |
21 May 2004 |
Payroll to pass information to Pension Services |
2 and half weeks |
Linda Calder |
Data verified and salary details input. |
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25 May 2004 |
Supplemental queries generated. |
Ongoing |
ER Team/Linda Calder |
Clarify queries in respect of data. In hand |
28 May 2004 |
Advise Employment Tribunal of those cases which must fail in whole or in part because the proceedings were commenced more than 6 months after a stable employment relationship ended or because no stable employment relationship ever existed. |
1 month |
ER Team |
Tribunal notified of Applicants whose claims must fail. In hand |
4 June 2004 |
Advise Employment Tribunal of those cases which must fail in full, or in part, as a result of the Applicant's failure to opt into the pensions scheme (Represented Applicants - one schedule per TU or professional body) |
1 month |
ER Team, assisted by Pensions |
Tribunal notified of Applicants whose claims must fail in whole or in part. In hand |
4 June 2004 |
Advise Employment Tribunal of those cases which must fail in full, or in part, as a result of the Applicant's failure to opt into the pensions scheme (unrepresented Applicants) |
1 month |
ER Team, assisted by Pensions |
Tribunal notified of Applicants whose claims must fail in whole or in part. In hand |
9 July 2004 |
Numerical evaluations undertaken in line with Public Sector Settlement Model. |
5 weeks |
Pensions Services |
Basis for settlement of claims achieved. |
30 July 2004 |
Offers of settlement generated. |
2 weeks |
Pensions Services |
Letters sent to successful applicants. |
30 August 2004(NB: estimated date) |
Tribunal to send letter to each representing union/professional body inviting them to give reason (s) why claims should not be struck out in whole, or in part, because of the applicant's failure to opt into the scheme. (Info Bulletin No 9: Para 7.4(c)) |
2 months |
Employment Tribunal |
N/A |
31 December 2004 (NB: estimated date) |
Representatives to respond to why claims should not be struck out. (Info Bulletin No 9: Para 7.4(d)) |
4 months |
Applicants representatives |
N/A |
January 2005 (ongoing) (NB: estimated date) |
Cases listed for hearing. |
Ongoing |
Employment Tribunal (Hearings attended by ER Team) |
Contentious cases heard and able to reach resolution. |
31 January 2005 (NB: estimated date) |
Applicants to accept/reject offers of settlement. |
6 months of receipt of letter. |
Pensions Services |
Applicants to have responded to the offers of settlement. |
31 January 2005 (NB: estimated date) |
Unions and other bodies to advise Employment Tribunal whether successful part of claims are to be withdrawn from ET. (Info Bulletin No 9: Para 7.4(e)) |
5 months |
Trade Unions and other Professional Bodies |
N/A |
31 March 2005 (NB: estimated date) |
ET to send letter to unrepresented applicants whose claim is identified as failing, inviting them to give a reason why their claim should not be struck out in whole or in part. (Info Bulletin No 9: Para 7.4(f)) |
2 months (estimated) |
Employment Tribunal |
N/A |
30 April 2005 (NB: estimated date) |
HCC to notify whether it concedes para 7.2 of Info Bulletin no. 9. (Info Bulletin No 9: Para 7.4(g)) |
1 month |
ER Team/Pensions |
Further clarification claims which must fail or succeed. |
31 July 2005 (NB: estimated date) |
Contentious claims solved & hence estimated completion date. |
6 months |
Pensions Services |
Contentious claims resolved. |