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.

Completed

1 December 2003

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

1 week

Pensions Services

Letters sent.

Completed

1 December 2003

Ascertain whether Applicants are LGPS or TPS.

4 weeks

ER Team/Pensions Services

Ready to send correct questionnaires out.

Completed

30 August 2004

Preliminary `crude' assessment made of letters Applicants against defined `criteria'.

4 weeks

ER Team/Pensions

Identify claims that can be resisted.

3 September 2004

Send questionnaires out

1 week

Pensions (but ER Team to set up mail-merge)

Task successfully completed

3 September 2004

Send letters out to those applicants who look to `fail'

1 week

Pensions

Task successfully completed

8 October 2004

Target return date for questionnaires

4 weeks

Applicants

Majority of completed questionnaires returned.

12 November 2004

Preliminary evaluation of data returns.

1 month

Pensions/ER Team

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

26 November 2004

Collate information and pass to payroll to validate service and provide salary information.

2 weeks

ER Team/Linda Calder

Information transferred to spreadsheet in line with financial model.

26 November 2004

Supplemental queries generated

Ongoing

ER Team

Clarify queries in respect of data.

17 December 2004

Payroll to pass information to Pension Services

3 weeks

Payroll

Data verified and salary details input.

18 February 2005

Numerical evaluations undertaken in line with Public Sector Settlement Model.

7 weeks

Pensions Services

Basis for settlement of claims achieved.

18 March 2005

Offers of settlement generated.

4 weeks

Pensions Services

Letters sent to successful applicants.

15 April 2004

Write to unsuccessful applicants whose claims now fail.

4 weeks

Pensions Services

Letters to unsuccessful applicants.

16 September 2005

Applicants to accept/reject offers of settlement.

6 months

Pensions Services

Responses received.

14 October 2005

Agreed claims settled.

4 weeks

Pensions Services

Settlement of outstanding claims.

31 January 2006

Contentious claims solved - hence estimated completion date.

3 months

Pensions Services

Contentious claims resolved.