TUPE Toolkit 3 (2) 160810 - TUPE TOOLKIT CONTENTS 1...

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TUPE TOOLKIT CONTENTS 1. INTRODUCTION ...................................................................................................... 4 1.1. Purpose ......................................................................................................... 4 1.2. Next Steps! ................................................................................................... 4 1.3. Useful Reading ............................................................................................. 4 2. AN OVERVIEW OF TUPE ........................................................................................ 5 2.1. TUPE – The Legal Perspective ................................................................... 5 2.2. Can TUPE Be Avoided? ............................................................................... 5 2.3. What Service Changes Are Covered By TUPE? ....................................... 5 2.4. Employer Obligations And TUPE ............................................................... 6 2.5. TUPE And The Public Sector ...................................................................... 6 2.6. Future Changes To TUPE Regulations ...................................................... 7 3. PROTOCOL FOR STAFF TRANSFERS .................................................................. 8 3.1. TUPE and Good Practice ............................................................................ 8 3.2. Background .................................................................................................. 8 3.3. Protocol ........................................................................................................ 8 3.4. Workforce Matters ....................................................................................... 10 4. TUPE IN PRACTICE ................................................................................................ 12 4.1. Pre Tender Stage .......................................................................................... 12 4.1.1. Key Activities for Managers ................................................................ 12 4.1.2. Key Activities For HR .......................................................................... 12 4.1.3. What Next? ......................................................................................... 12 4.2. The Procurement Process: Pre-Qualification .......................................... 12 4.2.3. Pre-qualification Stage ....................................................................... 13 4.2.4. Incorporating workforce issues into the Standard Business Questionnaire ..................................................................................... 13 4.2.5. Key Activities for the Manager ............................................................ 13 4.2.6. Key Activities for HR ........................................................................... 14 4.2.7. Example Of A Pre-Qualification Questionnaire .................................. 14 4.2.8. Equalities Questionnaire ..................................................................... 14 4.2.9. Key Documents/Useful Reading ........................................................ 14 Corporate HR & OD 28 th JULY 2005 1
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4.3. The Procurement Process: Invitation To Submit Outline Proposals (ISOP) ............................................................................................................ 21 4.4. Invitation To Tender/Negotiate ................................................................... 22 4.4.2. Evaluating Workforce Matters ............................................................ 22 4.4.3. Key Activities for the Manager ............................................................ 22 4.4.4. Key Activities for HR ........................................................................... 22 4.4.5 Workforce Matters Evaluation Form ................................................... 23 4.451 Workforce Matters Evaluation Scoring pro forma…………………..25 4.5. Tender Evaluation ........................................................................................ 29 4.5.2. Key Activities For Managers ............................................................... 29 4.5.3. Key Activities For HR .......................................................................... 29 4.6. Contract Award & Negotiation With The Preferred Supplier ................... 29 4.6.1. Key Activities For Managers ............................................................... 30 4.6.2. Key Activities For HR .......................................................................... 30 4.6.3. Key Documents & Useful Reading ..................................................... 31 5. CONSULTATION & NEGOTIATION ......................................................................... 32 5.1. Consultation and Information .................................................................... 32 5.5. What informatio n must be provided? ....................................................... 32 5.6. Timing of Consultation ................................................................................ 32 Consultation and Agency Workers 5.7. Statutory Obligations on the Council, as the transferor ......................... 33 5.8. Who will transfer under TUPE? .................................................................. 34 5.10. What employment rights and liabilities transfer? .................................... 34 5.11. Actions are to be taken in respect of the transferring employees ......... 34 5.12. What collective agreements and/or trade union recognition arrangements will transfer to the transferee? .......................................... 34 5.13. Key Activities for the Manager ................................................................... 35 5.14. Key Activities for HR ................................................................................... 36 5.15. Stages Of Consultation ............................................................................... 37 5.16. Employee Communication .......................................................................... 38 Employee Consent Form ............................................................................... 39 Measure Letter For Employee Representatives ............................................ 40 Measure Letter For Affected Employees ....................................................... 43 Request For Bank Details ............................................................................. 46 Confirmation Of Transfer Date ...................................................................... 48 FAQ’s For Staff .............................................................................................. 50 Corporate HR & OD 28 th JULY 2005 2
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6. DUE DILIGENCE ...................................................................................................... 53 6.1. Information required by the transferee (new employer) .......................... 53 6.2. Employee Information and Data Protection .............................................. 54 6.3. Key Activities for Managers/HR ................................................................. 54 6.4. Personnel Files ............................................................................................ 55 6.5. TUPE List Guidance .................................................................................... 56 6.6. Pre Award TUPE List ................................................................................... 59 6.7. Post Award TUPE List ................................................................................. 60 6.8. Due Diligence Form ..................................................................................... 61 6.9. Work Assessment ........................................................................................ 68 Work Assessment Proforma ...................................................................... 69 7. EMPLOYEE ISSUES ................................................................................................ 70 7.1. Occupational Pensions ............................................................................... 70 7.1.1. Providing access to a good quality occupational pension scheme .... 70 7.1.2. Admitted Body Status to the LGPS .................................................... 70 7.1.3. GAD assessed Pension Schemes ..................................................... 71 7.1.4. Two Tier Workforce Issues ................................................................. 71 7.1.5. Key Activities for Managers ................................................................ 71 7.2. Continuous Service and TUPE ................................................................... 72 7.3. TUPE, collective agreements and unforseen events ............................... 73 8. HR SUPPORT OF THE TUPE PROCESS ............................................................... 75 8.1.
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