Brokerage and Insurance Services Tender

Brokerage and Insurance Services Tender

12 Lots. 1. Lot 1 – Brokerage, 2. Lot 2 – Property stock and catastrophe, 3. Lot 3 A – Employers liability insurance, Lot 3 B – Public liability.

United Kingdom-Pontypridd: Voluntary health insurance services

2015/S 147-271564

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

RCT Homes
Ty Pennant, Mill Street
Contact point(s): Procurement (Finance)
For the attention of: Leanne Edwards
CF37 2SW Pontypridd
UNITED KINGDOM
Telephone: +44 1443494609

Internet address(es):

General address of the contracting authority: www.rcthomes.co.uk

Address of the buyer profile: http://www.sell2wales.gov.uk/search/Search_AuthProfile.aspx?ID=AA0787

Electronic access to information: www.etenderwales.bravosolution.co.uk

Electronic submission of tenders and requests to participate: www.etenderwales.bravosolution.co.uk

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

Body governed by public law

I.3)Main activity

Housing and community amenities

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

Brokerage and Insurance Services.

II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services
Main site or location of works, place of delivery or of performance: Rhondda Cynon Taff.

NUTS code UKL15

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

RCT Homes (RCTH) are seeking to engage with the insurance market either directly or through a broker in order to establish adequate and appropriate insurance cover for its wide portfolio of requirements. It is intended that the contract shall be awarded for a period of 3 years with the option to extend for a further year. The contract will be subject to annual performance reviews.
The contract will be split into 11 lots which covers brokerage and the different types of insurance services:
1. Lot 1 — Brokerage,
2. Lot 2 — Property stock and catastrophe,
3. Lot 3 A — Employers liability insurance,
4. Lot 3 B — Public liability,
5. Lot 4 — Business combined,
6. Lot 5 — Contract works,
7. Lot 6 — Group personal accident,
8. Lot 7 — Employment,
9. Lot 8 — Engineering and inspection,
10. Lot 9 — Fidelity guarantee,
11. Lot 10 — Fleet,
12. Lot 11 — Professional indemnity.
Please note that suppliers may bid for 1, several or all Lots.
RCTH reserves the right to award all lots to 1 insurer without the use of a broker should that insurers tender be the most economically advantageous. Alternatively RCTH also reserves the right to award all insurance contracts to a sole brokerage company.

Note: The authority is using e-Tenderwales to carry out this procurement process. To obtain further information record your interest on Sell2Wales at:http://www.sell2wales.gov.uk/search/search_switch.aspx?ID=29371

II.1.6)Common procurement vocabulary (CPV)

66512210, 66512220, 66513000, 66513100, 66513200, 66514110, 66518000, 66518100, 66515300, 66515410, 66000000, 66515200, 66516000,66516400, 66516100, 66516500, 66720000, 66512000, 66512100, 66519200

II.1.7)Information about Government Procurement Agreement (GPA)

II.1.8)Lots

This contract is divided into lots: yes
Tenders may be submitted for one or more lots

II.1.9)Information about variants

Variants will be accepted: yes
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

Estimated value excluding VAT: 2 964 000 GBP

II.2.2)Information about options

Options: no

II.2.3)Information about renewals

This contract is subject to renewal: no

II.3)Duration of the contract or time limit for completion

Starting 1.11.2015. Completion 31.10.2018

Information about lots

Lot No: 1Lot title: Brokerage

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66518000, 66518100

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 2Lot title: Property Stock and Catastrophe Insurance

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66515200

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 3Lot title: Employers Liability Insurance

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66516000, 66516400

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 4Lot title: Business Combined

1)Short description

Includes computers and business interruption.
Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66513000

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 5Lot title: Contract Works

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66513200

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 6Lot title: Group Personal Accident

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66512100, 66512000

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 7Lot title: Employment Practises Liability

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66000000

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 8Lot title: Engineering and Inspection

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66519200

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 9Lot title: Fidelity Guarantee

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66000000, 66515410

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 10Lot title: Fleet Insurance

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66514110, 66516100

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Lot No: 11Lot title: Professional Indemnity

1)Short description

Please see ITT document on e-tenderwales.

2)Common procurement vocabulary (CPV)

66516500

3)Quantity or scope

Please see ITT document on e-tenderwales.

4)Indication about different date for duration of contract or starting/completion

Starting 1.11.2015. Completion 31.10.2018
5)Additional information about lots

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

N/A.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: no
III.2)Conditions for participation

III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: (1) All candidates will be required to produce a certificate or declaration demonstrating that they are not bankrupt or the subject of an administration order, are not being wound-up, have not granted a trust deed, are not the subject of a petition presented for sequestration of their estate, have not had a receiver, manager or administrator appointed and are not otherwise apparently insolvent.
(2) All candidates will be required to produce a certificate or declaration demonstrating that the candidate, their directors, or any other person who has powers of representation, decision or control of the candidate has not been convicted of conspiracy, corruption, bribery or money laundering. Failure to provide such a declaration will result in the candidate being declared ineligible and they will not be selected to participate in this procurement process.
(3) All candidates will be required to produce a certificate or declaration demonstrating that they have not been convicted of a criminal offence relating to the conduct of their business or profession.
(4) All candidates will be required to produce a certificate or declaration demonstrating that they have not committed an act of grave misconduct in the course of their business or profession.
(5) All candidates must comply with the requirements of the State in which they are established regarding registration on the professional or trade register.
(6) Any candidate found to be guilty of serious misrepresentation in providing any information required may be declared ineligible and not selected to continue with this procurement process.
(7) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of social security contributions under the law of any part of the United Kingdom or of the relevant State in which the candidate is established.
(8) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of taxes under the law of any part of the United Kingdom or of the relevant State in which the economic operator is established.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: 1. All candidates will be required to provide evidence of relevant professional risk indemnity insurance.
2. All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.
Minimum level(s) of standards possibly required: The annual turnover of bidding suppliers must be at least twice that of the annual contract value which is XX.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
(1) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract.
(2) A statement of the principal goods sold or services provided by the supplier or the services provider in the past 3 years detailing the dates on which the goods were sold or the services provided, the consideration received, the identity of the person to whom the goods were sold or the services were provided.
(3) A statement of the candidate’s technical facilities measures for ensuring quality and their study and research facilities.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts

III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: yes
Reference to the relevant law, regulation or administrative provision: RCTH wish to engage only with providers who are authorised to operate under the Financial Standards MA 2000 Regulations.

III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Open
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information

IV.3.1)File reference number attributed by the contracting authority:

RCTH 030
IV.3.2)Previous publication(s) concerning the same contract
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

IV.3.4)Time limit for receipt of tenders or requests to participate

10.9.2015 – 10:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published: This contract will be reprocured every 3-4 years.
VI.2)Information about European Union funds

VI.3)Additional information

(WA Ref:29371)
Under the terms of this contract the successful supplier(s) will be required to deliver community benefits in support of the authority’s economic and social objectives. Accordingly, contract performance conditions may relate in particular to social and environmental considerations.
The Community Benefits included in this contract are:
RCT Homes Ltd, in-line with their strategic objectives seeks to achieve community benefits through their contracts, for example: for unemployed people, apprentice / trainees, young people, local companies and suppliers, etc. RCT Homes Ltd envisages the achievement of their objectives to be largely through their partner contracts and that these objectives will be jointly managed.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

27.7.2015

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