Financial and Insurance Services Tender

Financial and Insurance Services Tender

Provision of Hybrid Discretionary Mutual Management Services to the Fire and Rescue Insurance Consortium including but not limited to; Executive Management, Establishment of a Hybrid Discretionary Mutual, Programme Optimisation,
— Underwriting & Operations.

United Kingdom-Exeter: Financial and insurance services

2014/S 098-171662

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Devon and Somerset Fire and Rescue Service
The Knowle, Clyst St George
For the attention of: Mr Luke Malton
EX3 0NW Exeter
UNITED KINGDOM
E-mail: lmalton@dsfire.gov.uk

Internet address(es):

General address of the contracting authority: www.dsfire.gov.uk

Address of the buyer profile: www.bluelight.gov.uk

Further information can be obtained from: Devon and Somerset Fire and Resue Service
UNITED KINGDOM
Internet address: www.bluelight.gov.uk

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Devon and Somerset Fire and Rescue Service
UNITED KINGDOM
Internet address: www.bluelight.gov.uk

Tenders or requests to participate must be sent to: Devon and Somerset Fire and Rescue Service
UNITED KINGDOM
Internet address: www.bluelight.gov.uk

I.2)Type of the contracting authority

Body governed by public law

I.3)Main activity

Public order and safety

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

The contracting authority is purchasing on behalf of other contracting authorities: yes

Section II: Object of the contract

II.1)Description

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

DS118-13 Discretionary Mutual Management 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: UK.
NUTS code

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)

Provision of Hybrid Discretionary Mutual Management Services to the Fire and Rescue Insurance Consortium including but not limited to;
— Executive Management,
— Establishment of a Hybrid Discretionary Mutual,
— Programme Optimisation,
— Underwriting and Operations,
— Protection Programme (Excess & Aggregate Insurances. NB: Excludes procurement of insurance),
— Claims,
— Finance,
— IT (enabling & supporting the other Service Components),
— Governance, Legal, Regulatory & Compliance,
— Operational Actuarial,
— Independent Actuarial,
— Marketing (Mutual Membership),
— Risk Management,
— Resilience & Business Continuity,
— Pool Risk Register.

II.1.6)Common procurement vocabulary (CPV)

66000000

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

The contract is covered by the Government Procurement Agreement (GPA): yes

II.1.8)Lots

This contract is divided into lots: no

II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

The Fire and Rescue Insurance Consortium (FRIC) is seeking to appoint a hybrid discretionary mutual management services provider for the fire and rescue authorities within the FRIC through a shared solution and has appointed Devon and Somerset Fire and Rescue Authority to lead in the procurement process. For the purposes of the Public Contracts Regulations 2006 (as amended), Devon and Somerset Fire and Rescue Authority will be acting on behalf of all FRIC Members and will be the Contracting Authority.
Following the award of Contract and once the discretionary mutual has been established, it is the intention to novate the Contract from Devon and Somerset Fire and Rescue Authority to the discretionary mutual entity (likely to be called the Fire and Rescue Insurance Consortium Limited).
It is the intention that the resultant Contract will be available to all Fire and Rescue Services in England and Wales upon joining the discretionary mutual entity.
The Protection Programme Insurances (the Hybrid element of the discretionary mutual) which are likely to incorporate Excess and Aggregate Insurances are out of scope of this procurement.
Estimated value based on total contract period and takes account of the fact that more Fire and Rescue Services could join the discretionary mutual throughout the life of the contract.
Estimated value excluding VAT:
Range: between 2 000 000 and 20 000 000 GBP

II.2.2)Information about options

Options: yes
Description of these options: The Contract will include an option to extend for up to twenty-four (24) months (2years) by means of two twelve (12) month extension periods. The option to extend will be at the discretion of FRIC and will be exercised during the final one (1) year of the initial term of the Contract.
II.2.3)Information about renewals

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

Duration in months: 67 (from the award of the contract)

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

Minimum Insurance levels:
Employers liability (min cover for each and every claim or series of claims arising from any one event) – 5 000 000 GBP.
Public liability (min cover for each and every claim or series of claims arising from any one event) – 5 000 000 GBP.
Products liability (min cover for each and every claim or series of claims arising from any one event and in the aggregate) – 5 000 000 GBP.
Professional Indemnity (min cover) – 10 000 000 GBP for each and every claim or 15 000 000 GBP aggregate and one reinstatement.
Crime Cover (min cover) – 5 000 000 GBP aggregate
Performance Bond / Parent Company Guarantee may be required at the discretion of FRIC

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Details will be provided in the contract documents.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Organisations wishing to bid as either a consortium or subcontracting arrangement will not be precluded from submitting a response to the PQQ.
Organisations bidding as a consortium will be regarded as partners. If successful and awarded the Contract, the partners will be jointly and severally liable under the Contract terms. For organisations bidding with a subcontracting arrangement, the lead organisation will be liable under the contract terms for the actions of the Subcontractors.
In either a consortium or subcontracting arrangement a Lead Bid Partner/organisation will need to be identified and all correspondence in relation to this procurement will be sent to the Lead Bid Partner/organisation only.
A consortium will be required to indicate in its response to the PQQ whether the partnership will take the form of:
a) a new or existing legal entity which will sign the Contract with the members of the FRIC in case of award; or
b) a group of partners not constituting a new legal entity, who via a power of attorney, signed by an authorised representative of each partner (except the Lead Bid Partner), designate one of the partners as Lead Bid Partner, and mandate him as lead contractor to sign the Contract with the members of the FRIC in case of award.
The composition and constitution of the consortium and the allocation of the scope of tasks amongst the members (as set out in the Potential Providers’ response) shall not be altered without the prior written consent of the members of the FRIC which consent may be withheld at their discretion.

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: In accordance with Regulation 23 of the Public Contracts Regulations 2006 and as set out in the Pre-Qualifying Questionnaire (PQQ).

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: In accordance with Regulation 24 of the Public Contracts Regulations 2006 and as set out in the Pre-Qualifying Questionnaire (PQQ). Potential Providers should be able to demonstrate financial stability and an acceptable level of risk.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
In accordance with Regulation 25 of the Public Contracts Regulations 2006 and as set out in the Pre-Qualifying Questionnaire (PQQ).
Minimum level(s) of standards possibly required:
As set out in the Pre-Qualifying Questionnaire (PQQ).
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: no
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Restricted

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged number of operators: 5
Objective criteria for choosing the limited number of candidates: As indicated in the PQQ documentation. Potential Providers will be limited by reference to the Pass/Fail criteria and responses to the PQQ.
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:

DS118-13

IV.3.2)Previous publication(s) concerning the same contract

Prior information notice

Notice number in the OJEU: 2013/S 249-436032 of 24.12.2013

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Payable documents: no

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

27.6.2014 – 12:00

IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

19.5.2014

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

Duration in months: 6 (from the date stated for receipt of tender)

IV.3.8)Conditions for opening of tenders

Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: Tenders will be opened by Devon and Somerset Fire and Rescue Authority employees, care of the Democratic Services Department, located at DSFRS Headquarters, Exeter, Devon.

Section VI: Complementary information

VI.1)Information about recurrence

VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

High Court of England and Wales
Royal Courts of Justice, Strand London
WC2A 2LL London
UNITED KINGDOM
Telephone: +44 2079476000

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:

19.5.2014

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