Housing Group Insurance Services

Housing Group Insurance Services

The term is intended to include the arrangement, placing and administration of insurance policies, as well as ancillary claims settlement and administration.

United Kingdom-Newcastle upon Tyne: Insurance services

2015/S 167-304956

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Isos Housing
125450929
Number Five, Gosforth Park Avenue, Gosforth Business Park
For the attention of: Daniel Gibson
NE12 8EG Newcastle upon Tyne
UNITED KINGDOM
E-mail: daniel.gibson@isoshousing.co.uk

Internet address(es):

Address of the buyer profile: https://uk.eu-supply.com/ctm/Supplier/CompanyInformation/Index/32730

Electronic access to information: https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=13408&B=ISOSHOUSING

Electronic submission of tenders and requests to participate: https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=13408&B=ISOSHOUSING

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: yes

Cestria Community Housing Association
DH3 4AN Chester le Street
UNITED KINGDOM

Section II: Object of the contract

II.1)Description

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

Isos Housing Group 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: Primarily North-wast England, but also other locations as required to protect the assets, earnings and liabilities of the Contracting Authorities.

NUTS code UK

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)

The request to participate is invited by Isos Housing Limited (Isos) and Cestria Community Housing Association Limited (Cestria), as member companies of Isos Housing Group (Isos Housing). Isos and Cestria are inviting tenders offering insurance services. Bidders should note whilst this is a joint Group tender, Isos and Cestria operate as separate entities. Insurance services will involve insurance broking, insurance underwriting or a combination of both. The term is intended to include the arrangement, placing and administration of insurance policies, as well as ancillary claims settlement and administration, risk management services and any other insurance related services. It is the intention of Isos Housing to retain insurance service providers for a minimum period of 36 months subject to satisfactory annual reviews of service and performance with the option to extend by 12 or 24 months, if all parties agree. The term will commence on 31.3.2016.
The process will be conducted in 2 stages under the competitive procedure with Negotiation of PCR 2105. The 1st stage, which is the request to participate (‘RTP’) will involve submission of a response to this pre qualification form and from the responses submitted, we will select participants to take part in the 2nd stage, the Invitation to Tender (‘ITT’) which will include full pricing of the insurances proposed.This procurement is offered in 3 Lots:
— Motor fleet insurance,
— Engineering insurance and inspection,
— All other insurances.

II.1.6)Common procurement vocabulary (CPV)

66510000

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

The contract is covered by the Government Procurement Agreement (GPA): no

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: no
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

Non-life insurance placing and related services.
Estimated value excluding VAT:
Range: between 5 000 000 and 10 000 000 GBP

II.2.2)Information about options

Options: yes
Description of these options: Isos Housing Group is looking to enter into a long-term agreement or similar undertaking for 3 years with an option to extend the contract for a further 1 or 2 years, all subject to satisfactory service, cost and performance and no breach of LTA/LTU. This is an option, not a binding commitment.

II.2.3)Information about renewals

This contract is subject to renewal: no

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

Duration in months: 36 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: Motor Insurance Services

1)Short description

Motor vehicle insurances and insurance services as required by Isos Housing Group, and as more fully detailed in the invitation to tender.

2)Common procurement vocabulary (CPV)

66510000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 2 Lot title: Engineering Insurance and Inspection

1)Short description

Engineering inspection services and insurances and insurance services as required by Isos Housing Group and as more fully detailed in the invitation to tender.

2)Common procurement vocabulary (CPV)

66510000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

Lot No: 3 Lot title: All Other Insurances

1)Short description

Material damage, business interruption, liability, engineering, personal accident, fidelity guarantee, professional indemnity, construction related and other insurances and insurance services as required by Isos Housing Group, which are not covered in the previous 2 lots and as more fully detailed in the invitation to tender.

2)Common procurement vocabulary (CPV)

66510000

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
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:

As stated in tender documents.

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

As stated in tender documents.

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

Joint and several liability to be assumed by all group bidders before acceptance.

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: As stated in tender documents.
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: Potential service providers may be requested to provide a summary and overview of services provided to the social housing sector over the past 3 years and details of up to 5 clients receiving similar services. Potential service providers may be asked to produce a certificate issued by the appropriate insurance regulatory authority indicating the types of insurance the insurer is authorised to provide in the UK.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: As stated in tender documents.
Minimum level(s) of standards possibly required: As stated in tender documents.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
As stated in tender documents.
Minimum level(s) of standards possibly required:
Insurers must be licensed to transact business in the categories mentioned above either in UK or EC Member State of domicile.
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: This service will be regulated by the provisions of the Financial Services and Markets Act 2000 and any other modifications thereof. Providers of insurance services will be required to be authorised by the Financial Conduct Authority.

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

Negotiated
Some candidates have already been selected (if appropriate under certain types of negotiated procedures) no

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

Envisaged minimum number 5: and maximum number 6
Objective criteria for choosing the limited number of candidates: Type of procedure: Competitive Procedure with Negotiation Isos Housing Group reserves the right to award the contract on the basis of the initial tenders without conducting negotiations. Otherwise as stated in tender documents.

IV.1.3)Reduction of the number of operators during the negotiation or dialogue

Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated yes
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:

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

no

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

Time limit for receipt of requests for documents or for accessing documents: 18.8.2015 – 12:00
Payable documents: no

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

28.9.2015 – 12:00

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

12.10.2015

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: 2019.

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

Isos is 1 of the North-east’s leading landlords. They own and manage more than 12 000 homes across the region from Berwick in the North, down to Stockton in the south and Cumbria in the west. In October 2014, Isos Housing and Cestria Community Housing Association started a new partnership with Isos Housing as the parent company and Cestria as the wholly owned subsidiary, so that collectively they own and manage 17 000 homes across the North-east.
Insurance of social landlords is a highly specialist field and Isos Housing Limited will require respondents to this notice to be able to demonstrate clearly a strong ability to provide insurance in the RSL sector where relevant (as clarified within the contract documentation). This will include providing details of the your main insurance providers for the principal risks details of your insurance policy wordings and evidence of detailed knowledge and experience on the part of all account servicing, claims handling and risk management staff. The proposal will be expected to demonstrate in practical terms the capability of tenderers to manage effectively the insurance arrangements for Isos Housing Limited as well as providing competitive insurance terms from experienced RSL insurers where relevant. Isos Housing Limited requires that all insurers proposed for its insurance arrangements shall be at least A rated by Standard and Poors or an equivalent rating agency. The review is to be a multi-stage procedure. Responses to this notice in the form of a completed RTP are required by 28.9.2016. Candidates to enter the negotiated stage of the process will be selected from those responses. The initial tenders from those candidates selected as tenderers will be submitted on 18.12.2016, in accordance with the timetable which will be set out in the contract documents.
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:

26.8.2015

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