Accident Insurance Tender
Insurance Services for Poole Housing Partnership.
UK-Poole: Accident insurance services
2013/S 116-198195
Contract notice
Services
Directive 2004/18/EC
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
Borough of Poole
Financial Services, Borough of Poole, Civic Centre
For the attention of: Gordon Lelean
BH15 2RU Poole
UNITED KINGDOM
Telephone: +44 1202633177
E-mail: gordon.lelean@poole.gov.uk
Internet address(es):
Address of the buyer profile: www.supplyingthesouthwest.org.uk
Further information can be obtained from: Borough of Poole/ Poole Housing Partnership
Internet address: www.supplyingthesouthwest.org.uk
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Borough of Poole/ Poole Housing Partnership
Internet address: www.supplyingthesouthwest.org.uk
Tenders or requests to participate must be sent to: Borough of Poole/ Poole Housing Partnership
Internet address: www.supplyingthesouthwest.org.uk
I.2)Type of the contracting authority
Regional or local authority
I.3)Main activity
General public services
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:
Insurance Services for Poole Housing Partnership.
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: Beech House
28/30 Wimborne Road
Poole
Dorset
BH152BU
NUTS code UKK21
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: Beech House
28/30 Wimborne Road
Poole
Dorset
BH152BU
NUTS code UKK21
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)
Contract for 4 Lots – Please see annex B for full details:
Lot 1 – Commercial Insurance
Lot 2 – Motor Fleet
Lot 3 – Personal Accident and Travel
Lot 4 – Directors and Officers Liability
Excludes Broker Services
Poole Housing Partnership only
Tenderers can bid for 1 or more lots
Lot 1 – Commercial Insurance
Lot 2 – Motor Fleet
Lot 3 – Personal Accident and Travel
Lot 4 – Directors and Officers Liability
Excludes Broker Services
Poole Housing Partnership only
Tenderers can bid for 1 or more lots
II.1.6)Common procurement vocabulary (CPV)
66512100, 66514110, 66515000, 66515100, 66515200, 66515410, 66515411, 66516000, 66516100, 66516400, 66510000, 66512000
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
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:
Insurance Services as per the Lots detailed in annex B.
II.2.2)Information about options
Options: no
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Starting 1.10.2013. Completion 30.9.2018
Information about lots
Lot No: 1 Lot title: Commercial Insurance
1)Short description
Property Insurance including Business Interruption, Money, Computers, Fidelity Guarantee, Combined Liability, Employers Liability, Public and Products Liability and Libel and Slander.
2)Common procurement vocabulary (CPV)
66515000, 66515200, 66515410, 66515411, 66516000, 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: Motor Fleet Insurance
1)Short description
Motor Fleet and Uninsured Loss recovery insurance services
2)Common procurement vocabulary (CPV)
66514110, 66515410, 66516100, 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: Personal Accident and Travel
1)Short description
Personal Accident and Business Travel insurance services
2)Common procurement vocabulary (CPV)
66510000, 66512000
3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 4 Lot title: Directors and Officers Liability
1)Short description
Directors and Officers liability insurance
2)Common procurement vocabulary (CPV)
66515410, 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:
See ITT.
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
See ITT.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
Joint and severally liable.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: yes
Description of particular conditions: See ITT.
Description of particular conditions: See ITT.
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: Any supplier may be disqualified who:
(a) is bankrupt or is being wound up, where his affairs are being administered by the court, where he has entered into an arrangement with creditors, where he has suspended business activities or is in any analogous situation arising from a similar procedure under national laws and regulations;
(b) is the subject of proceedings for a declaration of bankruptcy, for an order compulsory winding up the administration by the court or of an arrangement with creditors or of any other similar proceedings under national laws and regulations;
(c) has been convicted by a judgment which has the force of res judicata in accordance with the legal provisions of the country of any offence concerning his professional conduct;
(d) has been guilty of grave professional misconduct proven by any means which the contract authorities can demonstrate;
(e) has not fulfilled obligations relating to the payment of social security contributions in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;
(f) has not fulfilled obligations relating to the payment of taxes in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;
(g) is guilty of serious misrepresentation in supplying the information required under this Section or has not supplied such information;
(h) has been the subject of a conviction for participation in a criminal organization, as defined in Article 2(1) of Council Joint Action 98/733/JHA;
(i) has been the subject of a conviction for corruption, as defined in Article 3 of the Council Act of 26 May 1972 and Article 3(1) of Council Joint Action 98/742/JHA3 respectively;
(j)has been the subject of a conviction for fraud within the meaning of Article 1 of the Convention relating to the protection of the financial interests of the European Communities;
(k) has been the subject of a conviction for money laundering, as defined in Article 1 of Council Directive 91/308/EEC of 10 June 1991 on prevention of the use of the financial system for the purpose of money laundering.
Information and formalities necessary for evaluating if requirements are met:
See ITT.
(a) is bankrupt or is being wound up, where his affairs are being administered by the court, where he has entered into an arrangement with creditors, where he has suspended business activities or is in any analogous situation arising from a similar procedure under national laws and regulations;
(b) is the subject of proceedings for a declaration of bankruptcy, for an order compulsory winding up the administration by the court or of an arrangement with creditors or of any other similar proceedings under national laws and regulations;
(c) has been convicted by a judgment which has the force of res judicata in accordance with the legal provisions of the country of any offence concerning his professional conduct;
(d) has been guilty of grave professional misconduct proven by any means which the contract authorities can demonstrate;
(e) has not fulfilled obligations relating to the payment of social security contributions in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;
(f) has not fulfilled obligations relating to the payment of taxes in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;
(g) is guilty of serious misrepresentation in supplying the information required under this Section or has not supplied such information;
(h) has been the subject of a conviction for participation in a criminal organization, as defined in Article 2(1) of Council Joint Action 98/733/JHA;
(i) has been the subject of a conviction for corruption, as defined in Article 3 of the Council Act of 26 May 1972 and Article 3(1) of Council Joint Action 98/742/JHA3 respectively;
(j)has been the subject of a conviction for fraud within the meaning of Article 1 of the Convention relating to the protection of the financial interests of the European Communities;
(k) has been the subject of a conviction for money laundering, as defined in Article 1 of Council Directive 91/308/EEC of 10 June 1991 on prevention of the use of the financial system for the purpose of money laundering.
Information and formalities necessary for evaluating if requirements are met:
See ITT.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: (c) a statement of the undertaking’s overall turnover and, where appropriate , of turnover in the area covered by the contract for a maximum of the last three financial years available, depending on the date on which the undertaking was set up or the economic operator started trading, as far as the information of these turnovers is available.
Information and formalities necessary for evaluating if requirements are met:
Insurers must at least be A rated by Standard and Poors or equivalent agency.
Minimum level(s) of standards possibly required: Insurers will be authorised to write the classes of insurance listed within the EU Member States subject to . English/Welsh Law and jurisdiction of the English/Welsh courts. Potential suppliers may be asked to produce a certificate issued by the appropriate Insurance Regulator (currently the FCA) indicating the types of insurance the insurer is authorised to provide and must comply with the Department of Trade and Industry regulations. Potential suppliers may be asked to produce acopy of their annual reports and accounts for the last 3 years, name and address of bankers, details of last three years of underwriting experience for the classes of business referred to in this notice.
Information and formalities necessary for evaluating if requirements are met:
Insurers must at least be A rated by Standard and Poors or equivalent agency.
Minimum level(s) of standards possibly required: Insurers will be authorised to write the classes of insurance listed within the EU Member States subject to . English/Welsh Law and jurisdiction of the English/Welsh courts. Potential suppliers may be asked to produce a certificate issued by the appropriate Insurance Regulator (currently the FCA) indicating the types of insurance the insurer is authorised to provide and must comply with the Department of Trade and Industry regulations. Potential suppliers may be asked to produce acopy of their annual reports and accounts for the last 3 years, name and address of bankers, details of last three years of underwriting experience for the classes of business referred to in this notice.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
See ITT.
Minimum level(s) of standards possibly required:
Details of membership of any professional body or association and education/ professional qualifications/ experience of all staff providing the services, and evidence of risk management capabilities. Please see the invitation to tender (ITT) for more details.
See ITT.
Minimum level(s) of standards possibly required:
Details of membership of any professional body or association and education/ professional qualifications/ experience of all staff providing the services, and evidence of risk management capabilities. Please see the invitation to tender (ITT) for more details.
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: Insurers will be insurance companies authorised to write for classes of insurance listed within the EU Member States subject to English/Welsh Law and the jurisdiction of the English/Welsh courts. The service will be regulated by the provisions of the Insurance Act 1982 and any modification thereof.
Reference to the relevant law, regulation or administrative provision: Insurers will be insurance companies authorised to write for classes of insurance listed within the EU Member States subject to English/Welsh Law and the jurisdiction of the English/Welsh courts. The service will be regulated by the provisions of the Insurance Act 1982 and any modification thereof.
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
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
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
5.8.2013 – 14:00
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
Date: 5.8.2013 – 14:00
Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: An Officer from Legal and Democratic Services.
Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: An Officer from Legal and Democratic Services.
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: yes
Estimated timing for further notices to be published: 5 years.
Estimated timing for further notices to be published: 5 years.
VI.2)Information about European Union funds
VI.3)Additional information
Please ensure that all correspondence is requested through Supplying the South West portal.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
Precise information on deadline(s) for lodging appeals: After a decision on award has been made the Borough of Poole will as soon as possible inform the tenderers and candidates of its decision and include in
this notice the criteria for the award and the reasons for the decision including the name,
score, characteristics and (unless the recipient is a candidate) the relative
advantages of the successful tenderer and the score of the recipient of the notice plus any
other required information. Unless there is any contingency to account for there will
normally be a minimum 10 calendar day standstill period.
Unless the information has already been given in the standstill letter or there
are legal grounds to withhold information the Borough will supply to any
unsuccessful economic operator the reasons why it was unsuccessful and the information
described in the previous paragraph within 15 days of a request in writing.
Such additional information should be required from the address at i.1 above.
The Public Contracts Regulations 2006 (SI 2006 No. 5) provide for economic
operators who consider the Borough has breached its duties to take action in
the High Court. Any such action must be brought promptly (generally within 3
months) from the date when the grounds for starting the proceedings first arose.
Economic Operators are advised to take legal or other relevant professional advice when
considering a legal challenge as the Regulations contain various time limits
for starting proceedings. Where a contract has not been entered into and a breach
is found to have taken place the Court may make an interim order or order the
setting aside of the award decision or order the authority to amend any document and
may award damages. If the contract has been entered into and the grounds for such
an order are made out the Court may make a declaration of ineffectiveness, must
impose penalties and may award damages.
this notice the criteria for the award and the reasons for the decision including the name,
score, characteristics and (unless the recipient is a candidate) the relative
advantages of the successful tenderer and the score of the recipient of the notice plus any
other required information. Unless there is any contingency to account for there will
normally be a minimum 10 calendar day standstill period.
Unless the information has already been given in the standstill letter or there
are legal grounds to withhold information the Borough will supply to any
unsuccessful economic operator the reasons why it was unsuccessful and the information
described in the previous paragraph within 15 days of a request in writing.
Such additional information should be required from the address at i.1 above.
The Public Contracts Regulations 2006 (SI 2006 No. 5) provide for economic
operators who consider the Borough has breached its duties to take action in
the High Court. Any such action must be brought promptly (generally within 3
months) from the date when the grounds for starting the proceedings first arose.
Economic Operators are advised to take legal or other relevant professional advice when
considering a legal challenge as the Regulations contain various time limits
for starting proceedings. Where a contract has not been entered into and a breach
is found to have taken place the Court may make an interim order or order the
setting aside of the award decision or order the authority to amend any document and
may award damages. If the contract has been entered into and the grounds for such
an order are made out the Court may make a declaration of ineffectiveness, must
impose penalties and may award damages.
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:
14.6.2013