Insurance and related risk management and claims handling services

Insurance and related risk management and claims handling services

Lots include Property, business interruption, liability, professional risks, motor and other commercial insurances as required by Hanover Housing Association.

UK-Staines: Insurance services

2013/S 032-050519

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Hanover Housing Association
Hanover House, 1 Bridge Close
Contact point(s): Zoe Carlsen-Jones
TW18 4TB Staines
UNITED KINGDOM
Telephone: +44 1784446110
E-mail: zoe.carlsen-jones@hanover.org.uk

Internet address(es):

General address of the contracting authority: http://www.hanover.org.uk

Further information can be obtained from: Hanover Housing Association
Hanover House, 1 Bridge Close
Contact point(s): Any request for information or communication should be sent via the messaging facility on the Hanover eTendering portal.
TW18 4TB Staines
UNITED KINGDOM
Telephone: +44 1784446110

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Hanover Housing Association
Hanover House, 1 Bridge Close
Contact point(s): See VI.3
Staines
UNITED KINGDOM

Tenders or requests to participate must be sent to: Hanover Housing Association
Hanover House, 1 Bridge Close
Contact point(s): See VI.3
TW18 4TB Staines
UNITED KINGDOM

I.2)Type of the contracting authority

Other
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:

Provision of Insurance and related risk management and claims handling services to Hanover Housing Association
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 Staines, Middlesex and surrounding areas, plus other areas that are necessary to fulfil the contract.
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 contracting authority is seeking a single Broker or a single Insurer to act as provider for all lots. Where the respondent is a Broker, it may choose to place the insurance for each lot with a different insurer at its discretion, but only one respondent is likely to be selected by the contracting authority for this procurement. Lots include Property, business interruption, liability, professional risks, motor and other commercial insurances as required by Hanover Housing Association.
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 all 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:

Non life Insurance services and related services – see individual lots stated in this Notice.
Hanover Housing Association will consider entering into a Long Term Agreement(s) for more than 1 year, ideally for 3 (or periods of insurance), with an option to extend the contract for 2 further periods subject to service, performance and cost.
II.2.2)Information about options

Options: yes
Description of these options: Hanover Housing Association will consider entering into a Long Term Agreement(s) for more than 1 year, with an option to extend the contract subject to service, performance and cost.
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 1.7.2013. Completion 30.6.2018

Information about lots

Lot No: 1 Lot title: Insurance for Property and related Business Interruption risks (possibly including Property Owners Liability), plus associated Terrorism cover

1)Short description

Property damage and related business interruption, plus associated Terrorism cover.
2)Common procurement vocabulary (CPV)

66515200

3)Quantity or scope

Insurance and related services as required by the contracting authority for property damage, business interruption and Terrorism risks associated with social rented homes, leasehold and shared ownership property, care homes, commercial property and the like all owned or managed by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 2 Lot title: Insurance for Employers, Public, Products Liability risks (possibly including Property Owners Liability)

1)Short description

EL, PL & Products liability (and possibly POL).
2)Common procurement vocabulary (CPV)

66516000

3)Quantity or scope

Insurance and related services for EL, PL and Products liability risks (and possibly POL), as required by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 3 Lot title: Insurance for Business Combined / Office risks, plus associated Terrorism cover

1)Short description

Business Combined (office type risks), plus associated Terrorism cover.
2)Common procurement vocabulary (CPV)

66515000

3)Quantity or scope

Insurance and related services for Business Combined (office type risks), including office buildings, contents, equipment, depot sites, business interruption, all risks, money, PA Assault, plus associated Terrorism cover and other risks as required by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 4 Lot title: Insurance for Computer related risks, plus associated Terrorism cover

1)Short description

Computer / ICT, plus associated Terrorism cover.
2)Common procurement vocabulary (CPV)

66515000

3)Quantity or scope

Insurance and related services for physical loss or damage to computer hardware, software and related business interruption risks, plus associated Terrorism cover as required by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 5 Lot title: Engineering Inspection Contract plus Engineering Insurance

1)Short description

Engineering Inspection and Insurance.
2)Common procurement vocabulary (CPV)

66519200

3)Quantity or scope

Engineering Inspection service for statutory and other items, plus associated Engineering insurance cover as required by the Contracting Authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 6 Lot title: Insurance for Contract Works type risks, plus associated Terrorism cover

1)Short description

Contract Works plus associated Terrorism cover.
2)Common procurement vocabulary (CPV)

66513200

3)Quantity or scope

Insurance and related services for the risks associated with Contract Works, including physical loss or damage to works in progress during new build and/or refurbishment projects, plus associated Terrorism cover.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 7 Lot title: Insurance for Fidelity or Crime risks

1)Short description

Fidelity (theft by employee) and/or Crime.
2)Common procurement vocabulary (CPV)

66515411

3)Quantity or scope

Insurance and related services for fidelity (theft by employee) and/or crime risks, as required by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 8 Lot title: Insurance for Professional Indemnity risks

1)Short description

Professional Indemnity (Errors and Omissions).
2)Common procurement vocabulary (CPV)

66516500

3)Quantity or scope

Insurance and related services for Professional Indemnity (Errors & Omissions) risks relating to professional and similar services, as required by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 9 Lot title: Insurance for Motor Fleet risks and Uninsured Loss Recovery

1)Short description

Motor Fleet.
2)Common procurement vocabulary (CPV)

66514110

3)Quantity or scope

Insurance and related services of fleet vehicles (and possibly occasional business use) as required by the contracting authority. Possibly including ULR.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 10 Lot title: Other non-life insurances

1)Short description

Other classes of insurance as required by the Contracting Authority, possibly including but not limited to Excess Liability, Excess Professional Indemnity and Excess D&O.
2)Common procurement vocabulary (CPV)

66510000

3)Quantity or scope

Non life Insurance and related services for other classes of insurable risk, as required by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.
Lot No: 11 Lot title: Insurance for Commercial Legal Expenses and/or Employment Practices Liability risks

1)Short description

Commercial Legal Expenses and/or EPL.
2)Common procurement vocabulary (CPV)

66513100

3)Quantity or scope

Insurance and related services for Commercial Legal Expenses and/or EPL risks, as required by the contracting authority.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

As stated in Tender Documents.

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
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.
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 suppliers will be requested to provide an overview of services provided to the social housing, public sector or other relevant property owners over the past 5 years, details of three clients currently receiving similar services and the 3 most recently lost clients that received similar services. Potential suppliers may be asked to produce a certificate issued by the FSA or other appropriate insurance regulatory authority indicating the types of insurance the proposed insurer is authorised to provide.
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: The tender documents will require providers to produce published accounts and financial information in relation to the type of service offered.
Minimum level(s) of standards possibly required: A minimum financial rating of A – from Standard & Poors, or an equivalent rating Agency will be required of all risk carriers.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
The tender documents will require providers to detail their experience, resources, skills, qualifications and quality control practices.
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 authorised under the Financial Services and Markets Act 2000, Insurance Companies Act 1982 (and any other statutory modifications thereof) and regulated by the Financial Services Authority, or an Insurance Company authorised in another member state of the European Economic Area. Insurance Brokers registered with and regulated by the Financial Services 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 3: and maximum number 6
Objective criteria for choosing the limited number of candidates: As stated in the 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

Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

11.3.2013 – 13:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

18.3.2013
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: 3 or 5 years
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

Suppliers Instructions How to Express Interest in this Tender:
1. Register your company on the eSourcing portal (this is only required once) – Browse to the eSourcing Portal https://hanover.bravosolution.co.uk and click the link to register – Accept the terms and conditions and click ‘continue’ – Enter your correct business and user details – Note the username you chose and click ‘Save’ when complete – You will shortly receive an email with your unique password (please keep this secure)

2. Express an Interest in the tender – Login to the portal with the username/password – Click the ‘PQQs / ITTs Open To All Suppliers’ link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) – Click on the relevant PQQ/ ITT to access the content. – Click the ‘Express Interest’ button at the top of the page. – This will move the PQQ /ITT into your ‘My PQQs/ My ITTs’ page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking ‘Buyer Attachments’ in the ‘PQQ/ ITT Details’ box
3. Responding to the tender – Click ‘My Response’ under ‘PQQ/ ITT Details’, you can choose to ‘Create Response’ or to ‘Decline to Respond’ (please give a reason if declining) – You can now use the ‘Messages’ function to communicate with the buyer and seek any clarification – Note the deadline of 13.00 on 11th March 2013 for completion, then follow the onscreen instructions to complete the PQQ/ ITT – There may be a mixture of online and offline actions for you to perform (there is detailed online help available) You must then submit your reply using the ‘Submit Response’ button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.
Please Note: Insurance of Registered Providers of Social Housing is a specialist field and Hanover Housing Association requires respondents to this notice to be able to demonstrate a strong record in the provision of insurance and related services within the Social Housing sector, the Public sector or to other relevant Property Owners.
If the respondent is a Broker, you will be asked to detail your main insurance risk carriers, including confirmation of any exclusive or preferential arrangements with those insurers.
All respondents will be required to detail your proposed insurance wordings and provide details of relevant experience of all account servicing, claims handling and risk management staff.

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: Hanover will observe a standstill period following award of a contract(s) and will conduct itself in accordance with the Public Contracts Regulations 2006 (as amended by the Public Contracts (Amendment) Regulations 2009).
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:10.2.2013