Insurance Services Review 2012
Axiom Housing Association is looking to enter into a Long Term Agreement or similar undertaking for 3 years with a possible option to extend the contract for a further 2 years, all subject to satisfactory service, cost and performance.
UK-Peterborough: insurance services
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
Axiom Housing Association
Axiom House, Maskew Avenue
Contact point(s): Corporate Services Director
For the attention of: Louise Platt
PE1 2SX Peterborough
Telephone: +44 1733347135
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
Other: Registered Social Landlord
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.1.1)Title attributed to the contract by the contracting authority:
Insurance Services Review 2012.
II.1.2)Type of contract and location of works, place of delivery or of performance
Service category No 6: Financial servicesa)Insurances services b)Banking and investment services
Main site or location of works, place of delivery or of performance: Primarily in Cambridgeshire and Lincolnshire but also other locations as required to protect the assets earnings and liabilities of the awarding authority.
NUTS code UKH12
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)
Property, business interruption, liability, motor vehicle, engineering, personal accident, fidelity guarantee, professional indemnity, construction related and other insurances and insurance services as required by Axiom Housing Association.
II.1.6)Common procurement vocabulary (CPV)
II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): no
This contract is divided into lots: no
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 and related services.
II.2.2)Information about options
Description of these options: Axiom Housing Association is looking to enter into a Long Term Agreement or similar undertaking for 3 years with a possible option to extend the contract for a further 2 years, all subject to satisfactory service, cost and performance.
II.2.3)Information about renewals
This contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion
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 suppliers may be requested to provide a summary and overview of services provided to the social housing sector over the past 5 years, and details of up to 5 clients receiving similar services. Potential suppliers 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 and must comply with UK Department of Trade and Industry regulations.
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.
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 Insurance Companies Act 1982 and any other modifications thereof. Suppliers of insurance services will be required to be authorised 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
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 5
Objective criteria for choosing the limited number of candidates: 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 no
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.3.1)File reference number attributed by the contracting authority:
Insurance Services Review 2012
IV.3.2)Previous publication(s) concerning the same contract
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: 2.7.2012
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
12.7.2012 – 16:00
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
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders
Section VI: Complementary information
VI.1)Information about recurrence
This is a recurrent procurement: yes
Estimated timing for further notices to be published: 2015.
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
Axiom Housing Association manages over 2 000 homes and its insurance arrangements require extensive resources on the part of insurance service providers. Insurance of social landlords is a highly specialist field, and Axiom Housing Association will require respondents to this notice to be able to demonstrate clearly a strong track record of insurance provision in the RSL sector. This will include providing details of the number of housing associations (not local authorities, charities, care homes or other similar interests) which you service, the number of units you insure, your main insurance providers, 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 Axiom Housing Association, as well as providing competitive insurance terms from experienced RSL insurers. All insurers proposed must be at least A rated by Standard and Poors or similar.
This is to be a two stage review. The request to participate will take the form of a conceptual report based on a PQQ and intended to demonstrate in practical terms the capability of tenderers to manage effectively the insurance arrangements of Axiom Housing Association, and must be submitted by 16:00 on 19.7.2012. The final costed tenders from those applicants selected as tenderers must be submitted by 16:00 on 20.9.2012.
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:6.6.2012