Insurance Tender Oxfordshire

Insurance Tender Oxfordshire

Provision of Insurance and related risk management and claims handling services to Advance Housing & Support Ltd.

UK-Witney: insurance services

2012/S 176-290629

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

Advance Housing and Support Ltd
2 Witan Way, Witney, Oxfordshire
For the attention of: Alan Rookes / Stuart Thornton
OX28 6FH Witney
UNITED KINGDOM
E-mail: first.last@advanceuk.org

Internet address(es):

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

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 Provider of social housing
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 Advance Housing & Support Ltd.
II.1.2)Type of contract and location of works, place of delivery or of performance

Services
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: Witney and across 32 counties in England, 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)

Insurance and related services for Property, Legal Liability and other general non-life insurable risks, as required by Advance Housing & Support Ltd.
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): yes
II.1.8)Lots

This contract is divided into lots: yes
Tenders may be submitted for one lot only
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.
The contracting authority aims to appoint 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 or parts thereof with a different insurer at its discretion, but only one respondent is expected to be selected by the contracting authority for this procurement.
Advance Housing & Support Ltd will consider entering into a Long Term Agreement(s) for more than one year, ideally for three years (or periods of insurance), with an option to extend the contract by up to two further years (or periods of insurance), subject to service, performance and cost.
II.2.2)Information about options

Options: yes
Description of these options: Advance Housing & Support Ltd will consider entering into a Long Term Agreement(s) for more than one 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 31.12.2012. Completion 30.12.2017

Information about lots

Lot No: 1 Lot title: Insurance for property & business interruption risks (possibly including property owners liability)

1)Short description

Property damage and business interruption.
2)Common procurement vocabulary (CPV)

66515200

3)Quantity or scope

Insurance and related services as required by the contracting authority for property damage and business interruption risks associated with social rented homes, leasehold and shared ownership property, residential 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 & 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 commercial combined / office risks

1)Short description

Commercial combined (including office type risks).
2)Common procurement vocabulary (CPV)

66515000

3)Quantity or scope

Insurance and related services for Commercial Combined (incluidng office type risks), including office buildings, tenants improvements, rent receivable, contents, equipment, depot sites, business interruption, all risks, money, PA Assault 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

1)Short description

Computer / ICT risks.
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 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: Insurance for Terrorism and related risks

1)Short description

Terrorism.
2)Common procurement vocabulary (CPV)

66515000

3)Quantity or scope

Insurance and related services for terrorism and similar risks, to directly complement other insurance policies arranged 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

1)Short description

Contract works / contractors all risks.
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.
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 motor risks, uninsured loss recovery and possibly occasional business use

1)Short description

Motor vehicles.
2)Common procurement vocabulary (CPV)

66514110

3)Quantity or scope

Insurance and related services for private and commercial vehicles (and possibly occasional business use) as required by the contracting authority. 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: 8 Lot title: Insurance for engineering risks and an associated inspection contract

1)Short description

Engineering insurance and inspection.
2)Common procurement vocabulary (CPV)

66519200

3)Quantity or scope

Insurance and related services, including an Inspection service for risks associated with lifting, pressure plant and the like, 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 financial and other risks

1)Short description

Financial and other risks.
2)Common procurement vocabulary (CPV)

66510000

3)Quantity or scope

Insurance and related services for a selection of risks, including but not limited to Fidelity (theft by employee) and/or Crime risks, Professional Indemnity (Errors & Omissions) risks, Group Personal Accident and possibly travel and sickness risks, Commercial Legal Expenses and/or Employment Practices Liability risks, Directors & Officers Liability risks, Libel & Slander risks, all 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 most recent ex-client 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 may require providers to produce financial information in relation to the type of services offered, including but not limited to three years reports and accounts.
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 professional experience, resource, 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 UK Financial Services Authority, or equivalent 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

4.10.2012 – 13:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

11.10.2012
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 tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
Estimated timing for further notices to be published: Three, four or five 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

This is a two stage process, where respondents will be required to complete a PQQ that will help us select a limited number of candidates we consider most suitable to proceed to the ITN stage.
Insurance of Registered Providers of Social Housing is a specialist field and Advance Housing & Support Ltd requires respondents to this notice to be able to demonstrate a record of successful 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
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:11.9.2012