Insurance Tender Salford

Insurance Tender Salford

Insurance services review 2012. UK-Salford: insurance services

2012/S 67-110169

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

Symphony Housing Group Ltd
Quay Plaza 2, 1st Floor, Lowry Mall, Salford Quays
Contact point(s): Group Business Assurance and Risk Manager
For the attention of: David Eden
M50 3AH Salford
Telephone: +44 1618758043

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
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.1.1)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 North West England but also other locations as required to protect the assets earnings and liabilities of the awarding authority.

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, directors and officers, money, “All Risks”, construction related and other insurances and insurance services as required by Symphony Housing Group.
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

Options: yes
Description of these options: Symphony Housing Group 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.
NB All insurance providers must be at least BBB rated.
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 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

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 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 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:

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: 30.4.2012
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate

9.5.2012 – 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: 2014.
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

Symphony Housing Group owns and manage almost 40 000 homes. The insurance arrangements will require extensive resources on the part of insurance service providers. The insurance of social landlords is a highly specialist field, and Symphony Housing Group 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 Symphony Housing Group, as well as providing competitive insurance terms from experienced RSL insurers. Symphony Housing Group requires that all insurers proposed for its insurance arrangements shall be at least BBB rated by Standard & 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 PQQ are required by 9 May 2012. Candidates to enter the negotiated stage of the process will be selected from those responses. The costed tenders from those candidates selected as tenderers must be submitted by 16:00 on 19.6.2012.
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:3.4.2012