Life Insurance Tender Ministry of Defence

Life Insurance Tender Ministry of Defence

Provision and management of a personal accident and life insurance scheme and services to members of the UK Armed Forces. UK-Glasgow: life insurance services

2012/S 66-108040

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

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

DE&S Commercial, C&C
Kentigern House, 65 Brown Street
For the attention of: Tommy McPhelim
G2 8EX Glasgow
UNITED KINGDOM
Telephone: +44 1412242528
E-mail: Ctlbcom-2a@mod.uk
Fax: +44 1412242669

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

Ministry or any other national or federal authority, including their regional or local sub-divisions
I.3)Main activity

Defence
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 and management of a personal accident and life insurance scheme and services to members of the UK Armed Forces.
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
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)

Life insurance services. Accident insurance services. The provision and management of personal accident and life insurance services (including critical illness and accelerated terminal illness cover) to members of the Armed Forces and their families including, reserves and ex-service personnel.
The service provider shall be required to deliver a personal accident and life insurance scheme tailored to the needs of Service personnel, based on a defined set of benefits as established under the schemes currently operating, comprising PAX, RPAX, XPAX and SLI. The requirement is tendered in two (2) lots comprising:
Lot 1: personal accident insurance. The personal accident insurance scheme will cater for the provision of insurance cover based on a selected number of units and will be available for purchase depending on individual need and the extent of the financial commitment that the individual is prepared to make.
Lot 2: life insurance. The life insurance scheme will cater for the provision of insurance cover based on a selected number of units and will be available for purchase depending on individual need and the extent of the financial commitment that the individual is prepared to make.
This will be a 4 year contract with Authority retaining 2 options to extend each for a period of 2 years giving a maximum contract length of 8 years.
II.1.6)Common procurement vocabulary (CPV)

66511000, 66512100

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 or more lots
II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
II.2.2)Information about options
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion

Duration in months: 48 (from the award of the contract)

Information about lots

Lot No: 1 Lot title: Personal accident insurance

1)Short description

The personal accident sceme will cater for the benefits of insurance cover based on a selected number of units and will be available for purchase depending on individual need and the extent of the financial commitment that the individual is prepared to make.
2)Common procurement vocabulary (CPV)

66512100

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: Life insurance

1)Short description

Lot 2: life insurance. The life insurance scheme will cater for the provision of insurance cover based on a selected number of units and will be available for purchase depending on individual need and the extent of the financial commitment that the individual is prepared to make.
2)Common procurement vocabulary (CPV)

66511000

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:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)Other particular conditions
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: (a) Appropriate statements from banks or, where appropriate, evidence of relevant professional risk indemnity insurance;
(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 on these turnovers is available.
III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
(a) a list of the works carried out over the past five years, accompanied by certificates of satisfactory execution for the most important works. These certificates shall indicate the value, date and site of the works and shall specify whether they were carried out according to the rules of the trade and properly completed. Where appropriate, the competent authority shall submit these certificates to the contracting authority direct;
(b) a list of the principal deliveries effected or the main services provided in the past three years, with the sums, dates and recipients, whether public or private, involved. Evidence of delivery and services provided shall be given:
— where the recipient was a contracting authority, in the form of certificates issued or countersigned by the competent authority,
— where the recipient was a private purchaser, by the purchaser’s certification or, failing this, simply by a declaration by the economic operator;
(c) an indication of the technicians or technical bodies involved, whether or not belonging directly to the economic operator’s undertaking, especially those responsible for quality control and, in the case of public works contracts, those upon whom the contractor can call in order to carry out the work;
(f) The educational and professional qualifications of the service provider or contractor and/or those of the undertaking’s managerial staff and, in particular, those of the person or persons responsible for providing the services or managing the work;
(h) A statement of the average annual manpower of the service provider or contractor and the number of managerial staff for the last three years
(j) An indication of the proportion of the contract which the services provider intends possibly to subcontract.
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: no
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure

Restricted
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged minimum number 5: and maximum number 6
Objective criteria for choosing the limited number of candidates: The Authority may issue a pre qualification questionnaire (PQQ) to those companies who express an interest. Subject to all essential requirements being met, selection of companies to be invited to tender will depend upon the scorings achieved against the PQQ scoring matrix assuming the score is above the minimum accepted level stated in the PQQ. Minimum standards, evaluation matrix and scoring matrix will be issued with the PQQ.
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

An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:

CTLBC/1911
IV.3.2)Previous publication(s) concerning the same contract

no
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

3.5.2012 – 16:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

18.6.2012
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: no
VI.2)Information about European Union funds
VI.3)Additional information

Suppliers interested in working with the Ministry of Defence should register on the MOD supplier information database (SID) register, available at www.contracts.mod.uk. The MOD SID is a database of active and potential suppliers available to all MOD and UK Defence procurement personnel, and is the main supplier database of MOD procurement organisations. Please note: the registration and publication of a company profile on the MOD SID does not mean or imply that the supplier has in any way been vetted or approved by the MOD. Suppliers wishing to compete for advertised MOD contracts must respond to any specific call for competition by submitting a separate expression of interest in accordance with the instructions of the purchasing organisation.

Advertising regime OJEU: this contract opportunity is published in the Official Journal of the European Union (OJEU),the MoD Defence contracts bulletin and www.contracts.mod.uk GO Reference: GO-2012330-DCB-3821873.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

DE&S Commercial, C&C
Kentigern House, 65 Brown St
G2 8EX Glasgow
UNITED KINGDOM
E-mail: Ctlbcom-2a@mod.uk
Telephone: +44 1412242528
Fax: +44 1412242669

Body responsible for mediation procedures

DE&S Commercial, C&C
Kentigern House, 65 Brown St
G2 8EX Glasgow
UNITED KINGDOM
E-mail: Ctlbcom-2a@mod.uk
Telephone: +44 1412242528
Fax: +44 1412242669

VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

DE&S Commercial, C&C
Kentigern House, 65 Brown St
G2 8EX Glasgow
UNITED KINGDOM
E-mail: Ctlbcom-2a@mod.uk
Telephone: +44 1412242528
Fax: +44 1412242669

VI.5)Date of dispatch of this notice:30.3.2012