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Financial and insurance services

Published 19/09/2019

Location Unknown

Country UK

Status Contract notice

CType Services

Tender Details
Reference2019/S 181-440909
Award CriteriaThe most economic tender
ProcurementCompetitive procedure with negotiation
Main ActivitiesHousing and community amenities
Common Procurement VocabularyFinancial and insurance services
Legal expenses insurance services
Contractor's all-risk insurance services
Damage or loss insurance services
Fire insurance services
Property insurance services
Financial loss insurance services
Pecuniary loss insurance services
Liability insurance services
General liability insurance services
Professional liability insurance services
Risk management insurance services
Insurance brokerage and agency services
Insurance claims adjustment services
Motor vehicle insurance services
Motor vehicle liability insurance services
Technical inspection services
Machinery-inspection services
Non-destructive testing services
Insurance services
Date Published19th Sep 2019

Location Unknown

Country UK

Status Contract notice

CType Services

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Broadacres Housing Association
Broadacres House, Mount View
Northallerton
DL6 2YD
United Kingdom
Contact person: Our Consultant for this Project, Gibbs Laidler Consulting
Telephone: +44 1959562242
E-mail: Jenny.aley@gibbslaidler.co.uk
NUTS code: UKE2

Internet address(es):

Main address: https://www.broadacres.org.uk

I.2)Information about joint procurement
I.3)Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-Northallerton:-Financial-and-insurance-services./MUEXMPP995
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://www.delta-esourcing.com/tenders/UK-UK-Northallerton:-Financial-and-insurance-services./MUEXMPP995
Tenders or requests to participate must be submitted to the abovementioned address
I.4)Type of the contracting authority
Body governed by public law
I.5)Main activity
Housing and community amenities

Section II: Object

II.1)Scope of the procurement
II.1.1)Title:

Provision of Insurance and Related Services to Broadacres Housing Association

II.1.2)Main CPV code
66000000
II.1.3)Type of contract
Services
II.1.4)Short description:

Insurance and related services for property, legal liability and other general (non-life) insurable risks, as required by Broadacres Housing Association.

II.1.5)Estimated total value
Value excluding VAT: 900 000.00 GBP
II.1.6)Information about lots
This contract is divided into lots: yes
Tenders may be submitted for maximum number of lots: 4
Maximum number of lots that may be awarded to one tenderer: 4
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

The contracting authority reserves the right to award contracts combining the following lots or groups of lots.

Lots 1-4 will be individually evaluated and multiple awards may result. Where the respondee is an insurance broker, it may choose to place the insurance(s) required within each lot with different insurers at it's discretion, but full details of the risk carrier(s) will be required.

II.2)Description
II.2.1)Title:

Insurance and Related Services for Property, Legal Liability and Other General (Non-Life) Insurable Risks, as required by Broadacres Housing Association

Lot No: 1
II.2.2)Additional CPV code(s)
66513100
66513200
66515000
66515100
66515200
66515410
66515411
66516000
66516400
66516500
66517300
66518000
66518300
II.2.3)Place of performance
NUTS code: UKE2
Main site or place of performance:

North Yorkshire.

II.2.4)Description of the procurement:

A programme of general insurance and related services for Broadacres Housing Association, excluding motor fleet risks (see Lot 2) and engineering insurance/inspection (see Lot 3). The programme will require insurance and related services for risks that may include but not be limited to: property damage and business interruption, employers, public, products and property owners liability, business combined/office, money, all risks, computer, contract works, group personal accident, professional indemnity, fidelity guarantee/crime,employment practices liability, cyber and terrorism.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
Value excluding VAT: 720 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 27/04/2020
End: 26/04/2023
This contract is subject to renewal: yes
Description of renewals:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years, subject to satisfactory service, performance and cost.

II.2.9)Information about the limits on the number of candidates to be invited
Envisaged minimum number: 4
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a 2 stage process, including a SQ (selection questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards at SQ stage for each lot will be ranked according to the highest score achieved for the specific lot and maybe rejected in reverse order to achieve our maximum number of operators for each lot of the ITT stage. Selection criteria for the SQ stage are summarised in this contract notice but will be more fully stated in the SQ documentation.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: yes
Description of options:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the bidder's proposed risk carriers for 3 years (or 3 periods of insurance), with an option to extend the award period subject to service, performance and cost.

II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information
II.2)Description
II.2.1)Title:

Insurance and Related Services for Motor Vehicle Risks (Possibly Including Motor Legal Expenses and Occasional Business Use)

Lot No: 2
II.2.2)Additional CPV code(s)
66514110
66516100
66517300
66518000
II.2.3)Place of performance
NUTS code: UKE2
Main site or place of performance:

North Yorkshire.

II.2.4)Description of the procurement:

Insurance and related services for motor vehicle risks (possibly including motor legal expenses and occasional business use extensions).

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
Value excluding VAT: 150 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 27/04/2020
End: 26/04/2023
This contract is subject to renewal: yes
Description of renewals:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years, subject to satisfactory service, performance and cost.

II.2.9)Information about the limits on the number of candidates to be invited
Envisaged minimum number: 4
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a 2 stage process, including a SQ (selection questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards at SQ stage for each lot will be ranked according to the highest score achieved for the specific lot and maybe rejected in reverse order to achieve our maximum number of operators for each lot of the ITT stage. Selection criteria for the SQ stage are summarised in this contract notice but will be more fully stated in the SQ documentation.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: yes
Description of options:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the bidder's proposed risk carriers for 3 years (or 3 periods of insurance), with an option to extend the award period subject to service, performance and cost.

II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

As stated in the tender documentation.

To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Northallerton:-Financial-and-insurance-services./MUEXMPP995

II.2)Description
II.2.1)Title:

Insurance and Related Services Associated with Items of Engineering Plant and a Programme of Engineering Inspections

Lot No: 3
II.2.2)Additional CPV code(s)
66517300
66518000
71631000
71631100
71632200
II.2.3)Place of performance
NUTS code: UKE2
Main site or place of performance:

North Yorkshire.

II.2.4)Description of the procurement:

Engineering insurance and an associated programme of inspections for statutory and other items of engineering plant and equipment. The contracting authority may require that LOLER Certification is planned 5 monthly, which will allow the association 1 month to re-book appointments where access has not been gained. In addition, the contracting authority requires that the delivery of LOLER visits is done in line with its 'No access process', this includes evidenced appointments and records of any appointment failures.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
Value excluding VAT: 30 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 27/04/2020
End: 26/04/2023
This contract is subject to renewal: yes
Description of renewals:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years, subject to satisfactory service, performance and cost.

II.2.9)Information about the limits on the number of candidates to be invited
Envisaged minimum number: 4
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a 2 stage process, including a SQ (selection questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards at SQ stage for each lot will be ranked according to the highest score achieved for the specific lot and maybe rejected in reverse order to achieve our maximum number of operators for each lot of the ITT stage. Selection criteria for the SQ stage are summarised in this contract notice but will be more fully stated in the SQ documentation.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: yes
Description of options:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the bidder's proposed risk carriers for 3 years (or 3 periods of insurance), with an option to extend the award period subject to service, performance and cost.

II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

As stated in the tender documentation.

To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Northallerton:-Financial-and-insurance-services./MUEXMPP995

II.2)Description
II.2.1)Title:

Insurance and Related Services Associated with Broadacres Housing Association

Lot No: 4
II.2.2)Additional CPV code(s)
66510000
II.2.3)Place of performance
NUTS code: UKE2
Main site or place of performance:

North Yorkshire.

II.2.4)Description of the procurement:

A programme of general insurance and related services for Broadacres Housing Association, including motor fleet risks and engineering insurance/inspection. The programme will require Insurance and related services for risks that may include but not be limited to: property damage and business interruption, employers, public, products and property owners liability, business combined/office, money, all risks, computer, contract works, group personal accident, professional indemnity, fidelity guarantee/crime, employment practices liability, cyber and terrorism.

This lot is a combination of Lots 1, 2 and 3.

II.2.5)Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value
Value excluding VAT: 900 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 27/04/2020
End: 26/04/2023
This contract is subject to renewal: yes
Description of renewals:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years, subject to satisfactory service, performance and cost.

II.2.9)Information about the limits on the number of candidates to be invited
Envisaged minimum number: 4
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a 2 stage process, including a SQ (selection questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards at SQ stage for each lot will be ranked according to the highest score achieved for the specific lot and maybe rejected in reverse order to achieve our maximum number of operators for each lot of the ITT stage. Selection criteria for the SQ stage are summarised in this contract notice but will be more fully stated in the SQ documentation.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: yes
Description of options:

Broadacres Housing Association will consider entering into long term agreements with the bidder and/or the bidder's proposed risk carriers for 3 years (or 3 periods of insurance), with an option to extend the award period subject to service, performance and cost.

II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

As stated in the tender documentation.

To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Northallerton:-Financial-and-insurance-services./MUEXMPP995

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:

Potential suppliers will be required to provide an overview of services provided to property owners, public sector organisations, social landlords or other relevant organisations over the past 5 years, plus details of 3 clients currently receiving similar services. Potential suppliers will be asked to evidence permissions by the FCA, PRA or other appropriate regulatory authority indicating the types of insurance/service the bidder is authorised to arrange or provide.

III.1.2)Economic and financial standing
List and brief description of selection criteria:

The tender documents will require providers to produce financial information in relation to the type of services offered, including but not limited to 3 years reports and accounts.

Minimum level(s) of standards possibly required:

The financial ability to deliver the programme, including Insurers with a minimum rating of ‘B++’ from S&P, or an equivalent rating by an independent and reputable credit rating agency and approved by the bidder’s market security committee. In the case of a rating less than B++, Broadacres Housing Association will evaluate and accept the nominated Insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the bid deadline of the bidder’s market security committee’s latest report, including written recommendation from the bidder’s market security committee.

III.1.3)Technical and professional ability
List and brief description of selection criteria:

The tender documents will require providers to detail their relevant professional experience, resource, skills, qualifications and quality control practices.

III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:

For insurance services, insurers authorised under the financial services and Markets Act 2000, Insurance Companies Act 1982 (and any other statutory modifications there of) and regulated by the prudential regulation authority, UK Financial conduct authority or equivalent in another member state of the European economic area. Insurance brokers registered with and regulated by the financial conduct authority.

III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract

Section IV: Procedure

IV.1)Description
IV.1.1)Type of procedure
Competitive procedure with negotiation
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated
IV.1.5)Information about negotiation
The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
IV.1.6)Information about electronic auction
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: no
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 16/10/2019
Local time: 17:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date: 17/10/2019
IV.2.4)Languages in which tenders or requests to participate may be submitted:
English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
Duration in months: 3 (from the date stated for receipt of tender)
IV.2.7)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:

Between 3 or 5 years from the date of this notice.

VI.2)Information about electronic workflows
Electronic invoicing will be accepted
Electronic payment will be used
VI.3)Additional information:

Bidders should note that for reasons of confidentiality, full tender information will be made available only to those bidders that are selected to proceed to the ITT stage. Sufficient detail is provided within this notice, the SQ and via the authority's e-procurement portal to enable the bidder to decide whether to participate in this process. At the ITT stage, 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. The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out forthe procurement.

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://www.delta-esourcing.com/tenders/UK-UK-Northallerton:-Financial-and-insurance-services./MUEXMPP995

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/MUEXMPP995

GO Reference: GO-2019916-PRO-15371821

VI.4)Procedures for review
VI.4.1)Review body
The High Court of England and Wales
London
United Kingdom
Telephone: +44 1959562242
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
Precise information on deadline(s) for review procedures:

The contracting authority will enter into this contract following a 10 calendar days standstill period starting on the day after the notification of the result. The Public Contracts Regulations 2015 provide for aggrieved parties who have been harmed or who are at risk of harm by a breach of the regulations to bring proceedings in the High Court. Any such proceedings must be brought within the limitation period specified by the regulations according to the remedy sought.

VI.4.4)Service from which information about the review procedure may be obtained
The Cabinet Office
London
United Kingdom
Telephone: +44 1959562242
VI.5)Date of dispatch of this notice:
16/09/2019
More Tenders »
Tender Details
Reference2019/S 181-440909
Award CriteriaThe most economic tender
ProcurementCompetitive procedure with negotiation
Main ActivitiesHousing and community amenities
Common Procurement VocabularyFinancial and insurance services
Legal expenses insurance services
Contractor's all-risk insurance services
Damage or loss insurance services
Fire insurance services
Property insurance services
Financial loss insurance services
Pecuniary loss insurance services
Liability insurance services
General liability insurance services
Professional liability insurance services
Risk management insurance services
Insurance brokerage and agency services
Insurance claims adjustment services
Motor vehicle insurance services
Motor vehicle liability insurance services
Technical inspection services
Machinery-inspection services
Non-destructive testing services
Insurance services
Date Published19th Sep 2019