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Insurance services

Published 28/07/2020

Monmouthshire and Newport

Country UK

Status Contract notice

CType Services

Tender Details
Reference2020/S 144-355986
Award CriteriaThe most economic tender
ProcurementCompetitive procedure with negotiation
Main ActivitiesHousing and community amenities
Common Procurement VocabularyInsurance 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
Engineering insurance services
Financial and insurance services
Date Published28th Jul 2020

Monmouthshire and Newport

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
Official name: Monmouthshire Housing Association Ltd
Postal address: Nant-Y-Pia House, Mamhilad Technology Park, Mamhilad, Pontypool
Town: Monmouthshire
NUTS code: UKL21 Monmouthshire and Newport
Postal code: NP4 0JJ
Country: United Kingdom
Contact person: Our Consultant for this Project, Gibbs Laidler Consulting
E-mail: Laura.Jennings@gibbslaidler.co.uk
Telephone: +44 1959562242

Internet address(es):

Main address: https://www.monmouthshirehousing.co.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-Monmouthshire:-Insurance-services./9694456NA9
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-Monmouthshire:-Insurance-services./9694456NA9
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 Monmouthshire Housing Association Ltd

II.1.2)Main CPV code
66510000 Insurance services
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 Monmouthshire Housing Association Ltd incluidng Capsel.

II.1.5)Estimated total value
Value excluding VAT: 1 000 000.00 GBP
II.1.6)Information about lots
This contract is divided into lots: yes
Tenders may be submitted for maximum number of lots: 5
Maximum number of lots that may be awarded to one tenderer: 5
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Lots 1-5 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 Monmouthshire Housing Association Ltd Including Capsel

Lot No: 1
II.2.2)Additional CPV code(s)
66513100 Legal expenses insurance services
66513200 Contractor's all-risk insurance services
66515000 Damage or loss insurance services
66515100 Fire insurance services
66515200 Property insurance services
66515410 Financial loss insurance services
66515411 Pecuniary loss insurance services
66516000 Liability insurance services
66516400 General liability insurance services
66516500 Professional liability insurance services
66517300 Risk management insurance services
66518000 Insurance brokerage and agency services
66518300 Insurance claims adjustment services
II.2.3)Place of performance
NUTS code: UKL21 Monmouthshire and Newport
Main site or place of performance:

Monmouthshire and Newport.

II.2.4)Description of the procurement:

A programme of general (non-life) insurance and related services for Monmouthshire Housing Association Ltd including Caspel, Professional indemnity (PI), Environmental Impairment Liability (EIL, Contractors all Risks (CAR) and 6.5.1 cover. Excluding motor fleet risks (see Lot 2), engineering insurance/inspection (see optional Lot 3), Cyber (See Lot 4) and Terrorism Insurance (See Lot 5).

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 and employment practices liability.

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: 600 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 20/01/2021
End: 19/01/2024
This contract is subject to renewal: yes
Description of renewals:

Monmouthshire Housing Association Ltd 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: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a two 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 for each lot at SQ stage 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:

Monmouthshire Housing Association Ltd 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) Including Capsel

Lot No: 2
II.2.2)Additional CPV code(s)
66514110 Motor vehicle insurance services
66516100 Motor vehicle liability insurance services
66517300 Risk management insurance services
66518000 Insurance brokerage and agency services
II.2.3)Place of performance
NUTS code: UKL21 Monmouthshire and Newport
Main site or place of performance:

Monmouthshire and Newport.

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: 20/01/2021
End: 19/01/2024
This contract is subject to renewal: yes
Description of renewals:

Monmouthshire Housing Association Ltd 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: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a two 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 for each lot at SQ stage 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:

Monmouthshire Housing Association Ltd 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-Monmouthshire:-Insurance-services./9694456NA9

II.2)Description
II.2.1)Title:

Insurance and related Services Associated with Items of Engineering Plant and a Programme of Engineering Inspections including Capsel

Lot No: 3
II.2.2)Additional CPV code(s)
66517300 Risk management insurance services
66518000 Insurance brokerage and agency services
71631000 Technical inspection services
71631100 Machinery-inspection services
71632200 Non-destructive testing services
66519200 Engineering insurance services
II.2.3)Place of performance
NUTS code: UKL21 Monmouthshire and Newport
Main site or place of performance:

Monmouthshire and Newport.

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 one month to re-book appointments where access has not been gained. Inaddition, 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: 100 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 20/01/2021
End: 19/01/2024
This contract is subject to renewal: yes
Description of renewals:

Monmouthshire Housing Association Ltd 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: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a two 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 for each Lot at SQ stage 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:

Monmouthshire Housing Association Ltd 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 Associated with Cyber Insurance for Monmouthshire Housing Association Ltd Including Capsel

Lot No: 4
II.2.2)Additional CPV code(s)
66000000 Financial and insurance services
66510000 Insurance services
66517300 Risk management insurance services
66518300 Insurance claims adjustment services
II.2.3)Place of performance
NUTS code: UKL21 Monmouthshire and Newport
Main site or place of performance:

Monmouthshire and Newport.

II.2.4)Description of the procurement:

Insurance and related services associated with cyber risk for Monmouthshire Housing Association Ltd Including Capsel.

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: 50 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 20/01/2021
End: 19/01/2024
This contract is subject to renewal: yes
Description of renewals:

Monmouthshire Housing Association Ltd 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: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a two 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 for each lot at SQ stage 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:

Monmouthshire Housing Association Ltd 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 Associated with Terrorism Insurance for Monmouthshire Housing Association Ltd including Capsel

Lot No: 5
II.2.2)Additional CPV code(s)
66000000 Financial and insurance services
66510000 Insurance services
66517300 Risk management insurance services
II.2.3)Place of performance
NUTS code: UKL21 Monmouthshire and Newport
Main site or place of performance:

Monmouthshire and Newport.

II.2.4)Description of the procurement:

Insurance and related services associated with terrorism risks for Monmouthshire Housing Association Ltd including Capsel.

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: 100 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Start: 20/01/2021
End: 19/01/2024
This contract is subject to renewal: yes
Description of renewals:

Monmouthshire Housing Association Ltd 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: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:

This will be a two 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 for each lot at SQ stage 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:

Monmouthshire Housing Association Ltd 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

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 ‘BBB’ from standard and poor, ‘B++’ from A M best, 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 any rating less than A-, Monmouthshire Housing Association Ltd will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT 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: 24/08/2020
Local time: 17:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date: 28/08/2020
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
Tender must be valid until: 20/01/2021
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:

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 for the procurement.

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 or not 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.

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

https://www.delta-esourcing.com/tenders/UK-UK-Monmouthshire:-Insurance-services./9694456NA9

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/9694456NA9

GO Reference: GO-2020724-PRO-16880902

VI.4)Procedures for review
VI.4.1)Review body
Official name: The High Court of England and Wales
Town: London
Country: 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 day 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
Official name: The Cabinet Office
Town: London
Country: United Kingdom
Telephone: +44 1959562242
VI.5)Date of dispatch of this notice:
24/07/2020
More Tenders »
Tender Details
Reference2020/S 144-355986
Award CriteriaThe most economic tender
ProcurementCompetitive procedure with negotiation
Main ActivitiesHousing and community amenities
Common Procurement VocabularyInsurance 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
Engineering insurance services
Financial and insurance services
Date Published28th Jul 2020