Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Lanarkshire Housing Association Limited
191 Brandon Street
Motherwell
ML1 1RS
UK
Contact person: Our Consultant - Maureen Batten
Telephone: +44 1698269119
E-mail: maureenb3@tiscali.co.uk
NUTS: UKM84
Internet address(es)
Main address: http://www.lanarkshireha.com
Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA15222
I.3) Communication
Access to the procurement documents is restricted. Further information can be obtained at:
www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
www.publiccontractsscotland.gov.uk
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
Lanarkshire Housing Association — Insurance and Related Services 2018
II.1.2) Main CPV code
66510000
II.1.3) Type of contract
Services
II.1.4) Short description
Insurance and related services, including provision of insurance cover, broking and advisory, claims handling services and loss control.
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.2) Additional CPV code(s)
66510000
66512100
66513100
66513200
66514110
66515000
66515100
66515200
66515411
66515410
66515300
66516000
66516100
66516400
66516500
66518000
66519200
66519300
II.2.3) Place of performance
NUTS code:
UKM84
Main site or place of performance:
Motherwell, North Lanarkshire.
II.2.4) Description of the procurement
The contract is for the provision of general insurance and related services, including insurance broking and claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Lanarkshire Housing Association.
Bidders are requested to bid for the entire scope of services. The procurement will follow the 2-stage restricted procedure, with bidders pre-qualified on the basis of capability, capacity and experience using the attached ESPDs.
The scope of the contract includes insurance cover, related advice, claims management and loss control services for property, legal liabilities, engineering insurance and inspection and other general(non-life) insurances as required by Lanarkshire Housing for a period of 3 years (or periods of insurance)commencing 27.4.2018, with the option to extend by up to a further 2 years, subject to satisfactory performance at the association's sole discretion.
The contract is not divided into lots so bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers or direct insurers.
The contract will follow the restricted procedure with a pre-qualifying stage based on ESPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract. ESPDs must be completed in full with all relevant information supplied.
Those selected will be invited to submit a Tender. The contract will be awarded on the basis of most economically advantageous tender, with specific evaluation criteria detailed within the ITT and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract may be extended beyond the initial 3 year period by up to a further 2 years, subject to satisfactory performance, at the association's sole discretion.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Availability of suitably qualified, competent and properly accredited candidates.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
Selection of bidders will be based on assessment of the responses to questions in ESPD aligned with financial, economic and technical requirements stated in contract notice. These questions must be responded to in full and submitted before the deadline for requests to participate elapses. Please do not attach information which is not requested in the contract notice or ESPD.
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:
As a minimum, you are required to demonstrate:
— you are an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised /and or regulated by the UK Financial Conduct Authority or Prudential Regulation Authority or equivalent in another member state of the European economic area indicating the types of insurance/service the bidder is authorised to arrange or provide (See question 4a of ESPDs),
— the financial ability and strength to deliver the programme (see question 4b of ESPDs),
— financial ratings of all risk carriers proposed, with a minimum rating of A- or above being preferred(see question 4b of ESPDs),
— the ability to provide social landlords with a choice of insurers and/or options,
— a record of successful provision of relevant services to property owners, social housing organisations or other organisations that are similar in profile to the Contracting Authority (see question 4C1 of ESPDs),
— a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers and risk managers (see question 4C 2-6 of ESPDs),
— your commitment to delivering quality service to Lanarkshire Housing Association, including that provided to us by any third party contractor employed by you or by the insurers you propose (see question 4D of ESPDs),
— your ability to demonstrate client satisfaction on at least 3 similar contracts,
— CII chartered form status and/or commitment to its code of ethics, commitment to corporate and individual professional development defined by the CII or similar professional organisation (see questions 4c&4D of ESPDs).
III.1.2) Economic and financial standing
List and brief description of selection criteria:
See questions at 4B of ESPDs.
Minimum level(s) of standards required:
Information and formalities necessary for evaluating if requirements are met:
(1) All candidates will be required to provide evidence of relevant professional risk indemnity insurance.
(2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate and the turnover in respect of the activities which are of a similar type to the subject matter of this notice.
(3) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.
(4) Financial ratings of all risk carriers must be provided.
III.1.3) Technical and professional ability
List and brief description of selection criteria:
See questions at 4C of ESPDs.
Minimum level(s) of standards required:
(1) A statement of the candidate's average annual number of staff and managerial staff over the previous 3 years
(2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract;
(3) An indication of the proportion of the contract which the services provider intends possibly to subcontract.
III.2) Conditions related to the contract
III.2.1) Information about a particular profession
Participation is reserved to a particular profession: Yes
Reference to the relevant law, regulation or administrative provision:
Bidders must be either an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised/and or regulated by the UK Financial Conduct Authority or prudential regulation authority or equivalent in another member state of the European economic area indicating the types of insurance/service the bidder is authorised to arrange or provide.
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
Restricted procedure
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
Yes
IV.2) Administrative information
IV.2.2) Time limit for receipt of tenders or requests to participate
Date:
19/01/2018
Local time: 15:00
IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date:
30/01/2018
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
IV.2.6) Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until:
01/05/2018
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
Yes
Estimated timing for further notices to be published:
36 or 60 months
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 and within the ESPDs to enable the bidder to decide whether to participate in this process. All respondents will be required to detail their proposed insurance wordings and provide details of relevant experience of all account servicing, claims handling and risk management staff at the ITT stage. Selection of bidders will be based on assessment of the responses to questions in ESPDs aligned with financial, economic and technical requirements stated in contract notice. These questions must be responded to in full and submitted before the deadline for requests to participate elapses.
Note: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=521715
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(SC Ref:521715).
Download the ESPD document here: http://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=521715
VI.4) Procedures for review
VI.4.1) Review body
Lanarkshire Housing Association Limited
191 Brandon Street
Motherwell
ML1 1RS
UK
Telephone: +44 1698269119
Internet address(es)
URL: http://www.lanarkshireha.com
VI.5) Date of dispatch of this notice
18/12/2017