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Contract Notice

Insurance Services — Excluding Insurance Broker Services.

  • First published: 19 July 2017
  • Last modified: 19 July 2017
  • Version: N/A
  • This file may not be fully accessible.

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Contents

Summary

OCID:
Published by:
The Dean Trust
Authority ID:
AA55532
Publication date:
19 July 2017
Deadline date:
17 August 2017
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Insurance coverage required for Employers Liability, Public and Products Liability including Financial Loss, Governors Liability, Libel and Slander and Hirers Liability.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

The Dean Trust

Ashton on Mersey School, Cecil Avenue

Sale

M33 5BP

UK

Contact person: Catherine Duncan

Telephone: +44 3300563360

E-mail: contract.manager@theriskfactor.com

NUTS: UKD

Internet address(es)

Main address: www.thedeantrust.co.uk

I.3) Communication

Access to the procurement documents is restricted. Further information can be obtained at:

www.theriskfactor.com/potential-bidders.php


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent to the abovementioned address


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Education

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Insurance Services — Excluding Insurance Broker Services.

II.1.2) Main CPV code

66510000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Insurance and related claims services but excluding broker services for Property, Liability and other general non-life insurance on behalf of those schools and establishments which form part of The Dean Trust.

II.1.5) Estimated total value

Value excluding VAT: 330 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

II.2) Description

Lot No: 1

II.2.1) Title

Combined Liability including Financial Loss, Governors Liability, Libel and Slander and Hirers Liability

II.2.2) Additional CPV code(s)

66516000

66516400

66516500

II.2.3) Place of performance

NUTS code:

UKD


Main site or place of performance:

Focused around the Head Office in Cheshire plus other areas as they form part of the Trust and as necessary to fulfil the contract.

II.2.4) Description of the procurement

Insurance coverage required for Employers Liability, Public and Products Liability including Financial Loss, Governors Liability, Libel and Slander and Hirers 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: 150 000.00  GBP

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 will be awarded on the basis of a 3 year agreement subject to a long term undertaking over this period The option of a further 1 or 2 year extension may be taken.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: Yes

Description of options:

Options will be considered provided that the Total Cost of insurance and potential self-insurance meet the appetite of the trust.

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 documents.

Lot No: 2

II.2.1) Title

Motor Fleet

II.2.2) Additional CPV code(s)

66514110

66516100

66513100

II.2.3) Place of performance

NUTS code:

UKD


Main site or place of performance:

Focused around the Head Office in Cheshire plus other areas as they form part of the Trust and as necessary to fulfil the contract.

II.2.4) Description of the procurement

Insurance coverage required for Motor Fleet Insurance with an option to include uninsured loss recovery services.

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: 15 000.00  GBP

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 will be awarded on the basis of a 3 year agreement subject to a long term undertaking over this period The option of a further 1 or 2 year extension may be taken.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: Yes

Description of options:

Options will be considered provided that the Total Cost of insurance and potential self-insurance meet the appetite of the trust.

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 documents.

Lot No: 3

II.2.1) Title

Property

II.2.2) Additional CPV code(s)

66515200

66515100

66515000

66515400

II.2.3) Place of performance

NUTS code:

UKD


Main site or place of performance:

Focused around the Head Office in Cheshire plus other areas as they form part of the Trust and as necessary to fulfil the contract.

II.2.4) Description of the procurement

Insurance cover for Property, Business Interruption, Money and Fidelity Guarantee.

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: 125 000.00  GBP

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 will be awarded on the basis of a 3 year agreement subject to a long term undertaking over this period The option of a further 1 or 2 year extension may be taken.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: Yes

Description of options:

Options will be considered provided that the Total Cost of insurance and potential self-insurance meet the appetite of the trust.

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 documents.

Lot No: 4

II.2.1) Title

Engineering and Inspection

II.2.2) Additional CPV code(s)

66515000

66519200

II.2.3) Place of performance

NUTS code:

UKD


Main site or place of performance:

Focused around the Head Office in Cheshire plus other areas as they form part of the Trust and as necessary to fulfil the contract.

II.2.4) Description of the procurement

Insurance coverage required for Statutory Inspections and Engineering Insurance.

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: 10 000.00  GBP

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 will be awarded on the basis of a 3 year agreement subject to a long term undertaking over this period The option of a further 1 or 2 year extension may be taken.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: Yes

Description of options:

Options will be considered provided that the Total Cost of insurance and potential self-insurance meet the appetite of the trust.

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 documents.

Lot No: 5

II.2.1) Title

Personal Accident / Travel

II.2.2) Additional CPV code(s)

66512000

II.2.3) Place of performance

NUTS code:

UKD


Main site or place of performance:

Focused around the Head Office in Cheshire plus other areas as they form part of the Trust and as necessary to fulfil the contract.

II.2.4) Description of the procurement

Insurance coverage required for Personal Accident and School Journey Travel Insurance.

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: 10 000.00  GBP

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 will be awarded on the basis of a 3 year agreement subject to a long term undertaking over this period The option of a further 1 or 2 year extension may be taken.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: Yes

Description of options:

Options will be considered provided that the Total Cost of insurance and potential self-insurance meet the appetite of the trust.

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 documents.

Lot No: 6

II.2.1) Title

Legal Expenses

II.2.2) Additional CPV code(s)

66513100

II.2.3) Place of performance

NUTS code:

UKD


Main site or place of performance:

Focused around the Head Office in Cheshire plus other areas as they form part of the Trust and as necessary to fulfil the contract.

II.2.4) Description of the procurement

Insurance coverage required for Legal Expenses Insurance.

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: 20 000.00  GBP

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 will be awarded on the basis of a 3 year agreement subject to a long term undertaking over this period The option of a further 1 or 2 year extension may be taken.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: Yes

II.2.11) Information about options

Options: Yes

Description of options:

Options will be considered provided that the Total Cost of insurance and potential self-insurance meet the appetite of the trust.

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 documents.

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:

This tender is open to all Insurers, facilities and schemes which are underwritten by a firm which authorised by the Financial Conduct Authority and regulated by the Prudential Regulations Authority and is licensed to provide Insurance within the UK.

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


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:

For Insurance services, Insurers authorised under the Financial Services and Markets Act 2000, Insurance Companies Act 1982 (and any other statutory modifications thereof) 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.

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open 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: 17/08/2017

Local time: 17:00

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: 01/10/2017

IV.2.7) Conditions for opening of tenders

Date: 17/08/2017

Local time: 17:01

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published:

The proposed contract period is on the basis of a 3 year agreement with an option to extend up to a further 2 Years. It is anticipated that the next notice will be published between May 2020 — May 2022.

VI.4) Procedures for review

VI.4.1) Review body

The High Court of England and Wales

London

UK

VI.4.2) Body responsible for mediation procedures

Stone King Solicitors

Leeds

UK

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

The Cabinet Office

London

UK

VI.5) Date of dispatch of this notice

17/07/2017

Coding

Commodity categories

ID Title Parent category
66512000 Accident and health insurance services Insurance services
66515000 Damage or loss insurance services Insurance services
66519200 Engineering insurance services Engineering, auxiliary, average, loss, actuarial and salvage insurance services
66515100 Fire insurance services Damage or loss insurance services
66516400 General liability insurance services Liability insurance services
66510000 Insurance services Insurance and pension services
66513100 Legal expenses insurance services Legal insurance and all-risk insurance services
66516000 Liability insurance services Insurance services
66514110 Motor vehicle insurance services Freight insurance and Insurance services relating to transport
66516100 Motor vehicle liability insurance services Liability insurance services
66516500 Professional liability insurance services Liability insurance services
66515200 Property insurance services Damage or loss insurance services
66515400 Weather-related insurance services Damage or loss insurance services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
contract.manager@theriskfactor.com
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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