Clydesdale Housing Association Ltd

99 High Street

Lanark

ML11 7LN

UK

Contact person: Our Consultant - Maureen Batten

Telephone: +44 1555665316

E-mail: maureenmbatten@gmail.com

NUTS: UKM95

Internet address(es)

Main address: www.clydesdale-housing.org.uk

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA15565

II.1.1) Title

II.1.2) Main CPV code

66510000

II.1.3) Type of contract

Services

II.1.4) Short description

Clydesdale Housing Association is a rural association owning over 700 homes. This Contract is for the provision of general insurance and related services, including claims handling, loss control services and general programme maintenance and advice as required by Clydesdale Housing Association, commencing 1.4.2019. A full Summary of Current Cover will be provided with the invitation to tender to selected bidders. Bids are invited from suitably qualified insurance brokers/direct providers for the entire scope of services. The procurement will follow the 2-stage 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.

II.1.6) Information about lots

This contract is divided into lots: No

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 ESPD),

— the financial ability and strength to deliver the programme (see question 4b of ESPD),

— financial ratings of all risk carriers proposed,

— 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 ESPD),

— 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 ESPD),

— your commitment to delivering quality service to Clydesdale 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 ESPD),

— your ability to demonstrate client satisfaction on at least 3 similar, relevant 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 ESPD).

III.1.2) Economic and financial standing

List and brief description of selection criteria:

See questions at 4B of ESPD.

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 indemnity insurance;

(2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the bidder 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 within tender documents.

III.1.3) Technical and professional ability

List and brief description of selection criteria:

See questions at 4C of ESPD.

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.2.1) 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

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.2.2) Time limit for receipt of tenders or requests to participate

Date: 14/12/2018

Local time: 15:00

IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 07/01/2019

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: 01/04/2019

VI.4.1) Review body