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Contract Notice

C548 Factored owners — Provision of buildings and contents insurance and associated claims handling

  • First published: 14 September 2015
  • Last modified: 14 September 2015
  • Version: N/A
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Contents

Summary

OCID:
Published by:
Wheatley Housing Group Limited
Authority ID:
AA24101
Publication date:
14 September 2015
Deadline date:
16 October 2015
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Property insurance services. The Registered Social Landlord subsidiaries of Wheatley Housing Group Ltd provide contents insurance to their tenants. Via the factoring subsidiary, YourPlace Property Management, we also provide buildings insurance to owners of factored properties and contents insurance to owners of factored properties. We are proposing to procure a contract or contracts for insurance for our various customer groups, and also anticipate that other RSLs, including those to which properties are transferred under a Second Stage Transfer (SST) agreement, and their customers, may wish to utilise the insurance services. Details of categories of insurance are provided in separate lots. 66515200, 66515100, 66518300, 66510000, 66515000, 66516000, 66518200.

Full notice text

CONTRACT NOTICE – OFFICIAL JOURNAL

Section I: Contracting Authority

I.1)

Name, Address and Contact Point(s)


Wheatley Housing Group Limited

Wheatley House, 25 Cochrane Street

Glasgow

G1 1HL

UK

Procurement Team

Anne Mackenzie

+44 1412746314

anne.mackenzie@wheatley-group.com

+44 1412746205

http://www.wheatley-group.com


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I.2)

Type of contracting Authority and Main Activity or Activities

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Yes

The Glasgow Houisng Association Limited

YourPlace Property Management Limited

Cube Housing Association Limited

Loretto Housing Association Limited

Dunedin Canmore Housing Association Ltd

Lowther Homes Limited

West Lothain Housing Partnership Limited

Section II: Object of the Contract

II.1)

Description

II.1.1)

Title attributed to the contract by the contracting authority

C548 Factored owners — Provision of buildings and contents insurance and associated claims handling services.

II.1.2(a))

Type of works contract

II.1.2(b))

Type of supplies contract

II.1.2(c))

Type of service contract

6

II.1.2)

Main site or location of works, place of delivery or performance



UKM

II.1.3)

This notice involves

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II.1.4)

Information on framework agreement (if applicable)

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Number of participants to the framework agreement envisaged

Duration of the framework agreement

Justification for a framework agreement the duration of which exceeds four years

Estimated total value of purchases for the entire duration of the framework agreement

Frequency and value of the contracts to be awarded

II.1.5)

Short description of the contract or purchase(s)

Property insurance services. The Registered Social Landlord subsidiaries of Wheatley Housing Group Ltd provide contents insurance to their tenants. Via the factoring subsidiary, YourPlace Property Management, we also provide buildings insurance to owners of factored properties and contents insurance to owners of factored properties. We are proposing to procure a contract or contracts for insurance for our various customer groups, and also anticipate that other RSLs, including those to which properties are transferred under a Second Stage Transfer (SST) agreement, and their customers, may wish to utilise the insurance services. Details of categories of insurance are provided in separate lots. 66515200, 66515100, 66518300, 66510000, 66515000, 66516000, 66518200.

II.1.6)

Common Procurement Vocabulary (CPV)

66515200

II.1.7)

Contract covered by the Government Procurement Agreement (GPA)

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II.1.8)

Division into lots

Yes

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II.1.9)

Will variants be accepted

No

II.2)

Quantity or Scope of the Contract

II.2.1)

Total quantity or scope

Provision of buildings and contents insurance and associated claims handling services.

CPV codes 66515200, 66515100, 66518300, 66510000, 66515000, 66516000, 66518200.

Total value of the 3 Lots over a 4 year period is estimated at a value of 14 000 000 GBP, excluding VAT.

14 000 000
GBP

II.2.2)

Options

Provisional timetable for recourse to these options

Number of possible renewals

2

In the case of renewable supplies or service contracts, estimated time frame for subsequent contracts

12

II.3)

Duration of the contract or limit for completion

24

Section III: Legal, Economic, Financial and Technical Information

III.1)

Conditions Relating to the Contract

III.1.1)

Deposits and guarantees required

III.1.2)

Main Terms of financing and payment and/or reference to the relevant provisions

Premiums will be paid at inception and monthly/quarterly thereafter.

III.1.3)

Legal form to be taken by the grouping of suppliers, contractors or service providers to whom the contract is to be awarded

III.1.4)

Other particular conditions to which the performance of the contract is subject

III.2)

Conditions for Participation

III.2.1)

Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers


(a) is bankrupt or is being wound up, where his affairs are being administered by the court, where he has entered into an arrangement with creditors, where he has suspended business activities or is in any analogous situation arising from a similar procedure under national laws and regulations;

(b) is the subject of proceedings for a declaration of bankruptcy, for an order for compulsory winding up or administration by the court or of an arrangement with creditors or of any other similar proceedings under national laws and regulations;

(c) has been convicted by a judgment which has the force of res judicata in accordance with the legal provisions of the country of any offence concerning his professional conduct;

(d) has been guilty of grave professional misconduct proven by any means which the contracting authorities can demonstrate;

(e) has not fulfilled obligations relating to the payment of social security contributions in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;

(f) has not fulfilled obligations relating to the payment of taxes in accordance with the legal provisions of the country in which he is established or with those of the country of the contracting authority;

(g) is guilty of serious misrepresentation in supplying the information required under this Section or has not supplied such information;

(h) has been the subject of a conviction for participation in a criminal organisation, as defined in Article 2(1) of Council Joint Action 98/733/JHA;

(i) has been the subject of a conviction for corruption, as defined in Article 3 of the Council Act of 26.5.1972 and Article 3(1) of Council Joint Action 98/742/JHA3 respectively;

(j) has been the subject of a conviction for fraud within the meaning of Article 1 of the Convention relating to the protection of the financial interests of the European Communities;

(k) has been the subject of a conviction for money laundering, as defined in Article 1 of Council Directive 91/308/EEC of 10.6.1991 on prevention of the use of the financial system for the purpose of money laundering.

Insurers must be authorised to carry on business in the relevant classes of insurance contracts in accordance with the provisions of the Insurance Companies Act 1982 and modifications thereof and the requirements of the Financial Services Authority.

III.2.2)

Economic and financial capacity


Operator organisations must be as, at the tender closing date, considered and approved by the Wheatley Housing Group Ltd and meet required minimum financial standards. This section will be assessed and responses scored on a pass / fail basis for their level of economic and financial capacity. Suppliers will be scored according to the information contained within their last 3 years accounts which should be included with their submission.



Insurance Companies must:

a) be registered with the FCA and authorised to write the classes of business required within the tender in accordance with the relevant legislation, and

b) have a credit rating no less than A- with AM Best, or BBB with Standard & Poor, and an unencumbered policyholder surplus of at least 50 000 000 GBP.


III.2.3)

Technical capacity





III.2.4)

Reserved contracts

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III.3)

Conditions Specific to Service Contracts

III.3.1)

Is provision of the service reserved to a specific profession?

Yes

Reference to the relevant law, regulation or administrative provision: the Insurers must be authorised by the Financial Conduct Authority (FCA) or EU equivalent to carry on business in the relevant classes of Insurance as listed in the lots in this contract notice in accordance with the provisions of the Insurance Companies Act 1982 and any other statutory modifications thereof.

III.3.2)

Will legal entities be required to state the names and professional qualifications of the personnel responsible for the execution of the service?

No

Section IV: Procedure

IV.1)

Type of Procedure


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Justification for the choice of accelerated procedure

IV.1.1)

Have candidates already been selected?

No

IV.1.2)

Limitations on the number of operators who will be invited to tender or to participate

36

Objective criteria for choosing the limited number of candidates

IV.1.3)

Reduction of the number of operators during the negotiation or dialogue

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IV.2)

Award Criteria

No


Yes

No

IV.2.2)

An electronic auction will be used

No

IV.3 Administrative Information

IV.3.1)

Reference number attributed to the notice by the contracting authority

IV.3.2)

Previous publication(s) concerning the same contract

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Other previous publications

IV.3.3)

Conditions for obtaining specifications and additional documents

 09-10-2015  12:00

 


IV.3.4)

Time-limit for receipt of tenders or requests to participate

 16-10-2015  12:00

IV.3.5)

Date of dispatch of invitations to tender or to participate to selected candidates

 19-10-2015

IV.3.6)

Language or languages in which tenders or requests to participate can be drawn up

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IV.3.7)

Minimum time frame during which the tenderer must maintain the tender 

IV.3.8)

Conditions for opening tenders





Section VI: Other Information

VI.1)

Indicate whether this procurement is a recurrent one and the Estimated timing for further notices to be published


Conditional upon long term agreement.

VI.2)

Does the contract relate to a Project/Programme financed by Community Funds?

No



VI.3)

Additional Information

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

https://www.delta-esourcing.com/tenders/UK-UK-Glasgow:-Property-insurance-services./5C5RTSGCG6

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/5C5RTSGCG6

GO Reference: GO-201598-PRO-7038178.

VI.4)

Procedures for appeal

VI.4.1)

Body responsible for appeal procedures










Body responsible for mediation procedures










VI.4.2)

Lodging of appeals

The contracting authority will incorporate a minimum 10 calendar day standstill period at the point information on the award of the contract is communicated to tenderers. This period allows unsuccessful tenderers to seek further debriefing from the contracting authority before the contract is entered into. Applicants have 2 working days from the notification of the award decision to request additional debriefing and that information has to be provided a minimum of 3 working days before the expiry of the standstill period. Such additional information should be requested from the contracting authority as detailed in section I.1) of this Notice.

If an appeal regarding the award of a contract has not been successfully resolved in the Public Contracts (Scotland) Regulations 2006 provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the Sheriff Court or the Court of Session. Any such action may be brought promptly (generally within 3 months). Where a contract has not been entered into the Sheriff Court or the Court of Session may award the setting aside of the award decision or order the authority to amend any document and may award damages. If the contract has been entered into the court may render it ineffective and set it aside or award damages. (The purpose of the standstill period referred to above is to allow parties to apply to the court before the contract is entered into).

VI.4.3)

Service from which information about the lodging of appeals may be obtained










VI.5)

Dispatch date of this Notice

 08-09-2015

ANNEX B

Information About Lots

1     Owners buildings insurance

1)

Short Description

Supply of buildings insurance to approximately 30 000 flats which require buildings insurance. This is a mixture of categories, including: tenemental, 4 in a block, deck access, multistorey, new build properties.

Residential property categories:

a) Right to Buy — residential properties factored by YourPlace on behalf of Wheatley Housing Group subsidiaries and formerly owned by Local Authorities or Registered Social Landlords and sold under the Right to Buy legislation. Potential for additional partners to join Group;

b) Residential flats — residential properties factored directly by YourPlace but not formerly owned by a Local Authority or Registered Social Landlord;

c) Listed buildings;

d) Previously non-factored semi-detached and terraced properties;

e) Insurance services. Property insurance services. Liability insurance services. Insurance claims adjustment services. Damage or loss insurance services. Fire insurance services.

2)

Common Procurement Vocabulary (CPV)

66510000

3)

Quantity or scope


4)

Indication about different contract dates

24

5)

Additional Information about lots

Wheatley Housing Group Limited/Your Place have the option to extend the contract by up to 2 periods of up to 12 months each or 1 period of up to 24 months.

ANNEX B

Information About Lots

2     Commercial properties buildings insurance

1)

Short Description

Commercial properties buildings insurance (shops or units run as commercial properties factored by GHA or YourPlace).

Insurance services. Liability insurance services. Property insurance, services. Insurance claims adjustment services. Damage or loss insurance services. Fire insurance services.

CPV 66510000, 66515100, 66518300, 66515000, 66516000, 66515200, 66518200.

2)

Common Procurement Vocabulary (CPV)

66510000

3)

Quantity or scope

CPV 66510000, 66515100, 66518300, 66515000, 66516000, 66515200, 66518200.


4)

Indication about different contract dates

24

5)

Additional Information about lots

Wheatley Housing Group Limited/Your Place have the option to extend the contract by up to 2 periods of up to 12 months each or 1 period of up to 24 months.

ANNEX B

Information About Lots

3     Factored homeowners and tenants contents insurance

1)

Short Description

Supply of financially inclusive tenant and homeowner contents insurance including standard cover, full accidental damage cover and personal belongings contents insurance for the Wheatley Housing Groups 40 000+ tenants/homeowners of which 15 000 tenants/homeowners currently buy policies.

Wheatley Housing Group Ltd would also like to be able to widen access to its home contents scheme for tenants and homeowners of other Glasgow based Housing Associations (RSLs) and Wheatley Housing Group Ltd members, including tenants and homeowners of SST Transferees

A growth strategy has been developed to maximise customer take-up and it is envisaged this will result in increased numbers of customers purchasing this service.

Property insurance services. Liability insurance services. Insurance services. Insurance claims adjustment services. Damage or loss insurance services. Fire insurance services. CPV 66515200, 66515100, 66518300, 66516000, 66510000, 66515000, 66518200.

2)

Common Procurement Vocabulary (CPV)

66515200

3)

Quantity or scope

CPV 66515200, 66515100, 66518300, 66516000, 66510000, 66515000, 66518200.


4)

Indication about different contract dates

24

5)

Additional Information about lots

Wheatley Housing Group Ltd/Your Place have the option to extend the contract by up to 2 periods of up to 12 months each or 1 period of up to 24 months.


Coding

Commodity categories

ID Title Parent category
66510000 Insurance services Insurance and pension services
66515200 Property 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:
anne.mackenzie@wheatley-group.com
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

0800 222 9004

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