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Property and Personal Accident/Travel insurance

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Wirral Borough Council
Corporate Procurement, Municipal Building, Cleveland Street
Contact point(s): Corporate Procurement
CH41 6BU Birkenhead
UNITED KINGDOM
Telephone: +44 1516663349
E-mail:
Fax: +44 1516663705

Internet address(es):

General address of the contracting authority: www.wirral.gov.uk

Address of the buyer profile: www.wirral.gov.uk

Further information can be obtained from: Wirral Borough Council
Further information relating to this contract can be accessed and downloaded from "The Chest”, www.the-chest.org.uk. To take part in any exercise and to express an interest in a contract opportunity, you must register on The Chest. On the Opportunities portal home page there is an option to "Register Free” in the top right hand corner of the screen. If your organisation is already a registered user, you should read the supplier guides available on The Chest. To express your interest in this contract, log on to The Chest and go to "Search Latest Opportunities”. ESSENTIAL CRITERIA IMPORTANT - The following comprise the essential criteria which potential suppliers must meet in order to be invited to tender. 1) Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof. 2) Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent. Tender documentation contains information deemed of a confidential and sensitive nature. Upon expressing your interest, and prior to the release of any tender documents, it is a mandatory requirement that tenderers agree to, complete and return the "Confidential Information Agreement Form". Information provided will be verified to ensure that potential tenderers meet with the above Essential Criteria. Upon satisfactory verification of this requirement, tenderers will be sent a notification inviting them to tender. Tenderers will be required to log onto The Chest to access the Online Supplier Questionnaire and download the tender documentation. Tenderers who fail to satisfactorily meet with this requirement, will be advised via a notification. All questions relating to this tender must be raised via the Chest. If you experience any technical problems using The Chest, please email or telephone: 08452930459.
UNITED KINGDOM

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Wirral Borough Council
Specifications and additional documents relating to this contract can be accessed and downloaded from "The Chest”, www.the-chest.org.uk. To take part in any exercise and to express an interest in a contract opportunity, you must register on The Chest. On the Opportunities portal home page there is an option to "Register Free” in the top right hand corner of the screen. If your organisation is already a registered user, you should read the supplier guides available on The Chest. To express your interest in this contract, log on to The Chest and go to "Search Latest Opportunities”. ESSENTIAL CRITERIA IMPORTANT - The following comprise the essential criteria which potential suppliers must meet in order to be invited to tender. 1) Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof. 2) Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent. Tender documentation contains information deemed of a confidential and sensitive nature. Upon expressing your interest, and prior to the release of any tender documents, it is a mandatory requirement that tenderers agree to, complete and return the "Confidential Information Agreement Form". Information provided will be verified to ensure that potential tenderers meet with the above Essential Criteria. Upon satisfactory verification of this requirement, tenderers will be sent a notification inviting them to tender. Tenderers will be required to log onto The Chest to access the Online Supplier Questionnaire and download the tender documentation. Tenderers who fail to satisfactorily meet with this requirement, will be advised via a notification. All questions relating to this tender must be raised via the Chest. If you experience any technical problems using The Chest, please email or telephone: 08452930459.
UNITED KINGDOM

Tenders or requests to participate must be sent to: Wirral Borough Council
Tenders/Requests to Participate must be via "The Chest”, www.the-chest.org.uk. To take part in any exercise and to express an interest in a contract opportunity, you must register on The Chest. On the Opportunities portal home page there is an option to "Register Free” in the top right hand corner of the screen. If your organisation is already a registered user, you should read the supplier guides available on The Chest. To express your interest in this contract, log on to The Chest and go to "Search Latest Opportunities”. ESSENTIAL CRITERIA IMPORTANT - The following comprise the essential criteria which potential suppliers must meet in order to be invited to tender. Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof. Service providers must also have a Standard & Poors rating of "A minus" and above, or equivalent. Tender documents contains information deemed of a confidential and sensitive nature. Upon expressing your interest, and prior to the release of any tender documents, it is a mandatory requirement that tenderers agree to, complete and return the "Confidential Information Agreement Form". Information provided will be verified to ensure that potential tenderers meet with the above ESSENTIAL CRITERIA. Upon satisfactory verification of this requirement, tenderers will be sent a notification inviting them to tender. Tenderers will be required to log onto The Chest to access the Online Supplier Questionnaire and download the tender documentation. Tenderers who fail to satisfactorily meet with this requirement, will be advised via a notification. All questions relating to this tender must be raised via the Chest. If you experience any technical problems using The Chest, please email or telephone: 08452930459.
UNITED KINGDOM

I.2)Type of the contracting authority
Regional or local authority
I.3)Main activity
General public services
I.4)Contract award on behalf of other contracting authorities
The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:
Property and Personal Accident/Travel insurance
II.1.2)Type of contract and location of works, place of delivery or of performance
Services
Service category No 6: Financial services a) Insurances services b) Banking and investment services
Main site or location of works, place of delivery or of performance: North West of England.

NUTS code UKD5

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
The notice involves a public contract
II.1.4)Information on framework agreement
II.1.5)Short description of the contract or purchase(s)
Wirral Borough Council is looking for quotations based upon a Long Term Agreement of 3 years with the option to extend for a further 1 + 1 years. The contract is for: Property and Personal Accident/Travel insurance over the following 5 lots:
Lot 1 Property insurance, including Business Interruption, Money, Works in Progress and Terrorism (Pool-Re).
Lot 2 Fidelity Guarantee insurance.
Lot 3 All Risks Insurance for Fine Arts.
Lot 4 Personal Accident and Travel Insurance.
Lot 5 Terrorism insurance (Non Pool-Re).
The Long Term Agreement shall contain a break clause in the event of any significant changes to the Authority introduced by Central Government or other bodies that would make the continuance of the Long Term Agreement unsuitable for the Authority.
Essential criteria.
Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent.
II.1.6)Common procurement vocabulary (CPV)

66510000, 66515000, 66515100, 66515200, 66515400, 66512000, 66513200, 66515411

II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)Lots
This contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variants
Variants will be accepted: yes
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:
Wirral Borough Council is looking for quotations based upon a Long Term Agreement of 3 years with the option to extend for a further 1 + 1 years.
The contract is for: Property and Personal Accident/Travel insurance over the following 5 lots:
Lot 1 Property insurance, including Business Interruption, Money, Works in Progress and Terrorism (Pool-Re).
Lot 2 Fidelity Guarantee insurance.
Lot 3 All Risks Insurance for Fine Arts.
Lot 4 Personal Accident and Travel Insurance.
Lot 5 Terrorism insurance (Non Pool-Re).
The Long Term Agreement shall contain a break clause in the event of any significant changes to the Authority introduced by Central Government or other bodies that would make the continuance of the Long Term Agreement unsuitable for the Authority.
Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent.
II.2.2)Information about options
Options: yes
Description of these options: Wirral Borough Council is looking for quotations based upon a Long Term Agreement of 3 years with the option to extend for a further 1 + 1 years.
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Starting 30.6.2013. Completion 29.6.2016

Information about lots

Lot No: 1 Lot title: Property insurance, including Business Interruption, Money, Works in Progress and Terrorism (Pool-Re)
1)Short description
Property insurance, including Business Interruption, Money, Works in Progress and Terrorism (Pool-Re)
2)Common procurement vocabulary (CPV)

66515000, 66515100, 66515200, 66515400, 66513200, 66515411

3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 2 Lot title: Fidelity Guarantee Insurance
1)Short description
Fidelity Guarantee insurance
2)Common procurement vocabulary (CPV)

66515411

3)Quantity or scope
Indemnity in respect of loss of money, property and or goods belonging to the insured, or held in trust by them or for which they are responsible caused by an act of fraud or dishonesty committed by any person guaranteed during the period of insurance.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 3 Lot title: All Risks Insurance for Fine Arts
1)Short description
All Risks Insurance for Fine Arts
2)Common procurement vocabulary (CPV)

66515000, 66515100, 66515200, 66515400

3)Quantity or scope
All Risks Insurance for Fine Arts
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 4 Lot title: Personal Accident and Travel Insurance
1)Short description
Personal Accident and Travel Insurance
2)Common procurement vocabulary (CPV)

66512000, 66513200, 66515411, 66515000

3)Quantity or scope
Lot number 4 incorporates the following classes of business:
- Personal Accident
- Business Travel
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots
Lot No: 5 Lot title: Terrorism insurance (Non Pool-Re)
1)Short description
Terrorism insurance (Non Pool-Re)
2)Common procurement vocabulary (CPV)

66515000, 66515100, 66515200

3)Quantity or scope
Terrorism.
Please note this is being considered as an alternative to the Pool Re Terrorism.
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lots

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 financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: yes
Description of particular conditions: Essential criteria.
Important - The following comprise the essential criteria which potential suppliers must meet in order to be invited to tender.
Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent.
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
Information and formalities necessary for evaluating if the requirements are met: Any supplier may be disqualified who:
(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 compulsory winding up the 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 contract authorities can demonstrate;
(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 organization, 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 May 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 June 1991 on prevention of the use of the financial system for the purpose of money laundering.
Information and formalities necessary for evaluating if requirements are met:
Tenders or requests to participate must be sent to:
Wirral Borough Council.

Tenders/Requests to Participate must be via "The Chest”, www.the-chest.org.uk.

To take part in any exercise and to express an interest in a contract opportunity, you must register on The Chest. On the Opportunities portal home page there is an option to "Register Free” in the top right hand corner of the screen. If your organisation is already a registered user, you should read the supplier guides available on The Chest. To express your interest in this contract, log on to The Chest and go to "Search Latest Opportunities”.
Essential criteria important - The following comprise the essential criteria which potential suppliers must meet in order to be invited to tender. Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must also have a Standard & Poors rating of "A minus” and above, or equivalent. Tender documents contains information deemed of a confidential and sensitive nature. Upon expressing your interest, and prior to the release of any tender documents, it is a mandatory requirement that tenderers agree to, complete and return the "Confidential Information Agreement Form”. Information provided will be verified to ensure that potential tenderers meet with the above ESSENTIAL CRITERIA. Upon satisfactory verification of this requirement, tenderers will be sent a notification inviting them to tender.
Tenderers will be required to log onto The Chest to access the Online Supplier Questionnaire and download the tender documentation. Tenderers who fail to satisfactorily meet with this requirement, will be advised via a notification.

All questions relating to this tender must be raised via the Chest. If you experience any technical problems using The Chest, please email or telephone: +44 8452930459.

III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent.
Potential suppliers may be asked to produce a certificate issued by the appropriate insurance regulatory authority indicating the types of insurance the insurer is authorised to provide and must comply with Department of Trade and Industry regulations.
Potential suppliers may be asked to produce a copy of their annual report and accounts for the last 3 years, name and address of bankers, details of last 3 years of underwriting experience for the class of business referred to in this notice.
Minimum level(s) of standards possibly required: Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent.
Potential suppliers may be asked to produce a certificate issued by the appropriate insurance regulatory authority indicating the types of insurance the insurer is authorised to provide and must comply with Department of Trade and Industry regulations.
Potential suppliers may be asked to produce a copy of their annual report and accounts for the last 3 years, name and address of bankers, details of last 3 years of underwriting experience for the class of business referred to in this notice.
III.2.3)Technical capacity
Minimum level(s) of standards possibly required:
Details of membership of any professional body or association and Education/professional qualifications/ experience of all staff providing the services, evidence of risk management capabilities. Please see the Tender documents for more details.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
Execution of the service is reserved to a particular profession: yes
Reference to the relevant law, regulation or administrative provision: Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must have a Standard & Poors rating of "A minus" and above, or equivalent.
III.3.2)Staff responsible for the execution of the service
Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: yes

Section IV: Procedure

IV.1)Type of procedure
IV.1.1)Type of procedure
Open
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria
IV.2.1)Award criteria
The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction
An electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
NWCE-954J35.
IV.3.2)Previous publication(s) concerning the same contract
no
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Time limit for receipt of requests for documents or for accessing documents: 5.4.2013 - 12:00
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
5.4.2013 - 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
22.2.2013
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
until: 31.7.2013
IV.3.8)Conditions for opening of tenders
Date: 12.4.2013 - 12:00
Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: Members and officers of Wirral Borough Council.

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
VI.3)Additional information
Service providers must be insurance companies authorised to write the classes of insurance listed within the EU Member States subject to English/Welsh law and jurisdiction of the English/Welsh courts. The service must be regulated by the provisions of the Insurance Companies Act 1982 and any modification thereof.
Service providers must also have a Standard & Poors rating of "A minus" and above, or equivalent.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:
22.2.2013