Directive 2004/18/EC
Section I: Contracting authority
I.1)Name, addresses and contact point(s)South Oxfordshire District Council
Benson Lane
For the attention of: Stephen Meers
OX10 8ED Crowmarsh
UNITED KINGDOM
Telephone: +44 1491823429
E-mail:
Further information can be obtained from: Gallagher Heath
Focal Point, 27-35 Fleet Street
For the attention of: Dawn Hobbs
SN1 1RG Swindon
UNITED KINGDOM
Telephone: +44 1793468484
E-mail:
Internet address: http://www.ajg.com
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: Gallagher Heath
Focal Point 27-35 Fleet Street
For the attention of: Dawn Hobbs
SN1 1RG Swindon
UNITED KINGDOM
Telephone: +44 1793468484
E-mail:
Internet address: http://www.ajg.com
Tenders or requests to participate must be sent to: Gallagher Heath
Focal Point, 27-35 Fleet Street
For the attention of: Dawn Hobbs
SN1 1RG Swindon
UNITED KINGDOM
Telephone: +44 1793468484
E-mail:
Internet address: http://www.ajg.com
I.2)Type of the contracting authorityRegional or local authority
I.3)Main activityGeneral public services
I.4)Contract award on behalf of other contracting authoritiesThe contracting authority is purchasing on behalf of other contracting authorities: yes
Vale of White Horse District Council
The Abbey House, Oxfordshire
OX14 3JH Abingdon
UNITED KINGDOM
Section II: Object of the contract
II.1)Description
II.1.1)Title attributed to the contract by the contracting authority:South Oxfordshire District Council.
II.1.2)Type of contract and location of works, place of delivery or of performanceServices
Service category No 6: Financial services a) Insurances services b) Banking and investment services
NUTS code UKJ14
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)Provision of Insurance and Claims Handling Services jointly for South Oxfordshire District Council.
A three year and six months agreement is required with options to extend for two further two year periods.
II.1.6)Common procurement vocabulary (CPV)66510000, 66515200, 66513200, 66515411, 66519200, 66516000, 66516500, 66512100, 66514110
II.1.7)Information about Government Procurement Agreement (GPA)The contract is covered by the Government Procurement Agreement (GPA): yes
II.1.8)LotsThis contract is divided into lots: yes
Tenders may be submitted for one or more lots
II.1.9)Information about variantsVariants will be accepted: yes
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:Lot 1: Property Non Life Insurance Services
Scope or Quantity: Property related insurance services.
Lot 2: Contractors All Risks Non Life Insurance Services
Scope or Quantity: Contractors All Risks related insurance services
Lot 3: Fidelity Guarantee Non Life Insurance Services
Scope or Quantity: Fidelity Guarantee related insurance services
Lot 4: Engineering Non Life Insurance Services
Scope or Quantity: Engineering related insurance services
Lot 5: Liability Non Life Insurance Services
Scope or Quantity: Liability related insurance services
Lot 6: Professional Liability Non Life Insurance Services
Scope or Quantity: Professional Liability related insurance services
Lot 7: Accident Non Life Insurance Services
Scope or Quantity: Accident related insurance services
Lot 8: Motor Vehicle Non Life Insurance Services
Scope or Quantity: Motor Vehicle related insurance services
Lot 9: Combined Non Life Insurance Services
Scope or Quantity: Combined package only
II.2.2)Information about optionsOptions: no
II.2.3)Information about renewalsThis contract is subject to renewal: no
II.3)Duration of the contract or time limit for completion Starting 1.4.2014. Completion 30.9.2017
Information about lots
Lot No: 1 Lot title: Provision of Property Insurance Related Services to South Oxfordshire District Council1)Short descriptionProperty insurance.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 2 Lot title: Provision of Contractors All Risks Insurance related services to South Oxfordhire District Council1)Short descriptionContractors All Risks insurance.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 3 Lot title: Provision of Fidelity Guarantee Insurance related services to South Oxfordshire District Council1)Short descriptionFidelity Guarantee Insurance services.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 4 Lot title: Provision of Engineering Insurance related services to South Oxfordshire District Council1)Short descriptionEngineering Insurance related services.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 5 Lot title: Provision of Liability Insurance related services to South Oxfordshire District Council1)Short descriptionLiability insurance related services.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 6 Lot title: Provision of Professional Liability Insurance related services to South Oxfordshire District Council1)Short descriptionProfessional Liability Insurance related services.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 7 Lot title: Provision of Accident Insurance related services to South Oxfordshire District Council1)Short descriptionAccident insurance related services.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 8 Lot title: Provision of Motor Vehicle Insurance related services to South Oxfordshire District Council1)Short descriptionMotor Vehicle insurance related services.
2)Common procurement vocabulary (CPV) 3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsInsurers can quote for individual Lots or provide quotes as a Package.
Contract is for 3 years and 6 months with the option to extend for two further two year periods.
Lot No: 9 Lot title: Combined Lot1)Short descriptionLot 9 is the Combined Lot which is available to Tenderers who wish to offer a bid for All Lots.
If a Tenderer wishes to do so, quotations may be submitted under Lot 9 and for individual Lots 1 to 8.
Where quotations are submitted for individual Lots 1 to 8, these quotations may be accepted in isolation unless the Tenderer clearly indicates otherwise.
If a bidder only submits a tender for Lot 9 (Combined Lot) bids cannot be separated for the other 8 Lots and the Tenderer will ONLY be considered for Lot 9 (Combined Lot).
2)Common procurement vocabulary (CPV)66510000, 66515200, 66513200, 66515411, 66519200, 66516000, 66516500, 66512100, 66514110
3)Quantity or scope
4)Indication about different date for duration of contract or starting/completion
5)Additional information about lotsContract is for 3 years and 6 months with the option to extend for two further two year periods.
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 conditionsThe performance of the contract is subject to particular conditions: yes
Description of particular conditions: The District Council will treat as ineligible any Tenderer who responds unsatisfactorily to the questions below.
Insurers are required to respond to the questions and provide details in the event that any of the statements are relevant to the applying insurer.
Do any of the statements below apply to your organisation or to any of the directors, partners or proprietors? If so, please provide full details:
- Is in a state of bankruptcy, insolvency, compulsory winding up, receivership, arrangement with creditors, or is subject to any relevant proceedings?
- Been found guilty of a criminal offence relating to business or professional conduct?
- Has failed to meet obligations to pay social security contributions or payment of taxes?
- Have been found guilty of serious misrepresentation in supplying information?
- Has been subject of a conviction for money laundering, as defined in Article 1 of Council Directive 91/308/EEC on prevention of the use of the financial system for the purpose of money laundering?
- Has been subject of a conviction for corruption?
- Is the Company not in possession of relevant licences, membership of FCA or professional bodies required in order to underwrite insurance risks as described in this contract notice?
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registersInformation and formalities necessary for evaluating if the requirements are met: FCA Registered Insurers only.
III.2.2)Economic and financial abilityInformation and formalities necessary for evaluating if the requirements are met: Current Financial Rating (Standard & Poors or equivalent); review of last 3 years Reports & Accounts.
Minimum level(s) of standards possibly required: A minimum financial rating of A- from Standard & Poors, or an equivalent rating from another equivalent rating agency is required.
III.2.3)Technical capacityInformation and formalities necessary for evaluating if the requirements are met:
Details of service team and CVs of personel who will be involved in delivering the service.
Overview of Quality Systems in Place.
Evidence of expereince of providing insurance cover for the public sector or complex commercial organisations.
Provision of Environmental Policy .
Provision of Equal Opportunities Policy.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular professionExecution of the service is reserved to a particular profession: yes
Reference to the relevant law, regulation or administrative provision: Financial Services and Market Act 2000, Insurance Companies Act 1982, and any other statutory modifications thereof. This competition does not include a requirement for insurance broking services and insurance brokers are not eligible to participate in the tender.
III.3.2)Staff responsible for the execution of the serviceLegal 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 procedureAccelerated negotiated
Late notification of Instruction to Tender received.
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 criteriaThe 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 auctionAn electronic auction will be used: no
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:
IV.3.2)Previous publication(s) concerning the same contractno
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate31.1.2014
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn upEnglish.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders
Section VI: Complementary information
VI.1)Information about recurrenceThis is a recurrent procurement: yes
Estimated timing for further notices to be published: 2017
VI.2)Information about European Union fundsThe contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional informationPre-selected Insurers: Tokio Marine, Allianz Insurance Plc, Allianz Engineering, Aspen Insurance UK Ltd, Travelers Insurance Company Ltd, ACE European Group Ltd, Zurich Municipal, Aviva Insurance UK Ltd, RSA Engineering, Risk Management Partners. Chubb Insurance.
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appealsPrecise information on deadline(s) for lodging appeals: South Oxfordshire District Council will incorporate a minimum 10 calendar days standstill period at the point the information on the award of the contract is communicated to tenders. This period allows unsuccessful tenders 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 3 working days before the expiry of the standstill period. Such additional information should be requested from the address given at 1.1.
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice:21.1.2014