Directive 2004/18/EC

Section I: Contracting authority

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

  Navigate Academies Trust
  Unit 5, Carrwood Park, Selby Road
  Leeds
  LS15 4LG
  UNITED KINGDOM

  Further information can be obtained from:

  Contact: Laura Nally
  Oval Insurance Broking Limited
  9 South Parade,
  Wakefield
  WF1 1LR
  UNITED KINGDOM
  Email: laura.nally@theovalgroup.com
  Tel: +44 1924433119

  Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from:

  For the attention of: Laura Nally
  Oval Insurance Broking Limited
  9 South Parade
  Wakefield
  WF1 1LR
  UNITED KINGDOM
  Email: laura.nally@theovalgroup.com
  Tel: +44 1924433119

  Tenders or requests to participate must be sent to:

  For the attention of: Laura Nally
  Oval Insurance Broking Limited
  9 South Parade
  Wakefield
  WF1 1LR
  UNITED KINGDOM
  Email: laura.nally@theovalgroup.com
  Tel: +44 1924433119

• I.2) Type of the contracting authority

  Other: Academy Schools Trust

• I.3) Main activity

  Education

• 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:

    Insurance and Insurance Services as per the lots detailed in Information about Lots.

  • II.1.2) Type of contract and location of works, place of delivery or of performance

    Services

    Service category No 6: Financial servicesa)Insurances services b)Banking and investment services

    NUTS code

  • II.1.3) Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

    Not provided

  • II.1.4) Information on framework agreement

    Not provided

  • II.1.5) Short description of the contract or purchase(s)

    Provison of non-life insurance services as detailed in the lots in Information about Lots.

  • II.1.6) Common procurement vocabulary (CPV)

    66510000, 66512100, 66513100, 66514110, 66515200, 66516000, 66518300, 66519200

  • II.1.7) Information about Government Procurement Agreement (GPA)

    Not provided

  • II.1.8) Lots

    This contract is divided into lots: yes

    Tenders may be submitted for one lot only

  • II.1.9) Information about variants

    Not provided

• II.2) Quantity or scope of the contract

  • II.2.1) Total quantity or scope:

    Not provided

  • II.2.2) Information about options

    Options: yes

    Description of these options: The trust is looking at the option of a three year policy with the option to extend for one year and a further year.

  • II.2.3) Information about renewals

    This contract is subject to renewal: no

• II.3) Duration of the contract or time limit for completion

  Duration in months: 60 (from the award of the contract)

Information about lots

• Lot No: 1

  • Lot title: Education Combined

• 1) Short description

  Combined insurance policy including property, loss of income, money, liabilities, fidelity guarantee, libel & slander cover.

• 2) Common procurement vocabulary (CPV)

  66510000, 66513100, 66515200, 66516000

• 3) Quantity or scope

  Not provided

• 4) Indication about different date for duration of contract or starting/completion

  Not provided

• 5) Additional information about lots

  Not provided

• Lot No: 2

  • Lot title: Personal Accident and Travel Insurance

• 1) Short description

  Personal Accident and Travel Insurance for school staff, governors, trustees, volunteers and pupils.

• 2) Common procurement vocabulary (CPV)

  66510000, 66512100, 66513100, 66515200, 66516000

• 3) Quantity or scope

  Not provided

• 4) Indication about different date for duration of contract or starting/completion

  Not provided

• 5) Additional information about lots

  Not provided

• Lot No: 3

  • Lot title: Engineering Insurance

• 1) Short description

  Engineering insurance including inspection.

• 2) Common procurement vocabulary (CPV)

  66510000, 66515200, 66519200

• 3) Quantity or scope

  Not provided

• 4) Indication about different date for duration of contract or starting/completion

  Not provided

• 5) Additional information about lots

  Not provided

• Lot No: 4

  • Lot title: Computer Insurance

• 1) Short description

  Computer Insurance including increased cost of working and reinstatement of data.

• 2) Common procurement vocabulary (CPV)

  66510000, 66515200

• 3) Quantity or scope

  Not provided

• 4) Indication about different date for duration of contract or starting/completion

  Not provided

• 5) Additional information about lots

  Not provided

• Lot No: 5

  • Lot title: Contract Works Insurance

• 1) Short description

  Contract Works Insurance.

• 2) Common procurement vocabulary (CPV)

  66510000, 66515200, 66519200

• 3) Quantity or scope

  Not provided

• 4) Indication about different date for duration of contract or starting/completion

  Not provided

• 5) Additional information about lots

  Not provided

• Lot No: 6

  • Lot title: Claims and Loss Recovery Insurance

• 1) Short description

  Claims and Loss Recovery Insurance.

• 2) Common procurement vocabulary (CPV)

  66510000, 66518300

• 3) Quantity or scope

  Not provided

• 4) Indication about different date for duration of contract or starting/completion

  Not provided

• 5) Additional information about lots

  Not provided

• Lot No: 7

  • Lot title: Motor Insurance

• 1) Short description

  Motor Insurance including mini bus cover and occasional business use.

• 2) Common procurement vocabulary (CPV)

  66510000, 66514110

• 3) Quantity or scope

  Not provided

• 4) Indication about different date for duration of contract or starting/completion

  Not provided

• 5) Additional information about lots

  Not provided

Section III: Legal, economic, financial and technical information

• III.1) Conditions relating to the contract

  • III.1.1) Deposits and guarantees required:

    Not provided

  • III.1.2) Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

    Not provided

  • III.1.3) Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

    Not provided

  • III.1.4) Other particular conditions

    The performance of the contract is subject to particular conditions: no

• 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: Insurers, Lloyds Underwriters or Underwriting Agency authorised to write the classes of insurance listed in the UK subejct to English Law in the jurisdcition of England/Wales. Evidence of authorisation may be requested. Potential suppliers may also be requested to provide annual report and accounts for the last 3 years and details of underwriting and claims payment experience for the classes of buiness refered to in this notice for the past 5 years.

  • III.2.2) Economic and financial ability

    Information and formalities necessary for evaluating if the requirements are met: DTI & FSA registration numbers.

    Minimum level(s) of standards possibly required: Insurers or underwriters must be at least A rated bt Standard and Poor or equivalent agency.

  • III.2.3) Technical capacity

    Information and formalities necessary for evaluating if the requirements are met:

    Details of underwriting history and claims service for the classes of buiness refered to in this notice.

  • III.2.4) Information about reserved contracts

    Not provided

• 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: no

  • 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: no

Section IV: Procedure

• IV.1) Type of procedure

  • IV.1.1) Type of procedure

    Negotiated

    Some candidates have already been selected (if appropriate under certain types of negotiated procedures) yes

  • IV.1.2) Limitations on the number of operators who will be invited to tender or to participate

    Not provided

  • IV.1.3) Reduction of the number of operators during the negotiation or dialogue

    Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no

• 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:

    Not provided

  • IV.3.2) Previous publication(s) concerning the same contract

    Not provided

  • IV.3.3) Conditions for obtaining specifications and additional documents or descriptive document

    Not provided

  • IV.3.4) Time limit for receipt of tenders or requests to participate

    5.8.2012

  • IV.3.5) Date of dispatch of invitations to tender or to participate to selected candidates

    7.8.2012

  • 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

    Not provided

  • IV.3.8) Conditions for opening tenders

    Not provided

Section VI: Complementary information

• VI.1) Information about recurrence

  This is a recurrent procurement: no

• VI.2) Information about European Union funds

  The contract is related to a project and/or programme financed by European Union funds: no

• VI.3) Additional information

  1) ACE European Group Ltd, ACE Building, 100 Leadenhall Street, London EC3A 3BP

  2) Allianz Insurance plc, 57 Ladymead, Guildford, Surrey GU1 1DB

  3) Chartis Europe Ltd, The Chartis Building, 58 Fenchurch Street, London EC3M 4AB

  4) Chubb Insurance Company of Europe SE, 106 Fenchurch Street, London EC3M 5NB

  5) Ecclesiastical Insurance Office plc, Beaufort House, Brunswick Road, Gloucester GL1 1JZ

  6) HSB Engineering Insurance Ltd, New London House, 6 New London Street, London EC3R 7LP

  7) QBE Insurance (Europe) Ltd, Plantation Place, 30 Fenchurch Street, London EC3M 3BD

  8) Travelers Insurance Company Ltd, 60 Gracechurch Street, London EC3V 0HR

  9) Zurich Municipal, Zurich House, 2 Gladiator Way, fareham, Hampshire, GU14 6GB

• VI.4) Procedures for appeal

  • VI.4.1) Body responsible for appeal procedures

    Not provided

  • VI.4.2) Lodging of appeals

    Not provided

  • VI.4.3) Service from which information about the lodging of appeals may be obtained

    Not provided

• VI.5) Date of dispatch of this notice:

  6.7.2012