UK-Edinburgh: financial and insurance services

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Directive 2004/18/EC

Section I: Contracting authority

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

    For the attention of: Yvonne O'Hara
    Contact: Procurement, Financial Services
    Trust Housing Association Ltd.
    12 New Mart Road
    Edinburgh
    EH14 1RL
    UNITED KINGDOM
    Email: yohara@trustha.org.uk
    Tel: +44 1314441200
    Fax: +44 1314444949

    Internet address(es):

    General address of the contracting authority: http://www.trustha.org.uk

    Address of the buyer profile: http://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA11262

    Further information can be obtained from:

    The above mentioned contact point(s)

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

    The above mentioned contact point(s)

    Tenders or requests to participate must be sent to:

    The above mentioned contact point(s)

  • I.2) Type of the contracting authority

    Body governed by public law

  • I.3) Main activity

    Housing and community amenities

  • 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:

      Provision of non life insurance.

    • 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

      Main site or location of works, place of delivery or of performance: edinburgh.

      NUTS code UK

    • 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

      Not provided

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

      Purchase of non-life insurance services.

      Note: to register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland web site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=232504.

      The awarding authority has indicated that it will accept electronic responses to this notice via a "Tender Submission Postbox" facility. Further details of this facility are available at http://www.publiccontractsscotland.gov.uk/PostBox/Postbox_Explain.aspx?ID=232504.

      Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. The postbox closes precisely at the time stated.

    • II.1.6) Common procurement vocabulary (CPV)

      66000000, 66512100, 66513000, 66513100, 66513200, 66514110, 66515000, 66515100, 66515200, 66516100, 66519200

    • 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: no

    • II.1.9) Information about variants

      Variants will be accepted: no

  • II.2) Quantity or scope of the contract

    • II.2.1) Total quantity or scope:

      Estimated value excluding VAT:

      Range: between 650 000 and 750 000 GBP

    • II.2.2) Information about options

      Options: yes

      Description of these options: The Association will consider an extension to this 3 year term for a further 2 years, as long as the service conditions have been met and the renewal price remains competitive.

    • II.2.3) Information about renewals

      This contract is subject to renewal: yes

      Number of possible renewals: 1

      In the case of renewable supplies or service contracts, estimated timeframe for subsequent contracts:

      in months: 24 (from the award of the contract)

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

    Starting 1.4.2013. Completion 31.3.2016

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:

      Joint and several liability to be assumed by all group bidders accepted. Insurance Companies and/or Lloyds Underwriters wishing to participate may submit requests.

    • 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: (1) All candidates will be required to produce a certificate or declaration demonstrating that they are not bankrupt or the subject of an administration order, are not being wound-up, have not granted a trust deed, are not the subject of a petition presented for sequestration of their estate, have not had a receiver, manager or administrator appointed and are not otherwise apparently insolvent.

      (2) All candidates will be required to produce a certificate or declaration demonstrating that the candidate, their directors, or any other person who has powers of representation, decision or control of the candidate has not been convicted of conspiracy, corruption, bribery, or money laundering. Failure to provide such a declaration will result in the candidate being declared ineligible and they will not be selected to participate in this procurement process.

      (3) All candidates will be required to produce a certificate or declaration demonstrating that they have not been convicted of a criminal offence relating to the conduct of their business or profession.

      (4) All candidates will be required to produce a certificate or declaration demonstrating that they have not committed an act of grave misconduct in the course of their business or profession.

      (5) All candidates must comply with the requirements of the State in which they are established, regarding registration on the professional or trade register.

      (6) Any candidate found to be guilty of serious misrepresentation in providing any information required, may be declared ineligible and not selected to continue with this procurement process.

      (7) All candidates will have to demonstrate that they are licensed, or a member of the relevant organisation, in the State where they are established, when the law of that State prohibits the provision of the services, described in this notice, by a person who is not so licensed or who is not a member of the relevant organisation.

      (8) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of social security contributions under the law of any part of the United Kingdom or of the relevant State in which the candidate is established

      (9) All candidates will be required to produce a certificate or declaration demonstrating that they have fulfilled obligations relating to the payment of taxes under the law of any part of the United Kingdom or of the relevant State in which the economic operator is established.

      See Pre-Qualifying Questionairre.

    • III.2.2) Economic and financial ability

      Information and formalities necessary for evaluating if the requirements are met: (1) All candidates will be required to provide a reference from their bank.

      (2) All candidates will be required to provide evidence of relevant professional risk indemnity insurance.

      (3) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate and the turnover in respect of the activities which are of a similar type to the subject matter of this notice.

      (4) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.

      All candidates will be required to provide a copy of your most recent rating report from one of the recognised Ratings Agencies, e.g. Standard & Poors; Moody’s or Fitch or Equivalent.

    • III.2.3) Technical capacity

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

      See the pre-qualifying questionnaire.

    • 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: yes

      Reference to the relevant law, regulation or administrative provision: This service will be regulated by the provisions of the Insurance Companies Act 1982 and incorporating subsequent modifications thereafter.

    • 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

      Restricted

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

      Envisaged minimum number 5: and maximum number 5

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

      Not provided

  • 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:

      THANLI002

    • 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

      6.8.2012 - 12:00

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

      28.11.2012

    • 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

    Not provided

  • VI.2) Information about European Union funds

    Not provided

  • VI.3) Additional information

    PQQ to be downloaded from www.publiccontractsscotland.gov.uk all questions to be posted via the portal and all completed responses to be completed and uploaded to the portal by noon on 6 August 2012 when the postbox will close. No responses will be accepted after noon on 6 August 2012.

    (SC Ref:232504).

  • VI.4) Procedures for appeal

    • VI.4.1) Body responsible for appeal procedures

      E-mail: Telephone: Internet address: Fax: Trust Housing Association Ltd
      12 New Mart Road
      EH14 1RL Edinburgh
      UNITED KINGDOM
      yohara@trustha.org.uk
      +44 1314444925
      www.trustha.org.uk
      +44 1314444949

      Body responsible for mediation procedures

      E-mail: Telephone: Internet address: Fax: Trust Housing Association Ltd
      12 New Mart Road
      EH14 1RL Edinburgh
      UNITED KINGDOM
      yohara@trustha.org.uk
      +44 1314444925
      www.trustha.org.uk
      +44 1314444949
    • 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