Find a TenderAwarded
Published 6 Jul 2023, 11:03 BST

Official UK procurement notice

Provision of an Insurance and Claims Handling Service

Official notice

Authority: Inverclyde Council (Local council)

9 lotsServicesOpen procedure
Published estimate£4,250,000total for 9 lots
Submissions closed 7 Aug 2023awarded 26 Sept 2023
Awarded to Travelers Ins Co Ltd +3 more7 awards
Contract term 3 yrsends 30 Sept 2026 · extension options published · starts 1 Oct 2023

What is being bought9 lots · detail below

Published requirement description

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council.

  • Recurrence: July 2026 if no extension period activated; July 2027 if 1st extension period activated; July 2028 if 2nd extension period activated.

CPV: Accident and health insurance services · Accident insurance services · Financial and insurance services · Health insurance services · Insurance services · Legal insurance and all-risk insurance services · Life insurance services · Motor vehicle insurance services

Lots and requirements (9)Procurement structure

9 lots · all with a published value (£6,850,000 together) · evaluation weights differ by lot
Lot #1Property InsuranceAwardedRenewal 3 yrsPublished value£800,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Property Insurance Services. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028Variant bids: not allowed
Lot #2Casualty InsuranceAwardedRenewal 3 yrsPublished value£1,800,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Casualty Insurance. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028Variant bids: not allowed
Lot #3Motor Fleet Insurance.AwardedRenewal 3 yrsPublished value£875,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Motor Fleet Insurance. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.Variant bids: not allowed
Lot #4Crime InsuranceAwardedRenewal 3 yrsPublished value£90,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Crime Insurance. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.Variant bids: allowed
Lot #5Engineering Insurance/Inspections and Computer InsuranceAwardedRenewal 3 yrsPublished value£280,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Engineering Insurance/Inspections and Computer Insurance. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.Variant bids: not allowed
Lot #6All Risks - Museum and Fine ArtAwardedRenewal 3 yrsPublished value£80,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers All Risks Museum & Fine Art. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.Variant bids: not allowed
Lot #7Personal Accident, Business Travel and School Journey TravelAwardedRenewal 3 yrsPublished value£75,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Personal Accident, Business Travel and School Journey Travel. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.Variant bids: not allowed
Lot #8Combined Lot for Property Insurance Services and Casualty InsuranceCancelledRenewal 3 yrsPublished value£2,600,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot is a Combined Lot Option for Property Insurance Services (Lot 1) and Casualty Insurance (Lot 2). Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland · Inverclyde
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.Variant bids: not allowed
Lot #9Terrorism InsuranceCancelledRenewal 3 yrsPublished value£250,000

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Terrorism Insurance. Additional information: Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Contract period: 1 Oct 2023 – 30 Sept 2026 (3 yrs)
Delivery: Scotland
Extensions: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028Variant bids: not allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored

Lots publish different evaluation splits; there is no single procedure weighting.

Lot distribution rule: In addition to seeking prices for Lot 1 and for Lot 2, the Council are seeking a price for these Lots if they were to be taken together as a combined Lot (numbered as Lot 8). Further information as to how the bids will be evaluated and awarded is included within the "Evaluation and Award Criteria" document located in the PCS-Tender Buyer Attachment Area associated with this Project.
Conditions of participation3
  • Suitability

    4A.2 Bidders will be required to confirm that they are authorised and/or registered by the Prudential Regulation Authority or Financial Conduct Authority (or equivalent).

  • Economic & financial standing

    4B.1.2 Inverclyde Council will check the financial status of applicants by means of a Dun and Bradstreet assessment. In order to be considered, applicants must achieve one of the following:

    (a) Where the tenderers Dun & Bradstreet risk indicator is 3, the annual contract value should also be less than 50% of the tenderers average turnover over the preceding 2 years (with audited accounts dated within 24 months of the date of the financial check).

    OR

    (b) Where the tenderers Dun & Bradstreet risk indicator is 2 or better, the annual contract value should also be less than 75% of the tenderers average turnover over the preceding 2 years (with audited accounts dated within 21 months of the date of the financial check).

    PLEASE NOTE THE IMPORTANT GUIDANCE TO BIDDERS BELOW:

    APPLICANTS ARE STRONGLY ADVISED TO SATISFY THEMSELVES THAT THEY MEET THESE CRITERIA AS FAILURE OF THE FINANCIAL CHECK WILL MEAN THAT THEIR APPLICATION WILL NOT BE CONSIDERED FURTHER. APPLICANTS SHOULD ALSO SATISFY THEMSELVES THAT THEIR DUN AND BRADSTREET RATINGS ARE CORRECT AND IT IS THE APPLICANT’S RESPONSIBILITY TO RAISE ANY QUERIES WITH DUN AND BRADSTREET IF THEY FEEL A CORRECTION IS REQUIRED. THE COUNCIL WILL RELY ON THE RISK RATING IT OBTAINS AT THE TIME IT PERFORMS THE D&B FINANCIAL CHECK.

    You must provide your average yearly turnover for the last 2 years.

    Turnover must be provided from your audited accounts. Turnover from unaudited accounts or part year turnover will not be accepted.

    If you are unable to p…

  • Technical & professional ability

    4C.1.2 Bidders should provide a minimum of two (2) examples of contractual arrangements they have held over the past three (3) years which best demonstrates their relevant experience to deliver requirements within the Contract which were similar in regards to scope, scale, value and duration.

    Information provided must also include evidence of competence at reaching economic and efficient settlements for Local Authority (or similar) claims in accordance with the needs of the Local Authority (or similar).

    Bidders must provide experience relevant to each of the lots they are bidding for which are structured as follows:

    Lot 1 - Property Insurance Services

    Lot 2 - Casualty Insurance

    Lot 3 - Motor Fleet Insurance

    Lot 4 - Crime Insurance

    Lot 5 - Engineering Insurance/Inspection and Computer Insurance

    Lot 6 - All Risks Museum & Fine Art

    Lot 7 - Personal Accident/Business Travel and School Journey Travel

    Lot 8 - Combined Lot for Property Insurance Services and Casualty Insurance

    Lot 9 - Terrorism Insurance

    **

    4C.10 Bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract.

    **

    4D.1 QUALITY MANAGEMENT PROCEDURES

    The bidder must hold a UKAS (or equivalent) accredited independent third party certificate of compliance in accordance with BS EN ISO 9001 (or equivalent),

    OR

    The bidder must have the following:

    a. A documented policy regarding quality management. The policy must set out responsibilities for quality management demonstr…

What this means for your bid
  • Price carries 80 points on every lot: a 10% discount moves about 8 points.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement

Yes · July 2026 if no extension period activated;

July 2027 if 1st extension period activated;

July 2028 if 2nd extension period activated.

First published
6 Jul 2023, 11:03 BST
Last source update
20 Nov 2023, 11:08 GMT
Award evaluation window
7 Aug 2023 – …
Authority reference
CP0508/FIN
FTS notice number
2023/S 000-034226
Classification (CPV)
Accident and health insurance servicesAccident insurance servicesFinancial and insurance servicesHealth insurance servicesInsurance servicesLegal insurance and all-risk insurance servicesLife insurance servicesMotor vehicle insurance services
Delivery area
Scotland (UKM83)
Official registry OCID
ocds-h6vhtk-03df46 Find a Tender

Publisher note: Tenderers will be required to return with their submission a completed Data Protection Certificate, FOI Certificate, No Collusion Certification, S1 Equalities Questionnaire, S2 Equalities Declaration, Prompt Payment Certificate and Tender Declaration Certificate. It will also be a condition of contract that Tenderers comply with Inverclyde Council`s General Conditions of Contract, Special Conditions of Contract, Specification & Contract Information for Tenderers. (SC Ref:750436)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Submission deadline
7 Aug 2023, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
120 days from the deadline
Bids opened
7 Aug 2023, 12:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

7 Aug 2023 → 20 Nov 2023 · 4 dates
  1. Submission deadline
    7 Aug 2023, 12:00 BST
  2. Bids opened
    7 Aug 2023, 12:00 BST
  3. Contract starts
    1 Oct 2023, 00:00 BST
  4. Notice published
    20 Nov 2023, 11:08 GMT

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    20 Nov 2023, 11:08 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 9
Awarded value £2,198,0287 contracts exc. VAT
Bids received 13
Contracts signed 7latest 26 Sept 2023

2 further award records carry no date or value.

Contracts

  • Property Insurance · Travelers Ins Co Ltd

    Signed
    26 Sept 2023
    Value
    £445,009
    Period
    … – 30 Sept 2026
    Status
    active
  • Casualty Insurance · Maven Public Sector

    Signed
    26 Sept 2023
    Value
    £1,004,835
    Period
    … – 30 Sept 2026
    Status
    active
  • Motor Fleet Insurance. · Maven Public Sector

    Signed
    26 Sept 2023
    Value
    £423,360
    Period
    … – 30 Sept 2026
    Status
    active
  • Crime Insurance · Risk Management Partners Ltd

    Signed
    26 Sept 2023
    Value
    £47,970
    Period
    … – 30 Sept 2026
    Status
    active
  • Engineering Insurance/Inspections and Computer Insurance · Risk Management Partners Ltd

    Signed
    26 Sept 2023
    Value
    £197,132
    Period
    … – 30 Sept 2026
    Status
    active
  • All Risks - Museum and Fine Art · Blackwall Green

    Signed
    26 Sept 2023
    Value
    £42,513
    Period
    … – 30 Sept 2026
    Status
    active
  • Personal Accident, Business Travel and School Journey Travel · Risk Management Partners Ltd

    Signed
    26 Sept 2023
    Value
    £37,209
    Period
    … – 30 Sept 2026
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Property Insurance2bids · 2 electronic · 2 from abroad0——
2 · Casualty Insurance2bids · 2 electronic · 2 from abroad0——
3 · Motor Fleet Insurance.2bids · 2 electronic · 2 from abroad0——
4 · Crime Insurance2bids · 2 electronic · 2 from abroad0——
5 · Engineering Insurance/Inspections and Computer Insurance1bids · 1 electronic · 1 from abroad0——
6 · All Risks - Museum and Fine Art2bids · 2 electronic · 2 from abroad0——
7 · Personal Accident, Business Travel and School Journey Travel2bids · 2 electronic · 2 from abroad0——

Contracting authority & participating public bodies

Inverclyde Council

Contracting authorityLocal CouncilRegional or local authorityGeneral public services Procurement, Municipal Buildings, Clyde Square, Greenock, Scotland, PA15 1LXContact email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Greenock Sheriff Court and Justice of the Peace CourtReview body Greenock

Bidders & participating suppliers

4 commercial parties on the notice
  • Blackwall GreenAwarded supplier 133 Houndsditch, London, UK, EC3A 7AH
  • Maven Public SectorAwarded supplier 122 Leadenhall Street, London, UK, EC3V 4ANContact phone
  • Risk Management PartnersAwarded supplier 67 Lombard Street, London, London, EC3V 9LJContact phone
  • Travelers Ins Co LtdAwarded supplier 61-63 London Road,, Redhill, Surrey, UK, RH1 1NAContact phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.