Insurance Broking and Advisory Services

Forfás

Forfás, on behalf of the Forfás Insurance Group (FIG) participant agencies, invites tenders from suitably qualified and experienced insurance brokers for the provision of insurance services, for the period of five (5) years, subject to satisfactory annual performance review.
The successful tenderer (insurance broker), commencing 1.4.2012, will be responsible for claims handling management, information and support, supplying renewal terms (following appropriate tendering, including EU Journal) and arranging insurance cover on an annual basis. The FIG Insurance Policy renewal date is 1.6.2012.
NOTE: To register your interest in this notice and obtain any additional information please visit the eTenders Web Site at http://www.etenders.gov.ie/Search/Search_Switch.aspx?ID=359513.

Deadline

The time limit for receipt of tenders was 2012-02-13. The procurement was published on 2011-12-22.

Suppliers

The following suppliers are mentioned in award decisions or other procurement documents:

Who? What? Where?
Procurement history
Date Document
2011-12-22 Contract notice
2012-06-11 Contract award notice
Contract notice (2011-12-22)
Object
Scope of the procurement
Title: financial and insurance services
Quantity or scope:
See Appendix 5 of supporting document for level of insurance cover currently in place.
Total value of the procurement: 500 000 💰
Notice metadata
Original language: English 🗣️
Document type: Contract notice
Nature of contract: Services
Regulation: European Union, with participation of GPA countries
Common procurement vocabulary (CPV)
Code: Financial and insurance services 📦

Procedure
Procedure type: Open procedure
Type of bid: Submission for all lots
Award criteria
The most economic tender

Contracting authority
Identity
Country: Ireland 🇮🇪
Awarding authority type: National or federal Agency/Office
Awarding authority name: Forfas
Postal address: Wilton Park House, Wilton Place
Postal town: Dublin 2
Contact
Internet address: http://www.forfas.ie 🌏
Phone: +353 16073000 📞
Fax: +353 16073030 📠

Reference
Dates
Date dispatched: 2011-12-22 📅
Submission deadline: 2012-02-13 📅
Publication date: 2011-12-24 📅
Identifiers
Notice number: 2011/S 248-403934
OJ-S issue: 248
Additional information
The Purchasing Authority is acting on behalf of the following organisations: Forfás is coordinating the procurement of insurance broking and advice services and the placing of insurance contracts on in its own behalf and the agencies IDA Ireland, Enterprise Ireland, National Standards Authority of Ireland (NSAI), Science Foundation Ireland (SFI), Sustainable Energy Ireland (SEI) and the National Consumer Agency. Please note that the agency composition of the Forfás Insurance Group and/or the scope of insurance cover may change during the proposed term of up to 5 years. (ET Ref:359513).
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Object
Scope of the procurement
Short description:
Forfás, on behalf of the Forfás Insurance Group (FIG) participant agencies, invites tenders from suitably qualified and experienced insurance brokers for the provision of insurance services, for the period of five (5) years, subject to satisfactory annual performance review.
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The successful tenderer (insurance broker), commencing 1.4.2012, will be responsible for claims handling management, information and support, supplying renewal terms (following appropriate tendering, including EU Journal) and arranging insurance cover on an annual basis. The FIG Insurance Policy renewal date is 1.6.2012.
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NOTE: To register your interest in this notice and obtain any additional information please visit the eTenders Web Site at http://www.etenders.gov.ie/Search/Search_Switch.aspx?ID=359513.
Variants will be accepted
Duration: 60 months
Place of performance
Main site or place of performance: Dublin.

Legal, economic, financial and technical information
Conditions for participation
Suitability to pursue the professional activity:
(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.
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(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.
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(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.
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(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 or of the relevant State in which the candidate is established
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(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 or of the relevant State in which the economic operator is established.
Economic and financial standing:
(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.
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(4) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.
Technical and professional ability:
(1) A statement of the candidate's average annual number of staff and managerial staff over the previous 3 years.
(2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract.
(3) All candidates will be required to provide certification from an independent body attesting conformity to environmental management standards in accordance with the Community Eco-Management and Audit Scheme (EMAS); or the European standard BS EN ISO 14001.
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(4) All candidates will be required to provide certification drawn up by an independent body attesting the compliance of the economic operator with quality assurance standards based on the relevant European standards.
(5) A check may be carried out by the contracting authority or by a competent official body of the State in which the candidate is established, to verify the technical capacity of the candidate; and if relevant, on the candidates study and research facilities and quality control measures.
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(6) An indication of the proportion of the contract which the services provider intends possibly to subcontract.
Contract execution
Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
Payment will be made annually by each participant agency following placement of insurance cover in accordance with agreed apportionment.
Other particular conditions: Please review content of the invitation to tender document attached.
Execution of the service is reserved to a particular profession:
Insurance Brokers authorised by the Central Bank of Ireland (or equivalent European Regulatory body).
Names and professional qualifications of the staff

Procedure
Duration of the framework agreement in years: 5
Justification for framework agreement duration over four years:
The tender is undertaken on behalf of a large number of State Agencies listed above and will involve further tenders to insurance underwriters valued at an estimated €1m per annum throughout the proposed term of the agreement.
Tender validity period: 2012-06-01 📅
Award criteria
Criterion: 1. Methodology and resources proposed to meet Forfás Insurance Group requirement (50)
2. Cost (5 year total) (30)
3. Quality and internal control (20)
Languages
Language: English 🗣️

Contracting authority
Contact
Contact point: Finbarr Tumelty
Address of the buyer profile: http://www.etenders.gov.ie/search/Search_AuthProfile.aspx?ID=AA01538 🌏
Name: Forfas
URL for participation: http://www.forfas.ie 🌏

Reference
Additional information
The Purchasing Authority is acting on behalf of the following organisations:
Forfás is coordinating the procurement of insurance broking and advice services and the placing of insurance contracts on in its own behalf and the agencies IDA Ireland, Enterprise Ireland, National Standards Authority of Ireland (NSAI), Science Foundation Ireland (SFI), Sustainable Energy Ireland (SEI) and the National Consumer Agency. Please note that the agency composition of the Forfás Insurance Group and/or the scope of insurance cover may change during the proposed term of up to 5 years.
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(ET Ref:359513).
Source: OJS 2011/S 248-403934 (2011-12-22)
Contract award notice (2012-06-11)
Object
Scope of the procurement
Total value of the procurement: 246 530 💰
Notice metadata
Document type: Contract award notice

Procedure
Type of bid: Not applicable

Reference
Dates
Date dispatched: 2012-06-11 📅
Publication date: 2012-06-14 📅
Identifiers
Notice number: 2012/S 112-185172
Refers to notice: 2011/S 248-403934
OJ-S issue: 112
Additional information
(ET Ref:443772).

Object
Scope of the procurement
Estimated value excluding VAT: 232 500 💰
303 750 💰

Procedure
Award criteria
Criterion: 1. Methodology (500)
2. Quality (200)
3. Cost (300)

Award of contract
Date of contract conclusion: 2012-06-01 📅
Name: Willis Risk Services (Ireland) Ltd
Postal address: Grand Mill Quay, Barrow Street
Postal code: Dublin 4
Country: Ireland 🇮🇪
Internet address: www.willis.com 🌏
Information about tenders
Number of tenders received: 4

Contracting authority
Identity
Awarding authority name: IDA Ireland, Enterprise Ireland, Science Foundation Ireland, National Standards Authority of Ireland, Sustainable Energy Authority of Ireland and the National Consumer Agency
Source: OJS 2012/S 112-185172 (2012-06-11)