Somerset County Council Insurance Framework Agreement For Somerset And South West Academies

Contract notice


Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses
Somerset County Council
County Hall
United Kingdom
Contact person: Mr Mark Brown
Telephone: +44 1823359114
NUTS code: UKK

Internet address(es):

Main address:

Address of the buyer profile:

I.2)Information about joint procurement
The procurement documents are available for unrestricted and full direct access, free of charge, at:
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via:
I.4)Type of the contracting authority
Regional or local authority
I.5)Main activity
General public services

Section II: Object

II.1)Scope of the procurement

Somerset County Council Insurance Framework Agreement for Somerset and South West Academies

Reference number: DN324968
II.1.2)Main CPV code
II.1.3)Type of contract
II.1.4)Short description:

Somerset County Council is seeking to establish an Insurance Framework Agreement for Academies and Academy Trusts in Somerset and the South West Region.

The Council has capacity and structure within its existing Insurance Team to provide a range of services to Academies including the provision of insurance and risk management services.

The procurement process will appoint a single economic operator to the Framework Agreement for the provision of services. The appointed economic operator will be an Insurer on a direct-deal basis or a Broker or Managing Agent exclusively supported by an Insurer.

II.1.5)Estimated total value
Value excluding VAT: 5 000 000.00 GBP
II.1.6)Information about lots
This contract is divided into lots: no
II.2.2)Additional CPV code(s)
II.2.3)Place of performance
NUTS code: UKK
II.2.4)Description of the procurement:

The Framework Agreement will establish the terms and conditions of business between the Authority and the appointed Insurer for the provision of Insurance services to Academies and Academy Trusts.

Appointment to the Framework Agreement will be to a single economic operator.

Through the Framework a package of Insurance Policies will be made available to Academies and Academy Trusts on the basis of Long Term Agreements of 3 years + 2 years.

The range of covers required are:

a) Material Damage (including Terrorism);

b) Business Interruption (including Terrorism);

c) Works in Progress – “All Risks”;

d) Money;

e) Employer’s Liability;

f) Public/Products Liability;

g) Governors’ Liability;

h) Libel and Slander;

i) Hirers’ Liability;

j) Fidelity Guarantee;

k) Personal Accident;

l) School Journey;

m) Engineering Inspection and Insurance;

n) Deterioration of Stock;

o) Commercial Legal Expenses;

p) Motor including OBU;

q) Professional Indemnity;

r) Trustee and Trust Fund Indemnity

This Framework Agreement will be open to Academies and Academy Trusts within the areas of Somerset County Council, North Somerset Council, Bath and North-East Somerset Council, Dorset County Council, Devon County Council, Plymouth City Council, Torbay Council, Bristol City Council, Cornwall Council, South Gloucestershire Council, Wiltshire County Council, or any of their successor organisations. A list of schools is available at

II.2.5)Award criteria
Criteria below
Quality criterion - Name: Quality / Weighting: 30
Price - Weighting: 70
II.2.6)Estimated value
Value excluding VAT: 5 000 000.00 GBP
II.2.7)Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: yes
Description of renewals:

A new framework may be considered by the Authority to replace this framework upon its expiry. The decision to establish a replacement framework will be at the sole discretion of the Authority.

II.2.10)Information about variants
Variants will be accepted: no
II.2.11)Information about options
Options: no
II.2.12)Information about electronic catalogues
II.2.13)Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:

The Framework Agreement is open to the following organisations:

1) Insurers, being registered with the FCA, proposing to provide the requested service and insurance on a deal-direct basis with the Council and / or with other academy schools insured under the Framework;

2) Insurance Brokers or Managing General Agents who are submitting a bid which is fully and exclusively supported by Insurers who are registered with the FCA and authorised to transact such business.

III.1.2)Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3)Technical and professional ability
Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:

The Framework Agreement is open to:

1) Insurance companies regulated by the FCA or EU equivalent to carry on business in the relevant classes of Insurance as listed in this Contract Notice in accordance with the provision of the Insurance Companies Act 1982, the Financial Services and Markets Act 2000 and any other statutory modification thereof;

2) Insurance Brokers or Managing General Agents working on an exclusive basis with Insurers must be regulatedby the FCA and all being authorised to underwrite the insurance covers detailed in Annex B of this Contract Notice.

III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1.1)Type of procedure
Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
The procurement involves the establishment of a framework agreement
Framework agreement with several operators
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction
IV.1.8)Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure
IV.2.2)Time limit for receipt of tenders or requests to participate
Date: 30/07/2018
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates
IV.2.4)Languages in which tenders or requests to participate may be submitted:
IV.2.6)Minimum time frame during which the tenderer must maintain the tender
IV.2.7)Conditions for opening of tenders
Date: 27/07/2018
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review
VI.4.1)Review body
Somerset County Council
County Hall
United Kingdom
Telephone: +44 3001232224

Internet address:

VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained
VI.5)Date of dispatch of this notice: