- Scope of the procurement
- Lot 1. Combined Liability Insurance
- Lot 2. 1st Excess Layer - Public Liability
- Lot 3. 2nd Excess Layer - Public Liability
- Lot 4. Motor Fleet Insurance
- Lot 5. Property Insurance
- Lot 6. Engineering Inspection & Insurance
- Lot 7. Business Interruption Insurance
- Lot 8. Personal Accident & Travel Insurance
- Lot 9. Computer Insurance
- Lot 10. Terrorism Insurance
- Lot 11. Management Liability Insurance
- Lot 12. Excess Management Liability Insurance
- Lot 13. Excess Management Liability Insurance
- Lot 14. Excess Management Liability Insurance
- Lot 15. Crime Insurance
- Lot 16. Professional Indemnity Insurance
Section one: Contracting entity
one.1) Name and addresses
Phoenix Energy Group Ltd
197 Airport Road West
Belfast
BT3 9ED
Contact
Judith Man
Telephone
+44 2890556102
Country
United Kingdom
NUTS code
UKN - Northern Ireland
Internet address(es)
Main address
https://www.phoenixenergyni.com
Buyer's address
https://www.phoenixenergyni.com
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://e-sourcingni.bravosolutions.co.uk
Additional information can be obtained from another address:
Marsh Ltd
Bedford House, Bedford Street
Belfast
BT2 7DX
Contact
Judith Man
Telephone
+44 2890556102
Country
United Kingdom
NUTS code
UKN - Northern Ireland
Internet address(es)
Main address
https://www.marsh.com/uk/home.html
Buyer's address
https://www.phoenixenergyni.com
Tenders or requests to participate must be submitted electronically via
https://e-sourcingni.bravosolutions.co.uk
Tenders or requests to participate must be submitted to the above-mentioned address
one.6) Main activity
Production, transport and distribution of gas and heat
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Provision of Various Commercial Insurance Policies for Gas Network Operator - 2024
two.1.2) Main CPV code
- 66510000 - Insurance services
two.1.3) Type of contract
Services
two.1.4) Short description
The Utility requires a number of insurance policies to cover the various aspects of it's business operations. A summary of the various Policies required are further described in the attached "Insurance Tender Summary" document.
two.1.5) Estimated total value
Value excluding VAT: £950,000
two.1.6) Information about lots
This contract is divided into lots: Yes
Tenders may be submitted for all lots
two.2) Description
two.2.1) Title
Combined Liability Insurance
Lot No
1
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance Cover for both Employers and Public Liability.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £125,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this may be extended subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
1st Excess Layer - Public Liability
Lot No
2
two.2.2) Additional CPV code(s)
- 66516000 - Liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Excess Public Liability Insurance Cover - 1st Layer
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £60,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be for 12 months albeit this may be extended subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
2nd Excess Layer - Public Liability
Lot No
3
two.2.2) Additional CPV code(s)
- 66516000 - Liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance required for Excess Public Liability - 2nd Layer.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £40,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial terms shall be 12 months albeit this may be extended subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Motor Fleet Insurance
Lot No
4
two.2.2) Additional CPV code(s)
- 66516100 - Motor vehicle liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance cover required for a commercial fleet of vehicles consisting of - on average - 40 light commercial vehicles and 35 cars.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £80,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this may be subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Property Insurance
Lot No
5
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance cover required to cover Property-related matters.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £10,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial terms shall be 12 months albeit this may be extended subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Engineering Inspection & Insurance
Lot No
6
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance cover required to cover Engineering Inspection & Insurance associated with Passenger Lifts etc.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £750
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be for 12 months albeit this may be extended subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Business Interruption Insurance
Lot No
7
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance cover in respect of an event, or series of events, that result in an interruption to general business activity.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £450,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this may be extended subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Personal Accident & Travel Insurance
Lot No
8
two.2.2) Additional CPV code(s)
- 66516000 - Liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance cover in connection with business related travel for all staff plus the inclusion of personal travel for key personnel and their immediate families.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £5,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be for 12 months albeit this may be extended subject to agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Computer Insurance
Lot No
9
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance in relation to damage to computer hardware etc.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £4,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this may be extended through subsequent agreement.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Terrorism Insurance
Lot No
10
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance in relation to a terrorist-related event.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £6,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this period may be extended through subsequent agreement.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Management Liability Insurance
Lot No
11
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance cover in relation to Management Liability.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £58,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this period may be extended through subsequent agreement.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Excess Management Liability Insurance
Lot No
12
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance in connection with Management Liability.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £35,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this may be extended through subsequent agreement.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Excess Management Liability Insurance
Lot No
13
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance in connection with Management Liability.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £23,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this may be extended through subsequent agreement.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Excess Management Liability Insurance
Lot No
14
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance in connection with Management Liability.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £17,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this may be extended through subsequent agreement.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Crime Insurance
Lot No
15
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Insurance cover in connection with criminal events.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £28,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this period may be extended through agreement.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
two.2) Description
two.2.1) Title
Professional Indemnity Insurance
Lot No
16
two.2.2) Additional CPV code(s)
- 66516400 - General liability insurance services
two.2.3) Place of performance
NUTS codes
- UKN - Northern Ireland
Main site or place of performance
Northern Ireland
two.2.4) Description of the procurement
Professional Indemnity Insurance for Downstream Engineering area of the Group.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £3,500
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
12
This contract is subject to renewal
Yes
Description of renewals
The initial term shall be 12 months albeit this period may be extended through subsequent agreement.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged number of candidates: 6
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: No
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
three.1.4) Objective rules and criteria for participation
List and brief description of rules and criteria
Parties who wish to obtain further information on the project may access the tender summary document on e-sourcingni. bravosolution.co.uk - project_28067. Those interested parties that then wish to be considered for inclusion in the tender process must first express their interest by writing to judith.man@marsh.com stating which particular Lot (one or more) that they wish to be considered for. Expressions of interest must be received by no later than 16:00hrs on the 12.04.2024.
A tender process shall follow for each insurance category (Lot) from which the most economically advantageous offer shall be determined. This determination shall be based upon the tender return and subsequent negotiations - albeit not all tendering organisations shall be invited to proceed to the negotiation stage.
three.1.6) Deposits and guarantees required
Not applicable.
three.1.7) Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them
Payment terms shall be agreed with the successful Tenderer(s).
three.1.8) Legal form to be taken by the group of economic operators to whom the contract is to be awarded
Offers from consortia are welcome.
three.2) Conditions related to the contract
three.2.2) Contract performance conditions
As stated in the tender documentation and/ or agreed through subsequent negotiations.
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Negotiated procedure with prior call for competition
four.1.8) Information about the Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement: Yes
four.2) Administrative information
four.2.2) Time limit for receipt of tenders or requests to participate
Date
12 April 2024
Local time
4:00pm
four.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates
19 April 2024
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 3 (from the date stated for receipt of tender)
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.3) Additional information
Contract(s) is/ are being procured competitively in accordance with the Utilities Contracts Regulations 2016 (as amended). The procedure to be followed for this procurement is the negotiated procedure. The costs of responding to this notice and participation in the process will be borne by each participating entity. All discussions and correspondence will be deemed strictly subject to contract until a formal contract is entered into. Any subsequent formal contract(s) shall not be binding until they have been signed and dated by the duly authorised representatives of each of the participating Parties.
six.4) Procedures for review
six.4.1) Review body
High Court of Justice in Northern Ireland
Royal Courts of Justice, Chichester Street
Belfast
BT1 3JF
Country
United Kingdom
six.4.3) Review procedure
Precise information on deadline(s) for review procedures
Precise information on deadline(s) for review procedures:
Phoenix will incorporate a minimum 10 calendar day standstill period at the point information on the award of contract is communicated to all participating entities. The standstill period provides time for
unsuccessful participating entities to challenge the award decision before the contract is entered into. The Utilities Contracts Regulations 2016 (as amended) provide for aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (Northern Ireland).