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Brokerage Services for the overseas Health and Medical Insurance Plan for MRC expatriate employees, partners and siblings.

Contract notice


Directive 2004/18/EC

Section I: Contracting authority

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

RCUK Shared Services Centre Ltd
North Star Avenue
Contact point(s): John Welch
For the attention of: John Welch
SN2 1FF Swindon
Telephone: +44 1793867305
Fax: +44 1793416175

Internet address(es):

General address of the contracting authority:

Address of the buyer profile:

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
Other: Research
I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: yes

Medical Research Council
Regional Centre Aviation House
WC2B 6NH London

Section II: Object of the contract

II.1.1)Title attributed to the contract by the contracting authority:
Brokerage Services for the overseas Health and Medical Insurance Plan for MRC expatriate employees, partners and siblings.
II.1.2)Type of contract and location of works, place of delivery or of performance
Service category No 6: Financial servicesa)Insurances services b)Banking and investment services

NUTS code UKI11

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
II.1.5)Short description of the contract or purchase(s)
RCUK SSC Ltd as the Contracting Authority is putting in place a Contract for Brokerage Services for the provision of an overseas Health and Medical Insurance Plan for the Medical Research Council, for MRC expatriate employees, partners and siblings for use by or on behalf of UK bodies.
These bodies include but are not limited to the Medical Research Council, Science and the Science and Technology Facilities Council, The Engineering and Physical Sciences Research Council, The Economic and Social Research Council, The Natural Environment Research Council, The Arts and Humanities Research Council, The Biotechnology and Biological Sciences Research Council, The RCUK Shared Services Centre Ltd, Central Government Departments and their Agencies, Non Departmental Public Bodies, NHS bodies, Local Authorities, Voluntary Sector Charities, and or other private organisations acting as managing agents or procuring on behalf of these UK bodies. (see section VI.3, Additional Information).
II.1.6)Common procurement vocabulary (CPV)

66000000 - SB01, 66720000 - QB33, 66700000 - QB36

II.1.7)Information about Government Procurement Agreement (GPA)
The contract is covered by the Government Procurement Agreement (GPA): no
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:
The Research Councils and the RCUK Shared Services Centre Ltd are seeking to procure the services of an Insurances Services Brokerage & Advisor to cover the purchase and provision of an overseas operating Health and Medical Insurance Plan for MRC overseas expatriate employees, their partners and their siblings. The length of the Brokerage Contract is for a period of three years from the 1st November. The brokerage will source and renewal purchase each financial year from midnight at the 1st April the most economically advantageous policy to provide a comprehensive healthcare and medical insurance 12 month plan to cover all MRC's expatriate employees, their partners, and their siblings. The brokerage role will be also to deal with all claims management work associated with and arising with the Healthcare Plan which runs for 12 months from at midnight on the 31.3.2013 (next renewal date by) February. If additional policies such as an interior continental Travel Insurance policy is required to be sourced and procured by the Broker the policy period dates start and end will be the same as the dates for the main Healthcare Plan policy.
Estimated value excluding VAT:
Range: between 300 000 and 400 000 GBP
II.2.2)Information about options
Options: no
II.2.3)Information about renewals
This contract is subject to renewal: yes
Number of possible renewals: 2
II.3)Duration of the contract or time limit for completion
Duration in months: 36 (from the award of the contract)

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
See Request For Quotation Documents (RFQ).
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
All Bids are to be priced in sterling. Brokerage should be submitted as fixed yearly fees.
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 required.
III.1.4)Other particular conditions
The performance of the contract is subject to particular conditions: yes
Description of particular conditions: The government has set out the need for greater transparency across its operations to enable the public to hold public bodies and politicians to account. This includes commitments relating to public expenditure, intended to help achieve better value for money.
As part of the transparency agenda, government has made the following commitments with regard to procurement and contracting:
All new central government ICT contracts over the value of GBP 10,000 to be published in full online from July 2010.
All new central government sourcing documents for contracts over GBP10,000 to be published on a single website from September 2010, with this information to be made available to the public free of charge.
New items of central government spending over GBP 25 000 to be published online from November 2010.
All new central government contracts to be published in full from January 2011.
Suppliers and those organisations looking to bid for public sector contracts should be aware that if they are awarded a new government contract, the resulting contract between the supplier and government will be published. In some circumstances, limited redactions will be made to some contracts before they are published in order to comply with existing law and for the protection of national security.
Service providers must clearly demonstrate recent successful experience in similar projects and environments.Potential suppliers will be excluded if one of the following applies, the supplier is in a state of bankruptcy, insolvency,compulsory winding up, administration, receivership,composition with creditors or any analogous state,or subject to relevant proceedings, has been convicted of a criminal offence related to the business of professional misconduct, has committed an act of grave misconduct in the course of business, has not fulfilled obligations relating to the payment of taxes,is guilty of serious misrepresentation in supplying information required by the authority, is not in the possession of a licence or not a member of the appropriate trade or other organisation where the law requires it.
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: To be detailed in the Request For Information Questionnaire (RFI). Participating suppliers are also expected to have in place necessary insurances. Expressions of Interest must include the return of a satisfactory RFI which will be supplied. This Contract Notice is to alert interested suppliers of the start of a competitive process and the SSC Ltd is following the detailed rules and procedures set out in directive 2004/18/EC.
III.2.2)Economic and financial ability
Information and formalities necessary for evaluating if the requirements are met: Request for Information Questionnaire as above. Turnover figures and copies of audited accounts will be requested. Reports from credit bureaux references will be sought in due course.
III.2.3)Technical capacity
Information and formalities necessary for evaluating if the requirements are met:
Bidders must demonstrate that they have the resources, knowledge and capability to undertake the work employing appropriately skilled staff. They must be able to confirm experience of performing similar insurance and overseas medical healthcare plan brokerage contracts.
III.2.4)Information about reserved contracts
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: no
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
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated no
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:
IV.3.2)Previous publication(s) concerning the same contract
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
Time limit for receipt of requests for documents or for accessing documents: 27.7.2012 - 12:00
Payable documents: no
IV.3.4)Time limit for receipt of tenders or requests to participate
27.7.2012 - 12:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
Any EU official language
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening tenders
Date: 24.9.2012 - 14:00



Persons authorised to be present at the opening of tenders: yes
Additional information about authorised persons and opening procedure: Authorised Officers of the Organisation.

Section VI: Complementary information

VI.1)Information about recurrence
This is a recurrent procurement: no
VI.2)Information about European Union funds
The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
RCUK SSC Ltd as the Contracting Authority is putting in place a contract for the provision of a brokerage service for the procurement and claims management of an overseas health and medical insurance plan for primarily MRC expatriate employees, their partners, and their siblings services mainly operating in the continents of Africa (The Gambia, Uganda) and Asia (China).
Detailed on the RCUK Shared Services Centre Ltd website is a list of all organisations, Institutes, Centres and Bodies (Authorised Entities) that may use any appropriately advertised Contract let by the RCUK Shared Services Centre Ltd. The full list can be accessed from the following link.

To respond to this Notice and register an initial "Expression of Interest" please email .

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained
VI.5)Date of dispatch of this notice: