Insurance services

Tender description

Transport Scotland, on behalf of the Scottish Ministers, has identified the need for the services of an experienced insurance advisor (‘single supplier’) to provide insurance advice in relation to the procurement, development, construction, commissioning and operational stages of existing or proposed transport projects. It has been concluded that these services would be best met through the procurement of a single-supplier Framework Agreement, which offers both the required flexibility and prompt response mechanism to meet demand, which is required for the ad-hoc nature of these services. It is intended that the Framework Agreement shall be for a period of 4 years, during which the Scottish Ministers shall be entitled to call-off services from the Framework Agreement. It is estimated the value of services to be called-off over the 4-year period, will be in the order of 450 000 GBP. It is anticipated that the advice required will be on an ad-hoc basis with quick turnaround times for projects such as the A9 and A96 Dualling, A737 Den Realignment, A77 Maybole Bypass and A9 Berriedale Braes as well as potentially rail and road network maintenance projects. It will be a requirement of the insurance advisor to ensure Scottish Ministers and/or their Contractors/Suppliers/Consultants shall have adequate and appropriate insurances in place that comply with legal requirements, minimise the risk of liability to Scottish Ministers and minimise the risk to budgets and project delivery. The services are likely to include the following: i. Desk top study of the complexity and nature of scheme and services; ii. Establish level of requirement and criteria for the provision of insurance policies for that scheme and services; iii. Provide technical advice to Transport Scotland on an ad-hoc basis regarding queries that may be received and are related to either specific or general insurance requirements; iv. Provision of all insurance advisory services in respect of the insurances required for the design, construction, commissioning, maintenance and operational stages of our construction projects, including advising on the insurances which are required from the Contractor/Consultant/Supplier; v. Provision of advice on the current insurance market and legislative concerns, including advice on losses and technical issues faced by similar transport projects in the UK and worldwide; vi. Provision of risk management services (from an insurance perspective); vii. Advising in relation to alternative risk financing options to insurance (including bonding arrangements); viii. Inspection of documentation relating to evidence of insurance, invoicing and policy documentation, including checking of all insurance certificates, policy documents, endorsements and cover notes including reporting and recommendations as required; ix. General brokering services x. Provision of on-going management and advice relating to the Queensferry Crossing project insurance programme (PIP) (including a non-recourse project insurance). The PIP covers all interested parties for various risks including construction all risks and third party liability risks; xi. Provision of administrative support to Transport Scotland in the management of PIPs. This includes the provision of advice in relation to claims management processes, the provision of claims consultancy service, and the provision of support in managing loss adjustors with the skills, experience and capability to investigate, negotiate and settle claims; xii. General customer services, in relation to insurance advisory services, to include: reporting, advising and liaising with appropriate stakeholder as required. It is envisaged that the services can be provided remotely at the economic operator’s offices with attendance required on an ad-hoc basis at Transport Scotland’s offices. However, on occasion, the provider may be required to undertake the following duties: i. attend the offices, construction sites or other locations within the UK as and when required; ii. attend meetings at Transport Scotland’s main office in Buchanan House, Glasgow or site offices as and when may be required; iii. liaison with other Transport Scotland advisers/ consultants/ contractors at their specific offices/sites. The supplier will be procured through the restricted procedure, a procedure under the Public Contracts (Scotland) Regulations 2015. This is a two-stage procedure, comprising a prequalification stage and a tender stage. Section II.2.9 of this Contract Notice describes the criteria for choosing the limited number of candidates. In order to be considered for the prequalification stage, economic operators are required to complete and submit an ESPD, which can be downloaded via the Public Contracts Scotland portal (www.publiccontractsscotland.gov.uk) It is anticipated that a total of 5 economic operators will be invited to tender stage.