Insurance services

Tender description

Transport Scotland, on behalf of the Scottish Ministers, has identified a 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 related projects. It is anticipated that the advice required will be on an ad-hoc basis with quick turnaround times required and for a variety of different projects such as the A9 Dualling, A96 Dualling, A737 Den Realignment, A77 Maybole Bypass and A9 Berriedale Braes, as well as potentially rail and road network maintenance projects. Services will ensure Scottish Ministers and/or their Contractors/Suppliers/Consultants will have adequate and appropriate insurances in place that comply with legal requirements, to minimise the risk of liability to Scottish Ministers and risk to budgets and project delivery. Transport Scotland has identified the requirement to procure an insurance advisor for current and potentially future transport projects on Transport Scotland’s portfolio. 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. Insurance advisory 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 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) 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; (x) 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. It is envisaged that the services can be provided remotely at the organisations 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. The supplier will be procured through the restricted procedure, a competitive tender procedure under the Public Contracts (Scotland) Regulations 2015. It is anticipated that a total of 4 economic operators will be invited to tender stage. Economic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015.