invitation to tender

Contract for: APPOINTMENT OF INSURANCE BROKER

CUSTOMER: CITB NI

1. Instructions to Tenderers

CITB NI invites you to tender for the above contract.

Completed tenders should be returned in hard copy to:

Barry Neilson, Chief Executive, marked Insurance Broker Tender

CITB NI

17 Dundrod Road

Nutts Corner

Crumlin

BT29 4SR

by 4pm on Friday 11 March 2016

Late tenders will not be accepted.

CITB NI is not obliged to accept the lowest or any tender.

2. Mandatory Requirements / Minimum Standards

Tenderers must meet the following mandatory requirements, and/or minimum standards

Mandatory Requirements including Minimum Standards
The following must be provided when returning completed submissions.
a)Company name, address and named contact (person who will manage the contract).
b)Company background giving details of when established, company size and structure.
c)Include details of the key staff who will be involved in the delivery of the
contract focusing on relevant qualifications and experience.
d)Evidence that the company and / or the staff involved in the project have an understanding of the public sector.
e)Tenderers are asked to provide costs for the provision of the insurance broking service. These should be expressed as costs per annum for three years and total cost. Total cost must include all costs associated with effective delivery of the broking service and should clearly show VAT if appropriate. Scoring criteria will be applied to total cost only.
f)Details of how the broker would plan to achieve the requirements of the contract (limited to 1000 words).
g)At least two examples of similar contracts managed by the broker in the last 5 years.
h)Details of projected customer response times and claims handling (limited to 500 words)
i)Provide evidence that the organisation holds an appropriate level of professional indemnity insurance and are regulated by the FSA under the Financial Services & Markets Act 2000 (FSMA)
Tenderers Response (Tenderers must describe below how they will meet each mandatory requirement/minimum standard. Failure to meet a mandatory requirement / minimum standard will result in elimination from the competition.)

3. EVALUATION Criteria

Tenderers who met the mandatory requirements / minimum standards will be assessed

against the following evaluation criteria. Tenderers must complete the price schedule.

They must also fully address each of the non-price criteria below.

Evaluation Criteria / Marks Available
Price (Please complete the price schedule) / 60%
Quality / Non Price Criteria (Tenderer must fully address below how each will be met) / Customer Response time 20%
Claims Procedure 20%

4. Specification

Please refer to the specification for the tender.

5. Price SchedulE

For Services

Breakdown of Costs / £
Total Cost of providing the service (excluding VAT) / £

Please indicate what category of supplier your fit into:

Organisation Size/Number of Employees

Micro (1 to 9 staff)
Small (10 to 49 staff)
Medium (50 to 249 staff)
Large (250 or more staff)
What is your post code?
Which council area are you/your company based in?