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South East Alarm Seminar 2005
OJEC Notices and Tendering
Julia Reffell – JLT Public Sector Risks
Jardine Lloyd Thompson Insurance Broking Division
Introduction
Julia Reffell - Account Executive
Jardine Lloyd Thompson Public Sector Risks
Jardine Lloyd Thompson Insurance Broking Division
Agenda/Objectives
The intention of Directive 92/5O/EEC OJEC and Insurance Type of Procedure Timetable Review of Cover Options Evaluation Conclusion What we have covered Questions
Jardine Lloyd Thompson Insurance Broking Division
The intention of Directive 92/50/EEC
Community wide advertising of contracts so that firms in all member states have an opportunity of bidding for them.
The banning of technical specifications liable to discriminate against potential foreign bidders.
Application of objective criteria in tendering and award procedures.
Jardine Lloyd Thompson Insurance Broking Division
OJEC and Insurance
Insurance is subject to all the provisions of the Directive.
Procedure PIN – Prior Information Notice Contract Notice (3 types of procedure) Contract Award Notice
Common Procurement Vocabulary66 30 00 00 – 3 Insurance and Pension Services,
except compulsory social security services.
Jardine Lloyd Thompson Insurance Broking Division
OJEC and Insurance
Lots
6630 00 00 – 3 Insurance and Pension Service
6633 40 00 – 0 Insurance services relating to transport
6633 41 00 – 1 Motor Vehicle Insurance Services
6633 70 00 – 1 Liability Insurance Services
6633 71 00 – 2 Motor vehicle liability insurance services
Jardine Lloyd Thompson Insurance Broking Division
OJEC and Insurance
Value Threshold – 200,000 ECU
750,000 ECU
Method of Calculation of the Contract Valve
Splitting Contracts
Jardine Lloyd Thompson Insurance Broking Division
Type of Procedure
OJEC changing in 2006 Contract Notice
Open Procedure – 52 days for receipt of tenders.
Restricted Procedure – 37 days for receipt of requests to participate 40 days for receipt
of tenders.
Negotiated procedure – 37 days for the receipt of requests to participate.
Jardine Lloyd Thompson Insurance Broking Division
Timetable
It takes longer than you think! For 1st April renewals you should have started
October/November 2004 Having a timetable will help to make sure you don’t run
out of time Allow ‘slippage’ time Work backwards Example
Jardine Lloyd Thompson Insurance Broking Division
Timetable
Renewal 1st April 2005 Absolute deadline for making a decision – 31st March
2005. Ideally you would prefer not to be making decisions this late in the day!
Remember Easter – 25-28 March 2005
Jardine Lloyd Thompson Insurance Broking Division
Timetable
Do you need Committee Approval? Dates of Committee Meetings If Committee Meeting is 18th March – how long before do
you need to submit report? Say one week – 11th March Whether you are doing evaluation yourself or a broker is
doing this, allow 2 weeks – 25th February Usually allow a minimum of three weeks for Insurers to
quote, but at this busy time of year, allow four if you can – 28th January
Jardine Lloyd Thompson Insurance Broking Division
Timetable
Contract Notice – if Negotiated Procedure used, 37 days – 23 December
PIN – should allow minimum 52 days before publication of Contract Notice – 2 November
So your timetable will look something like this:-
Jardine Lloyd Thompson Insurance Broking Division
Timetable
2 November 2004 – Issue PIN 23 December 2004 – Issue Contract Notice 28 January 2005 – Issue Tender 25 February 2005 – Tenders Returned 11 March 2005 – Report to Cabinet 18 March 2005 – Cabinet Meeting
Jardine Lloyd Thompson Insurance Broking Division
Timetable
These are the ‘key’ dates In addition, you have to consider the following:-
Cover Reviews Gathering of Information required for the Tender Implications of a change of Program/Insurer
These need to be completed before you can issue the tender document
Jardine Lloyd Thompson Insurance Broking Division
Review of Cover
Ideal time to review insurance cover Look at what is covered and why Look at excess levels Look at aggregate levels Look at claims handling arrangements
Jardine Lloyd Thompson Insurance Broking Division
Options
Have well considered options. The more options you have the more difficult the tender
evaluation process will be No more than 2 or 3 options for each class of business
….Remember, Insurers will receive a number of tenders and you want yours to be at the top of the pile rather than the bottom
Jardine Lloyd Thompson Insurance Broking Division
Evaluation
Allow plenty of time for this Although you ask for specific cover, excesses etc each
Insurer will quote for what they want to provide There will inevitably be differences on the major classes Need time for clarification and to seek alternatives where
required
Jardine Lloyd Thompson Insurance Broking Division
Conclusion
Need not be stressful if well planned and if you have sufficient time
Remember you will be stuck with your decision for at least 3, possibly 5 years so it is important to get it right
Jardine Lloyd Thompson Insurance Broking Division
What we have covered
Directive 92/50/EEC Timetable Review of Cover/Options Evaluation
Jardine Lloyd Thompson Insurance Broking Division
Questions