Download
south east alarm seminar 2005 n.
Skip this Video
Loading SlideShow in 5 Seconds..
South East Alarm Seminar 2005 PowerPoint Presentation
Download Presentation
South East Alarm Seminar 2005

South East Alarm Seminar 2005

92 Vues Download Presentation
Télécharger la présentation

South East Alarm Seminar 2005

- - - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

  1. South East Alarm Seminar 2005 OJEC Notices and Tendering Julia Reffell – JLT Public Sector Risks

  2. Introduction • Julia Reffell - Account Executive Jardine Lloyd Thompson Public Sector Risks

  3. 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

  4. 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.

  5. 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 Vocabulary 66 30 00 00 – 3 Insurance and Pension Services, except compulsory social security services.

  6. 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

  7. OJEC and Insurance • Value Threshold – 200,000 ECU 750,000 ECU • Method of Calculation of the Contract Valve • Splitting Contracts

  8. 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.

  9. 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

  10. 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

  11. 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

  12. 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:-

  13. 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. What we have covered • Directive 92/50/EEC • Timetable • Review of Cover/Options • Evaluation

  20. Questions