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Published 28 Aug 2024, 15:13 BST

Official UK procurement notice

Insurance and related Services for Aspire Group

Official notice

Authority: Aspire Housing (Public body)

9 lotsServicesCompetitive procedure with negotiationMax 9 lots to bidMax 8 lots per supplier
Sectors: Financial and insurance services (66)Architecture & Engineering (71) Delivery: UK
Published estimate£2,876,811envelope for 9 lots
Submissions closed 27 Sept 2024awarded 30 Jan 2025
Awarded to Zurich Insurance Company Ltd trading as Zurich Municipal, BR000105, Arthur J. Gallagher Insurance Brokers Ltd, SC1089097 awards
Contract term 3 yrsends 31 Jan 2028 · extension options published · starts 31 Jan 2025

What is being bought9 lots · detail below

Published requirement description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Aspire Housing

  • Recurrence: Between 3 or 5 years from the date of this Notice

CPV: Contractor's all-risk insurance services · Damage or loss insurance services · Engineering insurance services · Financial and insurance services · Financial loss insurance services · Fire insurance services · General liability insurance services · Insurance brokerage and agency services · Insurance claims adjustment services · Insurance services · Legal expenses insurance services · Liability insurance services · +9 more

Lots and requirements (9)Procurement structure

9 lots · all with a published value (£5,257,981 together) · a supplier may bid for at most 9 and win at most 8 of them
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Aspire HousingAwardedRenewal 3 yrsPublished value£2,340,887

A programme of General (non-life) insurance and related services for Aspire Housing. The programme will require Insurance and related services for risks that may include but not be limited to: property damage and business interruption, employers, public, products and property owners liability, business combined/office, money, all risks, computer, contract works, group personal accident, professional indemnity, fidelity guarantee/crime and employment practices liability. This list is to be decided at the sole discretion of Aspire Housing.This Lot excludes: Motor (See Lot 2), Engineering (See Lot 3), Terrorism (Pool-Re) (See Lot 4), Terrorism (Non Pool-Re) (See Lot 5), Directors and Officers Liability (See Lot 6), Professional Indemnity (See Lot 7), Crime/ Fidelity Guarantee (See Lot 8), Alternative Risk Finance (See Lot 9) Additional information: All tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66513100 Legal expenses insurance services66513200 Contractor's all-risk insurance services66515000 Damage or loss insurance services66515100 Fire insurance services66515200 Property insurance services66515410 Financial loss insurance services
Lot #2Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business for Aspire HousingUse)AwardedRenewal 3 yrsPublished value£384,518

Insurance and related services for Aspire Housing for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions). Additional information: All tender documents available from Aspire Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66514110 Motor vehicle insurance services66516100 Motor vehicle liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #3Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Aspire HousingAwardedRenewal 3 yrsPublished value£17,414

Engineering Insurance and an associated programme of inspections for statutory and other items of engineering plant and equipment. The Contracting Authority may require that LOLER Certification is planned 5 monthly, which will allow the Association one month to re-book appointments where access has not been gained. In addition, the Contracting Authority requires that the delivery of LOLER visits is done in line with its 'No access process', this includes evidenced appointments and records of any appointment failures. Additional information: Tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66000000 Financial and insurance services66510000 Insurance services66517300 Risk management insurance services66518300 Insurance claims adjustment services66519200 Engineering insurance services71631000 Technical inspection services
Lot #4Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Aspire HousingCancelledRenewal 3 yrsPublished value£40,287

Insurance and related services associated with Terrorism risks (Pool Re Basis) for Aspire Housing. Additional information: Tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66000000 Financial and insurance services66510000 Insurance services66516000 Liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #5Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Aspire HousingAwardedRenewal 3 yrsPublished value£40,287

Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Aspire Housing. Additional information: Tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66516000 Liability insurance services66516500 Professional liability insurance services66517300 Risk management insurance services66518300 Insurance claims adjustment services
Lot #6Insurance and related services associated with Directors and Officers' Liability for Aspire HousingAwardedRenewal 3 yrsPublished value£31,920

Insurance and related services associated with Directors and Officers' Liability risks for Aspire Housing. Additional information: Tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66516000 Liability insurance services66516500 Professional liability insurance services66517300 Risk management insurance services66518300 Insurance claims adjustment services
Lot #7Insurance and related services associated with Professional Indemnity Insurance for Aspire HousingAwardedRenewal 3 yrsPublished value£22,957

Insurance and related services associated with Professional Indemnity Insurance for Aspire Housing. Additional information: Tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and costSecond stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66516000 Liability insurance services66516500 Professional liability insurance services66517300 Risk management insurance services66518300 Insurance claims adjustment services
Lot #8Insurance and related services associated with Crime / Fidelity Guarantee risks for Aspire HousingAwardedRenewal 3 yrsPublished value£38,824

Insurance and related services associated with Crime / Fidelity Guarantee risks for Aspire Housing. Additional information: Tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK
Extensions: Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66516000 Liability insurance services66516500 Professional liability insurance services66517300 Risk management insurance services66518300 Insurance claims adjustment services
Lot #9Insurance and related services associated with Alternative Risk Financing for Aspire HousingCancelledRenewal 3 yrsPublished value£2,340,887

: Insurance and related services associated with Alternative Risk Financing for Aspire Housing. Additional information: Tender documents available from Aspires Portal - in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Contract period: 31 Jan 2025 – 31 Jan 2028 (3 yrs)
Delivery: UK · UK
Extensions: Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. · Aspire Housing will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66516000 Liability insurance services66516500 Professional liability insurance services66517300 Risk management insurance services66518300 Insurance claims adjustment services

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Quality: 40%Price: 60%
Published award criteria (2)
  • Quality: 40
  • Price: 60
Lot distribution rule: Lots 1 - 9 will be individually evaluated and multiple awards may result. Where the respondee is an insurance Broker, it may choose to place the insurance(s) required within each Lot with different insurers at it's discretion, but full details of the risk carrier(s) will be required.
Conditions of participation4
  • Suitability

    Potential suppliers will be required to provide an overview of relevant services provided to property owners, property developers, public sector organisations, social landlords or other similar organisations over the past 5 years, plus details of three clients currently receiving similar services. Potential suppliers will be asked to evidence permissions by the FCA, PRA or other appropriate regulatory authority indicating the types of insurance/service the bidder is authorised to arrange or provide.

  • Economic & financial standing

    The tender documents will require providers to produce financial information in relation to the type of services offered, including but not limited to 3 years reports and accounts.Minimum level(s) of standards possibly required (if applicable) :The financial ability to deliver the programme, including Insurers with a minimum rating of ‘BBB’ from standard and poor, ‘B++’ from A M best, or an equivalent rating by an independent and reputable credit rating agency and approved by the bidder’s market security committee. In the case of any rating less than A-, the contracting authority will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT bid deadline of the bidder’s market security committee’s latest report, including written recommendation from the bidder’s market security committee.

  • Technical & professional ability

    The tender documents will require providers to detail their relevant professional experience, resource,skills,qualifications and quality control practices.

  • Technical & professional ability

    For Insurance services, Insurers authorised under the Financial services and Markets Act 2000, Insurance Companies Act 1982 (and any other statutory modifications there of) and regulated by the Prudential regulation authority, UK Financial conduct authority, or equivalent in another member state of the European economic area. Insurance brokers registered with and regulated by the Financial conduct authority.

Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 60 of 100 points: a 10% discount moves about 6 points. This one is won on the number: sharpen the price before polishing the prose.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Competitive procedure with negotiation
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
Yes · Between 3 or 5 years from the date of this Notice
First published
28 Aug 2024, 15:13 BST
Last source update
3 Mar 2025, 08:38 GMT
Authority reference
ID515
FTS notice number
2025/S 000-007592
Classification (CPV)
Contractor's all-risk insurance servicesDamage or loss insurance servicesEngineering insurance servicesFinancial and insurance servicesFinancial loss insurance servicesFire insurance servicesGeneral liability insurance servicesInsurance brokerage and agency servicesInsurance claims adjustment servicesInsurance services
+11 moreLegal expenses insurance servicesLiability insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-04960b Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic payment
Review and risk notes
Review procedure

The Contracting Authority will enter into this contract following a 10 calendar day standstill period starting on the day after the notification of the result. The Public Contracts Regulations 2015 provide for aggrieved parties who have been harmed or who are at risk of harm by a breach of the Regulations to bring proceedings in the High Court. Any such proceedings must be brought within the limitation period specified by the Regulations according to the remedy sought.

Publisher note: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.Bidders should note that for reasons of confidentiality, full Tender information will be made available only to those bidders that are selected to proceed to the ITT Stage. Sufficient detail is provided within this Notice, the SQ and via the Authority's e-procurement portal to enable the Bidder to decide whether or not to participate in this process.At the ITT stage, all respondents will be required to detail your proposed insurance wordings and provide details of relevant experience of all account servicing, claims handling and risk management staff.For more information about this opportunity, please visit Aspires Portal - https://in-tendhost.co.uk/aspirehousing/aspx/Tenders/Current

How it was run

Official notice
Run through: In-tend · Who buys & how to bid on In-tend
Supplier login requiredLanguage: EN
Access & registration note: Free · one account per buying organisation's portal · reCAPTCHA on signup
Submission deadline
27 Sept 2024, 12:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

in-tendhost.co.uk/aspirehousing/aspx/T… ↗

Timeline

27 Sept 2024 → 3 Mar 2025 · 5 dates
  1. Submission deadline
    27 Sept 2024, 12:00 BST
  2. Invitations to tender expected
    10 Oct 2024, 00:00 BST
  3. Bids must remain valid until
    30 Jan 2025, 23:59 GMT
  4. Contract starts
    31 Jan 2025
  5. Notice published
    3 Mar 2025, 08:38 GMT

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    3 Mar 2025, 08:38 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 9
Bids received 19
Contracts signed 7latest 30 Jan 2025
Awarded toValueDateStatus
Lot 1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Aspire Housing1 award
Zurich Insurance Company Ltd trading as Zurich Municipal, BR000105Main Programme of General Insurance——Awarded
Lot 2 · Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business for Aspire HousingUse)1 award
Zurich Insurance Company Ltd trading as Zurich Municipal, BR000105Motor Fleet——Awarded
Lot 3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Aspire Housing1 award
Arthur J. Gallagher Insurance Brokers Ltd, SC108909Engineering Insurance and Inspection——Awarded
Lot 5 · Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Aspire Housing1 award
Arthur J. Gallagher Insurance Brokers Ltd, SC108909Terrorism / Political Violence (Non Pool-Re)——Awarded
Lot 6 · Insurance and related services associated with Directors and Officers' Liability for Aspire Housing1 award
Arthur J. Gallagher Insurance Brokers Ltd, SC108909Directors & Officers——Awarded
Lot 7 · Insurance and related services associated with Professional Indemnity Insurance for Aspire Housing1 award
Arthur J. Gallagher Insurance Brokers Ltd, SC108909Professional Indemnity——Awarded
Lot 8 · Insurance and related services associated with Crime / Fidelity Guarantee risks for Aspire Housing1 award
Arthur J. Gallagher Insurance Brokers Ltd, SC108909Crime——Awarded

2 further award records carry no date or value.

Contracts

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Aspire Housing3bids · 3 electronic0—£2,580,000 – £2,790,000
2 · Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business for Aspire HousingUse)3bids · 3 electronic0—£306,000 – £324,000
3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Aspire Housing3bids · 3 electronic0—£21,000 – £45,000
5 · Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Aspire Housing2bids · 2 electronic0—£55,500 – £57,000
6 · Insurance and related services associated with Directors and Officers' Liability for Aspire Housing3bids · 3 electronic0—£24,000 – £39,000
7 · Insurance and related services associated with Professional Indemnity Insurance for Aspire Housing2bids · 2 electronic0—£27,000 – £45,000
8 · Insurance and related services associated with Crime / Fidelity Guarantee risks for Aspire Housing3bids · 3 electronic0—£28,500 – £33,000

Contracting authority & participating public bodies

2 public bodies on the notice

Aspire Housing

Contracting authorityPublic bodyBody governed by public lawHousing and community amenities Kingsley, The Brampton,, Newcastle-under-Lyme, UK, ST5 0QWContact name, email, phone Published organisation website ↗

Other public bodies

  • European UnionFunder

Dispute resolution & review bodies

  • The Cabinet OfficeReview contact point LondonContact phone
  • The High Court of England and WalesReview body LondonContact phone

Bidders & participating suppliers

3 commercial parties on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.