Official UK procurement notice
Insurance and Related Services 2022
Authority: Harbour Housing Scotland·Consortium: 2 public authorities
What is being bought
Published requirement descriptionThe Contract is for the provision of general insurance and related services, including claims handling, loss control services and general programme maintenance and advice as required by Port of Leith Housing Association and its subsidiaries (PoLHA) commencing 31 December 2022. A full Summary of Current Cover will be provided with the Invitation to Tender to selected bidders. Bids are invited from suitably qualified insurance brokers and direct providers for the entire scope of services. The procurement will follow the two-stage Restricted Procedure with a pre-qualifying stage based on completed SPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract.
- Recurrence: 36 or 60 months
CPV: Accident insurance services · Contractor's all-risk insurance services · Damage or loss insurance services · Engineering insurance services · Financial loss insurance services · General liability insurance services · Insurance brokerage services · Insurance services · Legal expenses insurance services · Legal insurance and all-risk insurance services · Liability insurance services · Motor vehicle insurance services · +4 more
The lotProcurement structure
single lot · no lot value publishedLot #1The scope of the Contract includes the provision of insurance cover, brokerage…AwardedRenewal
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for property, legal liabilities, engineering insurance and inspection and other general(non-life)
insurances as required by PoLHA for a period of 3 years commencing 1.12.2022, with the option to extend by up to a further 2 years at PoLHA's sole discretion. The contract is not divided into lots so bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Restricted Procedure with bidders being selected on the basis of the responses contained in the pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents. Additional information: The price shown in this Award Notice includes the total cost over the three-year duration of the contract.
What it takes to wini
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 morei
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).
Published sub-criteria (4)
- Response to Tender Specification: 10%
- Resources: 25%
- Governance: 5%
- Cost and Value for Money: 60%
Published award criteria (4)
- Response to Tender Specification: 10%
- Resources: 25%
- Governance: 5%
- Cost and Value for Money: 60%
- Suitability
As a minimum, you are required to demonstrate:
- you are an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised /and or regulated by the UK Financial Conduct Authority indicating the types of insurance/service the bidder is authorised to arrange or provide (See question 4a of SPD)
- the financial ability and strength to deliver the programme (see question 4b of SPD)
- the governance arrangements of the bidding organisation and where part of a larger Group, the title, positioning and legal status of the bidding organisation within that Group
- the ability to provide social landlords with a choice of insurers and/or options
- a record of successful provision of relevant services to other organisations that are similar in profile to the contracting authority (see question 4C1 of SPD)
- a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers and risk managers (see question 4C 2-6 of SPD)
7)your commitment to delivering quality service to PoLHA, including that provided by any third party contractor employed by you or by the insurers you propose (see question 4D of SPD)
- your ability to demonstrate client satisfaction on at least 3 similar contracts
- commitment to corporate and individual professional development defined by the CII or similar professional organisation (see questions 4c&4D of SPD
- Economic & financial standing
See questions at 4B of SPD
Minimum: Information and formalities necessary for evaluating if requirements are met: (1) All candidates will be required to provide evidence of relevant professional indemnity insurance (minimum of 5m GBP) and Public Liability Insurance (minimum 10m GBP) and Employer's Liability Insuran… - Technical & professional ability
See questions at 4C of SPD. Minimum level(s) of standards required:
1)A statement of the bidder's average annual number of staff and managerial staff over the previous 3 years in the part of any Group proposing to deliver the service
(2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services specified within this Contract or carrying out the work under the contract;
(3) An indication of the proportion of the contract which the services provider intends possibly to subcontract
- Technical & professional ability
Bidders must be either an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised/and or regulated by the UK Financial Conduct Authority indicating the types of insurance/service the bidder is authorised to arrange or provide.
- Staff
- Names and qualifications of delivery staff must be submitted
- 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
- Restricted procedure
- 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
- Yes (GPA)
- Recurring procurement
- Yes · 36 or 60 months
- First published
- 8 Aug 2022, 11:39 BST
- Last source update
- 15 Nov 2022, 08:52 GMT
- FTS notice number
2022/S 000-032298- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-0359b7Find a Tender
Publisher note: (SC Ref:713533)
How it was run
Official notice- Submission deadline
- 7 Sept 2022, 15:00 BST
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Participation fee
- document
Timeline
7 Sept 2022 → 1 Dec 2022 · 4 dates- Submission deadline7 Sept 2022, 15:00 BST
- Invitations to tender expected9 Sept 2022, 00:00 BST
- Notice published15 Nov 2022, 08:52 GMT
- Bids must remain valid until1 Dec 2022, 23:59 GMT
Notice history
2 events · 2 releases on Find a Tender · since 15 Nov 2022- Status changed to complete15 Nov 2022, 08:52 GMT
- Buyer details updated15 Nov 2022, 08:52 GMT
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast| Awarded to | Value | Date | Status |
|---|---|---|---|
| Zurich | £1,080,000 † | — | Awarded |
Contracts
Contract 032298-2022-1 · Zurich
- Signed
- 15 Nov 2022
- Value
- £1,080,000
- Status
- active
Bid statistics published by the authority
| Bids | SME | VCSE | Valid bid range |
|---|---|---|---|
| 3bids · 3 electronic · 3 from abroad | 0 | — | — |
Contracting authority & participating public bodies
2 public bodies on the noticeConsortium members and other public bodies
- Port of Leith Housing Association LtdContracting authorityBody governed by public lawHousing and community amenities
Dispute resolution & review bodies
- Edinburgh Sheriff Court and Justice of the PeaceReview body
Bidders & participating suppliers
1 commercial party on the notice- ZurichAwarded supplier
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.