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Published 18 Apr 2024, 09:42 BST

Official UK procurement notice

Insurance and Related Services 2024

Official notice

Authority: Grampian Housing Association Ltd (Housing)

8 lotsServicesCompetitive procedure with negotiationAcceleratedMax 7 lots per supplier
Sectors: Financial and insurance services (66) Delivery: Scotland (UKM5)
Budget not disclosedValue not published
Submissions closed 3 May 2024
Lots 8max 7 won per supplier

What is being bought8 lots · detail below

Published requirement description

The 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 Grampian Housing Association commencing 30 June 2024.

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 Competitive Procedure with Negotiation 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 · 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 liability insurance services · Pecuniary loss insurance services · +2 more

Lots and requirements (8)Procurement structure

8 lots · no lot values published · win at most 7 of them
Lot #1Insurance and related services associated with property, legal liability and other general (non-life) insurable risks as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

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 and other general insurances as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation 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: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66512100 Accident insurance services66513000 Legal insurance and all-risk insurance services66513100 Legal expenses insurance services66513200 Contractor's all-risk insurance services66515000 Damage or loss insurance services
Lot #2insurance and related services associated with the Motor Fleet as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

Insurance and related services associated with the Motor Fleet as required by Grampian Housing Association Ltd and subsidiary organisations. Additional information: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66515410 Financial loss insurance services66516000 Liability insurance services66516100 Motor vehicle liability insurance services66516400 General liability insurance services66518100 Insurance brokerage services
Lot #3Insurance and related services associated with Cyber Risk as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for cyber liability and related services as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation 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: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66516400 General liability insurance services66518100 Insurance brokerage services
Lot #4Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for terrorism/political violence (Pool Re) as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation 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: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66516400 General liability insurance services66518100 Insurance brokerage services
Lot #5Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for Terrorism/political Violence insurance (non Pool-Re) as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation 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: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66516400 General liability insurance services66518100 Insurance brokerage services
Lot #6Insurance and related services associated with Directors’ and Officers’ Liability as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for Directors' and Officers' insurance as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation 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: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66516400 General liability insurance services66518100 Insurance brokerage services
Lot #7Insurance and related services associated with Crime / Fidelity Guarantee as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for crime/fidelity guarantee insurance as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation 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: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66516400 General liability insurance services66518100 Insurance brokerage services
Lot #8Insurance and related services associated with Professional Indemnity as required by Grampian Housing Association Ltd and subsidiary organisationsRenewal

The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for professional indemnity insurance as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation 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: A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement

Delivery: Scotland
Extensions: The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66516400 General liability insurance services66518100 Insurance brokerage 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
Conditions of participation4
  • Suitability

    As a minimum, you are required to demonstrate:

    1. 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)
    2. the financial ability and strength to deliver the programme (see question 4b of SPD)
    3. 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
    4. the ability to provide social landlords with a choice of insurers and/or options
    5. a record of successful provision of relevant services to other organisations that are similar in profile to the contracting authority (see question 4C1.2 of SPD)
    6. a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers and risk managers (see question 4C6 of SPD)
    7. your commitment to delivering quality service to Grampian Housing Association, including that provided by any third party contractor employed by you or by the insurers you propose (see question 4C10 of SPD)
    8. your ability to demonstrate client satisfaction on at least 3 similar contracts
    9. 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: (1) All candidates will be required to provide evidence of relevant insurance limits as detailed in the SPD (2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the bidder and the turnover in respect…
  • Technical & professional ability

    See questions at 4C of SPD.

    Minimum: 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…
  • 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

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
Closed
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
18 Apr 2024, 09:42 BST
Last source update
18 Apr 2024, 09:42 BST
FTS notice number
2024/S 000-012604
Accelerated

Grampian Housing Association Ltd will be undertaking this tender via an accelerated procedure, due to the restricted (and unforeseen) timescales which means it will be unfeasible to run a tender in any longer period.

Classification (CPV)
Accident insurance servicesContractor's all-risk insurance servicesDamage or loss insurance servicesFinancial loss insurance servicesGeneral liability insurance servicesInsurance brokerage servicesInsurance servicesLegal expenses insurance servicesLegal insurance and all-risk insurance servicesLiability insurance services
+4 moreMotor vehicle liability insurance servicesPecuniary loss insurance services
Delivery area
Scotland (UKM5)
Official registry OCID
ocds-h6vhtk-045333 Find a Tender

Publisher note: Bidders should note that for reasons of confidentiality, full Tender specification and supporting information will be made available only to those Bidders that are selected to proceed to the Invitation to Tender Stage. Sufficient detail is provided within this Contract Notice and within the SPD to enable the Bidder to decide whether to participate in this process. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at www.publiccontractsscotland.gov.uk The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=764143. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: Information will be included in the Invitation to Tender at the next stage of the process. (SC Ref:764143) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=764143

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Submission deadline
3 May 2024, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

www.publiccontractsscotland.gov.uk ↗

Timeline

18 Apr 2024 → 28 Jun 2024 · 4 dates
  1. Notice published
    18 Apr 2024, 09:42 BST
  2. Submission deadline
    3 May 2024, 12:00 BST
  3. Invitations to tender expected
    7 May 2024, 00:00 BST
  4. Bids must remain valid until
    28 Jun 2024, 23:59 BST

Contracting authority & participating public bodies

Grampian Housing Association Ltd

Contracting authorityHousingBody governed by public lawHousing and community amenities Huntly House, 74 Huntly Street, ABERDEEN, Scotland, AB10 1TDContact email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Aberdeen Sheriff CourtReview body Aberdeen
Process and specification contact points (1)
  • Gibbs Laidler Consulting LLPProcess contact point Westerham, ScotlandContact email, phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.