Find a TenderAwarded
Published 23 Oct 2024, 13:34 BST

Official UK procurement notice

Insurance and Related Services 2025

Official notice

Authority: Barrhead Housing Association (Housing)

4 lotsServicesCompetitive procedure with negotiationAcceleratedMax 4 lots to bid
Awarded value£667,0003 contracts · exc. VAT
Submissions closed 7 Nov 2024awarded 1 Apr 2025
Awarded to Zurich, Jensten Group3 awards

What is being bought4 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 Barrhead Housing Association commencing 1st April 2025. 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: Between three or five years, from the date of this notice.

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 · Pecuniary loss insurance services · Property insurance services · +1 more

Lots and requirements (4)Procurement structure

4 lots · no lot values published · a supplier may bid for at most 4 of them · same evaluation weights on every lot
Lot #1Insurance and related services associated with property, legal liability and other general (non-life) insurable risks as required by Barrhead Housing Association Ltd and subsidiary organisationAwardedRenewal

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 Barrhead Housing Association Ltd for a period of three years commencing 01.04.2025, with the option to extend by up to a further two years at Barrhead 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 Barrhead'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 three year period with the option to extend for a further two years at Barrhead Housing Assocations sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: up to 3 candidates invited to tenderVariant bids: not allowed
Lot #2Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) as required by Barrhead Housing Association and subsidiary organisationAwardedRenewal

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 Barrhead Housing Association Ltd for a

period of three years commencing 01.04.2025, with the option to extend by up to a further two years at Barrhead 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 Barrhead'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 three year period with the option to extend for a further two years at Barrhead's sole discretion. Renewal will be sought at the end of the three or five year periodSecond stage: up to 3 candidates invited to tenderVariant bids: not allowed
Lot #3Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Barrhead Housing Association Ltd and subsidiary organisationRenewal

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 (Non Pool Re) as required by Barrhead Housing Association Ltd for a

period of three years commencing 01.04.2025, with the option to extend by up to a further two years at Barrhead 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 Barrhead 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 three year period with the option to extend for a further two years at Barrhead Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: up to 3 candidates invited to tenderVariant bids: not allowed
Lot #4Insurance and related services associated with Cyber Risk as required by Barrhead Housing Association and subsidiary organisationAwardedRenewal

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 Barrhead Housing Association Ltd for a period

of three years commencing 01.04.2025, with the option to extend by up to a further two years at Barrhead 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 Barrhead 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 three year period with the option to extend for a further two years at Barrhead Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.Second stage: up to 3 candidates invited to tenderVariant bids: not allowed

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 · same split on all 3 lots
Quality: 40%Price: 60%
Published sub-criteria (2)
  • Quality: 40%
  • Cost: 60%
Published award criteria (2)
  • Quality: 40
  • Cost: 60
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)

    1. the financial ability and strength to deliver the programme (see question 4b of SPD)
    2. 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

    1. the ability to provide social landlords with a choice of insurers and/or options
    2. 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)

    1. 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)

    1. your commitment to delivering quality service to Barrhead Housing Association, including that provided by any third party contractor

    employed by you or by the insurers you propose (see question 4C10 of SPD)

    1. your ability to demonstrate client satisfaction on at least 3 similar contracts
    2. 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: Minimum level(s) of standards required: (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 o…
  • Technical & professional ability

    See questions at 4C of SPD.

    Minimum: 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 m…
  • 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
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
Yes (GPA)
Recurring procurement
Yes · Between three or five years, from the date of this notice.
First published
23 Oct 2024, 13:34 BST
Last source update
2 Apr 2025, 09:05 BST
FTS notice number
2025/S 000-012399
Accelerated

Barrhead Housing Association 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
+3 morePecuniary loss insurance servicesProperty insurance services
Delivery area
Scotland (UKM82)
Official registry OCID
ocds-h6vhtk-04b082 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=781139. 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:794961)

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
7 Nov 2024, 12:00 GMT
Submission channel
{"electronicSubmission"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

Timeline

7 Nov 2024 → 2 Apr 2025 · 4 dates
  1. Submission deadline
    7 Nov 2024, 12:00 GMT
  2. Invitations to tender expected
    12 Nov 2024
  3. Bids must remain valid until
    1 Apr 2025, 23:59 BST
  4. Notice published
    2 Apr 2025, 09:05 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    2 Apr 2025, 09:05 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 3
Awarded value £667,0003 contracts exc. VAT
Bids received 9
Contracts signed 3latest 1 Apr 2025

Contracts

  • Insurance and related services associated with property, legal liability and other general (non-life) insurable risks as required by Barrhead Housing Association Ltd and subsidiary organisation · Zurich

    Signed
    1 Apr 2025
    Value
    £650,000
    Status
    active
  • Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) as required by Barrhead Housing Association and subsidiary organisation · Zurich

    Signed
    1 Apr 2025
    Value
    £12,000
    Status
    active
  • Insurance and related services associated with Cyber Risk as required by Barrhead Housing Association and subsidiary organisation · Jensten Group

    Signed
    1 Apr 2025
    Value
    £5,000
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Insurance and related services associated with property, legal liability and other general (non-life) insurable risks as required by Barrhead Housing Association Ltd and subsidiary organisation3bids · 3 electronic0——
2 · Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) as required by Barrhead Housing Association and subsidiary organisation2bids · 2 electronic0——
4 · Insurance and related services associated with Cyber Risk as required by Barrhead Housing Association and subsidiary organisation4bids · 4 electronic0——

Contracting authority & participating public bodies

Barrhead Housing Association

Contracting authorityHousingBody governed by public lawHousing and community amenities 70 Main Street, Barrhead, Glasgow, UK, G78 1SBContact name, email Published organisation website ↗

Dispute resolution & review bodies

  • Glasgow Sheriff CourtReview body GlasgowContact email, phone

Bidders & participating suppliers

2 commercial parties on the notice
  • Jensten GroupAwarded supplier www.jensteninsurance.co.uk, 191 high road, south woodford, UK, e18 2qf
  • ZurichAwarded supplier St Vincent Plaza, 7th Floor, 319 St Vincent Street, Glasgow, Scotland, G2 5LP

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.