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Published 3 Sept 2024, 19:05 BST

Official UK procurement notice

Provision of Insurance and related services to PA Housing

Official notice

Authority: PA Housing

6 lotsServicesCompetitive procedure with negotiationMax 5 lots per supplier
Sectors: Financial and insurance services (66) Delivery: UK
Published estimate£7,125,000envelope for 6 lots
Submissions closed 8 Oct 2024awarded 31 Mar 2025
Awarded to Zurich Municipal, Jensten Insurance Brokers (London & SE) Limited5 awards
Contract term 3 yrsends 1 Apr 2028 · extension options published · starts 1 Apr 2025

What is being bought6 lots · detail below

Published requirement description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by PA 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 · 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 · Motor vehicle insurance services · +5 more

Lots and requirements (6)Procurement structure

6 lots · all with a published value (£7,275,000 together) · win at most 5 of them
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by PA HousingAwardedRenewal 3 yrsPublished value£6,000,000

A programme of General (non-life) insurance and related services for PA 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 and employment practices liability. This list is to be decided at the sole discretion of PA Housing.

This Lot excludes: Motor (See Lot 2), Terrorism (Pool-Re) (See Lot 3), Terrorism (Non-Pool Re) (See Lot 4), Financial Lines (See Lot 5), Engineering (See Lot 6), Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Walton… ↗

Contract period: 1 Apr 2025 – 1 Apr 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: PA 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. · PA 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 Fleet risks for PA HousingAwardedRenewal 3 yrsPublished value£475,000

Insurance and related services for Motor Fleet risks for PA Housing. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Walton… ↗

Contract period: 1 Apr 2025 – 1 Apr 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: PA 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. · PA 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 services66514110 Motor vehicle insurance services66516000 Liability insurance services66516100 Motor vehicle liability insurance services66517300 Risk management insurance services
Lot #3Insurance and related services associated with Terrorism Pool-Re/Political Violence for PA HousingCancelledRenewal 3 yrsPublished value£150,000

Insurance and related services associated with Terrorism Pool-Re/Political Violence for PA Housing. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Walton… ↗

Contract period: 1 Apr 2025 – 1 Apr 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: PA 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. · PA 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 services66515000 Damage or loss insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #4Insurance and related services associated with Terrorism Non Pool-Re/Political Violence for PA HousingAwardedRenewal 3 yrsPublished value£150,000

Insurance and related services associated with Terrorism Non Pool-Re/Political Violence for PA Housing. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Walton… ↗

Contract period: 1 Apr 2025 – 1 Apr 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: PA 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. · PA 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 Financial Lines for PA HousingAwardedRenewal 3 yrsPublished value£170,000

Insurance and related services associated with Financial Lines (Professional Negligence risks, Directors' and Officers' Liability and Crime Risks) for PA Housing. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Walton… ↗

Contract period: 1 Apr 2025 – 1 Apr 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: PA 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. · PA 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 Engineering Insurance and Inspection for PA HousingAwardedRenewal 3 yrsPublished value£330,000

Insurance and related services associated with Engineering Insurance and Inspection for PA Housing. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Walton… ↗

Contract period: 1 Apr 2025 – 1 Apr 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: PA 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. · PA 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
Lot distribution rule: Lots 1 - 6 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: 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 t…
  • 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

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
3 Sept 2024, 19:05 BST
Last source update
14 May 2025, 14:05 BST
FTS notice number
2025/S 000-021296
Classification (CPV)
Contractor's all-risk insurance servicesDamage or loss insurance servicesFinancial and insurance servicesFinancial loss insurance servicesFire insurance servicesGeneral liability insurance servicesInsurance brokerage and agency servicesInsurance claims adjustment servicesInsurance servicesLegal expenses insurance services
+7 moreLiability insurance servicesMotor vehicle insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-0497df 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: To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=949812383 GO Reference: GO-2025514-PRO-30555765

How it was run

Official notice
Run through: Delta eSourcing · Who buys & how to bid on Delta
Public notice page · account needed to bidLanguage: EN
Access & registration note: Free Select account; no DUNS asked at signup
Submission deadline
8 Oct 2024, 17:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

www.delta-esourcing.com/tenders/UK-UK-Walton… ↗

Timeline

8 Oct 2024 → 1 Apr 2028 · 5 dates
  1. Submission deadline
    8 Oct 2024, 17:00 BST
  2. Invitations to tender expected
    11 Oct 2024, 00:00 BST
  3. Contract starts
    1 Apr 2025, 00:00 BST
  4. Notice published
    14 May 2025, 14:05 BST
  5. Today
    15 Oct 2026
  6. Bids must remain valid until
    1 Apr 2028, 23:59 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    14 May 2025, 14:05 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 6
Bids received 15
Contracts signed 5latest 31 Mar 2025
Awarded toValueDateStatus
Lot 1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by PA Housing1 award
Zurich Municipal——Awarded
Lot 2 · Insurance and related services for Motor Fleet risks for PA Housing1 award
Jensten Insurance Brokers (London & SE) Limited——Awarded
Lot 4 · Insurance and related services associated with Terrorism Non Pool-Re/Political Violence for PA Housing1 award
Jensten Insurance Brokers (London & SE) Limited——Awarded
Lot 5 · Insurance and related services associated with Financial Lines for PA Housing1 award
Jensten Insurance Brokers (London & SE) Limited——Awarded
Lot 6 · Insurance and related services associated with Engineering Insurance and Inspection for PA Housing1 award
Zurich Municipal——Awarded

1 further award records carry no date or value.

Contracts

  • Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by PA Housing · Zurich Municipal

    Signed
    31 Mar 2025
    Value
    —
    Period
    … – 1 Apr 2028
    Status
    active

  • Insurance and related services for Motor Fleet risks for PA Housing · Jensten Insurance Brokers (London & SE) Limited

    Signed
    31 Mar 2025
    Value
    —
    Period
    … – 1 Apr 2028
    Status
    active

  • Insurance and related services associated with Terrorism Non Pool-Re/Political Violence for PA Housing · Jensten Insurance Brokers (London & SE) Limited

    Signed
    31 Mar 2025
    Value
    —
    Period
    … – 1 Apr 2028
    Status
    active

  • Insurance and related services associated with Financial Lines for PA Housing · Jensten Insurance Brokers (London & SE) Limited

    Signed
    31 Mar 2025
    Value
    —
    Period
    … – 1 Apr 2028
    Status
    active

  • Insurance and related services associated with Engineering Insurance and Inspection for PA Housing · Zurich Municipal

    Signed
    31 Mar 2025
    Value
    —
    Period
    … – 1 Apr 2028
    Status
    active

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 PA Housing3bids——£6,600,000 – £9,300,000
2 · Insurance and related services for Motor Fleet risks for PA Housing3bids · 3 electronic0—£525,000 – £780,000
4 · Insurance and related services associated with Terrorism Non Pool-Re/Political Violence for PA Housing3bids · 3 electronic0—£95,000 – £180,000
5 · Insurance and related services associated with Financial Lines for PA Housing4bids · 4 electronic0—£225,000 – £270,000
6 · Insurance and related services associated with Engineering Insurance and Inspection for PA Housing2bids · 2 electronic——£360,000 – £420,000

Contracting authority & participating public bodies

PA Housing

Contracting authorityBody governed by public lawHousing and community amenities 85-89 High St, Walton-on-Thames, UK, KT12 1DZContact name, email, phone Published organisation website ↗

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.