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Published 2 May 2023, 19:05 BST

Official UK procurement notice

Provision of Insurance and related services to The Sovini Group

Official notice

Authority: The Sovini Group

4 lotsServicesCompetitive procedure with negotiationMax 4 lots to bidMax 3 lots per supplier
Sectors: Financial and insurance services (66) Delivery: UK
Published estimate£5,700,000envelope for 4 lots
Submissions closed 2 Jun 2023awarded 29 Oct 2023
Awarded to Marsh Ltd +2 more4 awards
Contract term Varies by lotfirst lot 2 yrs 5 mo from 31 Oct 2023 · see each lot

What is being bought4 lots · detail below

Published requirement description

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

  • 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 · +7 more

Lots and requirements (4)Procurement structure

4 lots · all with a published value (£4,234,000 together) · a supplier may bid for at most 4 and win at most 3 of them
Lot #1Insurance and related services for Housing Property, legal liability and other general (non-life) insurable risks, as required by The Sovini GroupAwardedRenewal 2 yrs 5 moPublished value£3,600,000

A programme of General (non-life) insurance and related services for The Sovini Group. The programme will require Insurance and related services for risks that may include but not be limited to: property damage and business interruption, terrorism (pool re), 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 The Sovini Group. This Lot excludes: Commercial Property & Liabilities (See Lot 2), Engineering (See Lot 3) and Terrorism [Non-Pool Re] (See Lot 4) Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Mersey… ↗

Contract period: 31 Oct 2023 – 30 Mar 2026 (2 yrs 5 mo)
Delivery: UK · UNITED KINGDOM
Extensions: The Sovini Group will consider entering into a Long Term Agreement 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. · The Sovini Group 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 Commercial Property, legal liability, and other general (non-life) insurable risks, as required by The Sovini GroupAwardedRenewal 3 yrsPublished value£460,000

A programme of General (non-life) insurance and related services for The Sovini Group. The programme will require Insurance and related services for risks that may include but not be limited to: commercial property damage and business interruption, terrorism (Pool Re), 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 The Sovini Group. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Mersey… ↗

Contract period: 31 Oct 2023 – 30 Oct 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: The Sovini Group will consider entering into a 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. · The Sovini Group 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 #3Insurance and related services associated with items of Engineering plant and a programme of Engineering inspectionsAwardedRenewal 3 yrsPublished value£151,000

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: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Mersey… ↗

Contract period: 31 Oct 2023 – 30 Oct 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: The Sovini Group will consider entering into a 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. · The Sovini Group 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 / Political Violence (Non-Pool Re) Risks for The Sovini GroupAwardedRenewal 3 yrsPublished value£23,000

Insurance and related services associated with Terrorism / Political Violence (Non-Pool Re) risks for The Sovini Group. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Mersey… ↗

Contract period: 31 Oct 2023 – 30 Oct 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: The Sovini Group will consider entering into a 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. · The Sovini Group 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 allowedElectronic catalogue: required
66000000 Financial and insurance services66510000 Insurance services66515000 Damage or loss insurance services66516000 Liability insurance services66517300 Risk management insurance 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 - 4 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 its 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 thereof) 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
2 May 2023, 19:05 BST
Last source update
12 Dec 2023, 14:06 GMT
FTS notice number
2023/S 000-036526
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
+9 moreLegal expenses insurance servicesLiability insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-03c5cf Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic payment
Review and risk notes
Review procedure

The Contracting Authority entered 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: <a href="https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=829571039" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=829571039</a> GO Reference: GO-20231212-PRO-24749740

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
2 Jun 2023, 17:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

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

Timeline

2 Jun 2023 → 12 Dec 2023 · 5 dates
  1. Submission deadline
    2 Jun 2023, 17:00 BST
  2. Invitations to tender expected
    13 Jun 2023, 00:00 BST
  3. Bids must remain valid until
    30 Oct 2023, 23:59 GMT
  4. Contract starts
    31 Oct 2023
  5. Notice published
    12 Dec 2023, 14:06 GMT

Notice history

1 event · 5 releases on Find a Tender
  1. Status changed to complete
    12 Dec 2023, 14:05 GMT
Published amendments (3 · 0 deadline changes)
WhenWhatBeforeAfterShift
—TextII.1.6 · II.1.6Maximum number of lots that may be awarded to one tenderer: 3Maximum number of lots that may be awarded to one tenderer: 4
—TextII.2.7 · II.2.7Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/03/2026Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026
—TextII.2.7 · II.2.7Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/10/2026Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026
—TextII.2.7 · II.2.7Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/10/2026Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026
—TextII.2.7 · II.2.7Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/10/2026Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026
—TextContractor (No.1) · V.2Arthur J. Gallagher Insurance Brokers Ltd, SC108909 Spectrum Building, 7th Floor, 55 Blythswood Street, Glasgow, G2 7AT, United KingdomMarsh Limited, 01507274 1 Tower Place West, Tower Place, London, EC3R 5BU, United Kingdom

For more information about this opportunity, please visit the Delta eSourcing portal at: <a href="https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM" target="_blank">https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM</a> To respond to this opportunity, please click here: <a href="https://www.delta-esourcing.com/respond/Y…

For more information about this opportunity, please visit the Delta eSourcing portal at: <a href="https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM" target="_blank">https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM</a> To respond to this opportunity, please click here: <a href="https://www.delta-esourcing.com/respond/Y…

To view this notice, please click here: <a href="https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=829662510" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=829662510</a> GO Reference: GO-20231212-PRO-24749742

Routine re-releases (5)
  • 2023-05: 2 releases · 2 May 2023, 26 May 2023

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 4
Awarded value £1,545,0002 contracts exc. VAT
Bids received 6
Contracts signed 4latest 29 Oct 2023
Awarded toValueDateStatus
Lot 1 · Insurance and related services for Housing Property, legal liability and other general (non-life) insurable risks, as required by The Sovini Group1 award
Marsh Ltd——Awarded
Lot 2 · Insurance and related services for Commercial Property, legal liability, and other general (non-life) insurable risks, as required by The Sovini Group1 award
Arthur J. Gallagher Insurance Brokers Ltd——Awarded
Lot 3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections1 award
Arthur J. Gallagher Insurance Brokers Ltd——Awarded
Lot 4 · Insurance and related services associated with Terrorism / Political Violence (Non-Pool Re) Risks for The Sovini Group1 award
Weald Insurance Brokers Limited——Awarded

Contracts

  • Insurance and related services for Housing Property, legal liability and other general (non-life) insurable risks, as required by The Sovini Group · Marsh Ltd

    Signed
    29 Oct 2023
    Value
    —
    Period
    … – 30 Mar 2026
    Status
    active

  • Insurance and related services for Commercial Property, legal liability, and other general (non-life) insurable risks, as required by The Sovini Group · Arthur J. Gallagher Insurance Brokers Ltd

    Signed
    29 Oct 2023
    Value
    £1,350,000
    Period
    … – 30 Oct 2026
    Status
    active

  • Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections · Arthur J. Gallagher Insurance Brokers Ltd

    Signed
    29 Oct 2023
    Value
    £195,000
    Period
    … – 30 Oct 2026
    Status
    active

  • Insurance and related services associated with Terrorism / Political Violence (Non-Pool Re) Risks for The Sovini Group · Weald Insurance Brokers Limited

    Signed
    29 Oct 2023
    Value
    —
    Period
    … – 30 Oct 2026
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Insurance and related services for Housing Property, legal liability and other general (non-life) insurable risks, as required by The Sovini Group2bids · 2 electronic——£4,140,000 – £4,500,000
2 · Insurance and related services for Commercial Property, legal liability, and other general (non-life) insurable risks, as required by The Sovini Group1bids · 1 electronic———
3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections1bids · 1 electronic———
4 · Insurance and related services associated with Terrorism / Political Violence (Non-Pool Re) Risks for The Sovini Group2bids · 2 electronic——£63,000 – £125,000

Contracting authority & participating public bodies

The Sovini Group

Contracting authorityBody governed by public lawHousing and community amenities Unit 1, Heysham Road, Bootle, Merseyside, UK, L30 6URContact 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.