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Published 7 Sept 2024, 10:05 BST

Official UK procurement notice

Provision of Insurance and related services to Salix Homes Limited

Official notice

Authority: Salix Homes Limited (Public body)

6 lotsServicesCompetitive procedure with negotiationMax 6 lots to bidMax 5 lots per supplier
Sectors: Financial and insurance services (66) Delivery: UK
Published estimate£3,000,000envelope for 6 lots
Submissions closed 8 Oct 2024awarded 31 Mar 2025
Awarded to Marsh Ltd +3 more5 awards
Contract term 3 yrsends 31 Mar 2028 · extension options published · starts 1 Apr 2025

What is being bought6 lots · detail below

Published requirement description

Provision of Insurance and related services to Salix Homes Limited

  • 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 (£3,430,000 together) · a supplier may bid for at most 6 and win at most 5 of them · same evaluation weights on every lot
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Salix Homes LimitedAwardedRenewal 3 yrsPublished value£3,000,000

A programme of General (non-life) insurance and related services for Salix Homes Limited. 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 Salix Homes Limited.

This Lot excludes: Motor (see Lot 2), Cyber (see Lot 3), Terrorism Pool-Re (see Lot 4), Terrorism (Non-Pool Re) (see Lot 5) and Directors' & Officers' Liability (see Lot 6) Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Salfor… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Salix Homes Limited 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. · Salix Homes Limited 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 services66513100 Legal expenses insurance services66513200 Contractor's all-risk insurance services66515000 Damage or loss insurance services66515100 Fire insurance services66515200 Property insurance services
Lot #2Insurance and related services for Motor Fleet Risks for Salix Homes LimitedAwardedRenewal 3 yrsPublished value£200,000

Insurance and related services for Motor Fleet Risks for Salix Homes Limited. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Salfor… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Salix Homes Limited 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. · Salix Homes Limited 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 services66516100 Motor vehicle liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #3Insurance and related services associated with Cyber risks for Salix Homes LimitedAwardedRenewal 3 yrsPublished value£50,000

Insurance and related services associated with Cyber Risks for Salix Homes Limited. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Salfor… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Salix Homes Limited 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. · Salix Homes Limited 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 services66515411 Pecuniary loss insurance services66516000 Liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #4Insurance and related services associated with Terrorism (Pool-Re) for Salix Homes LimitedCancelledRenewal 3 yrsPublished value£75,000

Insurance and related services associated with Terrorism risks (Pool-Re) for Salix Homes Limited. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Salfor… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Salix Homes Limited 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. · Salix Homes Limited 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 services66515000 Damage or loss insurance services66515200 Property insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #5Insurance and related services associated with Terrorism/Political Violence risks (non Pool-Re) for Salix Homes LimitedAwardedRenewal 3 yrsPublished value£75,000

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

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Salix Homes Limited 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. · Salix Homes Limited 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 services66515000 Damage or loss insurance services66515200 Property insurance services66516500 Professional liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #6Insurance and related services associated with Directors' and Officers' Liability for Salix Homes LimitedAwardedRenewal 3 yrsPublished value£30,000

Insurance and related services associated with Directors' and Officers' for Salix Homes Limited. Additional information: For more information about this opportunity, please visit: www.delta-esourcing.com/tenders/UK-UK-Salfor… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Salix Homes Limited 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. · Salix Homes Limited 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 services66516500 Professional liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency 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 · same split on all 2 lots
Quality: 50%Price: 50%
Published sub-criteria (2)
  • Criterion 1: 50%
  • price: 50%
Published award criteria (2)
  • Criterion 1: 50
  • Price: 50
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. Salix Homes will award either Lot 4 or Lot 5 at its sole discretion and will not Award both.
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
Successive reduction
Candidates will be reduced successively across stages
What this means for your bid
  • Price carries 50 of 100 points: a 10% discount moves about 5 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
Unspecified in notice
Recurring procurement
Yes · Between 3 or 5 years from the date of this Notice
First published
7 Sept 2024, 10:05 BST
Last source update
8 May 2025, 14:26 BST
FTS notice number
2025/S 000-019761
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-0498f6 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=943242688 GO Reference: GO-202558-PRO-30479813

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-Salfor… ↗

Timeline

8 Oct 2024 → 8 May 2025 · 5 dates
  1. Submission deadline
    8 Oct 2024, 17:00 BST
  2. Invitations to tender expected
    15 Oct 2024, 00:00 BST
  3. Bids must remain valid until
    31 Mar 2025, 23:59 BST
  4. Contract starts
    1 Apr 2025, 00:00 BST
  5. Notice published
    8 May 2025, 14:26 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    8 May 2025, 14:26 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 6
Awarded value £1,200,0001 contract exc. VAT
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 Salix Homes Limited1 award
Marsh Ltd——Awarded
Lot 2 · Insurance and related services for Motor Fleet Risks for Salix Homes Limited1 award
Zurich Municipal——Awarded
Lot 3 · Insurance and related services associated with Cyber risks for Salix Homes Limited1 award
Marsh Ltd——Awarded
Lot 5 · Insurance and related services associated with Terrorism/Political Violence risks (non Pool-Re) for Salix Homes Limited1 award
Jensten Insurance Brokers (London & SE) Limited——Awarded
Lot 6 · Insurance and related services associated with Directors' and Officers' Liability for Salix Homes Limited1 award
Advisory insurance brokers——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 Salix Homes Limited · Marsh Ltd

    Signed
    31 Mar 2025
    Value
    £1,200,000
    Period
    … – 31 Mar 2028
    Status
    active

  • Insurance and related services for Motor Fleet Risks for Salix Homes Limited · Zurich Municipal

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

  • Insurance and related services associated with Cyber risks for Salix Homes Limited · Marsh Ltd

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

  • Insurance and related services associated with Terrorism/Political Violence risks (non Pool-Re) for Salix Homes Limited · Jensten Insurance Brokers (London & SE) Limited

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

  • Insurance and related services associated with Directors' and Officers' Liability for Salix Homes Limited · Advisory insurance brokers

    Signed
    31 Mar 2025
    Value
    —
    Period
    … – 31 Mar 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 Salix Homes Limited1bids———
2 · Insurance and related services for Motor Fleet Risks for Salix Homes Limited3bids——£215,000 – £240,000
3 · Insurance and related services associated with Cyber risks for Salix Homes Limited4bids——£45,000 – £90,000
5 · Insurance and related services associated with Terrorism/Political Violence risks (non Pool-Re) for Salix Homes Limited3bids——£45,000 – £75,000
6 · Insurance and related services associated with Directors' and Officers' Liability for Salix Homes Limited4bids——£5,000 – £50,000

Contracting authority & participating public bodies

Salix Homes Limited

Contracting authorityPublic bodyBody governed by public lawHousing and community amenities Diamond House, 2 Peel Cross Rd, Salford, UK, M5 4DTContact 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

4 commercial parties on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.