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Published 3 Sept 2021, 15:35 BST

Official UK procurement notice

Provision of Insurance and related services to Your Housing Group

Official notice

Authority: Your Housing Group (Housing)·Consortium: 3 public authorities

7 lotsServicesOpen procedureSME suitableMax 7 lots to bidMax 5 lots per supplier
Sectors: Financial and insurance services (66) Delivery: UKNorth West (UKD)
Published estimate£732,000envelope for 7 lots · 1 value update
Submissions closed 6 Mar 2025awarded 1 Apr 2025
Awarded to Zurich Municipal +2 more6 awards
Contract term Varies by lotfirst lot 3 yrs from 1 Apr 2025 · see each lot

What is being bought7 lots · detail below

Published requirement description

Insurance and related services for Motor Fleet, as required by Your Housing 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 · +9 more

Lots and requirements (7)Procurement structure

7 lots · 1 with a published value · a supplier may bid for at most 7 and win at most 5 of them · evaluation weights differ by lot
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Your Housing Group LtdAwardedRenewal UK, North West 3 yrsPublished value£732,000

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

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK, North West · UNITED KINGDOM
Extensions: Your Housing Group 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. · Your Housing 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
66514110 Motor vehicle insurance services66516100 Motor vehicle liability insurance services66517300 Risk management insurance services
Lot #2Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)AwardedRenewal North West 3 yrsLot estimate not published

Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions). Additional information: As stated in the Tender documentation.

For more information about this opportunity, please visit the MyTenders portal at: www.mytenders.co.uk ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: North West
Extensions: Your Housing Group Ltd entered 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. · Your Housing Group Ltd 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
66514110 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 items of Engineering plant and a programme of Engineering inspectionsAwardedRenewal North West 3 yrsLot estimate not published

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 MyTenders portal at: www.mytenders.co.uk ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: North West
Extensions: Your Housing Group Ltd entered 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. · Your Housing Group Ltd 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 Risks for Your Housing Group LtdAwardedRenewal North West 3 yrsLot estimate not published

Insurance and related services associated with Terrorism risks for Your Housing Group Ltd. Additional information: For more information about this opportunity, please visit the MyTenders portal at: www.mytenders.co.uk ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: North West
Extensions: Your Housing Group Ltd entered 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. · Your Housing Group Ltd 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 Directors and Officers' LiabilityAwardedRenewal North West 3 yrsLot estimate not published

Insurance and related services associated with Directors and Officers' Liability risks for Your Housing Group Ltd. Additional information: For more information about this opportunity, please visit the MyTenders portal at: www.mytenders.co.uk ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: North West
Extensions: Your Housing Group Ltd entered 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. · Your Housing Group Ltd 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 for YHG's Private Finance Initiative (PFI) Anson and BlenheimCancelledRenewal North West 3 yrsLot estimate not published

A programme of General (non-life) insurance and related services for Your Housing Group Ltd's Private Finance Initiative Anson and Blenheim. 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, professional indemnity, fidelity guarantee/crime and employment practices liability. This list is to be decided at the sole discretion of Your Housing Group Ltd and its PFI. Additional information: For more information about this opportunity, please visit the MyTenders portal at: www.mytenders.co.uk ↗

Contract period: 15 Mar 2022 – 14 Mar 2025 (3 yrs)
Delivery: North West
Extensions: Your Housing Group Ltd did not 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. · Your Housing Group Ltd 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 #7Alternative Risk Financing for Your Housing Group LtdCancelledRenewal North West 3 yrsLot estimate not published

Alternative Risk Financing for Your Housing Group Ltd. This is an optional lot combining all of the Lots as previously listed (Lots 1 - 5).

This Lot allows Your Housing Group Ltd to examine a bidder's proposals for a combination of Alternative Risk Financing and traditional insurance & Related services for a programme of General Insurance

This lot is an optional lot, which can be awarded or not awarded at the sole discretion of Your Housing Group Ltd, depending on Your Housing Group Ltd's requirements. Additional information: To respond to this opportunity please click here: www.mytenders.co.uk ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: North West
Extensions: Your Housing Group Ltd did not 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. · Your Housing Group Ltd 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 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

Lots publish different evaluation splits; there is no single procedure weighting.

LotQualityPriceSplit
2 · Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)40%60%
3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections40%60%
4 · Insurance and related services associated with Terrorism Risks for Your Housing Group Ltd25%75%
5 · Insurance and related services associated with Directors and Officers' Liability25%75%
6 · Insurance and related services for YHG's Private Finance Initiative (PFI) Anson and Blenheim40%60%
7 · Alternative Risk Financing for Your Housing Group Ltd40%60%
Lot distribution rule: Lots 1 - 7 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
What this means for your bid
  • Price carries 60–75 points depending on the lot; most lots put it at 60 points.

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
Open procedure
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 3 or 5 years from the date of this Notice
First published
3 Sept 2021, 15:35 BST
Last source update
9 Apr 2025, 12:05 BST
Award evaluation window
6 Mar 2025 – …
FTS notice number
2025/S 000-013929
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
+11 moreLegal expenses insurance servicesLiability insurance services
Delivery area
UKNorth West (UKD)
Official registry OCID
ocds-h6vhtk-02dd04 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=940342536 GO Reference: GO-202549-PRO-30093099

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

Tender documents are also served through a separate tool: http://www.mytenders.co.uk ↗

Submission deadline
6 Mar 2025, 17:00 GMT
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bid validity
180 days from the deadline
Bids opened
6 Mar 2025, 17:00 GMT
Detailed submission instructions & authority contactsFrom official release

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

Timeline

8 Oct 2021 → 9 Apr 2025 · 6 dates
  1. Invitations to tender expected
    8 Oct 2021, 00:00 BST
  2. Submission deadline
    6 Mar 2025, 17:00 GMT
  3. Bids opened
    6 Mar 2025, 17:00 GMT
  4. Contract starts
    1 Apr 2025, 00:00 BST
  5. Bids must remain valid until
    1 Apr 2025, 23:59 BST
  6. Notice published
    9 Apr 2025, 12:05 BST

Notice history

8 events · 5 releases on Find a Tender · since 28 Apr 2022
  1. Status changed to complete
    28 Apr 2022, 11:18 BST
  2. Buyer details updated
    28 Apr 2022, 11:18 BST
  3. Published value published: £732,000
    3 Feb 2025, 19:05 GMT
  4. Status changed to active
    3 Feb 2025, 19:05 GMT
  5. Procurement method changed
    3 Feb 2025, 19:05 GMT
  6. Deadline moved to 6 Mar 2025, 17:00 GMT
    3 Feb 2025, 19:05 GMT
    +1249 days · was 4 Oct 2021, 17:00 BST
  7. Buyer details updated
    3 Feb 2025, 19:05 GMT
  8. Status changed to complete
    9 Apr 2025, 12:05 BST
Published amendments (1 · 0 deadline changes)
WhenWhatBeforeAfterShift
—TextDuration of the contract, framework agreement or dynamic purchasing system · II.2.7Your Housing Group Ltd 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.Your Housing Group Ltd will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 2 years (or 2 periods of insurance), with the option to extend the award period by up to 3 further years (or 3 periods of insurance), subject to satisfactory service, performance and cost.
—TextInformation about options · II.2.11Your Housing Group Ltd 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.Your Housing Group Ltd will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 2 years (or 2 periods of insurance), with the option to extend the award period by up to 3 further years (or 3 periods of insurance), subject to satisfactory service, performance and cost.

Corrigendum to proposed Contract Term Please note the following amendment to the proposed contract length. Your Housing Group Ltd will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 2 years (or 2 periods of insurance), with the option to extend the award period by up to 3 further years (or 3 periods of insurance), subject to satisfa…

Routine re-releases (5)
  • 2021-09: 2 releases · 3 Sept 2021, 27 Sept 2021

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 8
Awarded value £155,0001 contract exc. VAT
Bids received 132 from SMEs
Contracts signed 6latest 1 Apr 2025
Awarded toValueDateStatus
Lot 1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Your Housing Group Ltd2 awards
Zurich Municipal——Awarded
Advisory insurance brokersSubcontracting: declared——Awarded
Lot 2 · Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)1 award
Zurich Municipal——Awarded
Lot 3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections1 award
Zurich Municipal——Awarded
Lot 4 · Insurance and related services associated with Terrorism Risks for Your Housing Group Ltd1 award
Weald Insurance Brokers LimitedSMESubcontracting: declared——Awarded
Lot 5 · Insurance and related services associated with Directors and Officers' Liability1 award
Weald Insurance Brokers LimitedSMESubcontracting: declared——Awarded

2 further award records carry no date or value.

Contracts

  • Provision of Insurance and related services to Your Housing Group · Advisory insurance brokers

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

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

    Signed
    8 Feb 2022
    Value
    —
    Period
    … – 31 Mar 2028
    Status
    active

  • Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use) · Zurich Municipal

    Signed
    8 Feb 2022
    Value
    —
    Period
    … – 31 Mar 2025
    Status
    active

  • Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections · Zurich Municipal

    Signed
    8 Feb 2022
    Value
    £155,000
    Period
    … – 31 Mar 2025
    Status
    active

  • Insurance and related services associated with Terrorism Risks for Your Housing Group Ltd · Weald Insurance Brokers LimitedSME

    Signed
    8 Feb 2022
    Value
    —
    Period
    … – 31 Mar 2025
    Status
    active

  • Insurance and related services associated with Directors and Officers' Liability · Weald Insurance Brokers LimitedSME

    Signed
    8 Feb 2022
    Value
    —
    Period
    … – 31 Mar 2025
    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 Your Housing Group Ltd3bids · 3 electronic · 2 from abroad0—£6,408,000 – £9,642,000
2 · Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)3bids · 3 electronic · 3 from abroad0—£690,000 – £800,000
3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections2bids · 2 electronic · 2 from abroad0——
4 · Insurance and related services associated with Terrorism Risks for Your Housing Group Ltd3bids · 3 electronic · 3 from abroad1—£66,000 – £165,000
5 · Insurance and related services associated with Directors and Officers' Liability2bids · 2 electronic · 2 from abroad1—£52,000 – £145,000
Whole notice———£7,450,000 – £10,830,000

Contracting authority & participating public bodies

2 public bodies on the notice

Your Housing Group

Contracting authorityHousingBody governed by public lawHousing and community amenities 130 Birchwood Boulevard, Warrington, UK, WA3 7QHContact name, email, phone Published organisation website ↗

Consortium members and other public bodies

  • Your Housing Group LtdContracting authorityCentral purchasing bodyBody governed by public lawHousing and community amenities Warrington, North WestContact name, email, phone

Dispute resolution & review bodies

  • Public Procurement Review ServiceReview body LondonContact email, phone
  • 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.