Insurance and Related Services to Wales & West Housing Association Limited

Official notice

Authority: Wales and West Housing Association Ltd (Housing)·On behalf of: YMCA Saint Pauls Group

6 lotsServicesCompetitive flexible procedureAbove thresholdSME suitableMax 5 lots per supplier

Sectors: Financial and insurance services (66)Architecture & Engineering (71) Delivery: UKWales (UKL)

Published estimate£6,780,000total for 6 lots · £6,805,000 inc. VAT · 1 value update

Submissions closed 17 Jun 2026

Lots 6max 5 won per supplier

Contract term 3 yrsends 31 Dec 2029 · up to 31 Dec 2031 with extensions · starts 1 Jan 2027

What is being bought6 lots · detail below

Published requirement description

Wales & West Housing Association Limited are looking to appoint one or more providers to deliver their Insurance and related services for Property, legal liability and other general (non-life) insurable risks.

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 Wales & West Housing Association Limited.

Suppliers will be required to have the financial ability to deliver the programme, including Insurers with a minimum rating of ‘A-’ from standard and poor, 'A-' from AM Best, or an equivalent rating by an independent and reputable credit rating agency and approved by the bidder’s market security committee. In the case of any rating less than A-, the contracting authority will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT bid deadline of the bidder’s market security committee’s latest report, including written recommendation from the bidder’s market security committee.

Suppliers will be assessed but not limited to the following high level criterion:

The ability to provide the Contracting Authority with a choice of suitable insurers and/or suitable cover options
A skilled and competent service team, being Client Relationship Management, Insurance Claims management, Insurance Broking / underwriting and insurable risk managers
The delivery of quality service to the Contracting Authority and our clients, including that provided to us by any third-party contractor employed by you or by the Insurer(s) you propose

The authority expects to re-tender this requirement around 20 May 2031, 23:59 BST.
How the procedure runs: The procedure will consist of a multi stage procurement, covering a conditions of participation stage and three stages contained within the tendering period, allowing for shortlisting of suppliers at each round. The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.

CPV: Architectural, construction, engineering and inspection services · Financial and insurance services · Motor vehicle insurance services · Motor vehicle liability insurance services

Lots and requirements (6)Procurement structure

6 lots · all with a published value (£6,780,000 together) · 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 Wales & West Housing Association LimitedRenewal UK, Wales 3 yrsSMEPublished value£5,250,000

A programme of General (non-life) insurance and related services for Wales & West Housing Association 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, professional indemnity, fidelity guarantee/crime, employment practices liability. This list is to be decided at the sole discretion of Wales & West Housing Association Limited

Contract period: 1 Jan 2027 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £5,250,000 exc. VAT · £5,250,000 inc. VAT

Delivery: UK, WalesEligibility: SME eligible

Extensions: Wales & West Housing Association 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.

66000000 Financial and insurance services

Lot #2Insurance and related services associated with Motor Fleet for Wales & West Housing Association LimitedRenewal UK 3 yrsSMEPublished value£1,100,000

Wales & West Housing Association Limited are looking to appoint one provider to deliver their Insurance and related services for Motor Fleet cover.

Contract period: 1 Jan 2027 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £1,100,000 exc. VAT · £1,100,000 inc. VAT