Find a TenderClosed
Published 9 Aug 2023, 08:43 BST

Official UK procurement notice

Provision of Factored Insurance and Associated Claims Handling

Official notice

Authority: The Wheatley Housing Group Limited (Housing)

ServicesOpen procedure
Budget not disclosedValue not published
Submissions closed 28 Sept 2023

What is being bought

Published requirement description

Wheatley Housing Group (WHG) wishes to place a programme of Insurance in relation to Factored Owners and Factored Commercial Owners for building insurance. Full details are included within the tender documentation.

Wheatley Solutions Limited is the entity that is authorised to conduct insurance intermediary services therefore they are the contracting authority for this purpose.

  • Recurrence: Estimated timing for further notices to be published: 2025 if option to extend is not utlised.

CPV: Damage or loss insurance services · Financial and insurance services · Property insurance services

The lotProcurement structure

single lot · no lot value published
Lot #1Wheatley Solutions Ltd (WSL) wishes to place a programme in relation to Factored…Renewal

Wheatley Solutions Ltd (WSL) wishes to place a programme in relation to Factored Owners Insurance. Arthur J. Gallagher Insurance Brokers are managing this procurement in accordance with the Public Contracts Scotland Regulations 2015 (the "Regulations") Additional information: Economic operations may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015

Delivery: Scotland
Extensions: 24-month extension - It is WHG's intention to enter into an Agreement with a Provider for a minimum of three years with the option to extend for two years.Variant bids: not allowed

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
Quality: 35%Price: 65%
Published sub-criteria (2)
  • Quality: 35%
  • Cost: 65%
Published award criteria (2)
  • Quality: 35%
  • Cost: 65%
Conditions of participation3
  • Suitability

    Tenderers must confirm if they hold the particular authorisation or memberships:

    Financial Conduct Authority (FCA)

    It is a mandatory requirement for Tenderers to hold the above membership.

  • Economic & financial standing

    Tenderers who cannot meet the required level of turnover will be excluded from this tender.

    Tenderers are expected to be Standard & Poor's (or equivalent agency A M Best or Moodys) rated A- or better. If the information provided or the clarifications are not satisfactory, the tenderer will be excluded from the tender process.

    Should the Tenderer not have the specified insurances at the time of tendering then, the Tenderer must certify in their response that the specified insurance will be obtained.

    Minimum: Tenderers are expected to be Standard & Poor's (or equivalent agency A M Best or Moody's) rated A- or better. Tenderers must have the following insurances in place: Employer’s (Compulsory) Liability Insurance = 5million GBP in respect of any one event Public Liability Insurance 5…
  • Technical & professional ability

    Tenderers are required to provide 2 examples of services carried out in the past 3 years that demonstrates they have the relevant experience to deliver the services described in the Contract Notice. The services must be of a similar value, size and scope.

    Minimum: Unsatisfactory experience will result in exclusion from the tender process.
What this means for your bid
  • Price carries 65 of 100 points: a 10% discount moves about 6.5 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
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Closed
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 · Estimated timing for further notices to be published: 2025 if option to extend is not utlised.
First published
9 Aug 2023, 08:43 BST
Last source update
5 Sept 2023, 15:59 BST
Award evaluation window
20 Sept 2023 – …
FTS notice number
2023/S 000-026232
Classification (CPV)
Damage or loss insurance servicesFinancial and insurance servicesProperty insurance services
Delivery area
Scotland (UKM)
Official registry OCID
ocds-h6vhtk-03ee20 Find a Tender

Publisher note: Quality Management Procedures The Tenderer must hold a UKAS (or equivalent) accredited independent third-party certificate of compliance in accordance with BS EN ISO 9001 (or equivalent) or a documented policy regarding quality management. Health and Safety Procedures The Tenderer must hold a UKAS (or equivalent) accredited independent third-party certificate of compliance in accordance with ISO 45001 (or equivalent) or have, within the last 12 months, successfully met the assessment requirements of a construction-related scheme in registered membership of the Safety Schemes in Procurement (SSIP) forum or the bidder must have a regularly reviewed and documented policy for Health and Safety management. The Tenderer must hold a UKAS (or equivalent) accredited independent third-party certificate of compliance in accordance with BS EN ISO 14001 (or equivalent) or a documented policy regarding environmental management. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=740112. The Contracting Authority does not intend to include a sub-contract clause as part of community benefits (as per Section 25 of the Procurement Reform (Scotland) Act 2014) in this contract for the following reason: don't envisage being a requirement The Contracting Authority does not intend to include any community benefit requirements in this contract for the following reason: To ensure premiums secured are competitive NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=729932. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:729932)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Submission deadline
28 Sept 2023, 17:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
90 days from the deadline
Bids opened
20 Sept 2023, 09:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

5 Sept 2023 → 28 Sept 2023 · 3 dates
  1. Notice published
    5 Sept 2023, 15:59 BST
  2. Bids opened
    20 Sept 2023, 09:00 BST
  3. Submission deadline
    28 Sept 2023, 17:00 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Deadline moved to 28 Sept 2023, 17:00 BST
    5 Sept 2023, 15:59 BST
    +9 days · was 19 Sept 2023, 17:00 BST
Published amendments (1 · 1 deadline change)
WhenWhatBeforeAfterShift
—DeadlineTime limit · IV.2.219 Sept 202328 Sept 2023+9 d
—Bid openingConditions for opening of tenders · IV.2.720 Sept 202329 Sept 2023+9 d

The Client is happy to extend the deadline to 28th September 2023 at 5pm, however cannot extend beyond this due to internal deadlines for Board approval.

Contracting authority & participating public bodies

The Wheatley Housing Group Limited

Contracting authorityHousingHousing AssociationHousing and community amenities 25 Cochrane Street, Glasgow, UK, G1 1HLContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Glasgow Sheriff Court and Justice of the Peace CourtReview body Glasgow

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.