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Published 4 Nov 2021, 18:15 GMT

Official UK procurement notice

Provision of Insurance and related services to Citizen Housing Group Ltd

Official notice

Authority: Citizen Housing Group Ltd (Charity / VCSE)

8 lotsServicesCompetitive procedure with negotiationMax 8 lots to bidMax 7 lots per supplier
Sectors: Financial and insurance services (66)Architecture & Engineering (71) Delivery: UK
Published estimate£4,950,000total for 8 lots
Submissions closed 6 Dec 2021awarded 29 Mar 2022
Awarded to Zurich Municipal +2 more6 awards
Contract term 3 yrsends 31 Mar 2025 · extension options published · starts 1 Apr 2022

What is being bought8 lots · detail below

Published requirement description

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

  • 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 (8)Procurement structure

8 lots · all with a published value (£14,850,000 together) · a supplier may bid for at most 8 and win at most 7 of them
Lot #1Insurance and related services associated for Citizen Housing Group LtdAwardedRenewal 3 yrsPublished value£4,950,000

Insurance and related services associated for Citizen Housing Group Ltd. This is an optional lot combining all of the Lots as follows (Lots 2 - 8)

This lot is an optional lot, which can be awarded or not awarded at the sole discretion of Citizen Housing Group Ltd, depending on Citizen Housing Group Ltd's requirements. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd entered 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. · Citizen 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: 3–8 candidates invited to tenderVariant bids: not allowed
66510000 Insurance services66517300 Risk management insurance services66518300 Insurance claims adjustment services
Lot #2Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Citizen Housing Group LtdAwardedRenewal 3 yrsPublished value£3,465,000

A programme of General (non-life) insurance and related services for Citizen Housing Group Ltd. 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. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd entered 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. · Citizen 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: 3–8 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 Terrorism Risks for Citizen Housing Group LtdAwardedRenewal 3 yrsPublished value£120,000

Insurance and related services associated with Terrorism risks for Citizen Housing Group Ltd. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd entered 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. · Citizen 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: 3–8 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 #4Insurance and related services associated with Directors and Officers' LiabilityAwardedRenewal 3 yrsPublished value£60,000

Insurance and related services associated with Directors and Officers' Liability risks for Citizen Housing Group Ltd. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd entered 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. · Citizen 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: 3–8 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 #5Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions)AwardedRenewal 3 yrsPublished value£1,020,000

Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions) Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd entered 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. · Citizen 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: 3–8 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 #6Insurance and related services associated with items of Engineering plant and a programme of Engineering inspectionsAwardedRenewal 3 yrsPublished value£240,000

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-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd entered 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. · Citizen 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: 3–8 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 #7Insurance and related services associated with Cyber risks for Citizen Housing Group LtdCancelledRenewal 3 yrsPublished value£45,000

Insurance and related services associated with Cyber risks for Citizen Housing Group Ltd. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd will did not enter 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. · Citizen 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: 3–8 candidates invited to tenderVariant bids: not allowed
66000000 Financial and insurance services66510000 Insurance services66515000 Damage or loss insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #8Alternative Risk Financing for Citizen Housing Group LtdCancelledRenewal 3 yrsPublished value£4,950,000

Alternative Risk Financing for Citizen Housing Group Ltd. This is an optional lot combining all of the Lots as previously listed (Lots 1 - 7).

This Lot allows Citizen 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 Citizen Housing Group Ltd, depending on Citizen Housing Group Ltd's requirements. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2022 – 31 Mar 2025 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing Group Ltd did not enter 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. · Citizen 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: 3–8 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
Lot distribution rule: Lots 1-8 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 services provided to property owners, public sector organisations, social landlords or other relevant organisations over the past 5 years, plus details of 3 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

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
4 Nov 2021, 18:15 GMT
Last source update
10 Jun 2022, 12:05 BST
FTS notice number
2022/S 000-015986
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
UK
Official registry OCID
ocds-h6vhtk-02f3d2 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic payment
Review and risk notes
Review procedure

The Contracting Authority entered into these contracts 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=681237128 GO Reference: GO-2022610-PRO-20294423

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
6 Dec 2021, 17:00 GMT
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

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

Timeline

6 Dec 2021 → 10 Jun 2022 · 5 dates
  1. Submission deadline
    6 Dec 2021, 17:00 GMT
  2. Invitations to tender expected
    9 Dec 2021
  3. Bids must remain valid until
    31 Mar 2022, 23:59 BST
  4. Contract starts
    1 Apr 2022, 00:00 BST
  5. Notice published
    10 Jun 2022, 12:05 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    10 Jun 2022, 12:05 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 8
Bids received 18
Contracts signed 6latest 29 Mar 2022
Awarded toValueDateStatus
Lot 1 · Insurance and related services associated for Citizen Housing Group Ltd1 award
Zurich Municipal——Awarded
Lot 2 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Citizen Housing Group Ltd1 award
Zurich Municipal——Awarded
Lot 3 · Insurance and related services associated with Terrorism Risks for Citizen Housing Group Ltd1 award
Weald Insurance Brokers LimitedSubcontracting: declared——Awarded
Lot 4 · Insurance and related services associated with Directors and Officers' Liability1 award
Zurich Municipal——Awarded
Lot 5 · Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions)1 award
Zurich Municipal——Awarded
Lot 6 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections1 award
British Engineering Services Limited——Awarded

2 further award records carry no date or value.

Contracts

  • Insurance and related services associated for Citizen Housing Group Ltd · Zurich Municipal

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

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

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

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

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

  • Insurance and related services associated with Directors and Officers' Liability · Zurich Municipal

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

  • Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions) · Zurich Municipal

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

  • Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections · British Engineering Services Limited

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

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Insurance and related services associated for Citizen Housing Group Ltd2bids · 2 electronic——£325,000 – £800,000
2 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Citizen Housing Group Ltd2bids · 2 electronic——£3,300,000 – £3,340,000
3 · Insurance and related services associated with Terrorism Risks for Citizen Housing Group Ltd4bids · 4 electronic——£100,000 – £447,000
4 · Insurance and related services associated with Directors and Officers' Liability3bids · 3 electronic——£13,000 – £145,000
5 · Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions)4bids · 4 electronic——£920,000 – £1,800,000
6 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections3bids · 3 electronic——£160,000 – £180,000
Whole notice———£5,100,000 – £5,335,000

Contracting authority & participating public bodies

Citizen Housing Group Ltd

Contracting authorityCharity / VCSEBody governed by public lawHousing and community amenities 4040 Lakeside, Solihull Parkway, Birmingham Business Park, Birmingham, UK, B37 7YNContact 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.