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Published 14 Nov 2024, 16:05 GMT

Official UK procurement notice

Provision of Insurance and Related Services to Citizen Housing

Official notice

Authority: Citizen Housing

10 lotsServicesCompetitive procedure with negotiationMax 10 lots to bidMax 9 lots per supplier
Sectors: Financial and insurance services (66)Architecture & Engineering (71) Delivery: UK
Published estimate£12,165,000total for 10 lots
Submissions closed 16 Dec 2024
Lots 10max 9 won per supplier · max 10 to bid
Contract term 3 yrsends 31 Mar 2028 · extension options published · starts 1 Apr 2025

What is being bought10 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

  • 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 (10)Procurement structure

10 lots · all with a published value (£22,757,500 together) · a supplier may bid for at most 10 and win at most 9 of them
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Citizen HousingRenewal 3 yrsPublished value£10,250,000

A programme of General (non-life) insurance and related services for Citizen Housing. 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 Citizen Housing.

This Lot excludes: Motor (See Lot 2), Engineering (See Lot 3), Cyber (See Lot 4), Terrorism Pool-Re (See Lot 5), Terrorism Non Pool-Re (See Lot 6), Directors & Officers Liability (See Lot 7), Professional Indemnity (See Lot 8), Crime (See Lot 9), Alternative Risk Finance (See Lot 10) 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 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 #2Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)Renewal 3 yrsPublished value£12,500

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 Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 inspectionsRenewal 3 yrsPublished value£40,000

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 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 Cyber risks for Citizen HousingRenewal 3 yrsPublished value£40,000

Insurance and related services associated with Cyber risks for Citizen Housing. 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 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 services66515000 Damage or loss insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #5Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Citizen HousingRenewal 3 yrsPublished value£50,000

Insurance and related services associated with Terrorism risks (Pool Re Basis) for Citizen Housing. 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 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 #6Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Citizen HousingRenewal 3 yrsPublished value£50,000

Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Citizen Housing. 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 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 #7Insurance and related services associated with Directors and Officers' LiabilityRenewal 3 yrsPublished value£20,000

Insurance and related services associated with Directors and Officers' Liability risks for Citizen Housing. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 #8Insurance and related services associated with Professional Indemnity Insurance for Citizen HousingRenewal 3 yrsPublished value£65,000

Insurance and related services associated with Professional Indemnity Insurance for Citizen Housing. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 costSecond 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 #9Insurance and related services associated with Crime / Fidelity Guarantee risks for Citizen HousingRenewal 3 yrsPublished value£65,000

Insurance and related services associated with Crime / Fidelity Guarantee risks for Citizen Housing. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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 #10Insurance and related services associated with Alternative Risk Finance for Citizen HousingRenewal 3 yrsPublished value£12,165,000

Insurance and related services associated with Alternative Risk Finance for Citizen Housing. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Birmin… ↗

Contract period: 1 Apr 2025 – 31 Mar 2028 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Citizen Housing 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. · Citizen Housing 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

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 - 10 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

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
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 · Between 3 or 5 years from the date of this Notice
First published
14 Nov 2024, 16:05 GMT
Last source update
14 Nov 2024, 16:05 GMT
FTS notice number
2024/S 000-036894
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-04b68a 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: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement. Bidders should note that for reasons of confidentiality, full Tender information will be made available only to those bidders that are selected to proceed to the ITT Stage. Sufficient detail is provided within this Notice, the SQ and via the Authority's e-procurement portal to enable the Bidder to decide whether or not to participate in this process. At the ITT stage, all respondents will be required to detail your proposed insurance wordings and provide details of relevant experience of all account servicing, claims handling and risk management staff. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Birmingham:-Insurance-services./8639X57T28 To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/8639X57T28 GO Reference: GO-20241114-PRO-28522602

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
16 Dec 2024, 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

14 Nov 2024 → 1 Apr 2025 · 5 dates
  1. Notice published
    14 Nov 2024, 16:05 GMT
  2. Submission deadline
    16 Dec 2024, 17:00 GMT
  3. Invitations to tender expected
    18 Dec 2024
  4. Bids must remain valid until
    31 Mar 2025, 23:59 BST
  5. Contract starts
    1 Apr 2025, 00:00 BST

Contracting authority & participating public bodies

Citizen Housing

Contracting authorityBody governed by public lawHousing and community amenities Citizen, Lakeside, 4040 Solihull Parkway, 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

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.