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Published 24 Feb 2023, 14:05 GMT

Official UK procurement notice

Provision of Insurance and Related Services to Clarion Housing Group Limited

Official notice

Authority: Clarion Housing Group (Housing)

8 lotsServicesCompetitive procedure with negotiationMax 8 lots to bidMax 7 lots per supplier
Sectors: Financial and insurance services (66) Delivery: UK
Published estimate£30,000,000total for 8 lots
Submissions closed 29 Mar 2023awarded 28 Sept 2023
Awarded to Marsh Ltd, Arthur J. Gallagher Insurance Brokers Ltd6 awards
Contract term 3 yrsends 31 Aug 2026 · extension options published · starts 1 Sept 2023

What is being bought8 lots · detail below

Published requirement description

Provision of Insurance and Related Services to Clarion Housing Group Limited

  • Recurrence: Between 3 or 5 years from the date of this Notice

CPV: Contractor's all-risk insurance services · Damage or loss 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 · Motor vehicle insurance services · +5 more

Lots and requirements (8)Procurement structure

8 lots · all with a published value (£30,600,000 together) · a supplier may bid for at most 8 and win at most 7 of them
Lot #1Insurance and related services associated with Excess (above Captive) Property and legal liability risks as required by Clarion Housing Group LimitedAwardedRenewal 3 yrsPublished value£13,500,000

A programme of General (non-life) insurance and related services for Clarion Housing Group Limited. The programme will require Insurance and related services for risks that may include but are not limited to property damage, business interruption, and property owner's liability. This list is to be decided at the sole discretion of Clarion Housing Group Limited. This Lot excludes Motor (See Lot 2), Cyber (See Lot 3), Terrorism (Pool Re Basis) (See Lot 4), Terrorism / Political Violence (Non-Pool Re Basis) (See Lot 5), Professional Indemnity (See Lot 6) and Crime (See Lot 7), and Ancillary legal liabilities & general (non-life) insurable risks (See Lot 8). Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group 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. · Clarion Housing Group Limited 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)AwardedRenewal 3 yrsPublished value£6,000,000

Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions). Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group 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. · Clarion Housing Group Limited 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 Cyber risks for Clarion Housing Group LimitedCancelledRenewal 3 yrsPublished value£1,000,000

Insurance and related services associated with Cyber risks for Clarion Housing Group Limited. Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group 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. · Clarion Housing Group Limited 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 #4Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Clarion Housing Group LimitedCancelledRenewal 3 yrsPublished value£2,250,000

Insurance and related services associated with Terrorism (Pool Re Basis of Cover) risks for Clarion Housing Group Limited. Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group Limited 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. · Clarion Housing Group Limited 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 Terrorism (Non Pool Re Basis) Risks for Clarion Housing Group LimitedAwardedRenewal 3 yrsPublished value£2,250,000

Insurance and related services associated with Terrorism (Non-Pool Re Basis)Risks for Clarion Housing Group Limited. Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group Limited 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. · Clarion Housing Group Limited 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 associated with Professional IndemnityAwardedRenewal 3 yrsPublished value£250,000

Insurance and related services associated with Professional Indemnity risks for Clarion Housing Group Limited. Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group Limited 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. · Clarion Housing Group Limited 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 Crime / Fidelity GuaranteeAwardedRenewal 3 yrsPublished value£350,000

Insurance and related services associated with Crime / Fidelity Guarantee. Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group Limited 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. · Clarion Housing Group Limited 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 Ancillary legal liabilities & general (non-life) insurable risks as required by Clarion Housing Group LimitedAwardedRenewal 3 yrsPublished value£5,000,000

Insurance and related services associated with Ancillary legal liabilities & general (non-life) insurable risks as required by Clarion Housing Group Limited. Additional information: www.delta-esourcing.com/tenders/UK-UK-London… ↗

Contract period: 1 Sept 2023 – 31 Aug 2026 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Clarion Housing Group Limited 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. · Clarion Housing Group Limited 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 services66513100 Legal expenses insurance services66513200 Contractor's all-risk insurance services66515000 Damage or loss insurance services66515100 Fire insurance services66515200 Property insurance 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 responder is an Insurance Broker, it may choose to place the insurance(s) required within each Lot with different insurers at its 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 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 thereof) and regulated by the Prudential regulation authority, UK Financial Conduct Authority, or equivalent in another member state of the European economic area. Insurance brokers are 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
24 Feb 2023, 14:05 GMT
Last source update
20 Dec 2023, 16:06 GMT
Authority reference
6078
FTS notice number
2023/S 000-037543
Classification (CPV)
Contractor's all-risk insurance servicesDamage or loss insurance servicesFinancial and insurance servicesFinancial loss insurance servicesFire insurance servicesGeneral liability insurance servicesInsurance brokerage and agency servicesInsurance claims adjustment servicesInsurance servicesLegal expenses insurance services
+7 moreLiability insurance servicesMotor vehicle insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-03abd1 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 starting the day after the notification of the result. The Public Contracts Regulations 2015 allow aggrieved parties who have been harmed or 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: <a href="https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=831566758" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=831566758</a> GO Reference: GO-20231220-PRO-24824576

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: https://www.delta-esourcing.com/tenders/UK-title/NXM6E92A88 ↗

Submission deadline
29 Mar 2023, 17:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

www.delta-esourcing.com/tenders/UK-title/NXM… ↗

Timeline

29 Mar 2023 → 20 Dec 2023 · 5 dates
  1. Submission deadline
    29 Mar 2023, 17:00 BST
  2. Invitations to tender expected
    5 Apr 2023, 00:00 BST
  3. Bids must remain valid until
    31 Aug 2023, 23:59 BST
  4. Contract starts
    1 Sept 2023, 00:00 BST
  5. Notice published
    20 Dec 2023, 16:06 GMT

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    20 Dec 2023, 16:06 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 8
Awarded value £23,228,8316 contracts exc. VAT
Bids received 12
Contracts signed 6latest 28 Sept 2023
Awarded toValueDateStatus
Lot 1 · Insurance and related services associated with Excess (above Captive) Property and legal liability risks as required by Clarion Housing Group Limited1 award
Marsh LtdMain Programme/Above Captive Property£8,672,867 †—Awarded
Lot 2 · Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)1 award
Arthur J. Gallagher Insurance Brokers LtdMotor Fleet Insurance and Related Services£8,347,248 †—Awarded
Lot 5 · Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Clarion Housing Group Limited1 award
Arthur J. Gallagher Insurance Brokers LtdTerrorism (Non Pool Re)£1,087,845 †—Awarded
Lot 6 · Insurance and related services associated with Professional Indemnity1 award
Arthur J. Gallagher Insurance Brokers Ltd£271,320 †—Awarded
Lot 7 · Insurance and related services associated with Crime / Fidelity Guarantee1 award
Arthur J. Gallagher Insurance Brokers LtdCrime£191,520 †—Awarded
Lot 8 · Insurance and related services associated with Ancillary legal liabilities & general (non-life) insurable risks as required by Clarion Housing Group Limited1 award
Arthur J. Gallagher Insurance Brokers LtdAncillary Covers£4,658,031 †—Awarded

2 further award records carry no date or value.

Contracts

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Insurance and related services associated with Excess (above Captive) Property and legal liability risks as required by Clarion Housing Group Limited1bids · 1 electronic0——
2 · Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)3bids · 3 electronic0——
5 · Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Clarion Housing Group Limited2bids · 2 electronic0——
6 · Insurance and related services associated with Professional Indemnity2bids · 2 electronic0——
7 · Insurance and related services associated with Crime / Fidelity Guarantee2bids · 2 electronic0——
8 · Insurance and related services associated with Ancillary legal liabilities & general (non-life) insurable risks as required by Clarion Housing Group Limited2bids · 2 electronic0——

Contracting authority & participating public bodies

Clarion Housing Group Limited

Contracting authorityHousingBody governed by public lawHousing and community amenities Level 6, 6 More London Place, Tooley St, London, UK, SE1 2DAContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Royal Courts of JusticeMediation body London
  • The Cabinet OfficeReview contact point LondonContact phone
  • The High Court of England and WalesReview body LondonContact phone

Bidders & participating suppliers

5 commercial parties on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.