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Published 10 Mar 2021, 18:32 GMT

Official UK procurement notice

Provision of Insurance and related services to Eden Housing Association Ltd

Official notice

Authority: Eden Housing Association Limited (Housing)·Consortium: 2 public authorities

6 lotsServicesCompetitive procedure with negotiationAcceleratedMax 6 lots to bidMax 5 lots per supplier
Sectors: Financial and insurance services (66)Architecture & Engineering (71) Delivery: UK
Published estimate£875,000total for 6 lots
Submissions closed 12 Apr 2021awarded 30 Sept 2023
Awarded to Marsh Ltd5 awards
Contract term 3 yrsends 29 Sept 2024 · extension options published · starts 30 Sept 2021

What is being bought6 lots · detail below

Published requirement description

General (non-life) Insurance and related services for Property, legal liability and other insurable risks, as required by Eden Housing Association

  • 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 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 · Legal insurance and all-risk insurance services · Liability insurance services · +9 more

Lots and requirements (6)Procurement structure

6 lots · all with a published value (£1,750,000 together) · a supplier may bid for at most 6 and win at most 5 of them
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Eden Housing AssociationAwardedRenewal 3 yrsPublished value£700,000

A programme of General (non-life) insurance and related services for Cottsway Housing Association. 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 Eden Housing Association. This Lot excludes: Engineering (see Lot 2), Cyber (see Lot 3), Terrorism (see Lots 4 and 5) and Directors and Officers Liability (see Lot 6).

Contract period: 30 Sept 2021 – 29 Sept 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Eden Housing Association has entered into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for an initial period of 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. · Eden Housing Association 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 services66513000 Legal insurance and all-risk insurance services66513100 Legal expenses insurance services66513200 Contractor's all-risk insurance services66514110 Motor vehicle insurance services66515000 Damage or loss insurance services
Lot #2Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Eden Housing AssociationAwardedRenewal 3 yrsPublished value£50,000

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.

Contract period: 30 Sept 2021 – 29 Sept 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Eden Housing Association has entered into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for an initial period of 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. · Eden Housing Association 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 services66517300 Risk management insurance services66518300 Insurance claims adjustment services66519200 Engineering insurance services71631000 Technical inspection services71631100 Machinery-inspection services
Lot #3Insurance and related services associated with Cyber risks for Eden Housing AssociationAwardedRenewal 3 yrsPublished value£45,000

Insurance and related services associated with Cyber risks for Eden Housing Association

Contract period: 30 Sept 2021 – 29 Sept 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Eden Housing Association has entered into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for an initial period of 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. · Eden Housing Association 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 services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #4Insurance and related services associated with Terrorism risks for Eden Housing AssociationAwardedRenewal 3 yrsPublished value£40,000

Insurance and related services associated with Terrorism risks for Eden Housing Association.

Contract period: 30 Sept 2021 – 29 Sept 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Eden Housing Association has entered into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for an initial period of 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. · Eden Housing Association 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 services66515000 Damage or loss insurance services66515200 Property insurance services66515410 Financial loss insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #5Insurance and related services associated with Terrorism and Political Violence risks for Eden Housing AssociationCancelledRenewal 3 yrsPublished value£40,000

Insurance and related services associated with Terrorism and Violence risks for Eden Housing Association.

Contract period: 30 Sept 2021 – 29 Sept 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Eden Housing Association has entered into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for an initial period of 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. · Eden Housing Association 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 services66515000 Damage or loss insurance services66515200 Property insurance services66515410 Financial loss insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services
Lot #6Insurance and related services associated with Directors' and Officers' LiabilityAwardedRenewal 3 yrsPublished value£875,000

Insurance and related services associated with Directors and Officers' Liability risks for Eden Housing Association.

Contract period: 30 Sept 2021 – 29 Sept 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Eden Housing Association has entered into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for an initial period of 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. · Eden Housing Association 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 an option to extend the Award period subject to service, performance and cost.Second stage: 3–7 candidates invited to tenderVariant bids: allowed
66510000 Insurance services66513100 Legal expenses insurance services66515410 Financial loss insurance services66515411 Pecuniary loss insurance services66516000 Liability insurance services66516500 Professional liability 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 1-5 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 “B++-” from Standard & Poor, 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 …
  • 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
10 Mar 2021, 18:32 GMT
Last source update
25 Mar 2024, 16:05 GMT
FTS notice number
2024/S 000-009690
Accelerated
Unexpected withdrawal of the current Insurer from the UK Social Housing Sector
Classification (CPV)
Contractor's all-risk insurance servicesDamage or loss insurance servicesEngineering insurance servicesFinancial loss insurance servicesFire insurance servicesGeneral liability insurance servicesInsurance brokerage and agency servicesInsurance claims adjustment servicesInsurance servicesLegal expenses insurance services
+11 moreLegal insurance and all-risk insurance servicesLiability insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-029a7e Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic payment
Review and risk notes
Review procedure

The Contracting Authority entered 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: To view this notice, please click here: <a href="https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=851174761" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=851174761</a> GO Reference: GO-2024325-PRO-25580049

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-UK-Cumbria:-Insurance-services./R778Y88E2Y ↗

Submission deadline
12 Apr 2021, 17:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

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

Timeline

12 Apr 2021 → 25 Mar 2024 · 5 dates
  1. Submission deadline
    12 Apr 2021, 17:00 BST
  2. Invitations to tender expected
    16 Apr 2021, 00:00 BST
  3. Bids must remain valid until
    29 Sept 2021, 23:59 BST
  4. Contract starts
    30 Sept 2021, 00:00 BST
  5. Notice published
    25 Mar 2024, 16:05 GMT

Notice history

2 events · 3 releases on Find a Tender · since 28 Jan 2022
  1. Status changed to complete
    28 Jan 2022, 16:15 GMT
  2. Buyer details updated
    25 Mar 2024, 16:05 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 12
Awarded value £646,9505 contracts exc. VAT · 1 repeated publication of the same award counted once
Bids received 7
Contracts signed 6latest 30 Sept 2023
Awarded toValueDateStatus
Lot 1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Eden Housing Association1 award
Marsh LtdSubcontracting: declared£574,200 †—Awarded
Lot 2 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Eden Housing Association1 award
Marsh LtdSubcontracting: declared£23,100 †—Awarded
Lot 3 · Insurance and related services associated with Cyber risks for Eden Housing Association1 award
Marsh LtdSubcontracting: declared£18,000 †—Awarded
Lot 4 · Insurance and related services associated with Terrorism risks for Eden Housing Association1 award
Marsh LtdSubcontracting: declared£10,050 †—Awarded
Lot 6 · Insurance and related services associated with Directors' and Officers' Liability1 award
Marsh LtdInsurance and related services associated with Eden Housing AssociationSubcontracting: declared——Awarded

7 further award records carry no date or value.

Contracts

  • Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Eden Housing Association · Marsh Ltd

    Signed
    30 Sept 2023
    Value
    £574,200
    Period
    … – 29 Sept 2024
    Status
    active

  • Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Eden Housing Association · Marsh Ltd

    Signed
    30 Sept 2023
    Value
    £23,100
    Period
    … – 29 Sept 2024
    Status
    active

  • Insurance and related services associated with Cyber risks for Eden Housing Association · Marsh Ltd

    Signed
    30 Sept 2023
    Value
    £18,000
    Period
    … – 29 Sept 2024
    Status
    active

  • Insurance and related services associated with Terrorism risks for Eden Housing Association · Marsh Ltd

    Signed
    30 Sept 2023
    Value
    £10,050
    Period
    … – 29 Sept 2024
    Status
    active

  • Insurance and related services associated with Directors' and Officers' Liability

    Signed
    30 Sept 2023
    Value
    £21,600
    Period
    … – 29 Sept 2024
    Status
    active

  • Insurance and related services associated with Eden Housing Association · Marsh Ltd

    Signed
    15 Aug 2021
    Value
    —
    Period
    … – 29 Sept 2024
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Eden Housing Association1bids · 1 electronic———
2 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Eden Housing Association1bids · 1 electronic———
3 · Insurance and related services associated with Cyber risks for Eden Housing Association1bids · 1 electronic———
4 · Insurance and related services associated with Terrorism risks for Eden Housing Association1bids · 1 electronic———
6 · Insurance and related services associated with Directors' and Officers' Liability3bids · 3 electronic——£260,000 – £635,000
Whole notice———£260,000 – £635,000

Contracting authority & participating public bodies

2 public bodies on the notice

Eden Housing Association Limited

Contracting authorityHousingBody governed by public lawHousing and community amenities Eden Housing Association, Blain House, Bridge Lane, Cumbria, North West, CA11 8QUContact name, email, phone Published organisation website ↗

Consortium members and other public bodies

  • Eden Housing Association LtdContracting authorityBody governed by public lawHousing and community amenities Penrith, UKContact name, email, phone

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
  • Marsh LimitedAwarded supplier01507274 1 Tower Place West, London, UK, EC3R TBU
  • Marsh LimitedAwarded supplier01507274 1 Tower Place West, Tower Place, London, UK, EC3R 5BU
  • Marsh LimitedAwarded supplier01507274 1 Tower Place West, London, UK, EC3R 5BU

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.