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Published 24 Jul 2024, 19:05 BST

Official UK procurement notice

Provision of Insurance and related services to Joseph Rowntree Foundation

Official notice

Authority: Joseph Rowntree Foundation

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£2,000,000total for 6 lots
Submissions closed 14 Aug 2024
Lots 6max 5 won per supplier · max 6 to bid
Contract term 3 yrsends 31 Dec 2027 · extension options published · starts 1 Jan 2025

What is being bought6 lots · detail below

Published requirement description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Joseph Rowntree Foundation

  • 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 (6)Procurement structure

6 lots · all with a published value (£2,350,000 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 Joseph Rowntree FoundationRenewal 3 yrsPublished value£2,000,000

A programme of General (non-life) insurance and related services for Joseph Rowntree Foundation. 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, Cyber, group personal accident, professional indemnity, fidelity guarantee/crime and employment practices liability. This list is to be decided at the sole discretion of Joseph Rowntree Foundation.

This Lot excludes: Motor (See Lot 2), Engineering (See Lot 3), Terrorism (See Lot 4 and 5), Directors & Officers Liability (See Lot 6). Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXX

Contract period: 1 Jan 2025 – 31 Dec 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Joseph Rowntree Foundation 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. · Joseph Rowntree Foundation 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£150,000

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: XXXXXXXXXXXX

Contract period: 1 Jan 2025 – 31 Dec 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Joseph Rowntree Foundation 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. · Joseph Rowntree Foundation 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£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 Authority 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: XXXXXXXXXX

Contract period: 1 Jan 2025 – 31 Dec 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Joseph Rowntree Foundation 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. · Joseph Rowntree Foundation 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 services66519200 Engineering insurance services71631000 Technical inspection services71631100 Machinery-inspection services
Lot #4Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Joseph Rowntree FoundationRenewal 3 yrsPublished value£50,000

Insurance and related services associated with Terrorism risks (Pool Re Basis) for Joseph Rowntree Foundation. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXXXXXX

Contract period: 1 Jan 2025 – 31 Dec 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Joseph Rowntree Foundation 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. · Joseph Rowntree Foundation 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 Joseph Rowntree FoundationRenewal 3 yrsPublished value£50,000

Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Joseph Rowntree Foundation. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXX

Contract period: 1 Jan 2025 – 31 Dec 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Joseph Rowntree Foundation 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. · Joseph Rowntree Foundation 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 services66516000 Liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency services66518300 Insurance claims adjustment services
Lot #6Insurance and related services associated with Directors and Officers' LiabilityRenewal 3 yrsPublished value£50,000

Insurance and related services associated with Directors and Officers' Liability risks for Joseph Rowntree Foundation. Additional information: To respond to this opportunity please click here: XXXXXXXXXXX

Contract period: 1 Jan 2025 – 31 Dec 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Joseph Rowntree Foundation 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. · Joseph Rowntree Foundation 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 services66515410 Financial loss insurance services66516000 Liability insurance services66517300 Risk management insurance services66518000 Insurance brokerage and agency 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 One to Six 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 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 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
Successive reduction
Candidates will be reduced successively across stages

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
24 Jul 2024, 19:05 BST
Last source update
24 Jul 2024, 19:05 BST
FTS notice number
2024/S 000-023119
Accelerated

In order to cater for the complex needs of the Insurance market at this time and to allow due time to consult with leaseholders in line with Section 20 of the Landlord and Tenant Act, we have opted to use the Accelerated procedure. The effect of the accelerated procedure is that time allowed for the Selection stage has been reduced below thirty days.

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-04845f 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-York:-Insurance-services./R2GB84Q7Z8 To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/R2GB84Q7Z8 GO Reference: GO-2024724-PRO-26984249

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
14 Aug 2024, 17:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

www.delta-esourcing.com/tenders/UK-UK-York:-… ↗

Timeline

24 Jul 2024 → 1 Jan 2025 · 5 dates
  1. Notice published
    24 Jul 2024, 19:05 BST
  2. Submission deadline
    14 Aug 2024, 17:00 BST
  3. Invitations to tender expected
    23 Aug 2024, 00:00 BST
  4. Contract starts
    1 Jan 2025
  5. Bids must remain valid until
    1 Jan 2025, 23:59 GMT

Contracting authority & participating public bodies

Joseph Rowntree Foundation

Contracting authorityBody governed by public lawHousing and community amenities The Homestead, 40 Water End, York, UK, YO30 6WPContact 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.