Find a TenderAwardedContract award notice
Published 5 Aug 2025, 20:42 BST

Official UK procurement notice

Provision of Insurance and Related Services to Monmouthshire Housing Association

Official notice

Authority: Monmouthshire Housing Association Ltd (Housing)·On behalf of: YMCA Saint Pauls Group

4 lotsServicesCompetitive flexible procedureAbove thresholdSME suitableVCSE suitableMax 3 lots per supplier
Published estimate£415,000total for 4 lots · £415,000 inc. VAT
Submissions closed 1 Sept 2025awarded 20 Jan 2026
Awarded to ZURICH INSURANCE COMPANY LTD2 awards
Contract term 3 yrsends 20 Jan 2029 · up to 20 Jan 2031 with extensions · starts 21 Jan 2026

Re-procurement plannedProvision of Insurance and Related Services to Framework Housing Association · tender expected

What is being bought4 lots · detail below

Published requirement description

Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services for Property, legal liability and other general (non-life) insurable risks.

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 and employment practices liability. This list is to be decided at the sole discretion of Monmouthshire Housing Association.

Suppliers will be required to have the financial ability to deliver the programme, including Insurers with a minimum rating of ‘BBB’ from standard and poor, 'B++' from AM Best, 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 less than A-, the contracting authority will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT bid deadline of the bidder’s market security committee’s latest report, including written recommendation from the bidder’s market security committee.

Suppliers will be assessed but not limited to the following high level criterion:

  • The ability to provide the Contracting Authority with a choice of suitable insurers and/or suitable cover options
  • A skilled and competent service team, being Client Relationship Management, Insurance Claims management, Insurance Broking / underwriting and insurable risk managers
  • The delivery of quality service to the Contracting Authority and our clients, including that provided to us by any third-party contractor employed by you or by the Insurer(s) you propose

To view this notice, please click here:

www.delta-esourcing.com/delta/viewNotice.html ↗

  • How the procedure runs: The procedure will consist of a multi stage procurement, covering a conditions of participation stage and three stages contained within the tendering period, allowing for shortlisting of suppliers at each round. The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.

CPV: Insurance claims adjustment services · Insurance services · Liability insurance services · Professional liability insurance services · Risk management insurance services

Lots and requirements (4)Procurement structure

4 lots · all with a published value (£415,000 together) · win at most 3 of them · same evaluation weights on every lot
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Monmouthshire Housing Association.AwardedRenewal 3 yrsSMEPublished value£400,000

A programme of General (non-life) insurance and related services for Monmouthshire 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, employment practices liability. This list is to be decided at the sole discretion Monmouthshire Housing Association.

Contract period: 21 Jan 2026 – 20 Jan 2029 (3 yrs) · up to 20 Jan 2031 with extensionsValue: £400,000 exc. VAT · £400,000 inc. VAT
Delivery: UKEligibility: SME eligible
Extensions: Monmouthshire 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 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.
Lot #2Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) for Monmouthshire Housing AssociationAwardedRenewal 3 yrsSMEVCSEPublished value£15,000

Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) cover.

Contract period: 21 Jan 2026 – 20 Jan 2029 (3 yrs) · up to 20 Jan 2031 with extensionsValue: £15,000 exc. VAT · £15,000 inc. VAT
Delivery: UKEligibility: SME eligibleVCSE eligible
Extensions: Monmouthshire 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 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.
Lot #3Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Monmouthshire Housing Association.Renewal 3 yrsSMEPublished value£0

Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) cover.

Contract period: 21 Jan 2026 – 20 Jan 2029 (3 yrs) · up to 20 Jan 2031 with extensions
Delivery: UKEligibility: SME eligible
Extensions: Monmouthshire 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 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.
Lot #4Insurance and related services associated with Alternative Risk Financing as required by Monmouthshire Housing AssociationRenewal 3 yrsSMEPublished value£0

Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Alternative Risk Financing cover.

Contract period: 21 Jan 2026 – 20 Jan 2029 (3 yrs) · up to 20 Jan 2031 with extensions
Delivery: UKEligibility: SME eligible
Extensions: Monmouthshire 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 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.

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 · same split on all 4 lots
Quality: 60%Price: 40%
Published award criteria (2)
  • Price
  • Quality
Lot distribution rule: The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Lots 1-4 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
What this means for your bid
  • Price carries 40 of 100 points: a 10% discount moves about 4 points. The method statement decides this lot, not the discount.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Competitive flexible procedure
Legal basis
UKPGA · 2023/54 Procurement Act 2023
Procurement category
Services
Notice status
Awarded
Procurement threshold
Above threshold (FTS publication)
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
Unspecified in notice
First published
5 Aug 2025, 20:42 BST
Last source update
21 Jan 2026, 16:05 GMT
Award evaluation window
Submission end – 5 Dec 2025
FTS notice number
2025/S 000-046330
Latest notice
Contract award notice (UK6)
Classification (CPV)
Insurance claims adjustment servicesInsurance servicesLiability insurance servicesProfessional liability insurance servicesRisk management insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-05820e Find a Tender
How it runs

The procedure will consist of a multi stage procurement, covering a conditions of participation stage and three stages contained within the tendering period, allowing for shortlisting of suppliers at each round. The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.

How it was run

Official notice
Run through: Delta eSourcing · Who buys & how to bid on Delta
Public notice page · account needed to bidElectronic submission allowedLanguage: EN
Access & registration note: Free Select account; no DUNS asked at signup
Requests to participate (first stage)
1 Sept 2025, 00:00 BST
Submission deadline
1 Sept 2025, 00:00 BST
Clarification deadline
1 Sept 2025, 00:00 BST
Submission channel
Official e-sourcing portal
Electronic submission
Allowed
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

Timeline

5 Aug 2025 → 30 Jan 2026 · 8 dates
  1. Tender notice published
    5 Aug 2025, 20:42 BST
  2. Clarification questions by
    1 Sept 2025, 00:00 BST
  3. Submission deadline
    1 Sept 2025, 00:00 BST
  4. Award decision expected by321 days ago
    5 Dec 2025, 23:59 GMT
  5. Assessment summaries sent275 days ago
    21 Jan 2026
  6. Contract starts275 days ago
    21 Jan 2026
  7. Latest notice published274 days ago
    21 Jan 2026, 16:05 GMT
  8. Standstill ends265 days ago
    30 Jan 2026, 23:59 GMT

Notice history

4 events · 2 releases on Find a Tender · since 5 Aug 2025
  1. Tender notice published
    5 Aug 2025, 20:42 BST
    UK4
  2. Contract award notice published
    21 Jan 2026, 16:05 GMT
    UK6
  3. Status changed to complete
    21 Jan 2026, 16:05 GMT
  4. Contract signature expected
    3 Feb 2026, 23:59 GMT
    scheduled

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 2
Awarded value £415,0002 awards exc. VAT
Bids received 5
Awarded toValueDateStatus
Lot 1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Monmouthshire Housing Association.1 award
ZURICH INSURANCE COMPANY LTD4 Feb 2026 – 20 Jan 2029 · up to 20 Jan 2031Extensions: Monmouthshire 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 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. Please note the contract start date is still 21 Jan, due to unforeseen events impacting the tender information is being published now£400,00020 Jan 2026standstill to 30 Jan 2026Standstill
Lot 2 · Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) for Monmouthshire Housing Association1 award
ZURICH INSURANCE COMPANY LTD4 Feb 2026 – 20 Jan 2029 · up to 20 Jan 2031Extensions: Monmouthshire 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 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. Please note the contract start date is still 21 Jan, due to unforeseen events impacting the tender information is being published now£15,00020 Jan 2026Awarded

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 Monmouthshire Housing Association.3final-stage tenders00—
2 · Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) for Monmouthshire Housing Association2final-stage tenders00—

Contracting authority & participating public bodies

3 public bodies on the notice

Monmouthshire Housing Association

Contracting authorityPublic undertaking GB-PPON: PRQN-8568-TCYY Nant-Y-Pia House, Mamhilad Technology Park, Mamhilad, Wales, NP4 0JJContact name, email, phone

Other public bodies

Bidders & participating suppliers

1 commercial party on the notice
  • Zurich Insurance CompanyAwarded supplierGB-PPON: PQWR-3824-ZVZH The Zurich Centre, 3000 Parkway, Whitely, Fareham, Hampshire, South East, PO15 7JZContact name, email, phone

Official documents & specifications (3)

Official links; attachments are not copied

Notices published for this procedure

  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Contract award notice awardContract award noticeUK6Contract award notice on Find a Tender
  • Tender notice tenderTender noticeUK4Tender notice on Find a Tender