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Published 4 Aug 2021, 18:15 BST

Official UK procurement notice

Provision of Insurance and related services to Wales & West Housing Association

Official notice

Authority: Wales and West Housing Association Ltd (Housing)

5 lotsServicesCompetitive procedure with negotiationMax 5 lots to bidMax 5 lots per supplier
Sectors: Financial and insurance services (66)Architecture & Engineering (71) Delivery: UK
Published estimate£600,000total for 5 lots
Submissions closed 6 Sept 2021awarded 20 Dec 2021
Awarded to Arthur J. Gallagher Insurance Brokers Ltd, British Engineering Services Limited2 awards
Contract term 3 yrsends 30 Dec 2024 · extension options published · starts 31 Dec 2021

What is being bought5 lots · detail below

Published requirement description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Wales & West 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 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 (5)Procurement structure

5 lots · all with a published value (£600,000 together) · a supplier may bid for at most 5 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 Wales & West Housing AssociationAwardedRenewal 3 yrsPublished value£426,000

A programme of General (non-life) insurance and related services for Wales & West Housing Association. The programme will require Insurance and related services for risks that 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, motor fleet risks, cyber risks, terrorism insurance and directors and officers cover. This list is to be decided at the sole discretion of Wales & West Housing Association.

Wales & West Housing Association have awarded the following Insurance classes within this lot: Main Programme, Motor (optional Lot 2), Terrorism (optional Lot 4) and D&O (optional Lot 5). Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Cardif… ↗

Contract period: 31 Dec 2021 – 30 Dec 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Wales & West Housing Association have entered 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. · Wales & West 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
66513100 Legal expenses insurance services66513200 Contractor's all-risk insurance services66514110 Motor vehicle insurance services66515000 Damage or loss insurance services66515100 Fire insurance services66515200 Property insurance services
Lot #2Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)CancelledRenewal 3 yrsPublished value£45,000

Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions).

This lot is an optional lot, which has been awarded or not awarded at the sole discretion of Wales & West Housing Association, depending on Wales & West Housing Association's requirements for lot 1.

This Lot has been awarded within Lot 1. 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-Cardif… ↗

Contract period: 31 Dec 2021 – 30 Dec 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Wales & West Housing Association have entered 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. · Wales & West 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
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 inspectionsAwardedRenewal 3 yrsPublished value£37,500

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.

This lot is an optional lot, which can be awarded or not awarded at the sole discretion of Wales & West Housing Association, depending on Wales & West Housing Association's requirements for lot 1.

This Lot has been awarded separately to Lot 1. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Cardif… ↗

Contract period: 31 Dec 2021 – 30 Dec 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Wales & West Housing Association have entered 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. · Wales & West 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
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 Terrorism Risks for Wales & West Housing AssociationCancelledRenewal 3 yrsPublished value£67,500

Insurance and related services associated with Terrorism risks for Wales & West Housing Association

This lot is an optional lot, which can be awarded or not awarded at the sole discretion of Wales & West Housing Association, depending on Wales & West Housing Association's requirements for lot 1.

This Lot has been awarded within Lot 1. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Cardif… ↗

Contract period: 31 Dec 2021 – 30 Dec 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Wales & West Housing Association have entered 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. · Wales & West 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
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 Directors and Officers' LiabilityCancelledRenewal 3 yrsPublished value£24,000

Insurance and related services associated with Directors and Officers' Liability risks for Wales & West Housing Association

This lot is an optional lot, which can be awarded or not awarded at the sole discretion of Wales & West Housing Association, depending on Wales & West Housing Association's requirements for lot 1.

This Lot has been awarded within Lot 1. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Cardif… ↗

Contract period: 31 Dec 2021 – 30 Dec 2024 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Wales & West Housing Association have entered 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. · Wales & West 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 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 - 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 ‘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
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
4 Aug 2021, 18:15 BST
Last source update
28 Jan 2022, 16:14 GMT
FTS notice number
2022/S 000-002582
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-02d0f5 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic payment
Review and risk notes
Review procedure

The Contracting Authority have entered into these contracts 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: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=657397095 GO Reference: GO-2022128-PRO-19553334

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
6 Sept 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-Cardif… ↗

Timeline

6 Sept 2021 → 28 Jan 2022 · 5 dates
  1. Submission deadline
    6 Sept 2021, 17:00 BST
  2. Invitations to tender expected
    10 Sept 2021, 00:00 BST
  3. Bids must remain valid until
    30 Dec 2021, 23:59 GMT
  4. Contract starts
    31 Dec 2021
  5. Notice published
    28 Jan 2022, 16:14 GMT

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    28 Jan 2022, 16:14 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 5
Bids received 6
Contracts signed 2latest 20 Dec 2021
Awarded toValueDateStatus
Lot 1 · Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Wales & West Housing Association1 award
Arthur J. Gallagher Insurance Brokers LtdInsurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Wales & WestSubcontracting: declared——Awarded
Lot 3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections1 award
British Engineering Services Limited——Awarded

3 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 Wales & West · Arthur J. Gallagher Insurance Brokers Ltd

    Signed
    20 Dec 2021
    Value
    —
    Period
    … – 30 Dec 2024
    Status
    active

  • Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections · British Engineering Services Limited

    Signed
    20 Dec 2021
    Value
    —
    Period
    … – 30 Dec 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 Wales & West Housing Association3bids · 3 electronic——£1,700,000 – £2,475,000
3 · Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections3bids · 3 electronic——£45,000 – £62,000
Whole notice———£1,750,000 – £2,475,000

Contracting authority & participating public bodies

Wales & West Housing Association

Contracting authorityHousingBody governed by public lawHousing and community amenities Archway House, 77 Parc Tŷ Glas, Llanishen, Cardiff, UK, CF14 5DUContact 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

Bidders & participating suppliers

2 commercial parties on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.