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Published 19 Apr 2024, 19:05 BST

Official UK procurement notice

Provision of Insurance and Related Services to Westward Housing Group

Official notice

Authority: Westward Housing Group and its subsidiaries (Housing)

6 lotsServicesCompetitive procedure with negotiationMax 6 lots per supplier
Sectors: Financial and insurance services (66) Delivery: UK
Published estimate£2,200,000total for 6 lots
Submissions closed 24 May 2024awarded 28 Oct 2024
Awarded to Marsh Insurance Brokers
Contract term 3 yrsends 28 Oct 2027 · extension options published · starts 28 Oct 2024

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 Westward Housing Group.

  • 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 (6)Procurement structure

6 lots · all with a published value (£2,235,000 together) · win at most 6 of them
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Westward Housing GroupCancelledRenewal 3 yrsPublished value£1,965,000

A programme of General (non-life) insurance and related services for Westward Housing Group. 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 Westward Housing Group.

This Lot excludes: Motor (See Lot 2), Engineering and Inspection (See Lot 3), Cyber (See Lot 4), Terrorism (Non-Pool Re)(See Lot 5) , Terrorism (Pool Re)(See Lot 6).

Contract period: 28 Oct 2024 – 28 Oct 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Westward Housing Group 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. · Westward Housing Group 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) for Westward Housing GroupCancelledRenewal 3 yrsPublished value£120,000

Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions) for Westward Housing Group. Additional information: For more information about this opportunity, please visit www.delta-esourcing.com/tenders/UK-UK-Newton… ↗

Contract period: 28 Oct 2024 – 28 Oct 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Westward Housing Group 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. · Westward Housing Group 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 Engineering Plant and Inspection for Westward Housing GroupCancelledRenewal 3 yrsPublished value£60,000

Insurance and related services associated with Engineering Plant and Inspection for Westward Housing Group. Additional information: For more information about this opportunity, please visit www.delta-esourcing.com/tenders/UK-UK-Newton… ↗

Contract period: 28 Oct 2024 – 28 Oct 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Westward Housing Group 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. · Westward Housing Group 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 Cyber for Westward Housing GroupCancelledRenewal 3 yrsPublished value£36,000

Insurance and related services associated with Cyber risks for Westward Housing Group. Additional information: For more information about this opportunity, please visit www.delta-esourcing.com/tenders/UK-UK-Newton… ↗

Contract period: 28 Oct 2024 – 28 Oct 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Westward Housing Group 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. · Westward Housing Group 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 and /or Political Violence (Non-Pool Re)CancelledRenewal 3 yrsPublished value£54,000

Insurance and related services associated with Terrorism and /or Political Violence (Non-Pool Re) risks for Westward Housing Group. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Newton… ↗

Contract period: 28 Oct 2024 – 28 Oct 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Westward Housing Group 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. · Westward Housing Group 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 Terrorism and/or Political Violence (Pool Re) for Westward Housing GroupCancelledRenewal 3 yrsPublished value£0

Insurance and related services associated with Terrorism and/or Political Violence (Pool Re) for Westward Housing Group. Additional information: To respond to this opportunity please click here: www.delta-esourcing.com/tenders/UK-UK-Newton… ↗

Contract period: 28 Oct 2024 – 28 Oct 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Westward Housing Group 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. · Westward Housing Group 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 1-6 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 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

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
19 Apr 2024, 19:05 BST
Last source update
9 May 2025, 11:45 BST
FTS notice number
2025/S 000-020004
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-0453d9 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: To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=948085220 GO Reference: GO-202559-PRO-30495457

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
24 May 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-Newton… ↗

Timeline

24 May 2024 → 9 May 2025 · 5 dates
  1. Submission deadline
    24 May 2024, 17:00 BST
  2. Invitations to tender expected
    3 Jun 2024, 00:00 BST
  3. Contract starts
    28 Oct 2024
  4. Bids must remain valid until
    28 Oct 2024, 23:59 GMT
  5. Notice published
    9 May 2025, 11:45 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    9 May 2025, 11:45 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Bids received 6
Contracts signed 1latest 28 Oct 2024
Awarded toValueDateStatus
Not linked to a lot1 award
Marsh Insurance Brokers——Awarded

Contracts

Bid statistics published by the authority

BidsSMEVCSEValid bid range
6bids——£754,530 – £1,260,662

Contracting authority & participating public bodies

Westward Housing Group and its subsidiaries

Contracting authorityHousingBody governed by public lawHousing and community amenities Templar House, Collett Way, Newton Abbot, UK, TQ12 4PHContact 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

1 commercial party on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.