Find a TenderAwarded
Published 21 Jul 2021, 13:45 BST

Official UK procurement notice

Provision of Insurance Services for Taff Housing Association

Official notice

Authority: Taff Housing Association (c/o Gallagher) (Housing)

13 lotsServicesOpen procedure
Published estimate£260,000total for 13 lots
Submissions closed 25 Aug 2021awarded 1 Oct 2021
Awarded to Pen Underwriting +7 more10 awards
Contract term 1 yrends 30 Sept 2022 · extension options published · starts 1 Oct 2021

What is being bought13 lots · detail below

Published requirement description

Property, Liability and other specific insurances as required by Taff Housing Association and amended from time to meet their requirements and respond to any change to the risk profile and appetite. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

CPV: Contractor's all-risk insurance services · Engineering, auxiliary, average, loss, actuarial and salvage insurance services · General liability insurance services · Insurance services · Liability insurance services · Motor vehicle insurance services · Professional liability insurance services · Property insurance services

Lots and requirements (13)Procurement structure

13 lots · no lot values published · same evaluation weights on every lot
Lot #1Property StockAwardedRenewal 1 yr

Property Stock Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #2TerrorismAwardedRenewal 1 yr

Terrorism Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #3Employers, Public and Products LiabilityAwardedRenewal 1 yr

Employers, public and products liability Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #4Excess LiabilityAwardedRenewal 1 yr

Excess Liability Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #5Office CombinedAwardedRenewal 1 yr

Office Combined Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #6ComputerAwardedRenewal 1 yr

Computer risks insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #7CrimeAwardedRenewal 1 yr

Crime Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #8Employment Practices LiabilityCancelledRenewal 1 yr

Employment Practices Liability Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #9Contractors All RisksCancelledRenewal 1 yr

Contractors All Risks Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #10Professional IndemnityAwardedRenewal 1 yr

Professional Indemnity Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #11Cyber LiabilityAwardedRenewal 1 yr

Cyber Liability Insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #12Motor FleetCancelledRenewal 1 yr

Motor Fleet insurance. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed
Lot #13EngineeringAwardedRenewal 1 yr

Engineering. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

Contract period: 1 Oct 2021 – 30 Sept 2022 (1 yr)
Delivery: Wales
Extensions: Annual.Variant bids: allowed

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 13 lots
Quality: 40%Price: 60%
Published sub-criteria (2)
  • Cover: 40%
  • price: 60%
Published award criteria (2)
  • Cover: 40%
  • Price: 60%
Conditions of participation3
  • Suitability

    Insurers authorised under the Financial Services Acct 2012 and regulated by the Financial Conduct Authority. Potential suppliers may be requested to provide a summary and overview of services provided to the social housing sector over the past 3 years and details of up to 10 clients receiving similar services.

  • Economic & financial standing

    Bidders must be authorised by the Financial Conduct Authority to carry out business in the relevant classes of insurances as listed under the contract notice and be compliant with any requirements set out by each authority.

    Minimum: Bidders are expected to be Standard & Poor's (or equivalent AM Best or Moody's) rated A- or better.
  • Technical & professional ability

    Insurers authorised under the Financial Services Act 2012 and regulated by the Financial Conduct Authority.

Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 60 of 100 points: a 10% discount moves about 6 points. This one is won on the number: sharpen the price before polishing the prose.

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

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
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
No (one-off requirement)
First published
21 Jul 2021, 13:45 BST
Last source update
3 May 2022, 10:31 BST
Award evaluation window
26 Aug 2021 – …
FTS notice number
2022/S 000-011305
Classification (CPV)
Contractor's all-risk insurance servicesEngineering, auxiliary, average, loss, actuarial and salvage insurance servicesGeneral liability insurance servicesInsurance servicesLiability insurance servicesMotor vehicle insurance servicesProfessional liability insurance servicesProperty insurance services
Delivery area
Wales (UKL)
Official registry OCID
ocds-h6vhtk-02ca9e Find a Tender

Publisher note: (WA Ref:120918)

How it was run

Official notice
Run through: Sell2Wales · Who buys & how to bid on Sell2Wales
Supplier login requiredLanguage: EN
Access & registration note: Free Wales registration; eTenderWales runs on Jaggaer
Submission deadline
25 Aug 2021, 17:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bids opened
26 Aug 2021, 10:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

25 Aug 2021 → 3 May 2022 · 4 dates
  1. Submission deadline
    25 Aug 2021, 17:00 BST
  2. Bids opened
    26 Aug 2021, 10:00 BST
  3. Contract starts
    1 Oct 2021, 00:00 BST
  4. Notice published
    3 May 2022, 10:31 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    3 May 2022, 10:31 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 13
Awarded value £285,86413 contracts exc. VAT
Bids received 24
Contracts signed 13latest 1 Oct 2021
Awarded toValueDateStatus
Lot 1 · Property Stock1 award
Pen Underwriting£199,918 †—Awarded
Lot 2 · Terrorism1 award
Pen Underwriting£5,086 †—Awarded
Lot 3 · Employers, Public and Products Liability1 award
Direct Line Group£24,958 †—Awarded
Lot 4 · Excess Liability1 award
Chubb European Group SE£7,250 †—Awarded
Lot 5 · Office Combined1 award
Aviva plc£3,028 †—Awarded
Lot 6 · Computer1 award
NMU (Specialty) Ltd£1,190 †—Awarded
Lot 7 · Crime1 award
RSA Insurance Group Limited£7,128 †—Awarded
Lot 10 · Professional Indemnity1 award
hiscox£1,467 †—Awarded
Lot 11 · Cyber Liability1 award
Pen Underwriting£2,884 †—Awarded
Lot 13 · Engineering1 award
HSB Engineering£8,628 †—Awarded

3 further award records carry no date or value.

Contracts

  • Terrorism · Pen Underwriting

    Signed
    1 Oct 2021
    Value
    £5,086
    Period
    … – 30 Sept 2022
    Status
    active
  • Engineering · HSB Engineering

    Signed
    1 Oct 2021
    Value
    £8,628
    Period
    … – 30 Sept 2022
    Status
    active
  • Professional Indemnity · hiscox

    Signed
    1 Oct 2021
    Value
    £1,467
    Period
    … – 30 Sept 2022
    Status
    active
  • Cyber Liability · Pen Underwriting

    Signed
    1 Oct 2021
    Value
    £2,884
    Period
    … – 30 Sept 2022
    Status
    active
  • Property Stock · Pen Underwriting

    Signed
    1 Oct 2021
    Value
    £199,918
    Period
    … – 30 Sept 2022
    Status
    active
  • Employers, Public and Products Liability · Direct Line Group

    Signed
    1 Oct 2021
    Value
    £24,958
    Period
    … – 30 Sept 2022
    Status
    active
  • Excess Liability · Chubb European Group SE

    Signed
    1 Oct 2021
    Value
    £7,250
    Period
    … – 30 Sept 2022
    Status
    active
  • Office Combined · Aviva plc

    Signed
    1 Oct 2021
    Value
    £3,028
    Period
    … – 30 Sept 2022
    Status
    active
  • Computer · NMU (Specialty) Ltd

    Signed
    1 Oct 2021
    Value
    £1,190
    Period
    … – 30 Sept 2022
    Status
    active
  • Crime · RSA Insurance Group Limited

    Signed
    1 Oct 2021
    Value
    £7,128
    Period
    … – 30 Sept 2022
    Status
    active
  • Contractors All Risks

    Signed
    1 Oct 2021
    Value
    £1,322
    Period
    … – 30 Sept 2022
    Status
    active
  • Employment Practices Liability

    Signed
    1 Oct 2021
    Value
    £10,922
    Period
    … – 30 Sept 2022
    Status
    active
  • Motor Fleet

    Signed
    1 Oct 2021
    Value
    £12,083
    Period
    … – 30 Sept 2022
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Property Stock4bids · 4 electronic0——
2 · Terrorism1bids · 0 electronic0——
3 · Employers, Public and Products Liability2bids · 2 electronic0——
4 · Excess Liability1bids · 1 electronic0——
5 · Office Combined2bids · 2 electronic0——
6 · Computer2bids · 2 electronic0——
7 · Crime2bids · 2 electronic0——
8 · Employment Practices Liability1bids · 1 electronic0——
9 · Contractors All Risks1bids · 1 electronic0——
10 · Professional Indemnity1bids · 1 electronic0——
11 · Cyber Liability1bids · 1 electronic0——
12 · Motor Fleet2bids · 2 electronic0——
13 · Engineering4bids · 4 electronic0——

Contracting authority & participating public bodies

Taff Housing Association (c/o Gallagher)

Contracting authorityHousingHousing AssociationHousing and community amenities Alexandra House, 307-315 Cowbridge Road East, Cardiff, UK, CF5 1JDContact email Published organisation website ↗

Dispute resolution & review bodies

  • High CourtReview body LondonContact phone
Process and specification contact points (1)
  • Arthur J. Gallagher Insurance Brokers LtdProcess contact point Chelmsford, WalesContact email

Bidders & participating suppliers

10 commercial parties on the notice
  • ARAG plcAwarded supplier 9 Whiteladies Road, Bristol, South West, BS81NNContact phone
  • Allianz Insurance plcAwarded supplier 91-99 New London Road, Chelmsford, East of England, CM20PPContact phone
  • AvivaAwarded supplier 145 Great Charles Street Queensway, Birmingham, UK, B33LTContact phone
  • Chubb European Group SEAwarded supplier The Chubb Building, 100 Leadenhall Street, London, UK, EC3A3BPContact phone
  • Direct Line GroupAwarded supplier 1 Mincing Court, Mincing Lane, London, UK, EC3R7AAContact phone
  • HSB EngineeringAwarded supplier 50 Brown Street, Manchester, UK, M22JTContact phone
  • NMU (Specialty) LtdAwarded supplier 45 Church Street, Birmingham, UK, B32RTContact phone
  • Pen UnderwritingAwarded supplier 67 Lombard Street, London, UK, EC3V9LJContact phone
  • RSA Insurance Group plcAwarded supplier Castlemead, Lower Castle Street, Bristol, UK, BS13AGContact phone
  • hiscoxAwarded supplier The Hiscox Building, Peasholme Green, York, UK, YO17PRContact phone

Official documents & specifications (1)

Official links; attachments are not copied

Tender pack and attachments

  • Technical selection criteriatenderTechnical selection criteria