Find a TenderAwarded
Published 3 Aug 2022, 16:53 BST

Official UK procurement notice

SBHA - Insurance Services 2022 - Non Life

Official notice

Authority: Scottish Borders Housing Association Ltd (Housing)

ServicesOpen procedure
Published estimate£2,050,000exc. VAT5.9% above published estimate
Submissions closed 9 Sept 2022awarded 7 Oct 2022
Awarded to Bruce Stevenson

What is being bought

Published requirement description

The provision of non-life insurance services

  • Recurrence: June 2027

CPV: Accident insurance services · Engineering insurance services · Insurance services · Legal expenses insurance services · Liability insurance services · Motor vehicle insurance services · Pecuniary loss insurance services · Professional liability insurance services · Property insurance services

The lotProcurement structure

single lot · value published
Lot #1The scope of the Contract includes insurance cover, brokerage services, related…AwardedRenewalPublished value£2,050,000

The scope of the Contract includes insurance cover, brokerage services, related advice, claims management and loss control services for Material Damage to Property and Contents, Business Interruption, Loss of Money, Public and Property Owners’ Liability, Employer’s Liability, Excess Liability, Contractors’ Liability, Engineering Inspection and Insurance, Contract Works, Hired in Plant, Computer ”All Risks”, Cyber Liability, Personal Accident, Management Liability, Crime and Motor Fleet as required by SBHA for a period of 3 years (or periods of insurance) commencing 25 October 2022, with the option to extend by up to a further 2 x single years at SBHA's discretion. Bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers and/or direct Insurers, as specified

Delivery: Scotland · Selkirk
Extensions: It is expected that the contract will last for 3 years to 24.10.2025, with the possibility of a further 2 single years extensions through to 24.10.2027. The extension of the contract will be at the discretion of SBHA.Variant bids: not 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
Quality: 55%Price: 45%
Published sub-criteria (7)
  • Corporate Governance: 5%
  • Relevant Sector Experience: 5%
  • Review of Insured and Unsured Risks: 5%
  • Claims Management and General Administration: 30%
  • Risk Management & Technical Resourses: 5%
  • Financial Security of Suppliers: 5%
  • Programme Pricing and Service Fees: 45%
Published award criteria (7)
  • Corporate Governance: 5%
  • Relevant Sector Experience: 5%
  • Review of Insured and Unsured Risks: 5%
  • Claims Management and General Administration: 30%
  • Risk Management & Technical Resourses: 5%
  • Financial Security of Suppliers: 5%
  • Programme Pricing and Service Fees: 45%
Conditions of participation4
  • Suitability

    Bidders must be an insurance broker registered with and regulated by the UK Financial Conduct Authority or an Insurer authorised and/or regulated by the UK Financial Conduct Authority and/or Prudential Regulation Authority

  • Economic & financial standing

    Q4B.1.1 Provide latest published accounts

    Q4B.5.1a Professional Risk Indemnity Insurance GBP 10m

    Q4B5.1b Employers (Compulsory) Liability Insurance GBP 10m

    Q4B.5.2 Public Liability GBP 10m

  • Technical & professional ability

    We require 2 examples of provision of insurance services to Scottish RSLs from the last 3 years. Your referees may be contacted to confirm your response

  • Technical & professional ability

    Bidders must be an insurance broker registered with and regulated by the UK Financial Conduct Authority or an Insurer authorised /and or regulated by the UK Financial Conduct Authority and/or Prudential Regulation Authority.

What this means for your bid
  • Price carries 45 of 100 points: a 10% discount moves about 4.5 points. Quality carries 55 of 100: the paper moves it further than the discount.

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
Yes (GPA)
Recurring procurement
Yes · June 2027
First published
3 Aug 2022, 16:53 BST
Last source update
21 Oct 2022, 12:54 BST
Award evaluation window
5 Sept 2022 – …
FTS notice number
2022/S 000-029749
Classification (CPV)
Accident insurance servicesEngineering insurance servicesInsurance servicesLegal expenses insurance servicesLiability insurance servicesMotor vehicle insurance servicesPecuniary loss insurance servicesProfessional liability insurance servicesProperty insurance services
Delivery area
Scotland (UKM91)
Official registry OCID
ocds-h6vhtk-0358b9 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic ordering · electronic payment

Publisher note: Bidders must hold the accreditation ISO9001 (or equivalent) or a robust quality policy or statement (SC Ref:709487)

How it was run

Official notice
Run through: Public Contracts Scotland · Who buys & how to bid on PCS
Supplier login requiredLanguage: EN
Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding
Submission deadline
9 Sept 2022, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bids opened
5 Sept 2022, 12:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

5 Sept 2022 → 31 Oct 2022 · 4 dates
  1. Bids opened
    5 Sept 2022, 12:00 BST
  2. Submission deadline
    9 Sept 2022, 12:00 BST
  3. Notice published
    21 Oct 2022, 12:54 BST
  4. Bids must remain valid until
    31 Oct 2022, 23:59 GMT

Notice history

2 events · 3 releases on Find a Tender · since 25 Aug 2022
  1. Deadline moved to 9 Sept 2022, 12:00 BST
    25 Aug 2022, 14:14 BST
    +4 days · was 5 Sept 2022, 12:00 BST
  2. Status changed to complete
    21 Oct 2022, 12:54 BST
Published amendments (1 · 1 deadline change)
WhenWhatBeforeAfterShift
—DeadlineTime limit · IV.2.25 Sept 20229 Sept 2022+4 d
—Bid openingConditions for opening of tenders · IV.2.75 Sept 20229 Sept 2022+4 d

Due to some delays in SBHA publishing responses to Questions.

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Awarded value £2,171,5001 contract exc. VAT
Bids received 2
Contracts signed 1latest 7 Oct 2022
Awarded toValueDateStatus
Bruce Stevenson£2,171,500 †—Awarded

Contracts

  • Contract 029749-2022-2022/S 000-021337-1 · Bruce Stevenson

    Signed
    7 Oct 2022
    Value
    £2,171,500
    Status
    active

Bid statistics published by the authority

BidsSMEVCSEValid bid range
2bids · 2 electronic · 2 from abroad0——

Contracting authority & participating public bodies

Scottish Borders Housing Association Ltd

Contracting authorityHousingRegistered Social Landlord (RSL)Housing and community amenities South Bridge House, Whinfield Road, Selkirk, Scotland, TD7 5DTContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Selkirk Sheriff CourtReview body SelkirkContact email, phone

Bidders & participating suppliers

1 commercial party on the notice
  • Bruce StevensonAwarded supplier 38-40 New City Road, Glasgow, Scotland, G4 9JTContact phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.