Notice Information
Notice Title
Fortis Living Risk Services Tender
Notice Description
Opportunity to provide Fortis Living's group-wide risk services (including insurance and brokerage provision and best possible management of our entire risk portfolio) across our 15,000 stock; split into two lots: Lot 1 - General Insurance (property, liability, engineering, office combined, computer, group personal accident, management risks, tools, commercial crime, deterioration of stock and work in progress) Lot 2 - Motor/Fleet Insurance. This notice is linked to the OJEU Notice Number 2016-026855 This contract will be for up to two brokers/insurers to provide all the insurance requirements for an initial three year period. Attached to this notification are the following documents: - Insurance Tender (ITT) - Cost Matrix (appendix C) - Property Schedules (appendix 2) - Lifts Schedule (appendix 5) - Corporate Training Plan (appendix H) - Example Inspection/Reporting Forms (appendix J) Documents which hold commercially sensitive information which will be emailed directly to any interested parties are: - 5 Years Claims Experience (appendix 1) - Risk Register (appendix 6) - Play Area Reports (appendix 9) - Motor Fleet Schedule (appendix 10) - Example Policies & Procedures (appendix D) - Business Continuity Plan (appendix G) - Sewerage Treatment/Pumping Systems Schedule (appendix I) - Solar/PV Array Information (appendix K)
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/b0512f03-3451-4325-a441-edfffbd2cb0d
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- SME
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66510000 - Insurance services
Notice Value(s)
- Tender Value
- £800,000 £500K-£1M
- Lots Value
- Not specified
- Awards Value
- £689,319 £500K-£1M
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 18 Nov 20169 years ago
- Submission Deadline
- 3 May 2016Expired
- Future Notice Date
- Not specified
- Award Date
- 2 Mar 20169 years ago
- Contract Period
- 28 Sep 2016 - 28 Sep 2019 2-3 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Not Specified
- Awards Status
- Active
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- FORTIS LIVING
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- MALVERN
- Postcode
- WR14 1DU
- Post Town
- Worcester
- Country
- England
-
- Major Region (ITL 1)
- TLG West Midlands (England)
- Basic Region (ITL 2)
- TLG1 Herefordshire, Worcestershire and Warwickshire
- Small Region (ITL 3)
- TLG12 Worcestershire CC
- Delivery Location
- TLG West Midlands (England)
-
- Local Authority
- Malvern Hills
- Electoral Ward
- Link
- Westminster Constituency
- West Worcestershire
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/b0512f03-3451-4325-a441-edfffbd2cb0d
2nd March 2016 - Awarded contract notice on Contracts Finder -
https://www.contractsfinder.service.gov.uk/Notice/Attachment/df616367-9ba3-46c9-8723-1786a4bddaa6
Fortis Living Group Property Schedule -
https://www.contractsfinder.service.gov.uk/Notice/Attachment/96a3f3a3-c835-4039-8f58-c1ef20650773
Example Inspection/Reporting Forms -
https://www.contractsfinder.service.gov.uk/Notice/Attachment/30026a2c-f6be-4850-8aa7-41baabc27b0f
Fortis' Corporate Training Plan -
https://www.contractsfinder.service.gov.uk/Notice/Attachment/b1c487a3-ffa3-466c-ab07-ea6d9fd14a96
Risk Services (Insurance) Tender Document -
https://www.contractsfinder.service.gov.uk/Notice/Attachment/a0c76a7e-b427-4f75-b06a-7b49337b5e98
Risk Services Cost Matrix
Notice URLs
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.
{
"tag": [
"compiled"
],
"id": "ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b-2016-11-18T20:17:26Z",
"date": "2016-11-18T20:17:26Z",
"ocid": "ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b",
"language": "en",
"initiationType": "tender",
"tender": {
"id": "Insurance 2016-03",
"title": "Fortis Living Risk Services Tender",
"description": "Opportunity to provide Fortis Living's group-wide risk services (including insurance and brokerage provision and best possible management of our entire risk portfolio) across our 15,000 stock; split into two lots: Lot 1 - General Insurance (property, liability, engineering, office combined, computer, group personal accident, management risks, tools, commercial crime, deterioration of stock and work in progress) Lot 2 - Motor/Fleet Insurance. This notice is linked to the OJEU Notice Number 2016-026855 This contract will be for up to two brokers/insurers to provide all the insurance requirements for an initial three year period. Attached to this notification are the following documents: - Insurance Tender (ITT) - Cost Matrix (appendix C) - Property Schedules (appendix 2) - Lifts Schedule (appendix 5) - Corporate Training Plan (appendix H) - Example Inspection/Reporting Forms (appendix J) Documents which hold commercially sensitive information which will be emailed directly to any interested parties are: - 5 Years Claims Experience (appendix 1) - Risk Register (appendix 6) - Play Area Reports (appendix 9) - Motor Fleet Schedule (appendix 10) - Example Policies & Procedures (appendix D) - Business Continuity Plan (appendix G) - Sewerage Treatment/Pumping Systems Schedule (appendix I) - Solar/PV Array Information (appendix K)",
"status": "complete",
"classification": {
"scheme": "CPV",
"id": "66510000",
"description": "Insurance services"
},
"items": [
{
"id": "1",
"deliveryAddresses": [
{
"region": "West Midlands",
"countryName": "United Kingdom"
}
]
}
],
"value": {
"amount": 800000,
"currency": "GBP"
},
"procurementMethod": "open",
"procurementMethodDetails": "Open procedure",
"tenderPeriod": {
"endDate": "2016-05-03T23:59:59+01:00"
},
"contractPeriod": {
"startDate": "2016-09-29T00:00:00+01:00",
"endDate": "2019-09-28T23:59:59+01:00"
},
"suitability": {
"sme": true,
"vcse": false
},
"mainProcurementCategory": "services"
},
"parties": [
{
"id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/4bZ27u32",
"name": "Fortis Living",
"identifier": {
"legalName": "Fortis Living",
"scheme": "GB-SRS",
"id": "sid4gov.cabinetoffice.gov.uk/4bZ27u32"
},
"address": {
"streetAddress": "Festival House, Grovewood Road,",
"locality": "Malvern",
"postalCode": "WR14 1DU",
"countryName": "England"
},
"contactPoint": {
"name": "Richard Orders",
"email": "rorders@fortisliving.com",
"telephone": "01905 670124"
},
"details": {
"url": "http://www.fortisliving.com"
},
"roles": [
"buyer"
]
},
{
"id": "GB-CFS-22288",
"name": "Marsh Ltd",
"identifier": {
"legalName": "Marsh Ltd"
},
"address": {
"streetAddress": "1 Tower Place West Tower Place London EC3R 5BU"
},
"details": {
"scale": "large",
"vcse": false
},
"roles": [
"supplier"
]
}
],
"buyer": {
"id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/4bZ27u32",
"name": "Fortis Living"
},
"awards": [
{
"id": "ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b-1",
"status": "active",
"date": "2016-06-20T00:00:00+01:00",
"datePublished": "2016-03-02T10:36:52Z",
"value": {
"amount": 689319.16,
"currency": "GBP"
},
"suppliers": [
{
"id": "GB-CFS-22288",
"name": "Marsh Ltd"
}
],
"contractPeriod": {
"startDate": "2016-09-29T00:00:00+01:00",
"endDate": "2019-09-28T23:59:59+01:00"
},
"documents": [
{
"id": "1",
"documentType": "awardNotice",
"description": "Awarded contract notice on Contracts Finder",
"url": "https://www.contractsfinder.service.gov.uk/Notice/b0512f03-3451-4325-a441-edfffbd2cb0d",
"datePublished": "2016-03-02T10:36:52Z",
"format": "text/html",
"language": "en"
},
{
"id": "2",
"documentType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
"description": "Fortis Living Group Property Schedule",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/df616367-9ba3-46c9-8723-1786a4bddaa6",
"format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
},
{
"id": "3",
"documentType": "application/x-zip-compressed",
"description": "Example Inspection/Reporting Forms",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/96a3f3a3-c835-4039-8f58-c1ef20650773",
"format": "application/zip"
},
{
"id": "4",
"documentType": "application/vnd.ms-excel",
"description": "Fortis' Corporate Training Plan",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/30026a2c-f6be-4850-8aa7-41baabc27b0f",
"format": "application/vnd.ms-excel"
},
{
"id": "5",
"documentType": "application/pdf",
"description": "Risk Services (Insurance) Tender Document",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/b1c487a3-ffa3-466c-ab07-ea6d9fd14a96",
"format": "application/pdf"
},
{
"id": "6",
"documentType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
"description": "Fortis Lift Schedule",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/5dbb02db-c800-4d7d-b302-a91db341a653",
"format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
},
{
"id": "7",
"documentType": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
"description": "Risk Services Cost Matrix",
"url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/a0c76a7e-b427-4f75-b06a-7b49337b5e98",
"format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
}
]
}
]
}