Award

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

WALES & WEST HOUSING ASSOCIATION

This public procurement record has 2 releases in its history.

Award

28 Jan 2022 at 16:14

Tender

04 Aug 2021 at 17:15

Summary of the contracting process

The procurement process involves the Wales & West Housing Association, which is seeking to provide insurance and related services for various risks associated with its properties, vehicles, and engineering inspections. The tender, titled "Provision of Insurance and related services to Wales & West Housing Association," is currently at the active stage and is classified under the insurance services category. The procurement method employed is a selective approach with a competitive procedure that allows for negotiation. The deadline for submissions was on 6 September 2021, with the contract running from 31 December 2021 to 30 December 2024, and the possibility of extending the contract for up to two additional years.

This tender offers substantial opportunities for businesses, particularly those in the insurance sector, as well as specialised providers of engineering inspections and risk management services. Small and medium enterprises (SMEs) could find this procurement appealing, given the emphasis on the inclusion of such businesses in the bidding process. Companies with proven experience in providing tailored insurance solutions and related services for public sector organisations or social landlords will be well-suited to compete for this contract, especially those capable of demonstrating compliance with regulatory and financial standards.

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Notice Title

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

Notice Description

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

Lot Information

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

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: https://www.delta-esourcing.com/tenders/UK-UK-Cardiff:-Insurance-services./7965V6422M

Options: 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.

Renewal: 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.

Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)

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: https://www.delta-esourcing.com/tenders/UK-UK-Cardiff:-Insurance-services./7965V6422M

Options: 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.

Renewal: 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.

Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections

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: https://www.delta-esourcing.com/tenders/UK-UK-Cardiff:-Insurance-services./7965V6422M

Options: 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.

Renewal: 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.

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

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: https://www.delta-esourcing.com/tenders/UK-UK-Cardiff:-Insurance-services./7965V6422M

Options: 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.

Renewal: 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.

Insurance and related services associated with Directors and Officers' Liability

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: https://www.delta-esourcing.com/tenders/UK-UK-Cardiff:-Insurance-services./7965V6422M

Options: 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.

Renewal: 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.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-02d0f5
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/002582-2022
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Competitive procedure with negotiation
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

71 - Architectural, construction, engineering and inspection services


CPV Codes

66000000 - Financial and insurance services

66510000 - Insurance services

66513100 - Legal expenses insurance services

66513200 - Contractor's all-risk insurance services

66514110 - Motor vehicle insurance services

66515000 - Damage or loss insurance services

66515100 - Fire insurance services

66515200 - Property insurance services

66515410 - Financial loss insurance services

66515411 - Pecuniary loss insurance services

66516000 - Liability insurance services

66516100 - Motor vehicle liability insurance services

66516400 - General liability insurance services

66516500 - Professional liability insurance services

66517300 - Risk management insurance services

66518000 - Insurance brokerage and agency services

66518300 - Insurance claims adjustment services

66519200 - Engineering insurance services

71631000 - Technical inspection services

71631100 - Machinery-inspection services

71632200 - Non-destructive testing services

Notice Value(s)

Tender Value
£600,000 £500K-£1M
Lots Value
£600,000 £500K-£1M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
28 Jan 20224 years ago
Submission Deadline
6 Sep 2021Expired
Future Notice Date
Not specified
Award Date
20 Dec 20214 years ago
Contract Period
31 Dec 2021 - 30 Dec 2024 3-4 years
Recurrence
Between 3 or 5 years from the date of this Notice

Notice Status

Tender Status
Complete
Lots Status
Cancelled
Awards Status
Active, Unsuccessful
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
WALES & WEST HOUSING ASSOCIATION
Contact Name
Our Consultant for this Project is Gibbs Laidler Consulting LLP
Contact Email
jeremy.flint@gibbslaidler.co.uk
Contact Phone
+44 1959562242

Buyer Location

Locality
CARDIFF
Postcode
CF14 5DU
Post Town
Cardiff
Country
Wales

Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL52 Cardiff and Vale of Glamorgan
Delivery Location
Not specified

Local Authority
Cardiff
Electoral Ward
Llanishen
Westminster Constituency
Cardiff North

Supplier Information

Number of Suppliers
2
Supplier Names

ARTHUR J. GALLAGHER INSURANCE BROKERS

BRITISH ENGINEERING SERVICES

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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.

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                    },
                    {
                        "scheme": "CPV",
                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    },
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
                },
                "relatedLot": "2"
            },
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518300",
                        "description": "Insurance claims adjustment services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66519200",
                        "description": "Engineering insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "71631100",
                        "description": "Machinery-inspection services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "71631000",
                        "description": "Technical inspection services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "71632200",
                        "description": "Non-destructive testing services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    },
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
                },
                "relatedLot": "3"
            },
            {
                "id": "4",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    },
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
                },
                "relatedLot": "4"
            },
            {
                "id": "5",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518300",
                        "description": "Insurance claims adjustment services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516500",
                        "description": "Professional liability insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    },
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
                },
                "relatedLot": "5"
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "https://www.delta-esourcing.com/tenders/UK-UK-Cardiff:-Insurance-services./7965V6422M",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "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.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "economic",
                    "description": "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 the case of any rating less than A-, the contracting authority will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT bid deadline of the bidder's market security committee's latest report, including written recommendation from the bidder's market security committee.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "technical",
                    "description": "The tender documents will require providers to detail their relevant professional experience, resource,skills,qualifications and quality control practices.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "technical",
                    "description": "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."
                }
            ]
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Competitive procedure with negotiation",
        "secondStage": {
            "noNegotiationNecessary": true,
            "invitationDate": "2021-09-10T00:00:00+01:00"
        },
        "tenderPeriod": {
            "endDate": "2021-09-06T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2021-12-30T23:59:59Z"
            }
        },
        "hasRecurrence": true,
        "contractTerms": {
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        },
        "reviewDetails": "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.",
        "recurrence": {
            "description": "Between 3 or 5 years from the date of this Notice"
        }
    },
    "parties": [
        {
            "id": "GB-FTS-24660",
            "name": "Wales & West Housing Association",
            "identifier": {
                "legalName": "Wales & West Housing Association"
            },
            "address": {
                "streetAddress": "Archway House, 77 Parc Ty Glas, Llanishen",
                "locality": "Cardiff",
                "region": "UK",
                "postalCode": "CF14 5DU",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Our Consultant for this Project is Gibbs Laidler Consulting LLP",
                "telephone": "+44 1959562242",
                "email": "Jeremy.flint@gibbslaidler.co.uk",
                "url": "https://www.delta-esourcing.com/tenders/UK-UK-Cardiff:-Insurance-services./7965V6422M"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "url": "https://www.wwha.co.uk/en/",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "id": "BODY_PUBLIC",
                        "description": "Body governed by public law"
                    },
                    {
                        "scheme": "COFOG",
                        "id": "06",
                        "description": "Housing and community amenities"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-66",
            "name": "The High Court of England and Wales",
            "identifier": {
                "legalName": "The High Court of England and Wales"
            },
            "address": {
                "locality": "London",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 1959562242"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "GB-FTS-6466",
            "name": "The Cabinet Office",
            "identifier": {
                "legalName": "The Cabinet Office"
            },
            "address": {
                "locality": "London",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 1959562242"
            },
            "roles": [
                "reviewContactPoint"
            ]
        },
        {
            "id": "GB-FTS-42504",
            "name": "Arthur J. Gallagher Insurance Brokers Ltd",
            "identifier": {
                "legalName": "Arthur J. Gallagher Insurance Brokers Ltd",
                "id": "SC 108909"
            },
            "address": {
                "streetAddress": "Spectrum Building, 7th Floor, 55 Blythswood Street",
                "locality": "Glasgow",
                "region": "UK",
                "postalCode": "G2 7AT",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-42505",
            "name": "British Engineering Services Limited",
            "identifier": {
                "legalName": "British Engineering Services Limited",
                "id": "09299724"
            },
            "address": {
                "streetAddress": "Unit 718, Eddington Way, Birchwood Park",
                "locality": "Warrington",
                "region": "UK",
                "postalCode": "WA3 6BA",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        }
    ],
    "buyer": {
        "id": "GB-FTS-24660",
        "name": "Wales & West Housing Association"
    },
    "language": "en",
    "awards": [
        {
            "id": "002582-2022-1-1",
            "relatedLots": [
                "1"
            ],
            "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Wales & West",
            "status": "active",
            "hasSubcontracting": true,
            "subcontracting": {
                "minimumPercentage": 0.9,
                "maximumPercentage": 0.9
            },
            "suppliers": [
                {
                    "id": "GB-FTS-42504",
                    "name": "Arthur J. Gallagher Insurance Brokers Ltd"
                }
            ]
        },
        {
            "id": "002582-2022-2-2",
            "relatedLots": [
                "2"
            ],
            "title": "Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)",
            "status": "unsuccessful",
            "statusDetails": "unsuccessful"
        },
        {
            "id": "002582-2022-3-3",
            "relatedLots": [
                "3"
            ],
            "title": "Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections",
            "status": "active",
            "suppliers": [
                {
                    "id": "GB-FTS-42505",
                    "name": "British Engineering Services Limited"
                }
            ]
        },
        {
            "id": "002582-2022-4-4",
            "relatedLots": [
                "4"
            ],
            "title": "Insurance and related services associated with Terrorism Risks for Wales & West Housing Association",
            "status": "unsuccessful",
            "statusDetails": "unsuccessful"
        },
        {
            "id": "002582-2022-5-5",
            "relatedLots": [
                "5"
            ],
            "title": "Insurance and related services associated with Directors and Officers' Liability",
            "status": "unsuccessful",
            "statusDetails": "unsuccessful"
        }
    ],
    "contracts": [
        {
            "id": "002582-2022-1-1",
            "awardID": "002582-2022-1-1",
            "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Wales & West",
            "status": "active",
            "dateSigned": "2021-12-20T00:00:00Z"
        },
        {
            "id": "002582-2022-3-3",
            "awardID": "002582-2022-3-3",
            "title": "Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections",
            "status": "active",
            "dateSigned": "2021-12-20T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "5",
                "measure": "bids",
                "relatedLot": "1",
                "value": 3
            },
            {
                "id": "9",
                "measure": "bids",
                "relatedLot": "3",
                "value": 3
            },
            {
                "id": "6",
                "measure": "electronicBids",
                "relatedLot": "1",
                "value": 3
            },
            {
                "id": "10",
                "measure": "electronicBids",
                "relatedLot": "3",
                "value": 3
            },
            {
                "id": "3",
                "measure": "lowestValidBidValue",
                "relatedLot": "1",
                "value": 1700000,
                "currency": "GBP"
            },
            {
                "id": "7",
                "measure": "lowestValidBidValue",
                "relatedLot": "3",
                "value": 45000,
                "currency": "GBP"
            },
            {
                "id": "4",
                "measure": "highestValidBidValue",
                "relatedLot": "1",
                "value": 2475000,
                "currency": "GBP"
            },
            {
                "id": "8",
                "measure": "highestValidBidValue",
                "relatedLot": "3",
                "value": 62000,
                "currency": "GBP"
            },
            {
                "id": "1",
                "measure": "lowestValidBidValue",
                "value": 1750000,
                "currency": "GBP"
            },
            {
                "id": "2",
                "measure": "highestValidBidValue",
                "value": 2475000,
                "currency": "GBP"
            }
        ]
    }
}