Provision of Insurance and related services to First Choice Homes Oldham Limited

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-02dac7-2021-08-27T16:15:02+01:00",
    "date": "2021-08-27T16:15:02+01:00",
    "ocid": "ocds-h6vhtk-02dac7",
    "description": "The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement. Bidders should note that for reasons of confidentiality, full Tender information will be made available only to those bidders that are selected to proceed to the ITT Stage. Sufficient detail is provided within this Notice, the SQ and via the Authority's e-procurement portal to enable the Bidder to decide whether or not to participate in this process. At the ITT stage, all respondents will be required to detail your proposed insurance wordings and provide details of relevant experience of all account servicing, claims handling and risk management staff. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Oldham:-Insurance-services./8P4HSFSR4P To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/8P4HSFSR4P GO Reference: GO-2021827-PRO-18812939",
    "initiationType": "tender",
    "tender": {
        "id": "ocds-h6vhtk-02dac7",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Provision of Insurance and related services to First Choice Homes Oldham Limited",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66510000",
            "description": "Insurance services"
        },
        "mainProcurementCategory": "services",
        "description": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by First Choice Homes Oldham Limited",
        "value": {
            "amount": 1830000,
            "currency": "GBP"
        },
        "lotDetails": {
            "maximumLotsBidPerSupplier": 4,
            "maximumLotsAwardedPerSupplier": 4,
            "awardCriteriaDetails": "Lots 1 -4 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."
        },
        "lots": [
            {
                "id": "Lot No: 1",
                "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by First Choice Homes Oldham Limited",
                "description": "A programme of General (non-life) insurance and related services for First Choice Homes Oldham Limited. 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, motor fleet risks, engineering inspections, cyber risks, terrorism insurance and directors and officers cover. This list is to be decided at the sole discretion of First Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders",
                "value": {
                    "amount": 1350000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2022-04-01T00:00:00+01:00",
                    "endDate": "2025-03-31T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "secondStage": {
                    "minimumCandidates": 3,
                    "maximumCandidates": 7
                },
                "selectionCriteria": {
                    "description": "This will be a two stage process, including a SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract Notice but will be more fully stated in the SQ documentation."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "options": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "status": "active"
            },
            {
                "id": "2",
                "title": "Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)",
                "description": "Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions). Additional information: As stated in the Tender documentation. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.deltaesourcing. com/tenders",
                "value": {
                    "amount": 210000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2022-04-01T00:00:00+01:00",
                    "endDate": "2025-03-31T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "secondStage": {
                    "minimumCandidates": 3,
                    "maximumCandidates": 7
                },
                "selectionCriteria": {
                    "description": "This will be a two stage process, including a SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract Notice but will be more fully stated in the SQ documentation."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "options": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "status": "active"
            },
            {
                "id": "3",
                "title": "Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections",
                "description": "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 First Choice Homes Oldham Limited, depending on First Choice Homes Oldham Limited's requirements for lot 1. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders",
                "value": {
                    "amount": 105000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2022-04-01T00:00:00+01:00",
                    "endDate": "2025-03-31T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "secondStage": {
                    "minimumCandidates": 3,
                    "maximumCandidates": 7
                },
                "selectionCriteria": {
                    "description": "This will be a two stage process, including a SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but will be more fully stated in the SQ documentation."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "options": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "status": "active"
            },
            {
                "id": "4",
                "title": "Insurance and related services associated with Terrorism Risks for First Choice Homes Oldham Limited",
                "description": "Insurance and related services associated with Terrorism risks for First Choice Homes Oldham Limited This lot is an optional lot, which can be awarded or not awarded at the sole discretion of First Choice Homes Oldham Limited, depending on First Choice Homes Oldham Limited's requirements for lot 1. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders",
                "value": {
                    "amount": 165000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2022-04-01T00:00:00+01:00",
                    "endDate": "2025-03-31T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "secondStage": {
                    "minimumCandidates": 3,
                    "maximumCandidates": 7
                },
                "selectionCriteria": {
                    "description": "This will be a two stage process, including a SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but will be more fully stated in the SQ documentation."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "options": {
                    "description": "First Choice Homes Oldham Limited 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."
                },
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "Lot No: 1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66513100",
                        "description": "Legal expenses insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66513200",
                        "description": "Contractor's all-risk insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66515000",
                        "description": "Damage or loss insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66515100",
                        "description": "Fire insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66515200",
                        "description": "Property insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66515410",
                        "description": "Financial loss insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66515411",
                        "description": "Pecuniary loss insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516400",
                        "description": "General liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516500",
                        "description": "Professional liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518300",
                        "description": "Insurance claims adjustment services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66514110",
                        "description": "Motor vehicle insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516100",
                        "description": "Motor vehicle liability insurance 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"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
                },
                "relatedLot": "Lot No: 1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66514110",
                        "description": "Motor vehicle insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516100",
                        "description": "Motor vehicle liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "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"
                    }
                ],
                "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"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
                },
                "relatedLot": "4"
            }
        ],
        "participationFees": [
            {
                "id": "1",
                "type": [
                    "document"
                ]
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "https://www.delta-esourcing.com/",
        "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": "Execution of the service is reserved to a particular profession Reference to the relevant law, regulation or administrative provision: 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": "2021-10-04T00:00:00+01:00"
        },
        "tenderPeriod": {
            "endDate": "2021-09-29T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2022-03-31T23:59:59+01:00"
            }
        },
        "hasRecurrence": true,
        "contractTerms": {
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        },
        "reviewDetails": "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",
        "recurrence": {
            "description": "Between 3 or 5 years from the date of this Notice"
        }
    },
    "parties": [
        {
            "id": "GB-FTS-1959",
            "name": "First Choice Homes Oldham",
            "identifier": {
                "legalName": "First Choice Homes Oldham"
            },
            "address": {
                "streetAddress": "First Place, 22 Union St",
                "locality": "Oldham",
                "region": "UKD3",
                "postalCode": "OL1 1BE",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 1613935379",
                "email": "Procurement@fcho.co.uk",
                "url": "https://www.delta-esourcing.com/tenders/UK-title/5BE7J3K9Q7"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://www.fcho.co.uk/",
                "buyerProfile": "http://www.fcho.co.uk",
                "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-26882",
            "name": "Not provided",
            "identifier": {
                "legalName": "Not provided"
            },
            "address": {
                "locality": "Oldham",
                "countryName": "United Kingdom"
            },
            "roles": [
                "mediationBody"
            ]
        },
        {
            "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"
            ]
        }
    ],
    "buyer": {
        "id": "GB-FTS-1959",
        "name": "First Choice Homes Oldham"
    },
    "language": "en"
}