Provision of Insurance and related services to South Lakes Housing

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-038d94-2023-05-26T19:05:07+01:00",
    "date": "2023-05-26T19:05:07+01:00",
    "ocid": "ocds-h6vhtk-038d94",
    "description": "To view this notice, please click here: <a href=\"https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=784452116\" target=\"_blank\">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=784452116</a> GO Reference: GO-2023526-PRO-23064256",
    "initiationType": "tender",
    "tender": {
        "id": "ocds-h6vhtk-038d94",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Provision of Insurance and related services to South Lakes Housing",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66510000",
            "description": "Insurance services"
        },
        "mainProcurementCategory": "services",
        "description": "Property Owners Combined including Property Stock, Office and Depot Buildings, Business Interruption, Money, Employers Liability, Public/Products Liability, Property Owners Liability and terrorism excluding broker services",
        "value": {
            "amount": 3000000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "1",
                "description": "A programme of General (non-life) insurance and related services for South Lakes Housing. The programme will require Insurance and related services for risks for Property Owners Combined only including property damage and business interruption, employers liability, public/products liability, property owners liability, business combined/office, money, all risks and terrorism excluding broker services. Responses are required for all covers and contract will be awarded as one (not individual classes) to the winning bidder. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Arundel:-Insurance-services./9F7Y9754RC",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Quality as more fully defined in the ITT",
                            "type": "quality",
                            "description": "40"
                        },
                        {
                            "name": "Price",
                            "type": "cost",
                            "description": "60"
                        }
                    ]
                },
                "value": {
                    "amount": 3000000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2023-04-01T00:00:00+01:00",
                    "endDate": "2026-03-31T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "South Lakes Housing will consider entering into Long term agreements with the risk carriers, for an initial period of 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 years and further 2 years subject to satisfactory service, performance and cost."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "options": {
                    "description": "This was an Open Procedure and bidders were required to submit satisfactorily completed selection questionnaire with their tender response. South Lakes Housing entered into a Long term agreement with the risk carriers, for an initial period of 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 years and further 2 years subject to satisfactory service, performance and cost."
                },
                "status": "cancelled"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66513100",
                        "description": "Legal expenses insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66513200",
                        "description": "Contractor's all-risk insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66514110",
                        "description": "Motor vehicle insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66515000",
                        "description": "Damage or loss 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": "66516100",
                        "description": "Motor vehicle 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": "66519200",
                        "description": "Engineering insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    },
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
                },
                "relatedLot": "1"
            }
        ],
        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "https://www.delta-esourcing.com/tenders/UK-title/9F7Y9754RC",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Potential suppliers will be required to provide an overview of relevant services provided to property owners, property developers, public sector organisations, social landlords or other similar organisations over the past 5 years, plus details of three 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 insurance programme, including 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 Marsh'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 Marsh's market security committee's latest report, including written recommendation from Marsh's market security committee.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "technical",
                    "description": "The tender documents will require Insurers 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."
                }
            ]
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2023-01-23T17:00:00Z"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2023-03-31T23:59:59+01:00"
            }
        },
        "awardPeriod": {
            "startDate": "2023-01-24T09:00:00Z"
        },
        "bidOpening": {
            "date": "2023-01-24T09:00:00Z"
        },
        "hasRecurrence": true,
        "contractTerms": {
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        },
        "reviewDetails": "The Contracting Authority entered 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"
        },
        "amendments": [
            {
                "id": "1",
                "unstructuredChanges": [
                    {
                        "oldValue": {
                            "text": "The procurement documents are available for unrestricted and full direct access, free of charge, at https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./9F7Y9754RC Additional information can be obtained from the above-mentioned address Tenders or requests to participate must be submitted electronically via https://www.delta-esourcing.com/tenders/UK-title/9F7Y9754RC Tenders or requests to participate must be submitted to the above-mentioned address"
                        },
                        "newValue": {
                            "text": "The procurement documents are available for unrestricted and full direct access, free of charge. Please contact the following for direct access: Becky.gates@gibbslaidler.co.uk Jeremy.flint@gibbslaidler.co.uk Additional information can be obtained from the above-mentioned address Tenders or requests to participate must be submitted electronically via the portal. For access, please contact the following: Becky.gates@gibbslaidler.co.uk Jeremy.flint@gibbslaidler.co.uk Tenders or requests to participate must be submitted to the above-mentioned address"
                        },
                        "where": {
                            "section": "I.3",
                            "label": "Section I.3) Communication"
                        }
                    },
                    {
                        "oldValue": {
                            "text": "For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Arundel:-Insurance-services./9F7Y9754RC"
                        },
                        "newValue": {
                            "text": "For more information about this opportunity, please visit the Delta eSourcing portal. For direct access, please contact the following: Becky.gates@gibbslaidler.co.uk Jeremy.flint@gibbslaidler.co.uk"
                        },
                        "where": {
                            "section": "II.2.14",
                            "label": "II.2.14) Additional information"
                        }
                    },
                    {
                        "oldValue": {
                            "text": "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. All tender documents and any additional information will be available to access and download at https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./9F7Y9754RC. To be managed and administered by Marsh as the contracting Association's appointed insurance broker and advisor. To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=734689327\" target=\"_blank\"https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=734689327 GO Reference: GO-20221214-PRO-21736329"
                        },
                        "newValue": {
                            "text": "The contracting authority considers this contract may be suitable for small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the procurement criteria. All tender documents & additional information will be available to access & download. Please contact the following for direct access: Becky.gates@gibbslaidler.co.uk. Jeremy.flint@gibbslaidler.co.uk Please note: this tender is to be managed & administered by Marsh as the contracting Association's appointed insurance broker/advisor. GO Reference: GO-20221214-PRO-21736329"
                        },
                        "where": {
                            "section": "VI.3",
                            "label": "VI.3) Additional information"
                        }
                    }
                ],
                "description": "The contracting authority considers this contract may be suitable for small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the procurement criteria. All tender documents & additional information will be available to access & download. Please contact the following for direct access: Becky.gates@gibbslaidler.co.uk. Please note: this tender is to be managed & administered by Marsh as the contracting Association's appointed insurance broker/advisor. For more information about this opportunity, please visit the Delta eSourcing portal at: <a href=\"https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./C5AUMBJ6PK\" target=\"_blank\">https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./C5AUMBJ6PK</a> To respond to this opportunity, please click here: <a href=\"https://www.delta-esourcing.com/respond/C5AUMBJ6PK\" target=\"_blank\">https://www.delta-esourcing.com/respond/C5AUMBJ6PK</a> GO Reference: GO-20221216-PRO-21764477"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-FTS-70977",
            "name": "South Lakes Housing",
            "identifier": {
                "legalName": "South Lakes Housing"
            },
            "address": {
                "streetAddress": "Bridge Mills Business Centre,, Stramongate,",
                "locality": "Kendal",
                "region": "UK",
                "postalCode": "LA9 4BD",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "John Mansergh Director of Business Improvement",
                "telephone": "+44 1539717706",
                "email": "j.mansergh@southlakeshousing.co.uk",
                "url": "https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./9F7Y9754RC"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "http://www.southlakeshousing.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"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "GB-FTS-6466",
            "name": "The Cabinet Office",
            "identifier": {
                "legalName": "The Cabinet Office"
            },
            "address": {
                "locality": "London",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewContactPoint"
            ]
        },
        {
            "id": "GB-FTS-83905",
            "name": "Protector Forsikring ASA",
            "identifier": {
                "legalName": "Protector Forsikring ASA",
                "id": "FC033034"
            },
            "address": {
                "streetAddress": "7th Floor, 3 Hardman Street",
                "locality": "Manchester",
                "region": "UK",
                "postalCode": "M3 3HF",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        }
    ],
    "buyer": {
        "id": "GB-FTS-70977",
        "name": "South Lakes Housing"
    },
    "language": "en",
    "awards": [
        {
            "id": "015177-2023-1-1",
            "relatedLots": [
                "1"
            ],
            "title": "Provision of Insurance and related services to South Lakes Housing",
            "status": "active",
            "hasSubcontracting": true,
            "subcontracting": {
                "minimumPercentage": 0.95,
                "maximumPercentage": 0.95
            },
            "suppliers": [
                {
                    "id": "GB-FTS-83905",
                    "name": "Protector Forsikring ASA"
                }
            ]
        }
    ],
    "contracts": [
        {
            "id": "015177-2023-1-1",
            "awardID": "015177-2023-1-1",
            "title": "Provision of Insurance and related services to South Lakes Housing",
            "status": "active",
            "value": {
                "amount": 2350000,
                "currency": "GBP"
            },
            "dateSigned": "2023-03-31T00:00:00+01:00"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "1",
                "measure": "bids",
                "relatedLot": "1",
                "value": 1
            }
        ]
    }
}