Award

Provision of Insurance and related services to The Sovini Group

THE SOVINI GROUP

This public procurement record has 5 releases in its history.

TenderUpdate

12 Dec 2023 at 14:06

Award

12 Dec 2023 at 14:05

TenderUpdate

26 May 2023 at 11:05

TenderUpdate

26 May 2023 at 11:04

Tender

02 May 2023 at 18:05

Summary of the contracting process

The Sovini Group has initiated a tender for the provision of insurance and related services. The procurement process involves the submission of bids for Insurance services for property, legal liability, and other insurable risks. The Sovini Group, based in Merseyside, UK, is the buying organisation. The tender is in the active stage, with a contract value of GBP 5,700,000, and a tender period ending on 2nd June 2023.

This tender presents an opportunity for SMEs and other businesses in the insurance services sector to compete. Companies that specialize in insurance brokerage, risk management, and related services may find this tender suitable for business growth. The procurement method is selective, with a competitive procedure involving negotiation. The procurement process includes multiple lots, each with specific insurance requirements and contract periods. Key dates, including the contract start and end dates, are provided for each lot.

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Notice Title

Provision of Insurance and related services to The Sovini Group

Notice Description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by The Sovini Group

Lot Information

Insurance and related services for Housing Property, legal liability and other general (non-life) insurable risks, as required by The Sovini Group

A programme of General (non-life) insurance and related services for The Sovini Group. The programme will require Insurance and related services for risks that may include but not be limited to: property damage and business interruption, terrorism (pool re), 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. This list is to be decided at the sole discretion of The Sovini Group. This Lot excludes: Commercial Property & Liabilities (See Lot 2), Engineering (See Lot 3) and Terrorism [Non-Pool Re] (See Lot 4) Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM

Options: The Sovini Group will consider entering into a Long Term Agreement 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: The Sovini Group 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 Commercial Property, legal liability, and other general (non-life) insurable risks, as required by The Sovini Group

A programme of General (non-life) insurance and related services for The Sovini Group. The programme will require Insurance and related services for risks that may include but not be limited to: commercial property damage and business interruption, terrorism (Pool Re), 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. This list is to be decided at the sole discretion of The Sovini Group. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM

Options: The Sovini Group will consider entering into a 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: The Sovini Group 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. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM

Options: The Sovini Group will consider entering into a 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: The Sovini Group 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 / Political Violence (Non-Pool Re) Risks for The Sovini Group

Insurance and related services associated with Terrorism / Political Violence (Non-Pool Re) risks for The Sovini Group. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM

Options: The Sovini Group will consider entering into a 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: The Sovini Group 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-03c5cf
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/036526-2023
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

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

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
£5,700,000 £1M-£10M
Lots Value
£4,234,000 £1M-£10M
Awards Value
Not specified
Contracts Value
£1,545,000 £1M-£10M

Notice Dates

Publication Date
12 Dec 20232 years ago
Submission Deadline
2 Jun 2023Expired
Future Notice Date
Not specified
Award Date
28 Oct 20232 years ago
Contract Period
31 Oct 2023 - 30 Oct 2026 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
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
THE SOVINI GROUP
Contact Name
Our Consultant for this Project is Gibbs Laidler Consulting LLP
Contact Email
jeremy.flint@gibbslaidler.co.uk
Contact Phone
+44 7841632923

Buyer Location

Locality
MERSEYSIDE
Postcode
L30 6UR
Post Town
Liverpool
Country
England

Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD7 Merseyside
Small Region (ITL 3)
TLD73 Sefton
Delivery Location
Not specified

Local Authority
Sefton
Electoral Ward
Netherton and Orrell
Westminster Constituency
Bootle

Supplier Information

Number of Suppliers
3
Supplier Names

ARTHUR J. GALLAGHER INSURANCE BROKERS

MARSH

WEALD INSURANCE BROKERS

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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        "submissionMethod": [
            "electronicSubmission",
            "written"
        ],
        "submissionMethodDetails": "https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM",
        "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 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 thereof) 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": "2023-06-13T00:00:00+01:00"
        },
        "tenderPeriod": {
            "endDate": "2023-06-02T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2023-10-30T23:59:59Z"
            }
        },
        "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": "Maximum number of lots that may be awarded to one tenderer: 3"
                        },
                        "newValue": {
                            "text": "Maximum number of lots that may be awarded to one tenderer: 4"
                        },
                        "where": {
                            "section": "II.1.6",
                            "label": "II.1.6"
                        }
                    }
                ],
                "description": "For more information about this opportunity, please visit the Delta eSourcing portal at: <a href=\"https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM\" target=\"_blank\">https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM</a> To respond to this opportunity, please click here: <a href=\"https://www.delta-esourcing.com/respond/YNY4TT67CM\" target=\"_blank\">https://www.delta-esourcing.com/respond/YNY4TT67CM</a> GO Reference: GO-2023526-PRO-23063888"
            },
            {
                "id": "2",
                "unstructuredChanges": [
                    {
                        "oldValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/03/2026"
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                        "newValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026"
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                        "where": {
                            "section": "II.2.7",
                            "label": "II.2.7"
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                        "relatedLot": "1"
                    },
                    {
                        "oldValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/10/2026"
                        },
                        "newValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026"
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                        "where": {
                            "section": "II.2.7",
                            "label": "II.2.7"
                        },
                        "relatedLot": "2"
                    },
                    {
                        "oldValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/10/2026"
                        },
                        "newValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026"
                        },
                        "where": {
                            "section": "II.2.7",
                            "label": "II.2.7"
                        },
                        "relatedLot": "3"
                    },
                    {
                        "oldValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 31/10/2023 / End: 30/10/2026"
                        },
                        "newValue": {
                            "text": "Duration of the contract, framework agreement or dynamic purchasing system: Start: 30/10/2023 / End: 29/10/2026"
                        },
                        "where": {
                            "section": "II.2.7",
                            "label": "II.2.7"
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                        "relatedLot": "4"
                    }
                ],
                "description": "For more information about this opportunity, please visit the Delta eSourcing portal at: <a href=\"https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM\" target=\"_blank\">https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM</a> To respond to this opportunity, please click here: <a href=\"https://www.delta-esourcing.com/respond/YNY4TT67CM\" target=\"_blank\">https://www.delta-esourcing.com/respond/YNY4TT67CM</a> GO Reference: GO-2023526-PRO-23063960"
            },
            {
                "id": "3",
                "unstructuredChanges": [
                    {
                        "oldValue": {
                            "text": "Arthur J. Gallagher Insurance Brokers Ltd, SC108909 Spectrum Building, 7th Floor, 55 Blythswood Street, Glasgow, G2 7AT, United Kingdom"
                        },
                        "newValue": {
                            "text": "Marsh Limited, 01507274 1 Tower Place West, Tower Place, London, EC3R 5BU, United Kingdom"
                        },
                        "where": {
                            "section": "V.2",
                            "label": "Contractor (No.1)"
                        },
                        "relatedLot": "3"
                    }
                ],
                "description": "To view this notice, please click here: <a href=\"https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=829662510\" target=\"_blank\">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=829662510</a> GO Reference: GO-20231212-PRO-24749742"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-FTS-81749",
            "name": "The Sovini Group",
            "identifier": {
                "legalName": "The Sovini Group"
            },
            "address": {
                "streetAddress": "Unit 1, Heysham Road, Bootle",
                "locality": "Merseyside",
                "region": "UK",
                "postalCode": "L30 6UR",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Our Consultant for this Project is Gibbs Laidler Consulting LLP",
                "telephone": "+44 7841632923",
                "email": "jeremy.flint@gibbslaidler.co.uk",
                "url": "https://www.delta-esourcing.com/tenders/UK-UK-Merseyside:-Insurance-services./YNY4TT67CM"
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            "roles": [
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            "details": {
                "url": "http://www.sovini.co.uk",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
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                        "id": "06",
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                    }
                ]
            }
        },
        {
            "id": "GB-FTS-66",
            "name": "The High Court of England and Wales",
            "identifier": {
                "legalName": "The High Court of England and Wales"
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            "address": {
                "locality": "London",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 1959562242"
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            "roles": [
                "reviewBody"
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        },
        {
            "id": "GB-FTS-6466",
            "name": "The Cabinet Office",
            "identifier": {
                "legalName": "The Cabinet Office"
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            "address": {
                "locality": "London",
                "countryName": "United Kingdom"
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            "contactPoint": {
                "telephone": "+44 1959562242"
            },
            "roles": [
                "reviewContactPoint"
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        },
        {
            "id": "GB-FTS-33759",
            "name": "Marsh Limited",
            "identifier": {
                "legalName": "Marsh Limited",
                "id": "01507274"
            },
            "address": {
                "streetAddress": "1 Tower Place West, Tower Place",
                "locality": "London",
                "region": "UK",
                "postalCode": "EC3R 5BU",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-100518",
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                "legalName": "Arthur J. Gallagher Insurance Brokers Ltd",
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            },
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                "postalCode": "G2 7AT",
                "countryName": "United Kingdom"
            },
            "roles": [
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            "details": {
                "scale": "large"
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        },
        {
            "id": "GB-FTS-35457",
            "name": "Weald Insurance Brokers Ltd",
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                "legalName": "Weald Insurance Brokers Ltd",
                "id": "00957953"
            },
            "address": {
                "streetAddress": "Knighthood House, Imberhorne Lane",
                "locality": "East Grinstead",
                "region": "UK",
                "postalCode": "RH19 1LB",
                "countryName": "United Kingdom"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        }
    ],
    "buyer": {
        "id": "GB-FTS-81749",
        "name": "The Sovini Group"
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    "language": "en",
    "awards": [
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            "id": "036525-2023-1-1",
            "relatedLots": [
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            ],
            "title": "Insurance and related services for Housing Property, legal liability and other general (non-life) insurable risks, as required by The Sovini Group",
            "status": "active",
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                    "id": "GB-FTS-33759",
                    "name": "Marsh Limited"
                }
            ]
        },
        {
            "id": "036525-2023-2-2",
            "relatedLots": [
                "2"
            ],
            "title": "Insurance and related services for Commercial Property, legal liability, and other general (non-life) insurable risks, as required by The Sovini Group",
            "status": "active",
            "suppliers": [
                {
                    "id": "GB-FTS-100518",
                    "name": "Arthur J. Gallagher Insurance Brokers Ltd"
                }
            ]
        },
        {
            "id": "036525-2023-3-3",
            "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-100518",
                    "name": "Arthur J. Gallagher Insurance Brokers Ltd"
                }
            ]
        },
        {
            "id": "036525-2023-4-4",
            "relatedLots": [
                "4"
            ],
            "title": "Insurance and related services associated with Terrorism / Political Violence (Non-Pool Re) Risks for The Sovini Group",
            "status": "active",
            "suppliers": [
                {
                    "id": "GB-FTS-35457",
                    "name": "Weald Insurance Brokers Ltd"
                }
            ]
        }
    ],
    "contracts": [
        {
            "id": "036525-2023-1-1",
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            "title": "Insurance and related services for Housing Property, legal liability and other general (non-life) insurable risks, as required by The Sovini Group",
            "status": "active",
            "dateSigned": "2023-10-29T00:00:00+01:00"
        },
        {
            "id": "036525-2023-2-2",
            "awardID": "036525-2023-2-2",
            "title": "Insurance and related services for Commercial Property, legal liability, and other general (non-life) insurable risks, as required by The Sovini Group",
            "status": "active",
            "value": {
                "amount": 1350000,
                "currency": "GBP"
            },
            "dateSigned": "2023-10-29T00:00:00+01:00"
        },
        {
            "id": "036525-2023-3-3",
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            "title": "Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections",
            "status": "active",
            "value": {
                "amount": 195000,
                "currency": "GBP"
            },
            "dateSigned": "2023-10-29T00:00:00+01:00"
        },
        {
            "id": "036525-2023-4-4",
            "awardID": "036525-2023-4-4",
            "title": "Insurance and related services associated with Terrorism / Political Violence (Non-Pool Re) Risks for The Sovini Group",
            "status": "active",
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    ],
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            {
                "id": "5",
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                "measure": "bids",
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            {
                "id": "4",
                "measure": "electronicBids",
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            },
            {
                "id": "6",
                "measure": "electronicBids",
                "relatedLot": "2",
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            {
                "id": "8",
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            },
            {
                "id": "12",
                "measure": "electronicBids",
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                "value": 2
            },
            {
                "id": "1",
                "measure": "lowestValidBidValue",
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                "value": 4140000,
                "currency": "GBP"
            },
            {
                "id": "9",
                "measure": "lowestValidBidValue",
                "relatedLot": "4",
                "value": 63000,
                "currency": "GBP"
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                "measure": "highestValidBidValue",
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                "currency": "GBP"
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                "id": "10",
                "measure": "highestValidBidValue",
                "relatedLot": "4",
                "value": 125000,
                "currency": "GBP"
            }
        ]
    }
}