Provision of Insurance and related services to Paradigm Housing Group

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-03db83-2023-06-22T12:04:52+01:00",
    "date": "2023-06-22T12:04:52+01:00",
    "ocid": "ocds-h6vhtk-03db83",
    "description": "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 to participate in this process or not. 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. 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. For more information about this opportunity, please visit the Delta eSourcing portal at: <a href=\"https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F\" target=\"_blank\">https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F</a> To respond to this opportunity, please click here: <a href=\"https://www.delta-esourcing.com/respond/5BK4E5P45F\" target=\"_blank\">https://www.delta-esourcing.com/respond/5BK4E5P45F</a> GO Reference: GO-2023621-PRO-23246648",
    "initiationType": "tender",
    "tender": {
        "id": "ocds-h6vhtk-03db83",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Provision of Insurance and related services to Paradigm Housing Group",
        "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 Paradigm Housing Group",
        "value": {
            "amount": 2500000,
            "currency": "GBP"
        },
        "lotDetails": {
            "maximumLotsBidPerSupplier": 3,
            "maximumLotsAwardedPerSupplier": 3,
            "awardCriteriaDetails": "Lots 1-3 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 its discretion, but full details of the risk carrier(s) will be required."
        },
        "lots": [
            {
                "id": "1",
                "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Paradigm Housing Group",
                "description": "A programme of General (non-life) insurance and related services to Paradigm Housing Group, excluding Motor fleet, Terrorism and Cyber risks. 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, group personal accident, professional indemnity, fidelity guarantee/crime and Directors & Officers Liability. Additional information: To respond to this opportunity, please click here: https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F",
                "value": {
                    "amount": 2500000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2023-12-12T00:00:00Z",
                    "endDate": "2026-12-11T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Paradigm Housing 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, 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 at SQ stage for each Lot 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": "Paradigm Housing Group 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 an option to extend the Award period subject to satisfactory service, performance and cost."
                },
                "status": "active"
            },
            {
                "id": "2",
                "title": "Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Paradigm Housing Group",
                "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. Additional information: To respond to this opportunity, please click here: https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F",
                "value": {
                    "amount": 10000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2023-12-12T00:00:00Z",
                    "endDate": "2026-12-11T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Paradigm Housing Group will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for an initial period of 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 are more fully stated in the SQ documentation."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "options": {
                    "description": "Paradigm Housing Group will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed 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 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 Directors' and Officers' Liability for The Welwyn & Hatfield Foyer Charitable Trust",
                "description": "Insurance and related services associated with Directors and Officers' Liability risks for The Welwyn & Hatfield Foyer Charitable Trust. Additional information: To respond to this opportunity, please click here: https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F",
                "value": {
                    "amount": 5000,
                    "currency": "GBP"
                },
                "contractPeriod": {
                    "startDate": "2023-12-12T00:00:00Z",
                    "endDate": "2026-12-11T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Paradigm Housing Group will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for an initial period of 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."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": true,
                "options": {
                    "description": "Paradigm Housing Group will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for an initial period of 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": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66513000",
                        "description": "Legal insurance and all-risk 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": "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": "66519200",
                        "description": "Engineering insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKJ"
                    }
                ],
                "deliveryLocation": {
                    "description": "SOUTH EAST (ENGLAND)"
                },
                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "71631000",
                        "description": "Technical inspection services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "71631100",
                        "description": "Machinery-inspection services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "71632200",
                        "description": "Non-destructive testing services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66519200",
                        "description": "Engineering insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKJ"
                    }
                ],
                "deliveryLocation": {
                    "description": "SOUTH EAST (ENGLAND)"
                },
                "relatedLot": "2"
            },
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "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"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKJ"
                    }
                ],
                "deliveryLocation": {
                    "description": "SOUTH EAST (ENGLAND)"
                },
                "relatedLot": "3"
            }
        ],
        "submissionMethod": [
            "written"
        ],
        "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"
                    ]
                },
                {
                    "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-, Paradigm Housing Group will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the bid deadline of the bidder's market security committee's latest report, including written recommendation from the bidder's market security committee."
                },
                {
                    "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": {
            "successiveReduction": true,
            "noNegotiationNecessary": true,
            "invitationDate": "2023-07-25T00:00:00+01:00"
        },
        "tenderPeriod": {
            "endDate": "2023-07-21T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2023-12-12T23:59:59Z"
            }
        },
        "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"
        },
        "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-High-Wycombe:-Insurance-services./5BK4E5P45F Additional information can be obtained from: the abovementioned address Tenders or requests to participate must be sent to the abovementioned address Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided"
                        },
                        "newValue": {
                            "text": "The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55 Additional information can be obtained from: https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55 Tenders or requests to participate must be sent to https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55 Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided"
                        },
                        "where": {
                            "section": "I.3",
                            "label": "I.3"
                        }
                    },
                    {
                        "oldValue": {
                            "text": "To respond to this opportunity, please click here: https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F"
                        },
                        "newValue": {
                            "text": "To respond to this opportunity, please click here: https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55"
                        },
                        "where": {
                            "section": "II.2.14",
                            "label": "II.2.14"
                        },
                        "relatedLot": "1"
                    },
                    {
                        "oldValue": {
                            "text": "Additional information: To respond to this opportunity, please click here: https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F"
                        },
                        "newValue": {
                            "text": "Additional information: To respond to this opportunity, please click here: https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55"
                        },
                        "where": {
                            "section": "II.2.14",
                            "label": "II.2.14"
                        },
                        "relatedLot": "2"
                    },
                    {
                        "oldValue": {
                            "text": "Additional information: To respond to this opportunity, please click here: https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F"
                        },
                        "newValue": {
                            "text": "Additional information: To respond to this opportunity, please click here: https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55"
                        },
                        "where": {
                            "section": "II.2.14",
                            "label": "II.2.14"
                        },
                        "relatedLot": "3"
                    },
                    {
                        "oldValue": {
                            "text": "Additional Information: 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 to participate in this process or not. 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. 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. For more information about this opportunity, please visit the Delta eSourcing portal at: a href=\"https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F\" target=\"_blank\"https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F/a To respond to this opportunity, please click here: a href=\"https://www.delta-esourcing.com/respond/5BK4E5P45F\" target=\"_blank\"https://www.delta-esourcing.com/respond/5BK4E5P45F/a"
                        },
                        "newValue": {
                            "text": "Additional Information: 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 to participate in this process or not. 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. 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. For more information about this opportunity, please visit the Delta eSourcing portal at: a href=\"https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55\" target=\"_blank\"https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55/a To respond to this opportunity, please click here: a href=\"https://www.delta-esourcing.com/delta/respondToList.html?accessCode=5685E8GM55\" target=\"_blank\"https://www.delta-esourcing.com/respond/5BK4E5P45F/a"
                        },
                        "where": {
                            "section": "VI.3",
                            "label": "VI.3"
                        }
                    }
                ],
                "description": "For more information about this opportunity, please visit the Delta eSourcing portal at: <a href=\"https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F\" target=\"_blank\">https://www.delta-esourcing.com/tenders/UK-UK-High-Wycombe:-Insurance-services./5BK4E5P45F</a> To respond to this opportunity, please click here: <a href=\"https://www.delta-esourcing.com/respond/5BK4E5P45F\" target=\"_blank\">https://www.delta-esourcing.com/respond/5BK4E5P45F</a> GO Reference: GO-2023622-PRO-23256942"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-FTS-85746",
            "name": "Paradigm Housing Group",
            "identifier": {
                "legalName": "Paradigm Housing Group"
            },
            "address": {
                "streetAddress": "1 Glory Park Avenue, Wooburn Green",
                "locality": "High Wycombe",
                "region": "UK",
                "postalCode": "HP10 0DF",
                "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-High-Wycombe:-Insurance-services./5BK4E5P45F"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://www.paradigmhousing.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"
            ]
        }
    ],
    "buyer": {
        "id": "GB-FTS-85746",
        "name": "Paradigm Housing Group"
    },
    "language": "en"
}