Tender

Provision of Insurance and related services to Eden Housing Association Ltd

EDEN HOUSING ASSOCIATION LTD

This public procurement record has 2 releases in its history.

TenderUpdate

26 Jun 2023 at 13:04

Tender

24 Jun 2023 at 09:04

Summary of the contracting process

The Eden Housing Association Ltd is initiating a tender for the provision of Insurance and related services. This procurement is in the services category and involves general (non-life) insurance for property, legal liability, and other insurable risks. The contracting process is at the active stage with a value of 500,000 GBP. The tender involves six lots with specific insurance services requirements and a selective procurement method with competitive negotiation. The submission deadline for bids is on 10th July 2023.

This tender opportunity by the Eden Housing Association Ltd presents potential business growth prospects for insurance companies, brokers, and risk management firms. Small and medium enterprises (SMEs) may find this tender suitable. Businesses interested in providing insurance services for property, liability, and risk management should consider participating. The contracting authority emphasises financial stability, professional experience, and quality control as key criteria for selection, with a focus on long-term agreements and service performance for a period of 3 to 5 years.

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Notice Title

Provision of Insurance and related services to Eden Housing Association Ltd

Notice Description

General (non-life) Insurance and related services for Property, legal liability and other insurable risks, as required by Eden Housing Association

Lot Information

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

A programme of General (non-life) insurance and related services for Cottsway Housing Association. 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. This list is to be decided at the sole discretion of Eden Housing Association. This Lot excludes: Engineering (see Lot 2), Cyber (see Lot 3), Terrorism (see Lots 4 and 5) and Directors and Officers Liability (see Lot 6). Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ

Options: Eden Housing Association 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.

Renewal: Eden Housing Association 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.

Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections for Eden Housing Association

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-Penrith:-Insurance-services./3N7N5H7SHQ

Options: Eden Housing Association 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.

Renewal: Eden Housing Association 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.

Insurance and related services associated with Cyber risks for Eden Housing Association

Insurance and related services associated with Cyber risks for Eden Housing Association. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ

Options: Eden Housing Association 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.

Renewal: Eden Housing Association 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.

Insurance and related services associated with Terrorism risks for Eden Housing Association

Insurance and related services associated with Terrorism risks for Eden Housing Association. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ

Options: Eden Housing Association 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.

Renewal: Eden Housing Association 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.

Insurance and related services associated with Terrorism and Political Violence risks for Eden Housing Association

Insurance and related services associated with Terrorism and Violence risks for Eden Housing Association. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ

Options: Eden Housing Association 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.

Renewal: Eden Housing Association 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.

Insurance and related services associated with Directors' and Officers' Liability

Insurance and related services associated with Directors and Officers' Liability risks for Eden Housing Association. Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ

Options: Eden Housing Association 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.

Renewal: Eden Housing Association 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.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-03dc4d
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/018109-2023
Current Stage
Tender
All Stages
Tender

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
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

71 - Architectural, construction, engineering and inspection services


CPV Codes

66510000 - Insurance services

66513000 - Legal insurance and all-risk insurance services

66513100 - Legal expenses insurance services

66513200 - Contractor's all-risk insurance services

66514110 - Motor vehicle insurance services

66515000 - Damage or loss insurance services

66515100 - Fire insurance services

66515200 - Property insurance services

66515410 - Financial loss insurance services

66515411 - Pecuniary loss insurance services

66516000 - Liability insurance services

66516100 - Motor vehicle liability insurance services

66516400 - General liability insurance services

66516500 - Professional liability insurance services

66517300 - Risk management insurance services

66518000 - Insurance brokerage and agency services

66518300 - Insurance claims adjustment services

66519200 - Engineering insurance services

71631000 - Technical inspection services

71631100 - Machinery-inspection services

71632200 - Non-destructive testing services

Notice Value(s)

Tender Value
£500,000 £500K-£1M
Lots Value
£467,000 £100K-£500K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
26 Jun 20232 years ago
Submission Deadline
10 Jul 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
29 Sep 2023 - 29 Sep 2026 3-4 years
Recurrence
Between 3 or 5 years from the date of this Notice

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
EDEN HOUSING ASSOCIATION LTD
Contact Name
Our Consultant for this project is Gibbs Laidler Consulting LLP
Contact Email
jeremy.flint@gibbslaidler.co.uk
Contact Phone
+44 1959562242

Buyer Location

Locality
PENRITH
Postcode
CA11 8QU
Post Town
Carlisle
Country
England

Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD1 Cumbria
Small Region (ITL 3)
TLD14 Westmorland and Furness
Delivery Location
Not specified

Local Authority
Westmorland and Furness
Electoral Ward
Penrith South
Westminster Constituency
Penrith and Solway

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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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                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518300",
                        "description": "Insurance claims adjustment services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
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                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "71631000",
                        "description": "Technical inspection services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "71632200",
                        "description": "Non-destructive testing services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "71631100",
                        "description": "Machinery-inspection 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"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    }
                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
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                "relatedLot": "2"
            },
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "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": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
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                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
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                "relatedLot": "3"
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            {
                "id": "4",
                "additionalClassifications": [
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                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "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": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
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                ],
                "deliveryAddresses": [
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                        "region": "UK"
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                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
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                "relatedLot": "4"
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            {
                "id": "5",
                "additionalClassifications": [
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                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "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": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518000",
                        "description": "Insurance brokerage and agency services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
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                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
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                "relatedLot": "5"
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            {
                "id": "6",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66513100",
                        "description": "Legal expenses 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": "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"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK"
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                ],
                "deliveryLocation": {
                    "description": "UNITED KINGDOM"
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                "relatedLot": "6"
            }
        ],
        "submissionMethod": [
            "written"
        ],
        "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 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",
        "procedure": {
            "isAccelerated": true,
            "acceleratedRationale": "Unexpected withdrawal of the current Insurer from the UK Social Housing Sector"
        },
        "secondStage": {
            "successiveReduction": true,
            "noNegotiationNecessary": true,
            "invitationDate": "2023-07-14T00:00:00+01:00"
        },
        "tenderPeriod": {
            "endDate": "2023-07-10T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "endDate": "2023-09-30T23:59:59+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"
        },
        "amendments": [
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                "id": "1",
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                            "text": "The procurement documents are available for unrestricted and full direct access, free of charge, at https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ"
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                            "section": "I.3",
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                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969"
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                            "section": "II.2.14",
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                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969"
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                        "newValue": {
                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969"
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                            "section": "II.2.14",
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                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ"
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                        "newValue": {
                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969"
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                            "section": "II.2.14",
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                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ"
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                        "newValue": {
                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969"
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                            "section": "II.2.14",
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                    {
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                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ"
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                        "newValue": {
                            "text": "To respond to this opportunity please click here: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969"
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                            "section": "II.2.14",
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                            "text": "For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./3N7N5H7SHQ\" To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/3N7N5H7SHQ\""
                        },
                        "newValue": {
                            "text": "For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969\" To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/W7GS5ZB969\""
                        },
                        "where": {
                            "section": "VI.3",
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                ],
                "description": "Corrected Link to the Delta project. For more information about this opportunity, please visit the Delta eSourcing portal at: <a href=\"https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969\" target=\"_blank\">https://www.delta-esourcing.com/tenders/UK-UK-Penrith:-Insurance-services./W7GS5ZB969</a> To respond to this opportunity, please click here: <a href=\"https://www.delta-esourcing.com/respond/W7GS5ZB969\" target=\"_blank\">https://www.delta-esourcing.com/respond/W7GS5ZB969</a> GO Reference: GO-2023626-PRO-23276390"
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    },
    "parties": [
        {
            "id": "GB-FTS-85914",
            "name": "Eden Housing Association Ltd",
            "identifier": {
                "legalName": "Eden Housing Association Ltd"
            },
            "address": {
                "streetAddress": "Blain House, Bridge Lane",
                "locality": "Penrith",
                "region": "UK",
                "postalCode": "CA11 8QU",
                "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-Penrith:-Insurance-services./3N7N5H7SHQ"
            },
            "roles": [
                "buyer"
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            "details": {
                "url": "http://www.edenha.org.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-85914",
        "name": "Eden Housing Association Ltd"
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    "language": "en"
}