Provision of Factored Insurance and Associated Claims Handling

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-03ee20-2023-09-05T15:59:00+01:00",
    "date": "2023-09-05T15:59:00+01:00",
    "ocid": "ocds-h6vhtk-03ee20",
    "description": "Quality Management Procedures The Tenderer must hold a UKAS (or equivalent) accredited independent third-party certificate of compliance in accordance with BS EN ISO 9001 (or equivalent) or a documented policy regarding quality management. Health and Safety Procedures The Tenderer must hold a UKAS (or equivalent) accredited independent third-party certificate of compliance in accordance with ISO 45001 (or equivalent) or have, within the last 12 months, successfully met the assessment requirements of a construction-related scheme in registered membership of the Safety Schemes in Procurement (SSIP) forum or the bidder must have a regularly reviewed and documented policy for Health and Safety management. The Tenderer must hold a UKAS (or equivalent) accredited independent third-party certificate of compliance in accordance with BS EN ISO 14001 (or equivalent) or a documented policy regarding environmental management. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=740112. The Contracting Authority does not intend to include a sub-contract clause as part of community benefits (as per Section 25 of the Procurement Reform (Scotland) Act 2014) in this contract for the following reason: don't envisage being a requirement The Contracting Authority does not intend to include any community benefit requirements in this contract for the following reason: To ensure premiums secured are competitive NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=729932. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:729932)",
    "initiationType": "tender",
    "tender": {
        "id": "ocds-h6vhtk-03ee20",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Provision of Factored Insurance and Associated Claims Handling",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66515200",
            "description": "Property insurance services"
        },
        "mainProcurementCategory": "services",
        "description": "Wheatley Housing Group (WHG) wishes to place a programme of Insurance in relation to Factored Owners and Factored Commercial Owners for building insurance. Full details are included within the tender documentation. Wheatley Solutions Limited is the entity that is authorised to conduct insurance intermediary services therefore they are the contracting authority for this purpose.",
        "lots": [
            {
                "id": "1",
                "description": "Wheatley Solutions Ltd (WSL) wishes to place a programme in relation to Factored Owners Insurance. Arthur J. Gallagher Insurance Brokers are managing this procurement in accordance with the Public Contracts Scotland Regulations 2015 (the \"Regulations\") Additional information: Economic operations may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Quality",
                            "type": "quality",
                            "description": "35%"
                        },
                        {
                            "name": "Cost",
                            "type": "cost",
                            "description": "65%"
                        }
                    ]
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "24-month extension - It is WHG's intention to enter into an Agreement with a Provider for a minimum of three years with the option to extend for two years."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66515200",
                        "description": "Property insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66515000",
                        "description": "Damage or loss insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.publiccontractsscotland.gov.uk",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Tenderers must confirm if they hold the particular authorisation or memberships: Financial Conduct Authority (FCA) It is a mandatory requirement for Tenderers to hold the above membership.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "economic",
                    "description": "Tenderers who cannot meet the required level of turnover will be excluded from this tender. Tenderers are expected to be Standard & Poor's (or equivalent agency A M Best or Moodys) rated A- or better. If the information provided or the clarifications are not satisfactory, the tenderer will be excluded from the tender process. Should the Tenderer not have the specified insurances at the time of tendering then, the Tenderer must certify in their response that the specified insurance will be obtained.",
                    "minimum": "Tenderers are expected to be Standard & Poor's (or equivalent agency A M Best or Moody's) rated A- or better. Tenderers must have the following insurances in place: Employer's (Compulsory) Liability Insurance = 5million GBP in respect of any one event Public Liability Insurance 5million GBP in respect of any one event Professional Indemnity Insurance 5million GBP in the aggregate",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "technical",
                    "description": "Tenderers are required to provide 2 examples of services carried out in the past 3 years that demonstrates they have the relevant experience to deliver the services described in the Contract Notice. The services must be of a similar value, size and scope.",
                    "minimum": "Unsatisfactory experience will result in exclusion from the tender process.",
                    "appliesTo": [
                        "supplier"
                    ]
                }
            ]
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2023-09-19T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "awardPeriod": {
            "startDate": "2023-09-20T09:00:00+01:00"
        },
        "bidOpening": {
            "date": "2023-09-20T09:00:00+01:00"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "Estimated timing for further notices to be published: 2025 if option to extend is not utlised."
        },
        "amendments": [
            {
                "id": "1",
                "unstructuredChanges": [
                    {
                        "oldValue": {
                            "date": "2023-09-19T17:00:00+01:00"
                        },
                        "newValue": {
                            "date": "2023-09-28T17:00:00+01:00"
                        },
                        "where": {
                            "section": "IV.2.2",
                            "label": "Time limit"
                        }
                    },
                    {
                        "oldValue": {
                            "date": "2023-09-20T09:00:00+01:00"
                        },
                        "newValue": {
                            "date": "2023-09-29T09:00:00+01:00"
                        },
                        "where": {
                            "section": "IV.2.7",
                            "label": "Conditions for opening of tenders"
                        }
                    }
                ],
                "description": "The Client is happy to extend the deadline to 28th September 2023 at 5pm, however cannot extend beyond this due to internal deadlines for Board approval."
            }
        ]
    },
    "parties": [
        {
            "id": "GB-FTS-3314",
            "name": "The Wheatley Housing Group Limited",
            "identifier": {
                "legalName": "The Wheatley Housing Group Limited"
            },
            "address": {
                "streetAddress": "25 Cochrane Street",
                "locality": "Glasgow",
                "region": "UK",
                "postalCode": "G1 1HL",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Lynne Cumming",
                "telephone": "+44 7801966989",
                "email": "uk.gallagherhousing.tenders@ajg.com",
                "url": "https://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://www.wheatley-group.com",
                "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA30353",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "description": "Housing Association"
                    },
                    {
                        "scheme": "COFOG",
                        "id": "06",
                        "description": "Housing and community amenities"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-89706",
            "name": "Glasgow Sheriff Court and Justice of the Peace Court",
            "identifier": {
                "legalName": "Glasgow Sheriff Court and Justice of the Peace Court"
            },
            "address": {
                "streetAddress": "11 Carlton Place",
                "locality": "Glasgow",
                "postalCode": "G5 9DA",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "id": "GB-FTS-3314",
        "name": "The Wheatley Housing Group Limited"
    },
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000729932"
        }
    ],
    "language": "en"
}