This public procurement record has 1 release in its history.

Tender

24 Jul 2024 at 19:05

Summary of the contracting process

Joseph Rowntree Foundation is soliciting tenders for various insurance and related services, focusing on property, legal liability, motor vehicle, engineering equipment, and terrorism risks. The procurement, valued at around £2,350,000, falls under the services category and is intended for locations within the UK. The procurement is currently in the "Tender" stage with key dates including an invitation for the second stage set for 23 August 2024, and the submission deadline for the first stage being 14 August 2024. The contracts are expected to start on 1 January 2025 and run until 31 December 2027, with potential renewals extending up to 2 additional years.

This procurement represents a significant opportunity for businesses in the insurance sector, particularly those with experience in servicing property owners, public sector organisations, and social landlords. The tender is structured to favour small or medium enterprises (SMEs) and requires bidders to detail their proposed insurance wordings and relevant experience. Successful engagement in this tender could result in substantial business growth, notably for insurance brokers and carriers who can meet the financial and technical criteria. The use of a competitive procedure with negotiation indicates the importance of tailored and competitive proposals to secure this long-term engagement with Joseph Rowntree Foundation.

How relevant is this notice?

Notice Title

Provision of Insurance and related services to Joseph Rowntree Foundation

Notice Description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Joseph Rowntree Foundation

Lot Information

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Joseph Rowntree Foundation

A programme of General (non-life) insurance and related services for Joseph Rowntree Foundation. 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, Cyber, group personal accident, professional indemnity, fidelity guarantee/crime and employment practices liability. This list is to be decided at the sole discretion of Joseph Rowntree Foundation. This Lot excludes: Motor (See Lot 2), Engineering (See Lot 3), Terrorism (See Lot 4 and 5), Directors & Officers Liability (See Lot 6). Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXX

Options: Joseph Rowntree Foundation 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 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: Joseph Rowntree Foundation 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 Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)

Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions). Additional information: As stated in the Tender documentation. For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXXXXX

Options: Joseph Rowntree Foundation 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 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: Joseph Rowntree Foundation 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 Authority 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: XXXXXXXXXX

Options: Joseph Rowntree Foundation 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 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: Joseph Rowntree Foundation 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 Risks (Pool Re Basis) for Joseph Rowntree Foundation

Insurance and related services associated with Terrorism risks (Pool Re Basis) for Joseph Rowntree Foundation. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXXXXXX

Options: Joseph Rowntree Foundation 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.

Renewal: Joseph Rowntree Foundation 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 (Non Pool Re Basis) Risks for Joseph Rowntree Foundation

Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Joseph Rowntree Foundation. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXX

Options: Joseph Rowntree Foundation 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.

Renewal: Joseph Rowntree Foundation 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 Directors and Officers' Liability

Insurance and related services associated with Directors and Officers' Liability risks for Joseph Rowntree Foundation. Additional information: To respond to this opportunity please click here: XXXXXXXXXXX

Options: Joseph Rowntree Foundation 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.

Renewal: Joseph Rowntree Foundation 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-04845f
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/023119-2024
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

66000000 - Financial and insurance services

66510000 - 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
£2,000,000 £1M-£10M
Lots Value
£2,200,000 £1M-£10M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
24 Jul 20242 years ago
Submission Deadline
14 Aug 2024Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Jan 2025 - 31 Dec 2027 2-3 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
Joseph Rowntree Foundation
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
YORK
Postcode
YO30 6WP
Postcode Area
York
Country
England

Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE2 North Yorkshire
Small Region (ITL 3)
TLE21 York
Delivery Location
Not specified

Local Authority
York
Electoral Ward
Rawcliffe & Clifton Without
Westminster Constituency
York Outer

Open Contracting Data Standard (OCDS)

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