Provision of Insurance and Related Services to Monmouthshire Housing Association

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-05820e-2026-01-21T16:05:35Z",
    "date": "2026-01-21T16:05:35Z",
    "ocid": "ocds-h6vhtk-05820e",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PRQN-8568-TCYY",
            "name": "Monmouthshire Housing Association",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PRQN-8568-TCYY"
            },
            "address": {
                "streetAddress": "Nant-Y-Pia House, Mamhilad Technology Park",
                "locality": "Mamhilad",
                "postalCode": "NP4 0JJ",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKL21"
            },
            "contactPoint": {
                "name": "James Foreman",
                "email": "james.foreman@gibbslaidler.co.uk",
                "telephone": "+44 1959562242"
            },
            "roles": [
                "buyer"
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                    {
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                        "scheme": "UK_CA_TYPE",
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                ]
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        },
        {
            "id": "GB-PPON-PGJB-3773-RCMH",
            "name": "Gibbs Laidler Consulting LLP",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PGJB-3773-RCMH"
            },
            "address": {
                "streetAddress": "1 The Courtyard, Salters Heath Business Centre",
                "locality": "Sevenoaks",
                "postalCode": "TN13 2BL",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKJ46"
            },
            "contactPoint": {
                "name": "James Foreman",
                "email": "james.foreman@gibbslaidler.co.uk",
                "telephone": "07841632922"
            },
            "roles": [
                "procuringEntity"
            ],
            "roleDetails": "Working on behalf of the contracting authority"
        },
        {
            "id": "GB-PPON-PQWR-3824-ZVZH",
            "name": "Zurich Insurance Company",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PQWR-3824-ZVZH"
            },
            "address": {
                "streetAddress": "The Zurich Centre, 3000 Parkway, Whitely, Fareham",
                "locality": "Hampshire",
                "postalCode": "PO15 7JZ",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKJ36"
            },
            "contactPoint": {
                "name": "Carly Haywood",
                "email": "carly.haywood@uk.zurich.com",
                "telephone": "07875 886785"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large",
                "vcse": false,
                "publicServiceMissionOrganization": false,
                "shelteredWorkshop": false
            }
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    ],
    "buyer": {
        "id": "GB-PPON-PRQN-8568-TCYY",
        "name": "Monmouthshire Housing Association"
    },
    "tender": {
        "id": "ocds-h6vhtk-05820e",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Provision of Insurance and Related Services to Monmouthshire Housing Association",
        "description": "Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services for Property, legal liability and other general (non-life) insurable 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, contract works, group personal accident and employment practices liability. This list is to be decided at the sole discretion of Monmouthshire Housing Association. Suppliers will be required to have the financial ability to deliver the programme, including Insurers with a minimum rating of 'BBB' from standard and poor, 'B++' from AM 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. Suppliers will be assessed but not limited to the following high level criterion: - The ability to provide the Contracting Authority with a choice of suitable insurers and/or suitable cover options - A skilled and competent service team, being Client Relationship Management, Insurance Claims management, Insurance Broking / underwriting and insurable risk managers - The delivery of quality service to the Contracting Authority and our clients, including that provided to us by any third-party contractor employed by you or by the Insurer(s) you propose To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=1008224131",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "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"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518300",
                        "description": "Insurance claims adjustment services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "2"
            },
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518300",
                        "description": "Insurance claims adjustment services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "3"
            },
            {
                "id": "4",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66517300",
                        "description": "Risk management insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66518300",
                        "description": "Insurance claims adjustment services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "4"
            }
        ],
        "value": {
            "amountGross": 415000,
            "amount": 415000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Competitive flexible procedure",
        "procedure": {
            "features": "The procedure will consist of a multi stage procurement, covering a conditions of participation stage and three stages contained within the tendering period, allowing for shortlisting of suppliers at each round. The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality."
        },
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "submissionMethodDetails": "https://www.delta-esourcing.com/",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "expressionOfInterestDeadline": "2025-09-01T00:00:00+01:00",
        "enquiryPeriod": {
            "endDate": "2025-09-01T00:00:00+01:00"
        },
        "awardPeriod": {
            "endDate": "2025-12-05T23:59:59+00:00"
        },
        "lots": [
            {
                "id": "1",
                "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Monmouthshire Housing Association.",
                "description": "A programme of General (non-life) insurance and related services for Monmouthshire 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, employment practices liability. This list is to be decided at the sole discretion Monmouthshire Housing Association.",
                "status": "complete",
                "value": {
                    "amountGross": 400000,
                    "amount": 400000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Price",
                            "numbers": [
                                {
                                    "number": 40,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Quality",
                            "numbers": [
                                {
                                    "number": 60,
                                    "weight": "percentageExact"
                                }
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                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-01-21T00:00:00+00:00",
                    "endDate": "2029-01-20T23:59:59+00:00",
                    "maxExtentDate": "2031-01-20T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Monmouthshire Housing Association 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."
                }
            },
            {
                "id": "2",
                "title": "Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) for Monmouthshire Housing Association",
                "description": "Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) cover.",
                "status": "complete",
                "value": {
                    "amountGross": 15000,
                    "amount": 15000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Price",
                            "numbers": [
                                {
                                    "number": 40,
                                    "weight": "percentageExact"
                                }
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                        },
                        {
                            "type": "quality",
                            "name": "Quality",
                            "numbers": [
                                {
                                    "number": 60,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
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                    "sme": true,
                    "vcse": true
                },
                "contractPeriod": {
                    "startDate": "2026-01-21T00:00:00+00:00",
                    "endDate": "2029-01-20T23:59:59+00:00",
                    "maxExtentDate": "2031-01-20T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Monmouthshire Housing Association 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."
                }
            },
            {
                "id": "3",
                "title": "Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Monmouthshire Housing Association.",
                "description": "Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) cover.",
                "status": "active",
                "value": {
                    "amountGross": 0,
                    "amount": 0,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Price",
                            "numbers": [
                                {
                                    "number": 40,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Quality",
                            "numbers": [
                                {
                                    "number": 60,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-01-21T00:00:00+00:00",
                    "endDate": "2029-01-20T23:59:59+00:00",
                    "maxExtentDate": "2031-01-20T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Monmouthshire Housing Association 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."
                }
            },
            {
                "id": "4",
                "title": "Insurance and related services associated with Alternative Risk Financing as required by Monmouthshire Housing Association",
                "description": "Monmouthshire Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Alternative Risk Financing cover.",
                "status": "active",
                "value": {
                    "amountGross": 0,
                    "amount": 0,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Price",
                            "numbers": [
                                {
                                    "number": 40,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Quality",
                            "numbers": [
                                {
                                    "number": 60,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-01-21T00:00:00+00:00",
                    "endDate": "2029-01-20T23:59:59+00:00",
                    "maxExtentDate": "2031-01-20T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Monmouthshire Housing Association 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."
                }
            }
        ],
        "lotDetails": {
            "maximumLotsAwardedPerSupplier": 3,
            "awardCriteriaDetails": "The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Lots 1-4 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 it's discretion, but full details of the risk carrier(s) will be required"
        },
        "documents": [
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest",
                "description": "Not published"
            },
            {
                "id": "046330-2025",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/046330-2025",
                "datePublished": "2025-08-05T20:42:51+01:00",
                "format": "text/html"
            }
        ]
    },
    "language": "en",
    "bids": {
        "statistics": [
            {
                "id": "1",
                "measure": "bids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "2",
                "measure": "finalStageBids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "3",
                "measure": "smeFinalStageBids",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "4",
                "measure": "vcseFinalStageBids",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "5",
                "measure": "bids",
                "value": 2,
                "relatedLot": "2"
            },
            {
                "id": "6",
                "measure": "finalStageBids",
                "value": 2,
                "relatedLot": "2"
            },
            {
                "id": "7",
                "measure": "smeFinalStageBids",
                "value": 0,
                "relatedLot": "2"
            },
            {
                "id": "8",
                "measure": "vcseFinalStageBids",
                "value": 0,
                "relatedLot": "2"
            }
        ]
    },
    "awards": [
        {
            "id": "1",
            "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Monmouthshire Housing Association.",
            "status": "pending",
            "date": "2026-01-20T00:00:00+00:00",
            "value": {
                "amountGross": 400000,
                "amount": 400000,
                "currency": "GBP"
            },
            "mainProcurementCategory": "services",
            "aboveThreshold": true,
            "suppliers": [
                {
                    "id": "GB-PPON-PQWR-3824-ZVZH",
                    "name": "Zurich Insurance Company"
                }
            ],
            "items": [
                {
                    "id": "1",
                    "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"
                        }
                    ],
                    "deliveryAddresses": [
                        {
                            "region": "UK",
                            "country": "GB",
                            "countryName": "United Kingdom"
                        }
                    ],
                    "relatedLot": "1"
                }
            ],
            "standstillPeriod": {
                "endDate": "2026-01-30T23:59:59+00:00"
            },
            "contractPeriod": {
                "startDate": "2026-02-04T00:00:00+00:00",
                "endDate": "2029-01-20T23:59:59+00:00",
                "maxExtentDate": "2031-01-20T23:59:59+00:00"
            },
            "hasRenewal": true,
            "renewal": {
                "description": "Monmouthshire Housing Association 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. Please note the contract start date is still 21 Jan, due to unforeseen events impacting the tender information is being published now"
            },
            "relatedLots": [
                "1"
            ],
            "documents": [
                {
                    "id": "005461-2026",
                    "documentType": "awardNotice",
                    "noticeType": "UK6",
                    "description": "Contract award notice on Find a Tender",
                    "url": "https://www.find-tender.service.gov.uk/Notice/005461-2026",
                    "datePublished": "2026-01-21T16:05:35Z",
                    "format": "text/html"
                }
            ],
            "assessmentSummariesDateSent": "2026-01-21T00:00:00+00:00",
            "milestones": [
                {
                    "id": "1",
                    "type": "futureSignatureDate",
                    "dueDate": "2026-02-03T23:59:59+00:00",
                    "status": "scheduled"
                }
            ]
        },
        {
            "id": "2",
            "title": "Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) for Monmouthshire Housing Association",
            "status": "active",
            "date": "2026-01-20T00:00:00+00:00",
            "value": {
                "amountGross": 15000,
                "amount": 15000,
                "currency": "GBP"
            },
            "mainProcurementCategory": "services",
            "aboveThreshold": false,
            "suppliers": [
                {
                    "id": "GB-PPON-PQWR-3824-ZVZH",
                    "name": "Zurich Insurance Company"
                }
            ],
            "items": [
                {
                    "id": "2",
                    "additionalClassifications": [
                        {
                            "scheme": "CPV",
                            "id": "66510000",
                            "description": "Insurance services"
                        },
                        {
                            "scheme": "CPV",
                            "id": "66516000",
                            "description": "Liability insurance services"
                        },
                        {
                            "scheme": "CPV",
                            "id": "66517300",
                            "description": "Risk management insurance services"
                        },
                        {
                            "scheme": "CPV",
                            "id": "66518300",
                            "description": "Insurance claims adjustment services"
                        }
                    ],
                    "deliveryAddresses": [
                        {
                            "region": "UK",
                            "country": "GB",
                            "countryName": "United Kingdom"
                        }
                    ],
                    "relatedLot": "2"
                }
            ],
            "contractPeriod": {
                "startDate": "2026-02-04T00:00:00+00:00",
                "endDate": "2029-01-20T23:59:59+00:00",
                "maxExtentDate": "2031-01-20T23:59:59+00:00"
            },
            "hasRenewal": true,
            "renewal": {
                "description": "Monmouthshire Housing Association 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. Please note the contract start date is still 21 Jan, due to unforeseen events impacting the tender information is being published now"
            },
            "relatedLots": [
                "2"
            ],
            "documents": [
                {
                    "id": "005461-2026",
                    "documentType": "awardNotice",
                    "noticeType": "UK6",
                    "description": "Contract award notice on Find a Tender",
                    "url": "https://www.find-tender.service.gov.uk/Notice/005461-2026",
                    "datePublished": "2026-01-21T16:05:35Z",
                    "format": "text/html"
                }
            ],
            "assessmentSummariesDateSent": "2026-01-21T00:00:00+00:00",
            "milestones": [
                {
                    "id": "2",
                    "type": "futureSignatureDate",
                    "dueDate": "2026-02-03T23:59:59+00:00",
                    "status": "scheduled"
                }
            ]
        }
    ]
}