Insurance and Related Services 2026 for Clydesdale Housing Association Ltd

{
    "tag": [
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    "id": "ocds-h6vhtk-05d108-2025-10-21T16:22:06+01:00",
    "date": "2025-10-21T16:22:06+01:00",
    "ocid": "ocds-h6vhtk-05d108",
    "description": "Bidders should note that for reasons of confidentiality, full Tender specification and supporting information will be made available only to those Bidders that are selected to proceed to the Invitation to Tender Stage. Sufficient detail is provided within this Contract Notice and within the SPD to enable the Bidder to decide whether to participate in this process. 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=813377. 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:813377) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=813377",
    "initiationType": "tender",
    "tender": {
        "id": "ocds-h6vhtk-05d108",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Insurance and Related Services 2026 for Clydesdale Housing Association Ltd",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "66510000",
            "description": "Insurance services"
        },
        "mainProcurementCategory": "services",
        "description": "The Contract is for the provision of general insurance and related services, including claims handling, loss control services and general programme maintenance and advice as required by Clydesdale Housing Association Ltd commencing 1st April 2026. A full Summary of Current Cover will be provided with the Invitation to Tender to selected bidders. Bids are invited from suitably qualified insurance brokers and direct providers for the entire scope of services. The procurement will follow the two-stage Competitive with Negotiation Procedure with a pre-qualifying stage based on completed SPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract.",
        "value": {
            "amount": 360000,
            "currency": "GBP"
        },
        "lotDetails": {
            "maximumLotsAwardedPerSupplier": 6
        },
        "lots": [
            {
                "id": "2",
                "title": "Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) as required by Clydesdale Housing Association Ltd",
                "description": "The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for terrorism insurance as required by Clydesdale Housing Association Ltd for a period of three years commencing 01.04.2026, with the option to extend by up to a further two years at Clydesdale Housing Association Ltd's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents Additional information: A Summary of Clydesdale Housing Association Ltd's current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement.",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial three year period with the option to extend for a further two years at Clydesdale Housing Association Ltd's sole discretion. Renewal will be sought at the end of the three or five year period."
                },
                "secondStage": {
                    "minimumCandidates": 4,
                    "maximumCandidates": 4
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
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                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "5",
                "title": "Insurance and related services associated with Professional Indemnity Risks as required by Clydesdale Housing Association Ltd",
                "description": "The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for professional indemnity insurance as required by Clydesdale Housing Association Ltd for a period of three years commencing 01.04.2026, with the option to extend by up to a further two years at Clydesdale Housing Association Ltd's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents Additional information: A Summary of Clydesdale Housing Association Ltd's current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement.",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial three year period with the option to extend for a further two years at Clydesdale Housing Association Ltd's sole discretion. Renewal will be sought at the end of the three or five year period."
                },
                "secondStage": {
                    "minimumCandidates": 4,
                    "maximumCandidates": 4
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
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                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "3",
                "title": "Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Clydesdale Housing Association Ltd",
                "description": "The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for terrorism insurance as required by Clydesdale Housing Association Ltd for a period of three years commencing 01.04.2026, with the option to extend by up to a further two years at Clydesdale Housing Association Ltd's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents. Additional information: A Summary of Clydesdale Housing Association Ltd's current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial three year period with the option to extend for a further two years at Clydesdale Housing Association Ltd's sole discretion. Renewal will be sought at the end of the three or five year period."
                },
                "secondStage": {
                    "minimumCandidates": 4,
                    "maximumCandidates": 4
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "4",
                "title": "Insurance and related services associated with Cyber Risk required by Clydesdale Housing Association Ltd",
                "description": "The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for cyber risk insurance as required by Clydesdale Housing Association Ltd for a period of three years commencing 01.04.2026, with the option to extend by up to a further two years at Clydesdale Housing Association Ltd's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents Additional information: A Summary of Clydesdale Housing Association Ltd's current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement.",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial three year period with the option to extend for a further two years at Clydesdale Housing Association Ltd's sole discretion. Renewal will be sought at the end of the three or five year period."
                },
                "secondStage": {
                    "minimumCandidates": 4,
                    "maximumCandidates": 4
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "6",
                "title": "Insurance and related services associated with Directors and Officers Liability, and Entity as required by Clydesdale Housing Association Ltd",
                "description": "The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for directors and officer's insurance as required by Clydesdale Housing Association Ltd for a period of three years commencing 01.04.2026, with the option to extend by up to a further two years at Clydesdale Housing Association Ltd's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents. Additional information: A Summary of Clydesdale Housing Association Ltd's current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement.",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial three year period with the option to extend for a further two years at Clydesdale Housing Association Ltd's sole discretion. Renewal will be sought at the end of the three or five year period."
                },
                "secondStage": {
                    "minimumCandidates": 4,
                    "maximumCandidates": 4
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "7",
                "title": "Alternative Risk Financing for Clydesdale Housing Association Ltd",
                "description": "This Lot allows Clydesdale Housing Association Ltd to examine a bidder's proposals for a combination of Alternative Risk Financing and traditional insurance & Related services for a programme of General Insurance. This lot is an optional lot, which can be awarded or not awarded at the sole discretion of Clydesdale Housing Association Ltd, depending on Clydesdale Housing Association Ltd's requirements. Additional information: A Summary of Clydesdale Housing Association Ltd's current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement.",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial three year period with the option to extend for a further two years at Clydesdale Housing Association Ltd's sole discretion. Renewal will be sought at the end of the three or five year period."
                },
                "secondStage": {
                    "minimumCandidates": 4,
                    "maximumCandidates": 4
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            },
            {
                "id": "1",
                "title": "Insurance for Property & related Business Interruption risks (possibly including Property Owners Liability) as required by Clydesdale Housing Association Ltd",
                "description": "The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for property, legal liabilities and other general insurances as required by Clydesdale Housing Association Ltd for a period of three years commencing 01.04.2026, with the option to extend by up to a further two years at Clydesdale Housing Association Ltd's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents Additional information: A Summary of Clydesdale Housing Association Ltd's current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement",
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial three year period with the option to extend for a further two years at Clydesdale Housing Association Ltd's sole discretion. Renewal will be sought at the end of the three or five year period."
                },
                "secondStage": {
                    "minimumCandidates": 4,
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                },
                "submissionTerms": {
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                "status": "active"
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                        "description": "Financial loss insurance services"
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                    {
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                        "scheme": "CPV",
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                        "scheme": "CPV",
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                        "description": "Liability insurance services"
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                    {
                        "scheme": "CPV",
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                        "description": "Financial loss insurance services"
                    },
                    {
                        "scheme": "CPV",
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                        "scheme": "CPV",
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                        "description": "Insurance services"
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                        "scheme": "CPV",
                        "id": "66516500",
                        "description": "Professional liability insurance services"
                    },
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                        "scheme": "CPV",
                        "id": "66516400",
                        "description": "General liability insurance services"
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                ],
                "deliveryAddresses": [
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                "relatedLot": "1"
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        "submissionMethod": [
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        "submissionMethodDetails": "https://www.publiccontractsscotland.gov.uk/",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "As a minimum, you are required to demonstrate: 1) you are an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised /and or regulated by the UK Financial Conduct Authority indicating the types of insurance/service the bidder is authorised to arrange or provide (See question 4a of SPD) 2) the financial ability and strength to deliver the programme (see question 4b of SPD) 3) the governance arrangements of the bidding organisation and where part of a larger Group, the title, positioning and legal status of the bidding organisation within that Group 4) the ability to provide social landlords with a choice of insurers and/or options 5) a record of successful provision of relevant services to other organisations that are similar in profile to the contracting authority (see question 4C1.2 of SPD) 6) a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers and risk managers (see question 4C6 of SPD) 7) your commitment to delivering quality service to Clydesdale Housing Association Ltd, including that provided by any third party contractor employed by you or by the insurers you propose (see question 4C10 of SPD) 8) your ability to demonstrate client satisfaction on at least 3 similar contracts 9) commitment to corporate and individual professional development defined by the CII or similar professional organisation (see questions 4c&4D of SPD)",
                    "appliesTo": [
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                    "minimum": "(1) All candidates will be required to provide evidence of relevant insurance limits as detailed in the SPD (2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the bidder and the turnover in respect of the activities which are of a similar type to the subject matter of this notice. (3) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business. (4) all candidates will give a clear description of the bidding company's status within any larger Group, where appropriate. (5) Financial ratings of all risk carriers must be provided within Tender response"
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                    "type": "technical",
                    "description": "Bidders must be either an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised/and or regulated by the UK Financial Conduct Authority indicating the types of insurance/service the bidder is authorised to arrange or provide."
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        "otherRequirements": {
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        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Competitive procedure with negotiation",
        "secondStage": {
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            "invitationDate": "2025-11-26T00:00:00Z"
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        "coveredBy": [
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            "endDate": "2025-11-21T12:00:00Z"
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            "bidValidityPeriod": {
                "endDate": "2026-03-31T23:59:59+01:00"
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        "recurrence": {
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                "postalCode": "ML11 7PT",
                "countryName": "United Kingdom"
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