Provision of Insurance and Related Services to Beacon Cymru Group Limited and Pennant Housing Association Limited

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-06074b-2026-01-16T10:05:08Z",
    "date": "2026-01-16T10:05:08Z",
    "ocid": "ocds-h6vhtk-06074b",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PZGZ-9451-XPPQ",
            "name": "Beacon Cymru Group Limited",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PZGZ-9451-XPPQ"
            },
            "address": {
                "streetAddress": "3rd Floor, 220 High Street, Urban Village",
                "locality": "Swansea",
                "postalCode": "SA1 1NW",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKL18"
            },
            "contactPoint": {
                "email": "procurement@gibbslaidler.co.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "publicUndertaking",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public undertaking"
                    }
                ]
            }
        },
        {
            "id": "GB-PPON-PGJB-3773-RCMH",
            "name": "Gibbs Laidler Consulting LLP",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PGJB-3773-RCMH"
            },
            "address": {
                "streetAddress": "The Courtyard, Salters Heath Business Centre, Cold Arbour Road",
                "locality": "Sevenoaks",
                "postalCode": "TN13 2BL",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKJ46"
            },
            "contactPoint": {
                "email": "procurement@gibbslaidler.co.uk",
                "telephone": "01959562242"
            },
            "roles": [
                "procuringEntity"
            ],
            "roleDetails": "Working on behalf of the contracting authority"
        }
    ],
    "buyer": {
        "id": "GB-PPON-PZGZ-9451-XPPQ",
        "name": "Beacon Cymru Group Limited"
    },
    "tender": {
        "id": "ocds-h6vhtk-06074b",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Provision of Insurance and Related Services to Beacon Cymru Group Limited and Pennant Housing Association Limited",
        "description": "Beacon Cymru Group Limited 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 Beacon Cymru Group Limited. Suppliers will be required to have the financial ability to deliver the programme, including Insurers with a minimum rating of 'A-' from standard and poor, 'A-' from AM Best, or an equivalent rating by an independent and reputable credit rating agency and approved by 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 For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Swansea:-Financial-and-insurance-services./9EKSKY2323 To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/9EKSKY2323",
        "status": "active",
        "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": "66514110",
                        "description": "Motor vehicle insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516100",
                        "description": "Motor vehicle 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"
            },
            {
                "id": "5",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "5"
            }
        ],
        "value": {
            "amountGross": 6780000,
            "amount": 6780000,
            "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 55% Cost / 45% Quality."
        },
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "submissionMethodDetails": "https://www.delta-esourcing.com/",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "expressionOfInterestDeadline": "2026-02-09T00:00:00+00:00",
        "enquiryPeriod": {
            "endDate": "2026-02-02T00:00:00+00:00"
        },
        "awardPeriod": {
            "endDate": "2026-06-30T23:59:59+01:00"
        },
        "lots": [
            {
                "id": "1",
                "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Beacon Cymru Group Limited.",
                "description": "A programme of General (non-life) insurance and related services for Beacon Cymru Group Limited. 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, engineering insurance. This list is to be decided at the sole discretion Beacon Cymru Group Limited.",
                "status": "active",
                "value": {
                    "amountGross": 6250000,
                    "amount": 6250000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Criterion 1",
                            "numbers": [
                                {
                                    "number": 55,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Criterion 2",
                            "numbers": [
                                {
                                    "number": 45,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-07-07T00:00:00+01:00",
                    "endDate": "2029-07-06T23:59:59+01:00",
                    "maxExtentDate": "2031-07-06T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Beacon Cymru Group Limited 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 Motor Fleet Risks for Beacon Cymru Group Limited.",
                "description": "Beacon Cymru Group Limited are looking to appoint one provider to deliver their Insurance and related services for Motor Fleet cover.",
                "status": "active",
                "value": {
                    "amountGross": 300000,
                    "amount": 300000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Criterion 1",
                            "numbers": [
                                {
                                    "number": 55,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Criterion 2",
                            "numbers": [
                                {
                                    "number": 45,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-07-07T00:00:00+01:00",
                    "endDate": "2029-07-06T23:59:59+01:00",
                    "maxExtentDate": "2031-07-06T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Beacon Cymru Group Limited 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 Cyber Risk for Beacon Cymru Group Limited.",
                "description": "Beacon Cymru Group Limited are looking to appoint one or more providers to deliver their Insurance and related services associated with Cyber cover.",
                "status": "active",
                "value": {
                    "amountGross": 100000,
                    "amount": 100000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Criterion 1",
                            "numbers": [
                                {
                                    "number": 55,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Criterion 2",
                            "numbers": [
                                {
                                    "number": 45,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-07-07T00:00:00+01:00",
                    "endDate": "2029-07-06T23:59:59+01:00",
                    "maxExtentDate": "2031-07-06T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Beacon Cymru Group Limited 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 Terrorism (Pool-Re) for Beacon Cymru Group Limited.",
                "description": "Beacon Cymru Group Limited are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism (Pool Re) cover. Lot 5 estimate value has been left as 'PS0' to avoid value duplication.",
                "status": "active",
                "value": {
                    "amountGross": 130000,
                    "amount": 130000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "cost",
                            "name": "Criterion 1",
                            "numbers": [
                                {
                                    "number": 55,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Criterion 2",
                            "numbers": [
                                {
                                    "number": 45,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-07-07T00:00:00+01:00",
                    "endDate": "2029-07-06T23:59:59+01:00",
                    "maxExtentDate": "2031-07-06T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Beacon Cymru Group Limited 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": "5",
                "title": "Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) for Beacon Cymru Group Limited",
                "description": "Beacon Cymru Group Limited are looking to appoint one provider to deliver their Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re). Lot 5 estimate value has been left as 'PS0' to avoid value duplication.",
                "status": "active",
                "value": {
                    "amountGross": 0,
                    "amount": 0,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "price",
                            "name": "Criterion 1",
                            "numbers": [
                                {
                                    "number": 55,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "Criterion 2",
                            "numbers": [
                                {
                                    "number": 45,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-07-07T00:00:00+01:00",
                    "endDate": "2029-07-06T23:59:59+01:00",
                    "maxExtentDate": "2031-07-06T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Beacon Cymru Group Limited 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": 4,
            "awardCriteriaDetails": "The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Lots 1-5 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": "003746-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/003746-2026",
                "datePublished": "2026-01-16T10:05:08Z",
                "format": "text/html"
            }
        ]
    },
    "language": "en"
}