Insurance and Related Services to Wales & West Housing Association Limited

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-067fd8-2026-05-21T11:40:16+01:00",
    "date": "2026-05-21T11:40:16+01:00",
    "ocid": "ocds-h6vhtk-067fd8",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PTLM-7319-QXJX",
            "name": "Wales & West Housing Association Limited",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PTLM-7319-QXJX"
            },
            "address": {
                "streetAddress": "Archway House, 77 Parc Ty Glas",
                "locality": "Llanishen,Cardiff",
                "postalCode": "CF14 5DU",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKL22"
            },
            "contactPoint": {
                "email": "procurement@gibbslaidler.co.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "http://www.wwha.co.uk",
                "classifications": [
                    {
                        "id": "publicUndertaking",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public undertaking"
                    },
                    {
                        "id": "GB-WLS",
                        "scheme": "UK_CA_DEVOLVED_REGULATIONS",
                        "description": "Welsh devolved regulations apply"
                    }
                ]
            }
        },
        {
            "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": {
                "email": "procurement@gibbslaidler.co.uk"
            },
            "roles": [
                "procuringEntity"
            ],
            "roleDetails": "Working on behalf of the contracting authority"
        }
    ],
    "buyer": {
        "id": "GB-PPON-PTLM-7319-QXJX",
        "name": "Wales & West Housing Association Limited"
    },
    "planning": {
        "milestones": [
            {
                "id": "engagement",
                "type": "engagement",
                "description": "Pre-market engagement meetings are available upon request. Should a meeting be arranged you will be provided with the opportunity to hear from Wales & West HA. The meeting will include an overview of the organisation, including discussion on stock profile, development and strategy ambitions for the next five years. Should you wish to arrange a meeting please contact procurement@gibbslaidler.co.uk. Pre Engagement Meetings will be held either in person or online at the sole discretion of the contracting authority. We anticipate dividing this tender into multiple lots and would value your input on the proposed lotting structure, as well as your views on the appropriate weighting balance between price and quality weighting.",
                "dueDate": "2026-05-11T23:59:59+01:00",
                "status": "scheduled"
            }
        ],
        "documents": [
            {
                "id": "032762-2026",
                "documentType": "marketEngagementNotice",
                "noticeType": "UK2",
                "description": "Preliminary market engagement notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/032762-2026",
                "datePublished": "2026-04-10T11:56:04+01:00",
                "format": "text/html"
            }
        ]
    },
    "tender": {
        "id": "ocds-h6vhtk-067fd8",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Insurance and Related Services to Wales & West Housing Association Limited",
        "description": "Wales & West Housing Association 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 Wales & West Housing Association 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. 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",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66514110",
                        "description": "Motor vehicle insurance services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66516100",
                        "description": "Motor vehicle liability insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "2"
            },
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "71000000",
                        "description": "Architectural, construction, engineering and inspection services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "3"
            },
            {
                "id": "4",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "4"
            },
            {
                "id": "5",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "5"
            },
            {
                "id": "6",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66000000",
                        "description": "Financial and insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "6"
            }
        ],
        "value": {
            "amountGross": 6805000,
            "amount": 6780000,
            "currency": "GBP"
        },
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "lots": [
            {
                "id": "1",
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2027-01-01T00:00:00+00:00",
                    "endDate": "2029-12-31T23:59:59+00:00",
                    "maxExtentDate": "2031-12-31T23:59:59+00:00"
                },
                "hasRenewal": true,
                "status": "active",
                "title": "Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Wales & West Housing Association Limited",
                "description": "A programme of General (non-life) insurance and related services for Wales & West Housing Association 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. This list is to be decided at the sole discretion of Wales & West Housing Association Limited",
                "value": {
                    "amountGross": 5250000,
                    "amount": 5250000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "price",
                            "name": "High Level Weighting - Price",
                            "numbers": [
                                {
                                    "number": 40,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "quality",
                            "name": "High Level Weighting - Quality",
                            "numbers": [
                                {
                                    "number": 60,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "renewal": {
                    "description": "Wales & West Housing Association 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 for Wales & West Housing Association Limited",
                "description": "Wales & West Housing Association Limited are looking to appoint one provider to deliver their Insurance and related services for Motor Fleet cover.",
                "status": "active",
                "value": {
                    "amountGross": 1100000,
                    "amount": 1100000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "weightingDescription": "The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.",
                    "criteria": [
                        {
                            "type": "price",
                            "name": "High Level Weighting - Price",
                            "description": "40%"
                        },
                        {
                            "type": "quality",
                            "name": "High Level Weighting - Quality",
                            "description": "60%"
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2027-01-01T00:00:00+00:00",
                    "endDate": "2029-12-31T23:59:59+00:00",
                    "maxExtentDate": "2031-12-31T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Wales & West Housing Association 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 Engineering Insurance and Inspections for Wales & West Housing Association Limited",
                "description": "Wales & West Housing Association Limited are looking to appoint one or more providers to deliver their Insurance and related services associated with Engineering Insurance and Inspections cover.",
                "status": "active",
                "value": {
                    "amountGross": 150000,
                    "amount": 125000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "weightingDescription": "The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.",
                    "criteria": [
                        {
                            "type": "price",
                            "name": "High Level Weighting - Price",
                            "description": "40%"
                        },
                        {
                            "type": "quality",
                            "name": "High Level Weighting - Quality",
                            "description": "60%"
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2027-01-01T00:00:00+00:00",
                    "endDate": "2029-12-31T23:59:59+00:00",
                    "maxExtentDate": "2031-12-31T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Wales & West Housing Association 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 Cyber Risk for Wales & West Housing Association Limited",
                "description": "Wales & West Housing Association Limited are looking to appoint one provider to deliver their Insurance and related services for Cyber Risk cover.",
                "status": "active",
                "value": {
                    "amountGross": 125000,
                    "amount": 125000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "weightingDescription": "The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.",
                    "criteria": [
                        {
                            "type": "price",
                            "name": "High Level Weighting - Price",
                            "description": "40%"
                        },
                        {
                            "type": "quality",
                            "name": "High Level Weighting - Quality",
                            "description": "60%"
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2027-01-01T00:00:00+00:00",
                    "endDate": "2029-12-31T23:59:59+00:00",
                    "maxExtentDate": "2031-12-31T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Wales & West Housing Association 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 (Pool Re) for Wales & West Housing Association Limited",
                "description": "Wales & West Housing Association Limited 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": "active",
                "value": {
                    "amountGross": 90000,
                    "amount": 90000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "weightingDescription": "The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.",
                    "criteria": [
                        {
                            "type": "price",
                            "name": "High Level Weighting - Price",
                            "description": "40%"
                        },
                        {
                            "type": "quality",
                            "name": "High Level Weighting - Quality",
                            "description": "60%"
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2027-01-01T00:00:00+00:00",
                    "endDate": "2029-12-31T23:59:59+00:00",
                    "maxExtentDate": "2031-12-31T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Wales & West Housing Association 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. Only one of Lots 5 or 6 will be awarded. The lot value is duplicated for lots 5 and 6."
                }
            },
            {
                "id": "6",
                "title": "Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) for Wales & West Housing Association Limited",
                "description": "Wales & West Housing Association Limited 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": 90000,
                    "amount": 90000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "weightingDescription": "The high level weightings apportioned to this procurement consists of 40% Cost / 60% Quality.",
                    "criteria": [
                        {
                            "type": "price",
                            "name": "High Level Weighting - Price",
                            "description": "40%"
                        },
                        {
                            "type": "quality",
                            "name": "High Level Weighting - Quality",
                            "description": "60%"
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2027-01-01T00:00:00+00:00",
                    "endDate": "2029-12-31T23:59:59+00:00",
                    "maxExtentDate": "2031-12-31T23:59:59+00:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Wales & West Housing Association 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. Only one of Lots 5 or 6 will be awarded. The lot value for lots 5 and 6 has been duplicated."
                }
            }
        ],
        "communication": {
            "futureNoticeDate": "2026-05-20T23:59:59+01:00"
        },
        "status": "active",
        "procurementMethod": "selective",
        "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."
        },
        "submissionMethodDetails": "https://www.sell2wales.gov.wales",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "expressionOfInterestDeadline": "2026-06-17T17:00:00+01:00",
        "awardPeriod": {
            "endDate": "2026-10-16T23:59:59+01:00"
        },
        "lotDetails": {
            "maximumLotsAwardedPerSupplier": 5,
            "awardCriteria": {
                "description": "The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Lots 1-6 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": "L-3",
                "documentType": "biddingDocuments",
                "description": "Procurement Specific Questionnaire attached for your completion.",
                "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=368822"
            },
            {
                "id": "future",
                "documentType": "biddingDocuments",
                "accessDetails": "Once the PSQ evaluation has been completed, successful candidates will be allowed through to the ITT stage, where multiple documents will be uploaded to Sell2Wales for review."
            },
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest",
                "description": "Not published"
            },
            {
                "id": "046953-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/046953-2026",
                "datePublished": "2026-05-21T11:40:16+01:00",
                "format": "text/html"
            }
        ],
        "hasRecurrence": true,
        "recurrence": {
            "dates": [
                {
                    "startDate": "2031-05-20T23:59:59+01:00"
                }
            ]
        }
    },
    "language": "en"
}