Award

Insurance and Related Services 2017

PORT OF LEITH HOUSING ASSOCIATION LTD

This public procurement record has 2 releases in its history.

Award

27 Nov 2017 at 00:00

Tender

28 Jul 2017 at 00:00

Summary of the contracting process

The tender titled "Insurance and Related Services 2017" is being conducted by Port of Leith Housing Association Ltd, based in Edinburgh, Scotland. This procurement falls under the services category and involves the provision of general insurance and related services, set to commence on 1 December 2017. The procurement will follow a selective method using a two-stage Restricted Procedure. Interested parties must submit their bids by 30 August 2017, and selection will be based on capability, capacity, and experience determined through the completion of the ESPD form.

This tender presents a significant opportunity for businesses specialising in insurance brokerage and related services. Eligible competitors should possess qualifications either as regulated insurance brokers or direct insurers, with a robust financial standing and experience in providing services to social landlords or similar entities. The contract has a duration of three years, with an option to extend for an additional two years, enabling successful bidders to establish long-term relationships with Port of Leith Housing Association and potentially secure ongoing business.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Insurance and Related Services 2017

Notice Description

The Contract is for the provision of general insurance and related services, including claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Port of Leith Housing Association, commencing 1 December 2017. Bids are invited from suitably qualified insurance/brokers direct providers for the entire scope of services. The procurement will follow the two-stage Restricted Procedure with a pre-qualifying stage based on ESPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract.

Lot Information

Lot 1

The scope of the Contract includes insurance cover, brokerage services, related advice, claims management and loss control services for property, legal liabilities, engineering insurance and inspection and other general(non-life) insurances as required by Port of Leith Housing Association for a period of 3 years (or periods of insurance)commencing 1.12.2017, with the option to extend by up to a further 2 years at PoLHA's's discretion. The contract is not divided into lots so bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers or direct insurers. The Contract will follow the two-stage Restricted Procedure with bidders being selected on the basis of the responses contained in the pre-qualifying ESPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. ESPDs 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 ITT and contract documents.. A Summary of PoLHA's Current insurances is available along with the Invitation to Tender. Bidders are required to submit the appropriate ESPD, completed in full

Renewal: The contract will be for an initial 3 year period with the option to extend for a further two years at PoLHA's sole discretion. Renewal will be sought at the end of the three or five year period

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000506080
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV302384
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66510000 - Insurance services

66512100 - Accident insurance services

66513100 - Legal expenses insurance services

66513200 - Contractor's all-risk insurance services

66514110 - Motor vehicle insurance services

66515000 - Damage or loss insurance services

66515100 - Fire insurance services

66515200 - Property insurance services

66515300 - Weather and financial loss insurance services

66515400 - Weather-related insurance services

66515410 - Financial loss insurance services

66515411 - Pecuniary loss insurance services

66516000 - Liability insurance services

66516100 - Motor vehicle liability insurance services

66516400 - General liability insurance services

66516500 - Professional liability insurance services

66518100 - Insurance brokerage services

66518300 - Insurance claims adjustment services

66519200 - Engineering insurance services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
27 Nov 20178 years ago
Submission Deadline
30 Aug 2017Expired
Future Notice Date
Not specified
Award Date
13 Nov 20178 years ago
Contract Period
Not specified - Not specified
Recurrence
3 or 5 years

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Not Specified
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
PORT OF LEITH HOUSING ASSOCIATION LTD
Contact Name
Our Consultant - Maureen Batten
Contact Email
aileen.punton@polha.co.uk
Contact Phone
+44 1315540403

Buyer Location

Locality
EDINBURGH
Postcode
EH6 6AZ
Post Town
Edinburgh
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM13 City of Edinburgh
Delivery Location
TLM75 City of Edinburgh

Local Authority
City of Edinburgh
Electoral Ward
Leith
Westminster Constituency
Edinburgh North and Leith

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-r6ebe6-0000506080-2017-11-27T00:00:00Z",
    "date": "2017-11-27T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000506080",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-1",
            "name": "Port of Leith Housing Association Ltd",
            "identifier": {
                "legalName": "Port of Leith Housing Association Ltd"
            },
            "address": {
                "streetAddress": "108 Constitution Street, Leith",
                "locality": "Edinburgh",
                "region": "UKM75",
                "postalCode": "EH6 6AZ"
            },
            "contactPoint": {
                "name": "Our Consultant - Maureen Batten",
                "email": "aileen.punton@polha.co.uk",
                "telephone": "+44 1315540403",
                "faxNumber": "+44 1315551504",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.polha.co.uk/"
            }
        },
        {
            "id": "org-15",
            "name": "Port of Leith Housing Association Ltd",
            "identifier": {
                "legalName": "Port of Leith Housing Association Ltd"
            },
            "address": {
                "streetAddress": "108 Constitution Street, Leith",
                "locality": "Edinburgh",
                "region": "UKM75",
                "postalCode": "EH6 6AZ"
            },
            "contactPoint": {
                "name": "Our Consultant - Maureen Batten",
                "email": "aileen.punton@polha.co.uk",
                "telephone": "+44 1315540403",
                "faxNumber": "+44 1315551504",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.polha.co.uk/"
            }
        }
    ],
    "buyer": {
        "name": "Port of Leith Housing Association Ltd",
        "id": "org-15"
    },
    "tender": {
        "id": "ocds-r6ebe6-0000506080",
        "title": "Insurance and Related Services 2017",
        "description": "The Contract is for the provision of general insurance and related services, including claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Port of Leith Housing Association, commencing 1 December 2017. Bids are invited from suitably qualified insurance/brokers direct providers for the entire scope of services. The procurement will follow the two-stage Restricted Procedure with a pre-qualifying stage based on ESPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66512100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66513100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66513200",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66514110",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515200",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515300",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515400",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515411",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516400",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516500",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66518100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66518300",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66519200",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515410",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Edinburgh"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM75"
                    },
                    {
                        "region": "UKM75"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2017-08-30T12:00:00Z"
        },
        "documents": [
            {
                "id": "JUL290949",
                "documentType": "contractNotice",
                "title": "Insurance and Related Services 2017",
                "description": "The Contract is for the provision of general insurance and related services, including claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Port of Leith Housing Association, commencing 1 December 2017. Bids are invited from suitably qualified insurance/brokers direct providers for the entire scope of services. The procurement will follow the two-stage Restricted Procedure with a pre-qualifying stage based on ESPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL290949",
                "format": "text/html"
            },
            {
                "id": "JUL290949-1",
                "title": "ESPD",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL290949&idx=1",
                "datePublished": "2017-07-31T10:00:21Z",
                "dateModified": "2017-07-31T10:00:21Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "JUL290949-2",
                "title": "Port of Leith Housing Association Tender for Insurance and Related Services 2017 ESPD",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL290949&idx=2",
                "datePublished": "2017-07-31T10:00:21Z",
                "dateModified": "2017-07-31T10:00:21Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "JUL290949-3",
                "title": "Appendix 1 - Summary of Current Cover attached.",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL290949&idx=3",
                "datePublished": "2017-08-01T08:58:03Z",
                "dateModified": "2017-08-01T08:58:03Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "NOV302384",
                "documentType": "awardNotice",
                "title": "Insurance and Related Services 2017",
                "description": "The Contract is for the provision of general insurance and related services, including claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Port of Leith Housing Association, commencing 1 December 2017. Bids are invited from suitably qualified insurance/brokers direct providers for the entire scope of services. The procurement will follow the two-stage Restricted Procedure with a pre-qualifying stage based on ESPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV302384",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The scope of the Contract includes insurance cover, brokerage services, related advice, claims management and loss control services for property, legal liabilities, engineering insurance and inspection and other general(non-life) insurances as required by Port of Leith Housing Association for a period of 3 years (or periods of insurance)commencing 1.12.2017, with the option to extend by up to a further 2 years at PoLHA's's discretion. The contract is not divided into lots so bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers or direct insurers. The Contract will follow the two-stage Restricted Procedure with bidders being selected on the basis of the responses contained in the pre-qualifying ESPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. ESPDs 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 ITT and contract documents.. A Summary of PoLHA's Current insurances is available along with the Invitation to Tender. Bidders are required to submit the appropriate ESPD, completed in full",
                "status": "complete",
                "hasOptions": false,
                "secondStage": {
                    "minimumCandidates": 3,
                    "maximumCandidates": 6
                },
                "selectionCriteria": {
                    "description": "Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services"
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract will be for an initial 3 year period with the option to extend for a further two years at PoLHA's sole discretion. Renewal will be sought at the end of the three or five year period"
                }
            }
        ],
        "communication": {
            "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
        },
        "contractTerms": {
            "performanceTerms": "As per Contract Documents"
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "secondStage": {
            "invitationDate": "2017-08-31T00:00:00Z"
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "As a minimum, you are required to demonstrate: -- 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 or Prudential Regulation Authority or equivalent in another member state of the European Economic Area indicating the types of insurance/service the bidder is authorised to arrange or provide (See question 4a of ESPDs) -- the financial ability and strength to deliver the programme (see question 4b of ESPDs), -- use of insurers with a preferred Standard and Poors (or equivalent) rating of A- or above(see question 4B of ESPDs), -- the ability to provide social landlords with a choice of insurers and/or options, -- a record of successful provision of relevant services to property owners, social housing organisations or other organisations that are similar in profile to the contracting authority (see question 4C1 of ESPDs), a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers and risk managers (see question 4C 2-6 of ESPDs), -- your commitment to delivering quality service to PoLHA, including that provided to us by any third party contractor employed by you or by the insurers you propose (see question 4D of ESPDs), -- your ability to demonstrate client satisfaction on at least 3 similar contracts, -- CII chartered form status and/or commitment to its Code of Ethics, commitment to corporate and individual professional development defined by the CII or similar professional organisation (see questions 4c&4D of ESPDs)."
                },
                {
                    "type": "economic",
                    "description": "See questions at 4B of ESPDs.",
                    "minimum": "Minimum level(s) of standards required: Information and formalities necessary for evaluating if requirements are met: (1) All candidates will be required to provide evidence of relevant professional risk indemnity insurance. (2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the candidate 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. A minimum financial rating of A- from Standard & Poor (or equivalent from another recognised Rating Agency) is preferred for all risk carriers, but satisfactory evidence of similar financial assessment may be considered."
                },
                {
                    "type": "technical",
                    "description": "See questions at 4C of ESPDs.",
                    "minimum": "Minimum level(s) of standards required: (1)A statement of the candidate's average annual number of staff and managerial staff over the previous 3 years (2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services or carrying out the work or works under the contract; (3) An indication of the proportion of the contract which the services provider intends possibly to subcontract."
                },
                {
                    "type": "technical",
                    "description": "Execution of the service is reserved to a particular profession"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 90
            }
        },
        "classification": {
            "id": "66510000",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "3 or 5 years"
        }
    },
    "language": "EN",
    "description": "(SC Ref:520569)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000506080"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000506080"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "ocds-r6ebe6-0000506080-1",
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "ocds-r6ebe6-0000506080-1",
            "awardID": "ocds-r6ebe6-0000506080-1",
            "status": "active",
            "dateSigned": "2017-11-13T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2017/S 145-299574"
        }
    ]
}