Award

Insurance & Related Services 2018

DUMFRIES & GALLOWAY HOUSING PARTNERSHIP LTD.

This public procurement record has 2 releases in its history.

Award

15 Feb 2018 at 00:00

Tender

11 Sep 2017 at 00:00

Summary of the contracting process

The Dumfries & Galloway Housing Partnership Ltd., a body governed by public law based in Dumfries, UK, has initiated a procurement process titled "Insurance & Related Services 2018". The procurement method employed is a selective procedure, specifically a Restricted Procedure. This process is currently in the "Award" stage, having been officially signed on February 14, 2018. The scope includes the provision of general insurance cover, broking and advisory services, claims handling, and loss control advice for the Dumfries and Galloway regions of Scotland. Interested parties should note that the current contract is active, and significant dates included within the timeline may provide insight into the procurement cycle.

This tender presents a substantial opportunity for businesses specialising in insurance services, particularly those that can provide comprehensive general insurance, claims management, and risk assessment capabilities. Companies with expertise in broking services and those that are registered with the UK Financial Conduct Authority are well-positioned to compete. The contract not only allows for the potential to establish a lasting relationship with a housing partnership but also presents an avenue for growth through the provision of services tailored to the needs of social housing organisations. Bidders are encouraged to demonstrate their experience and capacity in handling complex insurance requirements and maintaining client satisfaction.

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 & Related Services 2018

Notice Description

Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice.

Lot Information

Lot 1

The Contract is for the provision of general insurance and related services, including insurance broking and claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Dumfries & Galloway Housing Partnership. Bidders are requested to bid for the entire scope of services.

Renewal: The contract may be extended beyond the initial 3 year period by up to a further 2 years, subject to satisfactory performance, at DGHP's sole discretion.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000509247
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB310599
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

66513100 - Legal expenses 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

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

66518000 - Insurance brokerage and agency services

66519200 - Engineering insurance services

66519300 - Auxiliary 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
15 Feb 20188 years ago
Submission Deadline
12 Oct 2017Expired
Future Notice Date
Not specified
Award Date
14 Feb 20188 years ago
Contract Period
Not specified - Not specified
Recurrence
36 or 60 months

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
DUMFRIES & GALLOWAY HOUSING PARTNERSHIP LTD.
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
DUMFRIES
Postcode
DG1 4ZS
Post Town
Dumfries and Galloway
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM9 Southern Scotland
Small Region (ITL 3)
TLM92 Dumfries and Galloway
Delivery Location
TLM92 Dumfries and Galloway

Local Authority
Dumfries and Galloway
Electoral Ward
Nith
Westminster Constituency
Dumfries and Galloway

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-r6ebe6-0000509247-2018-02-15T00:00:00Z",
    "date": "2018-02-15T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000509247",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-50",
            "name": "Dumfries & Galloway Housing Partnership Ltd.",
            "identifier": {
                "legalName": "Dumfries & Galloway Housing Partnership Ltd."
            },
            "address": {
                "streetAddress": "Grierson House, The Crichton, Bankend Road",
                "locality": "Dumfries",
                "region": "UKM92",
                "postalCode": "DG1 4ZS"
            },
            "contactPoint": {
                "name": "Our Consultant - Maureen Batten",
                "email": "maureenb3@tiscali.co.uk",
                "telephone": "+44 1387242500",
                "faxNumber": "+44 1387242509",
                "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.dghp.org.uk"
            }
        },
        {
            "id": "org-40",
            "name": "Dumfries & Galloway Housing Partnership Ltd.",
            "identifier": {
                "legalName": "Dumfries & Galloway Housing Partnership Ltd."
            },
            "address": {
                "streetAddress": "Grierson House, The Crichton, Bankend Road",
                "locality": "Dumfries",
                "region": "UKM92",
                "postalCode": "DG1 4ZS"
            },
            "contactPoint": {
                "name": "Our Consultant - Maureen Batten",
                "email": "maureenb3@tiscali.co.uk",
                "telephone": "+44 1387242500",
                "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.dghp.org.uk"
            }
        }
    ],
    "buyer": {
        "name": "Dumfries & Galloway Housing Partnership Ltd.",
        "id": "org-40"
    },
    "tender": {
        "id": "ocds-r6ebe6-0000509247",
        "title": "Insurance & Related Services 2018",
        "description": "Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66510000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66513100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66514110",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515200",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515300",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515411",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66515410",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516100",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516400",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66516500",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66518000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66519200",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66519300",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Dumfries and Galloway regions of Scotland"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM92"
                    },
                    {
                        "region": "UKM92"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2017-10-12T15:00:00Z"
        },
        "documents": [
            {
                "id": "SEP295280",
                "documentType": "contractNotice",
                "title": "Insurance & Related Services 2018",
                "description": "Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice advice.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP295280",
                "format": "text/html"
            },
            {
                "id": "SEP295280-1",
                "title": "ESPD",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP295280&idx=1",
                "datePublished": "2017-09-13T09:44:18Z",
                "dateModified": "2017-09-13T09:44:18Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "FEB310599",
                "documentType": "awardNotice",
                "title": "Insurance & Related Services 2018",
                "description": "Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=FEB310599",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The Contract is for the provision of general insurance and related services, including insurance broking and claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Dumfries & Galloway Housing Partnership. Bidders are requested to bid for the entire scope of services.",
                "status": "complete",
                "hasOptions": false,
                "secondStage": {
                    "minimumCandidates": 3,
                    "maximumCandidates": 6
                },
                "selectionCriteria": {
                    "description": "Availability of suitably qualified, competent and properly accredited candidates"
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "contractPeriod": {
                    "durationInDays": 1080
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract may be extended beyond the initial 3 year period by up to a further 2 years, subject to satisfactory performance, at DGHP's sole discretion."
                }
            }
        ],
        "participationFees": [
            {
                "id": "1",
                "type": [
                    "document"
                ]
            }
        ],
        "communication": {
            "atypicalToolUrl": "http://www.publiccontractsscotland.gov.uk"
        },
        "coveredBy": [
            "GPA"
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "secondStage": {
            "invitationDate": "2017-11-09T00:00:00Z"
        },
        "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), -- financial ratings of all risk carriers proposed, with a minimum Standard and Poors (or equivalent) rating of A- or above being preferred(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 DGHP, 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": "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. (4)Financial ratings of all risk carriers must be provided, with a minimum financial rating of A- from Standard & Poors (or equivalent from another recognised Rating Agency) being preferred."
                },
                {
                    "type": "technical",
                    "description": "See questions at 4C of ESPDs.",
                    "minimum": "(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": {
                "endDate": "2018-04-03T00:00:00Z"
            }
        },
        "classification": {
            "id": "66510000",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "36 or 60 months"
        }
    },
    "language": "EN",
    "description": "(SC Ref:531082)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000509247"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000509247"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "ocds-r6ebe6-0000509247-1",
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "ocds-r6ebe6-0000509247-1",
            "awardID": "ocds-r6ebe6-0000509247-1",
            "status": "active",
            "dateSigned": "2018-02-14T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2017/S 175-358790"
        }
    ]
}