Award

Provision of Motor Fleet Insurance (Excluding Broker Services)

HISTORIC ENVIRONMENT SCOTLAND

This public procurement record has 2 releases in its history.

Award

26 Mar 2019 at 00:00

OJEU - F3 - Contract Award Notice
Tender

26 Sep 2018 at 00:00

OJEU - F2 - Contract Notice
Summary of the contracting process

Historic Environment Scotland (HES) is conducting a procurement process for the "Provision of Motor Fleet Insurance (Excluding Broker Services)." This tender, classified under the services category, is located in the Edinburgh area, UK, and is currently at the Award stage. The contract has a total value of £160,000 and covers a period of two years, with an option for a one-year extension. Bidders were required to submit their offers by 29th October 2018, and the contract was awarded on 4th December 2018 to Zurich, a large supplier based in Glasgow.

This contract presents opportunities for insurance companies, especially those specialising in motor fleet policies, to establish a long-term relationship with a significant public body. Businesses that can demonstrate adequate financial capacity, including the necessary liability coverages, will be well-positioned to compete. The requirement for comprehensive risk assessment and quality considerations also favours suppliers with proven expertise and solid reputations in the insurance market, particularly those familiar with public sector contracts.

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.

Start Free Trial Book a Demo
All Features Pricing

Notice Information

Notice Title

Provision of Motor Fleet Insurance (Excluding Broker Services)

Notice Description

Historic Environment Scotland (HES) wishes to purchase a Motor Fleet insurance policy to cover all activities of HES and all vehicles owned by or loaned to HES for a period of two (2) years, with the option to extend by an additional twelve (12) month period.

Lot Information

Lot 1

Historic Environment Scotland (HES) wishes to purchase a Motor Fleet insurance policy to cover all activities of HES and all vehicles owned by or loaned to HES for a period of two (2) years, with the option to extend by an additional twelve (12) month period.

Renewal: One option to extend the contract by an additional 12 month period.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000558685
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR349715
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

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

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66000000 - Financial and insurance services

66500000 - Insurance and pension services

66510000 - Insurance services

66514000 - Freight insurance and Insurance services relating to transport

66514110 - Motor vehicle insurance services

Notice Value(s)

Tender Value
£160,000 £100K-£500K
Lots Value
£160,000 £100K-£500K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
26 Mar 20196 years ago
Submission Deadline
29 Oct 2018Expired
Future Notice Date
Not specified
Award Date
4 Dec 20187 years ago
Contract Period
Not specified - Not specified
Recurrence
The procurement exercise will recur following the completion of the contract period.

Notice Status

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

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
HISTORIC ENVIRONMENT SCOTLAND
Contact Name
Not specified
Contact Email
beth.shackley@hes.scot
Contact Phone
+44 1316688866

Buyer Location

Locality
EDINBURGH
Postcode
EH9 1SH
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
TLM Scotland
Local Authority
City of Edinburgh
Electoral Ward
Southside/Newington
Westminster Constituency
Edinburgh South

Supplier Information

Number of Suppliers
1
Supplier Name

ZURICH

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-r6ebe6-0000558685-2019-03-26T00:00:00Z",
    "date": "2019-03-26T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000558685",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-12",
            "name": "Historic Environment Scotland",
            "identifier": {
                "legalName": "Historic Environment Scotland"
            },
            "address": {
                "streetAddress": "Longmore House, Salisbury Place",
                "locality": "Edinburgh",
                "region": "UKM75",
                "postalCode": "EH9 1SH"
            },
            "contactPoint": {
                "email": "beth.shackley@hes.scot",
                "telephone": "+44 1316688866",
                "faxNumber": "+44 1316688877",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Non-Departmental Public Body",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "Conservation, Built Heritage and Tourism",
                        "scheme": "COFOG"
                    },
                    {
                        "id": "National or federal agency/office",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "Tourism, Built Environment and Conservation",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://historicenvironment.scot"
            }
        },
        {
            "id": "org-95",
            "name": "Historic Environment Scotland",
            "identifier": {
                "legalName": "Historic Environment Scotland"
            },
            "address": {
                "streetAddress": "Longmore House, Salisbury Place",
                "locality": "Edinburgh",
                "region": "UKM75",
                "postalCode": "EH9 1SH"
            },
            "contactPoint": {
                "email": "beth.shackley@hes.scot",
                "telephone": "+44 1316688866",
                "faxNumber": "+44 1316688877",
                "url": "http://"
            },
            "roles": [
                "buyer",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Non-Departmental Public Body",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "Conservation, Built Heritage and Tourism",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://historicenvironment.scot"
            }
        },
        {
            "id": "org-106",
            "name": "Zurich",
            "identifier": {
                "legalName": "Zurich"
            },
            "address": {
                "streetAddress": "Zurich Municipal, 7th Floor, St Vincents Plaza, 311 - 319 St Vincents Street",
                "locality": "Glasgow",
                "region": "UKM82",
                "postalCode": "GL2 5LP"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large",
                "url": "http://"
            }
        }
    ],
    "buyer": {
        "name": "Historic Environment Scotland",
        "id": "org-95"
    },
    "tender": {
        "id": "HES/C/3980",
        "title": "Provision of Motor Fleet Insurance (Excluding Broker Services)",
        "description": "Historic Environment Scotland (HES) wishes to purchase a Motor Fleet insurance policy to cover all activities of HES and all vehicles owned by or loaned to HES for a period of two (2) years, with the option to extend by an additional twelve (12) month period.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66000000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66500000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66510000",
                        "scheme": "CPV"
                    },
                    {
                        "id": "66514110",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "UK-wide, mainly based in Scotland."
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM"
                    },
                    {
                        "region": "UKM"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 160000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2018-10-29T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2018-10-29T12:00:00Z"
        },
        "documents": [
            {
                "id": "SEP332553",
                "documentType": "contractNotice",
                "title": "Provision of Motor Fleet Insurance (Excluding Broker Services)",
                "description": "Historic Environment Scotland (HES) wishes to purchase a Motor Fleet insurance policy to cover all activities of HES and all vehicles owned by or loaned to HES for a period of two (2) years, with the option to extend by an additional twelve (12) month period.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP332553",
                "format": "text/html"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            },
            {
                "id": "SEP332553-1",
                "title": "3980 - Document 2 - Project Outline",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=1",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "SEP332553-2",
                "title": "3980 - Document 3 - Quality Schedule",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=2",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "SEP332553-3",
                "title": "3980 - Document 4 - Pricing Schedule",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=3",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "SEP332553-4",
                "title": "Annex A - Risk Presentation",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=4",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/pdf"
            },
            {
                "id": "SEP332553-5",
                "title": "Annex B - 3-Year CCE",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=5",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/pdf"
            },
            {
                "id": "SEP332553-6",
                "title": "Annex C - 3-Year Claims Listing",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=6",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "SEP332553-7",
                "title": "Annex D - HES Owned Vehicles",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=7",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "SEP332553-8",
                "title": "Annex E - HES Hires 17-18",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=8",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "SEP332553-9",
                "title": "3980 - Document 1 - Instructions for Tenderers",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=9",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "SEP332553-10",
                "title": "3980 - Document 5 - HES Terms and Conditions",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP332553&idx=10",
                "datePublished": "2018-09-28T11:05:29Z",
                "dateModified": "2018-09-28T11:05:29Z",
                "format": "application/pdf"
            },
            {
                "id": "MAR349715",
                "documentType": "awardNotice",
                "title": "Provision of Motor Fleet Insurance (Excluding Broker Services)",
                "description": "Historic Environment Scotland (HES) wishes to purchase a Motor Fleet insurance policy to cover all activities of HES and all vehicles owned by or loaned to HES for a period of two (2) years, with the option to extend by an additional twelve (12) month period.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAR349715",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "Historic Environment Scotland (HES) wishes to purchase a Motor Fleet insurance policy to cover all activities of HES and all vehicles owned by or loaned to HES for a period of two (2) years, with the option to extend by an additional twelve (12) month period.",
                "status": "complete",
                "value": {
                    "amount": 160000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Quality",
                            "description": "30"
                        },
                        {
                            "type": "price",
                            "description": "70"
                        }
                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 720
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "One option to extend the contract by an additional 12 month period."
                }
            }
        ],
        "bidOpening": {
            "date": "2018-10-29T12:00:00Z"
        },
        "coveredBy": [
            "GPA"
        ],
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "description": "HES use Scotbis, an independent provider of business credit reports, to assess the financial standing of tenderers. The overall aim of this assessment is to ensure, as far as possible, that any potential Supplier will not have financial difficulties that endanger their ability to perform the Contract. If financial information cannot be gained from that source Historic Environment Scotland will request that you provide full audited accounts for the last full financial year. If Suppliers cannot provide any of the assurances as detailed above, and it is determined by HES that your financial strength is not adequate, then your company may not pass the financial evaluation. If you can provide the assurances as detailed above, HES may explore these options with you before determining whether your company can be taken forward in this procurement exercise. Bank details may also be sought to support the above"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "classification": {
            "id": "66514000",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "The procurement exercise will recur following the completion of the contract period."
        },
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        }
    },
    "language": "EN",
    "description": "With reference to ESPD (Scotland) question 4B.5, it is a requirement of this contract that bidders hold, or can commit to obtain, prior to commencing any subsequently awarded contract, the types and levels of insurance indicated below: - Employers (compulsory) Liability Insurance - GDP 5 million - Public Liability Insurance - GDP 10 million (SC Ref:578652)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000558685"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000558685"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "HES/C3890",
            "suppliers": [
                {
                    "id": "org-106",
                    "name": "Zurich"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "HES/C3890",
            "awardID": "HES/C3890",
            "status": "active",
            "dateSigned": "2018-12-04T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2018/S 187-422722"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "101",
                "measure": "lowestValidBidValue",
                "value": 62456.87
            },
            {
                "id": "102",
                "measure": "highestValidBidValue",
                "value": 100000
            },
            {
                "id": "103",
                "measure": "bids",
                "value": 5,
                "relatedLot": "1"
            },
            {
                "id": "104",
                "measure": "electronicBids",
                "value": 5,
                "relatedLot": "1"
            },
            {
                "id": "105",
                "measure": "lowestValidBidValue",
                "value": 62456.87,
                "relatedLot": "1"
            },
            {
                "id": "106",
                "measure": "highestValidBidValue",
                "value": 100000,
                "relatedLot": "1"
            }
        ]
    }
}