Award

OHAL Insurance Services Tender 2021

ORKNEY HOUSING ASSOCIATION

This public procurement record has 2 releases in its history.

Summary of the contracting process

The procurement process is led by Orkney Housing Association for the "OHAL Insurance Services Tender 2021", aimed at selecting a contractor to provide insurance services and claims handling starting from 1 October 2021. This contract falls under the services category, specifically related to housing and community amenities, within the Orkney Islands, UK. The procurement method is an open procedure, which invites bids from suitably qualified providers. The tender period ended on 30 July 2021, and the award was announced on 11 August 2021, with a contract value of approximately £200,000. The buyer has indicated a preference for electronic submissions throughout the process.

This tender presents significant opportunities for growth for businesses operating in the insurance sector, particularly those specialising in property, legal liabilities, and general insurance services. Companies that are directly regulated by the UK Financial Conduct Authority or those with considerable experience in providing similar services to social housing organisations would be well-positioned to compete for this contract. Successful bidders would benefit from a contract term of three years, with the potential for a two-year extension, allowing for sustained business development within the specific insurance niche aligned with public sector needs in Orkney.

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

OHAL Insurance Services Tender 2021

Notice Description

The contract is for the provision of insurance and related services including claims handling commencing 1 October 2021. Bids are invited from suitably qualified direct providers/insurance brokers for the full scope of services. The procurement will follow a single-stage procedure with the successful bidder selected on the basis of their capability, capacity and experience to fulfil the contract.

Lot Information

Lot 1

The scope of the contract includes insurance cover, brokerage services (where applicable), professional advice and claims management for property, legal liabilities and other general insurances as required by OHAL for a period of 3 years commencing 1.10.21, with the option to extend by up to a further 2 years at OHAL's sole discretion. The contract is not available in lots - 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 single stage procedure with bidders being expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs 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.

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

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000658631
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG424125
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
PCS Notice - Website 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

66510000 - Insurance services

Notice Value(s)

Tender Value
£200,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
11 Aug 20214 years ago
Submission Deadline
30 Jul 2021Expired
Future Notice Date
Not specified
Award Date
11 Aug 20214 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
ORKNEY HOUSING ASSOCIATION
Contact Name
Sandy Dennison
Contact Email
sandy.dennison@ohal.org.uk
Contact Phone
+44 1856771201

Buyer Location

Locality
KIRKWALL
Postcode
KW15 1DN
Post Town
Kirkwall
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM2 Highlands and Islands
Small Region (ITL 3)
TLM20 Highlands and Islands
Delivery Location
TLM65 Orkney Islands

Local Authority
Orkney Islands
Electoral Ward
Kirkwall East
Westminster Constituency
Orkney and Shetland

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-r6ebe6-0000658631-2021-08-11T00:00:00Z",
    "date": "2021-08-11T00:00:00Z",
    "ocid": "ocds-r6ebe6-0000658631",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-173",
            "name": "Orkney Housing Association",
            "identifier": {
                "legalName": "Orkney Housing Association"
            },
            "address": {
                "streetAddress": "39A Victoria Street",
                "locality": "Kirkwall",
                "region": "UKM65",
                "postalCode": "KW15 1DN"
            },
            "contactPoint": {
                "name": "Sandy Dennison",
                "email": "sandy.dennison@ohal.org.uk",
                "telephone": "+44 1856771201",
                "url": "https://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.ohal.org.uk"
            }
        },
        {
            "id": "org-2",
            "name": "Kirkwall Sheriff Court",
            "identifier": {
                "legalName": "Kirkwall Sheriff Court"
            },
            "address": {
                "locality": "Kirkwall"
            },
            "contactPoint": {
                "url": "http://"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-351",
            "name": "Orkney Housing Association",
            "identifier": {
                "legalName": "Orkney Housing Association"
            },
            "address": {
                "streetAddress": "39A Victoria Street",
                "locality": "Kirkwall",
                "region": "UKM65",
                "postalCode": "KW15 1DN"
            },
            "contactPoint": {
                "name": "Sandy Dennison",
                "email": "sandy.dennison@ohal.org.uk",
                "telephone": "+44 1856771201",
                "url": "http://"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "06",
                        "description": "Housing and community amenities",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://www.ohal.org.uk"
            }
        },
        {
            "id": "org-352",
            "name": "Zurich",
            "identifier": {
                "legalName": "Zurich"
            },
            "address": {
                "streetAddress": "St Vincent Plaza, 7th Floor, 319 St Vincent Street",
                "locality": "Glasgow",
                "region": "UKM",
                "postalCode": "G2 5LP"
            },
            "contactPoint": {
                "telephone": "+44 07812265539"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large",
                "url": "http://"
            }
        },
        {
            "id": "org-353",
            "name": "Kirkwall Sheriff Court",
            "identifier": {
                "legalName": "Kirkwall Sheriff Court"
            },
            "address": {
                "streetAddress": "Watergate",
                "locality": "Kirkwall",
                "postalCode": "KW15 1PD"
            },
            "contactPoint": {
                "telephone": "+44 1856872110",
                "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/kirkwall-sheriff-court"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "name": "Orkney Housing Association",
        "id": "org-351"
    },
    "tender": {
        "id": "JUL419987",
        "title": "OHAL Insurance Services Tender 2021",
        "description": "The contract is for the provision of insurance and related services including claims handling commencing 1 October 2021. Bids are invited from suitably qualified direct providers/insurance brokers for the full scope of services. The procurement will follow a single-stage procedure with the successful bidder selected on the basis of their capability, capacity and experience to fulfil the contract.",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "id": "66510000",
                        "scheme": "CPV"
                    }
                ],
                "deliveryLocation": {
                    "description": "Orkney Islands"
                },
                "deliveryAddresses": [
                    {
                        "region": "UKM65"
                    },
                    {
                        "region": "UKM65"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 200000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.publiccontractsscotland.gov.uk",
        "tenderPeriod": {
            "endDate": "2021-07-30T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2021-07-30T12:00:00Z"
        },
        "documents": [
            {
                "id": "JUL419987",
                "documentType": "contractNotice",
                "title": "OHAL Insurance Services Tender 2021",
                "description": "The contract is for the provision of insurance and related services including claims handling commencing 1 October 2021. Bids are invited from suitably qualified direct providers/insurance brokers for the full scope of services. The procurement will follow a single-stage procedure with the successful bidder selected on the basis of their capability, capacity and experience to fulfil the contract.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL419987",
                "format": "text/html"
            },
            {
                "id": "JUL419987-1",
                "title": "Invitation to Tender 2021",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL419987&idx=1",
                "datePublished": "2021-07-01T15:33:39Z",
                "dateModified": "2021-07-01T15:33:39Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "JUL419987-2",
                "title": "Property listing and Other schedules",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL419987&idx=2",
                "datePublished": "2021-07-01T15:33:39Z",
                "dateModified": "2021-07-01T15:33:39Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "JUL419987-3",
                "title": "Claims Exeperience",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL419987&idx=3",
                "datePublished": "2021-07-01T15:33:39Z",
                "dateModified": "2021-07-01T15:33:39Z",
                "format": "application/pdf"
            },
            {
                "id": "JUL419987-4",
                "title": "Claims History",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL419987&idx=4",
                "datePublished": "2021-07-01T15:33:39Z",
                "dateModified": "2021-07-01T15:33:39Z",
                "format": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
            },
            {
                "id": "JUL419987-5",
                "title": "SPD Document",
                "url": "https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUL419987&idx=5",
                "datePublished": "2021-07-01T15:33:39Z",
                "dateModified": "2021-07-01T15:33:39Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            },
            {
                "id": "AUG424125",
                "documentType": "awardNotice",
                "title": "OHAL Insurance Services Tender 2021",
                "description": "The contract is for the provision of insurance and related services including claims handling commencing 1 October 2021. Bids are invited from suitably qualified direct providers/insurance brokers for the full scope of services. The procurement will follow a single-stage procedure with the successful bidder selected on the basis of their capability, capacity and experience to fulfil the contract.",
                "url": "https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG424125",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "The scope of the contract includes insurance cover, brokerage services (where applicable), professional advice and claims management for property, legal liabilities and other general insurances as required by OHAL for a period of 3 years commencing 1.10.21, with the option to extend by up to a further 2 years at OHAL's sole discretion. The contract is not available in lots - 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 single stage procedure with bidders being expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs 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.",
                "status": "complete",
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "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 OHAL's sole discretion. Renewal will be sought at the end of the three and four year period."
                }
            }
        ],
        "participationFees": [
            {
                "id": "1",
                "type": [
                    "document"
                ]
            }
        ],
        "bidOpening": {
            "date": "2021-07-30T12:00:00Z",
            "address": {
                "streetAddress": "Kirkwall"
            }
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "As a minimum, you are required to demonstrate: -- you are either 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 indicating the types of insurance/service the bidder is authorised to arrange or provide -- the financial ability and strength to deliver the cover required -- the ability to declare the financial ratings of all proposed risk carriers within submitted Tenders -you must clearly state the governance arrangements of the bidding organisation and where part of a larger Group, 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, - a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers -- your commitment to delivering quality service to OHAL, including services provided to us by any third party contractor employed by you or by the insurers you propose -- 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"
                },
                {
                    "type": "economic",
                    "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 indemnity insurance (minimum of 2m GBP) and Public Liability Insurance (minimum 10m GBP) and Employer's Liability Insurance (10m GBP) (2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the bidder 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) all candidates will give a clear description of the bidding company's status within any larger Group, where appropriate. (4)Financial ratings of all risk carriers must be provided within Tender responses."
                },
                {
                    "type": "technical",
                    "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 specified within this Contract or carrying out the work 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": "36 or 60 months"
        }
    },
    "language": "EN",
    "description": "NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID= The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:663687)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000658631"
        },
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000658631"
        }
    ],
    "noticetype": "PCS Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "JUL419987",
            "suppliers": [
                {
                    "id": "org-352",
                    "name": "Zurich"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "JUL419987",
            "awardID": "JUL419987",
            "status": "active",
            "dateSigned": "2021-08-11T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "959",
                "measure": "lowestValidBidValue",
                "value": 47049
            },
            {
                "id": "960",
                "measure": "highestValidBidValue",
                "value": 57665
            },
            {
                "id": "961",
                "measure": "bids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "962",
                "measure": "smeBids",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "963",
                "measure": "foreignBidsFromEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "964",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "965",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "966",
                "measure": "lowestValidBidValue",
                "value": 47049,
                "relatedLot": "1"
            },
            {
                "id": "967",
                "measure": "highestValidBidValue",
                "value": 57665,
                "relatedLot": "1"
            }
        ]
    }
}