Award

Provision of an Insurance and Claims Handling Service

INVERCLYDE COUNCIL

This public procurement record has 2 releases in its history.

Award

20 Nov 2023 at 00:00

Tender

06 Jul 2023 at 00:00

Summary of the contracting process

Inverclyde Council has awarded a contract for the Provision of an Insurance and Claims Handling Service. The tender, identified as CP0508/FIN, was initiated with a status of planning, later progressed to the award stage on 20th November 2023. The contract covers various lots such as Property Insurance, Casualty Insurance, Motor Fleet Insurance, Crime Insurance, and more. The procurement method was an open procedure, and the buying organisation is Inverclyde Council located in Greenock, UK.

This procurement opportunity by Inverclyde Council presents a chance for businesses to bid for providing insurance and claims handling services. Companies in the insurance industry or related sectors would be well-suited to compete. The tender process involves submitting various certificates and complying with specified contract conditions. The tender deadline was on 7th August 2023, and potential business growth opportunities can be explored by participating in this open procurement process.

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Notice Title

Provision of an Insurance and Claims Handling Service

Notice Description

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council.

Lot Information

Property Insurance

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Property Insurance Services.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028

Casualty Insurance

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Casualty Insurance.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028

Motor Fleet Insurance.

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Motor Fleet Insurance.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.

Crime Insurance

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Crime Insurance.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.

Engineering Insurance/Inspections and Computer Insurance

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Engineering Insurance/Inspections and Computer Insurance. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.

All Risks - Museum and Fine Art

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers All Risks Museum & Fine Art.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.

Personal Accident, Business Travel and School Journey Travel

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Personal Accident, Business Travel and School Journey Travel.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.

Combined Lot for Property Insurance Services and Casualty Insurance

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot is a Combined Lot Option for Property Insurance Services (Lot 1) and Casualty Insurance (Lot 2).. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028.

Terrorism Insurance

This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Terrorism Insurance.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.

Renewal: This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000733619
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=NOV493019
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

66510000 - Insurance services

66511000 - Life insurance services

66512000 - Accident and health insurance services

66512100 - Accident insurance services

66512200 - Health insurance services

66513000 - Legal insurance and all-risk insurance services

66514110 - Motor vehicle insurance services

Notice Value(s)

Tender Value
£4,250,000 £1M-£10M
Lots Value
£6,850,000 £1M-£10M
Awards Value
Not specified
Contracts Value
£2,198,028 £1M-£10M

Notice Dates

Publication Date
20 Nov 20232 years ago
Submission Deadline
7 Aug 2023Expired
Future Notice Date
Not specified
Award Date
26 Sep 20232 years ago
Contract Period
1 Oct 2023 - 30 Sep 2026 3-4 years
Recurrence
July 2026 if no extension period activated; July 2027 if 1st extension period activated; July 2028 if 2nd extension period activated.

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Unsuccessful
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
INVERCLYDE COUNCIL
Contact Name
Not specified
Contact Email
procurement@inverclyde.gov.uk
Contact Phone
+44 1475712634

Buyer Location

Locality
GREENOCK
Postcode
PA15 1LX
Post Town
Paisley
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM3 West Central Scotland
Small Region (ITL 3)
TLM33 Inverclyde, East Renfrewshire, and Renfrewshire
Delivery Location
TLM83 Inverclyde, East Renfrewshire, and Renfrewshire

Local Authority
Inverclyde
Electoral Ward
Inverclyde North
Westminster Constituency
Inverclyde and Renfrewshire West

Supplier Information

Number of Suppliers
4
Supplier Names

BLACKWALL GREEN

MAVEN PUBLIC SECTOR

RISK MANAGEMENT PARTNERS

TRAVELERS INS

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.

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                    "startDate": "2023-10-01T00:00:00Z",
                    "endDate": "2026-09-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028."
                }
            },
            {
                "id": "4",
                "title": "Crime Insurance",
                "description": "This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Crime Insurance.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "complete",
                "value": {
                    "amount": 90000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Clauses & Extensions",
                            "description": "5"
                        },
                        {
                            "type": "price",
                            "description": "80"
                        }
                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "contractPeriod": {
                    "startDate": "2023-10-01T00:00:00Z",
                    "endDate": "2026-09-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028."
                }
            },
            {
                "id": "5",
                "title": "Engineering Insurance/Inspections and Computer Insurance",
                "description": "This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Engineering Insurance/Inspections and Computer Insurance. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "complete",
                "value": {
                    "amount": 280000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Clauses & Extensions",
                            "description": "5"
                        },
                        {
                            "type": "price",
                            "description": "80"
                        }
                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2023-10-01T00:00:00Z",
                    "endDate": "2026-09-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028."
                }
            },
            {
                "id": "6",
                "title": "All Risks - Museum and Fine Art",
                "description": "This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers All Risks Museum & Fine Art.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "complete",
                "value": {
                    "amount": 80000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Clauses & Extensions",
                            "description": "5"
                        },
                        {
                            "type": "price",
                            "description": "80"
                        }
                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "startDate": "2023-10-01T00:00:00Z",
                    "endDate": "2026-09-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028."
                }
            },
            {
                "id": "7",
                "title": "Personal Accident, Business Travel and School Journey Travel",
                "description": "This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Personal Accident, Business Travel and School Journey Travel.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "complete",
                "value": {
                    "amount": 75000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Claims Handling Response Times",
                            "description": "8"
                        },
                        {
                            "type": "price",
                            "description": "80"
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                    ]
                },
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
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                "contractPeriod": {
                    "startDate": "2023-10-01T00:00:00Z",
                    "endDate": "2026-09-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028."
                }
            },
            {
                "id": "8",
                "title": "Combined Lot for Property Insurance Services and Casualty Insurance",
                "description": "This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot is a Combined Lot Option for Property Insurance Services (Lot 1) and Casualty Insurance (Lot 2).. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "complete",
                "value": {
                    "amount": 2600000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Clauses & Extensions",
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                            "type": "price",
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                "hasOptions": false,
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                    "endDate": "2026-09-30T00:00:00Z"
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                    "description": "This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028."
                }
            },
            {
                "id": "9",
                "title": "Terrorism Insurance",
                "description": "This contract opportunity is for the Provision of an Insurance and Claims Handling Service for Inverclyde Council. This lot covers Terrorism Insurance.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "complete",
                "value": {
                    "amount": 250000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
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                "submissionTerms": {
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                "contractPeriod": {
                    "startDate": "2023-10-01T00:00:00Z",
                    "endDate": "2026-09-30T00:00:00Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "This contract has an option to extend for a 12 month period until 30th September 2027 and for a further 12 month period until 30th September 2028"
                }
            }
        ],
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            "maximumLotsBidPerSupplier": 2147483647,
            "awardCriteriaDetails": "In addition to seeking prices for Lot 1 and for Lot 2, the Council are seeking a price for these Lots if they were to be taken together as a combined Lot (numbered as Lot 8). Further information as to how the bids will be evaluated and awarded is included within the \"Evaluation and Award Criteria\" document located in the PCS-Tender Buyer Attachment Area associated with this Project."
        },
        "bidOpening": {
            "date": "2023-08-07T12:00:00Z"
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            "criteria": [
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                    "type": "suitability",
                    "description": "4A.2 Bidders will be required to confirm that they are authorised and/or registered by the Prudential Regulation Authority or Financial Conduct Authority (or equivalent)."
                },
                {
                    "type": "economic",
                    "description": "4B.1.2 Inverclyde Council will check the financial status of applicants by means of a Dun and Bradstreet assessment. In order to be considered, applicants must achieve one of the following: (a) Where the tenderers Dun & Bradstreet risk indicator is 3, the annual contract value should also be less than 50% of the tenderers average turnover over the preceding 2 years (with audited accounts dated within 24 months of the date of the financial check). OR (b) Where the tenderers Dun & Bradstreet risk indicator is 2 or better, the annual contract value should also be less than 75% of the tenderers average turnover over the preceding 2 years (with audited accounts dated within 21 months of the date of the financial check). PLEASE NOTE THE IMPORTANT GUIDANCE TO BIDDERS BELOW: APPLICANTS ARE STRONGLY ADVISED TO SATISFY THEMSELVES THAT THEY MEET THESE CRITERIA AS FAILURE OF THE FINANCIAL CHECK WILL MEAN THAT THEIR APPLICATION WILL NOT BE CONSIDERED FURTHER. APPLICANTS SHOULD ALSO SATISFY THEMSELVES THAT THEIR DUN AND BRADSTREET RATINGS ARE CORRECT AND IT IS THE APPLICANT'S RESPONSIBILITY TO RAISE ANY QUERIES WITH DUN AND BRADSTREET IF THEY FEEL A CORRECTION IS REQUIRED. THE COUNCIL WILL RELY ON THE RISK RATING IT OBTAINS AT THE TIME IT PERFORMS THE D&B FINANCIAL CHECK. You must provide your average yearly turnover for the last 2 years. Turnover must be provided from your audited accounts. Turnover from unaudited accounts or part year turnover will not be accepted. If you are unable to provide the turnover information required due to being exempt from submission of full audited accounts, please provide an explanation on why you are exempt in response to this question. If you have responded that you are exempt from submitting full audited accounts, please confirm that you will be prepared to submit alternative information and documentation on your financial position should this be required at any point. This information could be required at selection or in the event that the bidder is identified as the preferred bidder. It is also a requirement that the bidder has a credit rating of A- or above with AM Best and/or Standards & Poor's **** 4B.5.1a/4B.5.1b/4B.5.2 It is a requirement of this contract that bidders hold, or can commit to obtain prior to the commencement of any subsequently awarded contract, the types and levels of insurance indicated below: Employer's Liability Insurance (in accordance with current legal requirements; limit of indemnity required = 10m GBP Public Liability Insurance; limit of indemnity required = 10m GBP Professional Indemnity Insurance; limit of indemnity required = 10m GBP"
                },
                {
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                    "description": "4C.1.2 Bidders should provide a minimum of two (2) examples of contractual arrangements they have held over the past three (3) years which best demonstrates their relevant experience to deliver requirements within the Contract which were similar in regards to scope, scale, value and duration. Information provided must also include evidence of competence at reaching economic and efficient settlements for Local Authority (or similar) claims in accordance with the needs of the Local Authority (or similar). Bidders must provide experience relevant to each of the lots they are bidding for which are structured as follows: Lot 1 - Property Insurance Services Lot 2 - Casualty Insurance Lot 3 - Motor Fleet Insurance Lot 4 - Crime Insurance Lot 5 - Engineering Insurance/Inspection and Computer Insurance Lot 6 - All Risks Museum & Fine Art Lot 7 - Personal Accident/Business Travel and School Journey Travel Lot 8 - Combined Lot for Property Insurance Services and Casualty Insurance Lot 9 - Terrorism Insurance ** 4C.10 Bidders will be required to confirm whether they intend to subcontract and, if so, for what proportion of the contract. ** 4D.1 QUALITY MANAGEMENT PROCEDURES The bidder must hold a UKAS (or equivalent) accredited independent third party certificate of compliance in accordance with BS EN ISO 9001 (or equivalent), OR The bidder must have the following: a. A documented policy regarding quality management. The policy must set out responsibilities for quality management demonstrating that the bidder has, and continues to implement, a quality management policy that is authorised by their Chief Executive, or equivalent, which is periodically reviewed at a senior management level. The policy must be relevant to the nature and scale of the work to be undertaken and set out responsibilities for quality management throughout the organisation. ** 4D.1 HEALTH & SAFETY The bidder must hold a UKAS (or equivalent), accredited independent third party certificate of compliance in accordance with BS OHSAS 18001 (or equivalent) or have, within the last 12 months, successfully met the assessment requirements of a construction-related scheme in registered membership of the Safety Schemes in Procurement (SSIP) forum OR hold the information contained in the supplier attachment area in PCS-T (file name \"Contract Notice Additional Information\")"
                }
            ]
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 120
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        },
        "classification": {
            "id": "66510000",
            "scheme": "CPV"
        },
        "hasRecurrence": true,
        "recurrence": {
            "description": "July 2026 if no extension period activated; July 2027 if 1st extension period activated; July 2028 if 2nd extension period activated."
        },
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        }
    },
    "language": "EN",
    "description": "Tenderers will be required to return with their submission a completed Data Protection Certificate, FOI Certificate, No Collusion Certification, S1 Equalities Questionnaire, S2 Equalities Declaration, Prompt Payment Certificate and Tender Declaration Certificate. It will also be a condition of contract that Tenderers comply with Inverclyde Council's General Conditions of Contract, Special Conditions of Contract, Specification & Contract Information for Tenderers. (SC Ref:750436)",
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    "awards": [
        {
            "id": "CP0508/FIN-1",
            "title": "Combined Lot for Property Insurance Services and Casualty Insurance",
            "status": "unsuccessful",
            "statusDetails": "unsuccessful",
            "relatedLots": [
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            "id": "CP0508/FIN-2",
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            "id": "CP0508/FIN-3",
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                    "name": "Travelers Ins Co Ltd"
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            "relatedLots": [
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        {
            "id": "CP0508/FIN-4",
            "title": "Casualty Insurance",
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            "title": "Motor Fleet Insurance.",
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                    "name": "Maven Public Sector"
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            "relatedLots": [
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        {
            "id": "CP0508/FIN-6",
            "title": "Crime Insurance",
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                    "name": "Risk Management Partners"
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            "relatedLots": [
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                    "name": "Risk Management Partners"
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            "relatedLots": [
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            "id": "CP0508/FIN-8",
            "title": "All Risks - Museum and Fine Art",
            "suppliers": [
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                    "id": "org-152",
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            "relatedLots": [
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            "id": "CP0508/FIN-9",
            "title": "Personal Accident, Business Travel and School Journey Travel",
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            "dateSigned": "2023-09-26T00:00:00Z"
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            "scheme": "EU-OJ",
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