{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-035b73-2023-03-20T16:35:16Z",
    "date": "2023-03-20T16:35:16Z",
    "ocid": "ocds-h6vhtk-035b73",
    "description": "(WA Ref:130117)",
    "initiationType": "tender",
    "tender": {
        "id": "ocds-h6vhtk-035b73",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Provision of Insurance Services for Cadwyn Housing Association",
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "66510000",
            "description": "Insurance services"
        },
        "mainProcurementCategory": "services",
        "description": "Property, liability and other specific insurances as required by Cadwyn Housing Association and amended from time to time to meet their requirements and respond to any change to the risk profile and appetite. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contratcing authority's appointed insurance brokers and advisor.",
        "value": {
            "amount": 260000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "3",
                "title": "Employers, Public and Products Liability",
                "description": "Employers, public and products liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "1",
                "title": "Property Stock",
                "description": "Property Stock including Property Owners Liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "2",
                "title": "Terrorism",
                "description": "Terrorism and related services. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "4",
                "title": "Excess Liability",
                "description": "Excess liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "5",
                "title": "Office Combined",
                "description": "Office risks. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "6",
                "title": "Computer risks",
                "description": "Computer risks. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "7",
                "title": "Contractors All Risks",
                "description": "Contract Works. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "8",
                "title": "Crime",
                "description": "Crime. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "9",
                "title": "Commercial Legal Expenses",
                "description": "Commercial Legal Expenses. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "10",
                "title": "Professional Indemnity",
                "description": "Professional Indemnity. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "11",
                "title": "Cyber Liability",
                "description": "Cyber Liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "12",
                "title": "Motor Fleet",
                "description": "Motor Fleet. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            },
            {
                "id": "13",
                "title": "Engineering",
                "description": "Engineering. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Cover",
                            "type": "quality",
                            "description": "40%"
                        },
                        {
                            "type": "price",
                            "description": "60%"
                        }
                    ]
                },
                "contractPeriod": {
                    "startDate": "2022-11-30T00:00:00Z",
                    "endDate": "2023-11-29T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Annual."
                },
                "submissionTerms": {
                    "variantPolicy": "allowed"
                },
                "hasOptions": false,
                "status": "cancelled"
            }
        ],
        "items": [
            {
                "id": "3",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "3"
            },
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66515200",
                        "description": "Property insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "1"
            },
            {
                "id": "2",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "2"
            },
            {
                "id": "4",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66516000",
                        "description": "Liability insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "4"
            },
            {
                "id": "5",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "5"
            },
            {
                "id": "6",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "6"
            },
            {
                "id": "7",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66513200",
                        "description": "Contractor's all-risk insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "7"
            },
            {
                "id": "8",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "8"
            },
            {
                "id": "9",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66513100",
                        "description": "Legal expenses insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "9"
            },
            {
                "id": "10",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66516500",
                        "description": "Professional liability insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "10"
            },
            {
                "id": "11",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "11"
            },
            {
                "id": "12",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66514110",
                        "description": "Motor vehicle insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "12"
            },
            {
                "id": "13",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66510000",
                        "description": "Insurance services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL"
                    },
                    {
                        "region": "UKL"
                    }
                ],
                "relatedLot": "13"
            }
        ],
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://www.sell2wales.gov.wales",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "Insurers authorised under the Financial Services Act 2012 and regulated by the Financial Conduct Authority or an insurance company authorised in another member state and the European Economic Area. Potential suppliers may be requested to provide a summary and overview of services provided to the social housing sector over the past 3 years and details of up to 10 clients receiving similar services.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "economic",
                    "description": "Bidders must be authorised by the FCA and EU equivalent to carry out business in the relevant classes of insurance as listed under the contract notice and be compliant with any requirements set out by each authority.",
                    "minimum": "Bidders are expected to be Standard and Poor's (or equivalent agency A M Best or Moody's) rated A- or better.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "technical",
                    "description": "Insurers authorised under the Financial Services Act 2012 and regulated by the Financial Conduct Authority or an insurance company authorised in another member state of the European Union."
                }
            ]
        },
        "documents": [
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            }
        ],
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2022-09-19T17:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "awardPeriod": {
            "startDate": "2022-09-19T17:00:00+01:00"
        },
        "bidOpening": {
            "date": "2022-09-19T17:00:00+01:00",
            "address": {
                "streetAddress": "Chelmsford."
            }
        },
        "hasRecurrence": false,
        "amendments": [
            {
                "id": "1",
                "unstructuredChanges": [
                    {
                        "oldValue": {
                            "date": "2022-09-19T17:00:00+01:00"
                        },
                        "newValue": {
                            "date": "2022-09-20T17:00:00+01:00"
                        },
                        "where": {
                            "section": "IV.2.2",
                            "label": "Time limit"
                        }
                    },
                    {
                        "oldValue": {
                            "date": "2022-09-19T17:00:00+01:00"
                        },
                        "newValue": {
                            "date": "2022-09-20T17:00:00+01:00"
                        },
                        "where": {
                            "section": "IV.2.7",
                            "label": "Conditions for opening of tenders"
                        }
                    }
                ],
                "description": "As the Queens funeral now falls on the 19th, we have extended this deadline by 24 hours."
            }
        ]
    },
    "parties": [
        {
            "id": "GB-FTS-61299",
            "name": "Cadwyn Housing Association Ltd",
            "identifier": {
                "legalName": "Cadwyn Housing Association Ltd"
            },
            "address": {
                "streetAddress": "197 Newport Road",
                "locality": "Cardiff",
                "region": "UK",
                "postalCode": "CF24 1AJ",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Jill Jones",
                "telephone": "+44 7842618211",
                "email": "uk.chelmsford.tenders@ajg.com",
                "url": "https://www.sell2wales.gov.wales"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "url": "https://www.ajg.com/uk/",
                "buyerProfile": "https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA80384",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "description": "Housing Association"
                    },
                    {
                        "scheme": "COFOG",
                        "id": "06",
                        "description": "Housing and community amenities"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-111",
            "name": "High Court",
            "identifier": {
                "legalName": "High Court"
            },
            "address": {
                "streetAddress": "Royal Courts of Justice, The Strand",
                "locality": "London",
                "postalCode": "WC2A 2LL",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 2079477501"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "GB-FTS-77917",
            "name": "Allied World",
            "identifier": {
                "legalName": "Allied World"
            },
            "address": {
                "streetAddress": "22 Billiter Street",
                "locality": "London",
                "region": "UK",
                "postalCode": "EC3M",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 02074804410"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-51709",
            "name": "Pen Underwriting",
            "identifier": {
                "legalName": "Pen Underwriting"
            },
            "address": {
                "streetAddress": "67 Lombard Street",
                "locality": "London",
                "region": "UK",
                "postalCode": "EC3V9LJ",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 2073376750"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-51710",
            "name": "Direct Line Group",
            "identifier": {
                "legalName": "Direct Line Group"
            },
            "address": {
                "streetAddress": "1 Mincing Court, Mincing Lane",
                "locality": "London",
                "region": "UK",
                "postalCode": "EC3R7AA",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 7768083746"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-77918",
            "name": "Chubb",
            "identifier": {
                "legalName": "Chubb"
            },
            "address": {
                "streetAddress": "100 Leadenhall Street",
                "locality": "London",
                "region": "UK",
                "postalCode": "EC3A 3BP",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 2071737000"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-51712",
            "name": "Aviva",
            "identifier": {
                "legalName": "Aviva"
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