--- title: "Insurance Brokerage Services and Consultancy Services to BH Group" ocid: "ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7.json" source: "Contracts Finder" current_stage: "Tender" buyer: "BOLTON AT HOME" published: "2022-01-26" --- # Insurance Brokerage Services and Consultancy Services to BH Group Buyer: BOLTON AT HOME Current stage: Tender OCID: ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7.json) ## Summary The procurement process involves Bolton at Home, a housing association based in Bolton, England, seeking a service provider for insurance brokerage and consultancy services. The contract, valued at £75,000, is set to commence on 1st May 2022 and will last for an initial three-year term, with the option to extend for an additional two years. The procurement method employed is an open procedure, and the tender period officially ended on 2nd March 2022. A Social Value contribution is required as per the terms outlined in the tender documentation. This tender presents a significant opportunity for businesses in the insurance services sector, particularly for small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs). Companies that can provide innovative insurance solutions and consultancy services that ensure value for money will be well positioned to compete for this contract. Notably, those with a robust understanding of the public sector's insurance needs and a commitment to social value will find this contract aligns closely with their capabilities. ## Notice Bolton at Home wishes to appoint a service provider for Insurance brokerage & consultancy services to Bolton at Home Group (Bolton at Home Ltd and Arcon Housing Association Ltd plus related companies.) The contract will provide for the provision of insurance brokerage and consultancy services to Bolton at Home Group with effect from 1st May 2022, to assist in achieving value for money in its approach to insurance arrangements. There will be a requirement to conduct a future tender exercise for the provision of insurance to the Group in line with the PCR (2015) regulations or any subsequent modified public procurement regulations. A Social Value contribution applies to this tender, as set out in Appendix 2 & 3. A supplier questionnaire must be submitted and will be evaluated on a PASS/ FAIL basis. The tender will be evaluated using 70 % Quality and 30 % Price. The tenderer should submit their terms and conditions. Bolton at Home reserves the right to award a FAIL if the Bidder has proposed several material points which significantly amend the risk profile of the agreement to such an extent whereby the parties may not be able to agree terms, either on a commercial basis or because of internal governance and control restrictions. Such proposed terms would include but not limited to those provisions relating to liability and indemnities, termination, service levels and performance. The Initial contract term is 3 years from 01/05/2022 with the option to extend for a further 2 x 1 year periods (Total contract term - 5 years). Please Note: The deadline for clarification questions is 23/02/2022 Tender documents are available with unrestricted and full direct access free of charge via the chest portal, reference number DN585046. www.the-chest.org.uk ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/9fdb38f1-f1ff-49b0-b4e4-fce815e14e14 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | SME, VCSE | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 26 Jan 2022 | | Submission deadline | 2 Mar 2022 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 30 Apr 2022 - 30 Apr 2027 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £75,000 | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | BOLTON AT HOME | | Locality | BOLTON | | Post town | Bolton | | Postcode | BL1 8SW | | Country | England | | ITL 1 | TLD North West (England) | | ITL 2 | TLD3 Greater Manchester | | ITL 3 | TLD36 Greater Manchester North West | | Local authority | Bolton | | Electoral ward | Halliwell | | Westminster constituency | Bolton North East | | Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66510000 - Insurance services ## Release History - 26 Jan 2022 at 11:54 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/9fdb38f1-f1ff-49b0-b4e4-fce815e14e14 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/9fdb38f1-f1ff-49b0-b4e4-fce815e14e14 26th January 2022 - Opportunity notice on Contracts Finder ## Notice URLs - http://www.boltonathome.org.uk/ ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-216d3829-55ad-4fee-9900-14c58dd87ed7.json.