---
title: "Fortis Living Risk Services Tender"
ocid: "ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "FORTIS LIVING"
published: "2016-11-18"
---

# Fortis Living Risk Services Tender

Buyer: FORTIS LIVING  
Current stage: Award  
OCID: ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b

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## Summary

The Fortis Living Risk Services Tender, facilitated by Fortis Living, seeks to procure comprehensive risk services, including insurance and brokerage for their property portfolio, which encompasses 15,000 units. This procurement is classified under insurance services and is taking place in the West Midlands, United Kingdom. The open procurement method allows for broad participation, and the tender period concluded on 3rd May 2016. The resultant contract, valued at approximately £800,000, begins on 29th September 2016 and will run for a three-year term, expiring on 28th September 2019.

This tender presents considerable opportunities for businesses specialising in insurance and risk management services, particularly for those with experience in both general and motor fleet insurance. Companies of varying sizes, including SMEs, are encouraged to participate, focusing on innovative solutions and effective risk management strategies. Firms that are able to demonstrate expertise in handling comprehensive insurance portfolios may find this tender especially advantageous for business growth within the sector.

## Notice

Opportunity to provide Fortis Living's group-wide risk services (including insurance and brokerage provision and best possible management of our entire risk portfolio) across our 15,000 stock; split into two lots: Lot 1 - General Insurance (property, liability, engineering, office combined, computer, group personal accident, management risks, tools, commercial crime, deterioration of stock and work in progress) Lot 2 - Motor/Fleet Insurance. This notice is linked to the OJEU Notice Number 2016-026855 This contract will be for up to two brokers/insurers to provide all the insurance requirements for an initial three year period. Attached to this notification are the following documents: - Insurance Tender (ITT) - Cost Matrix (appendix C) - Property Schedules (appendix 2) - Lifts Schedule (appendix 5) - Corporate Training Plan (appendix H) - Example Inspection/Reporting Forms (appendix J) Documents which hold commercially sensitive information which will be emailed directly to any interested parties are: - 5 Years Claims Experience (appendix 1) - Risk Register (appendix 6) - Play Area Reports (appendix 9) - Motor Fleet Schedule (appendix 10) - Example Policies & Procedures (appendix D) - Business Continuity Plan (appendix G) - Sewerage Treatment/Pumping Systems Schedule (appendix I) - Solar/PV Array Information (appendix K)

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/b0512f03-3451-4325-a441-edfffbd2cb0d |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 18 Nov 2016 |
| Submission deadline | 3 May 2016 |
| Future notice date | Not specified |
| Award date | 2 Mar 2016 |
| Contract period | 28 Sep 2016 - 28 Sep 2019 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £800,000 |
| Lots value | Not specified |
| Awards value | £689,319 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | FORTIS LIVING |
| Locality | MALVERN |
| Post town | Worcester |
| Postcode | WR14 1DU |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire |
| ITL 3 | TLG12 Worcestershire CC |
| Local authority | Malvern Hills |
| Electoral ward | Link |
| Westminster constituency | West Worcestershire |
| Delivery location | TLG West Midlands (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MARSH |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66510000 - Insurance services

## Release History

- 18 Nov 2016 at 20:17 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/b0512f03-3451-4325-a441-edfffbd2cb0d

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/b0512f03-3451-4325-a441-edfffbd2cb0d
  2nd March 2016 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/df616367-9ba3-46c9-8723-1786a4bddaa6
  Fortis Living Group Property Schedule
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/96a3f3a3-c835-4039-8f58-c1ef20650773
  Example Inspection/Reporting Forms
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/30026a2c-f6be-4850-8aa7-41baabc27b0f
  Fortis' Corporate Training Plan
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/b1c487a3-ffa3-466c-ab07-ea6d9fd14a96
  Risk Services (Insurance) Tender Document
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/5dbb02db-c800-4d7d-b302-a91db341a653
  Fortis Lift Schedule
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/a0c76a7e-b427-4f75-b06a-7b49337b5e98
  Risk Services Cost Matrix

## Notice URLs

- http://www.fortisliving.com

## 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-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-6243f93c-adc9-11e6-9901-0019b9f3037b.json.