--- title: "Provision of Insurance and related services to Joseph Rowntree Foundation" ocid: "ocds-h6vhtk-04845f" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04845f" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04845f.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04845f.json" source: "Find A Tender Service" current_stage: "Tender" buyer: "JOSEPH ROWNTREE FOUNDATION" published: "2024-07-24" --- # Provision of Insurance and related services to Joseph Rowntree Foundation Buyer: JOSEPH ROWNTREE FOUNDATION Current stage: Tender OCID: ocds-h6vhtk-04845f [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04845f) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-04845f.json) ## Summary Joseph Rowntree Foundation is soliciting tenders for various insurance and related services, focusing on property, legal liability, motor vehicle, engineering equipment, and terrorism risks. The procurement, valued at around £2,350,000, falls under the services category and is intended for locations within the UK. The procurement is currently in the "Tender" stage with key dates including an invitation for the second stage set for 23 August 2024, and the submission deadline for the first stage being 14 August 2024. The contracts are expected to start on 1 January 2025 and run until 31 December 2027, with potential renewals extending up to 2 additional years. This procurement represents a significant opportunity for businesses in the insurance sector, particularly those with experience in servicing property owners, public sector organisations, and social landlords. The tender is structured to favour small or medium enterprises (SMEs) and requires bidders to detail their proposed insurance wordings and relevant experience. Successful engagement in this tender could result in substantial business growth, notably for insurance brokers and carriers who can meet the financial and technical criteria. The use of a competitive procedure with negotiation indicates the importance of tailored and competitive proposals to secure this long-term engagement with Joseph Rowntree Foundation. ## Notice Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Joseph Rowntree Foundation ### Lot Information Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Joseph Rowntree Foundation A programme of General (non-life) insurance and related services for Joseph Rowntree Foundation. The programme will require Insurance and related services for risks that may include but not be limited to: property damage and business interruption, employers, public, products and property owners liability, business combined/office, money, all risks, computer, contract works, Cyber, group personal accident, professional indemnity, fidelity guarantee/crime and employment practices liability. This list is to be decided at the sole discretion of Joseph Rowntree Foundation. This Lot excludes: Motor (See Lot 2), Engineering (See Lot 3), Terrorism (See Lot 4 and 5), Directors & Officers Liability (See Lot 6). Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXX Options: Joseph Rowntree Foundation will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Renewal: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use) Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions). Additional information: As stated in the Tender documentation. For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXXXXX Options: Joseph Rowntree Foundation will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Renewal: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections Engineering Insurance and an associated programme of inspections for statutory and other items of engineering plant and equipment. The Contracting Authority may require that LOLER Certification is planned 5 monthly, which will allow the Authority one month to re-book appointments where access has not been gained. In addition, the Contracting Authority requires that the delivery of LOLER visits is done in line with its 'No access process', this includes evidenced appointments and records of any appointment failures. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXXX Options: Joseph Rowntree Foundation will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Renewal: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Joseph Rowntree Foundation Insurance and related services associated with Terrorism risks (Pool Re Basis) for Joseph Rowntree Foundation. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXXXXXX Options: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Renewal: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Joseph Rowntree Foundation Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Joseph Rowntree Foundation. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: XXXXXXXXX Options: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Renewal: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Insurance and related services associated with Directors and Officers' Liability Insurance and related services associated with Directors and Officers' Liability risks for Joseph Rowntree Foundation. Additional information: To respond to this opportunity please click here: XXXXXXXXXXX Options: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. Renewal: Joseph Rowntree Foundation will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/023119-2024 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Selective | | Procurement method details | Competitive procedure with negotiation | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 24 Jul 2024 | | Submission deadline | 14 Aug 2024 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 1 Jan 2025 - 31 Dec 2027 | | Recurrence | Between 3 or 5 years from the date of this Notice | ## Values | Field | Value | | --- | --- | | Tender value | £2,000,000 | | Lots value | £2,200,000 | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Active | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | JOSEPH ROWNTREE FOUNDATION | | Locality | YORK | | Post town | York | | Postcode | YO30 6WP | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE2 North Yorkshire | | ITL 3 | TLE21 York | | Local authority | York | | Electoral ward | Rawcliffe & Clifton Without | | Westminster constituency | York Outer | | Delivery location | Not specified | ## CPV Codes ### Divisions - 66 - Financial and insurance services - 71 - Architectural, construction, engineering and inspection services ### Codes - 66000000 - Financial and insurance services - 66510000 - Insurance services - 66513100 - Legal expenses insurance services - 66513200 - Contractor's all-risk insurance services - 66514110 - Motor vehicle insurance services - 66515000 - Damage or loss insurance services - 66515100 - Fire insurance services - 66515200 - Property insurance services - 66515410 - Financial loss insurance services - 66515411 - Pecuniary loss insurance services - 66516000 - Liability insurance services - 66516100 - Motor vehicle liability insurance services - 66516400 - General liability insurance services - 66516500 - Professional liability insurance services - 66517300 - Risk management insurance services - 66518000 - Insurance brokerage and agency services - 66518300 - Insurance claims adjustment services - 66519200 - Engineering insurance services - 71631000 - Technical inspection services - 71631100 - Machinery-inspection services - 71632200 - Non-destructive testing services ## Release History - 24 Jul 2024 at 18:05 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/023119-2024 ## Notice URLs - https://www.delta-esourcing.com/respond/R2GB84Q7Z8 - https://www.delta-esourcing.com/tenders/UK-UK-York:-Insurance-services./R2GB84Q7Z8 - https://www.jrf.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-h6vhtk-04845f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-04845f.json.