---
title: "Insurance and Related Services 2017"
ocid: "ocds-r6ebe6-0000500155"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000500155"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000500155.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000500155.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "SCOTTISH BORDERS HOUSING ASSOCIATION"
published: "2017-10-24"
---

# Insurance and Related Services 2017

Buyer: SCOTTISH BORDERS HOUSING ASSOCIATION  
Current stage: Award  
OCID: ocds-r6ebe6-0000500155

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## Summary

The Scottish Borders Housing Association is conducting a tender for "Insurance and Related Services 2017," focused on providing comprehensive insurance cover, advisory services, and claims handling for the Selkirk and Scottish Borders area. This procurement operates under a selective method, using a Restricted Procedure that includes a pre-qualification stage assessed by a series of financial, economic, and technical criteria. The tender period concluded on 17th July 2017, with a contract duration of three years starting from 25th October 2017 and an option to extend for an additional two years based on satisfactory performance.

This contract presents significant opportunities for businesses, particularly those accredited as insurance brokers regulated by the UK Financial Conduct Authority or direct insurers with proven experience. Companies specialising in insurance services, claims management, and risk assessment, especially those with a successful history serving social housing organisations, will be well-positioned to compete for this tender. With a focus on expansive service offerings in general insurance and related fields, this procurement could foster strategic partnerships and expand the footprint of successful bidders within the housing sector.

## Notice

Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice. The value stated at II.1.6 below is the estimated ANNUAL value

### Lot Information

Lot 1

The Contract is for the provision of general insurance and related services, including insurance broking and claims handling, loss control services, engineering inspections and general programme maintenance and advice as required by Scottish Borders Housing Association. Bidders are requested to bid for the entire scope of services. The procurement will follow the 2-stage Restricted Procedure, with bidders pre-qualified on the basis of capability, capacity and experience using the attached ESPDs. The scope of the Contract includes insurance cover, related advice, claims management and loss control services for property, legal liabilities, engineering insurance and inspection and other general(non-life) insurances as required by Scottish Borders Housing Association for a period of 3 years (or periods of insurance)commencing 25.10.2017, with the option to extend by up to a further 2 years, subject to satisfactory performance at SBHA's discretion. The contract is not divided into lots so bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers or direct insurers. The Contract will follow the Restricted Procedure with a pre-qualifying stage based on ESPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the contract. ESPDs must be completed in full with all relevant information supplied. Those selected will be invited to submit a Tender. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the ITT and contract documents. The estimated value stated at II.2.6 below is the ANNUAL value. Selection of bidders will be based on assessment of the responses to questions in ESPD aligned with financial, economic and technical requirements stated in Contract Notice. These questions must be responded to in full and submitted before the deadline for requests to participate elapses.

Renewal: The contract may be extended beyond the initial 3 year period by up to a further 2 years, subject to satisfactory performance, at SBHA's sole discretion.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT299139 |
| Notice type | OJEU - F3 - Contract Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 24 Oct 2017 |
| Submission deadline | 17 Jul 2017 |
| Future notice date | Not specified |
| Award date | 17 Oct 2017 |
| Contract period | Not specified |
| Recurrence | 36 or 60 months |

## Values

| Field | Value |
| --- | --- |
| Tender value | £370,000 |
| Lots value | £370,000 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SCOTTISH BORDERS HOUSING ASSOCIATION |
| Locality | SELKIRK |
| Post town | Galashiels |
| Postcode | TD7 5DT |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM9 Southern Scotland |
| ITL 3 | TLM91 Scottish Borders |
| Local authority | Scottish Borders |
| Electoral ward | Selkirkshire |
| Westminster constituency | Berwickshire, Roxburgh and Selkirk |
| Delivery location | TLM91 Scottish Borders |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66510000 - Insurance services
- 66512100 - Accident insurance services
- 66513100 - Legal expenses insurance services
- 66514110 - Motor vehicle insurance services
- 66515000 - Damage or loss insurance services
- 66515100 - Fire insurance services
- 66515200 - Property insurance services
- 66515300 - Weather and financial loss 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
- 66518000 - Insurance brokerage and agency services
- 66519200 - Engineering insurance services
- 66519300 - Auxiliary insurance services

## Release History

- 24 Oct 2017 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT299139
- 15 Jun 2017 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN286510

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN286510&idx=1
  17th June 2017 - ESPD
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=JUN286510&idx=2
  17th June 2017 - Insurance and Related Services for Scottish Borders Housing Association - 2017
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUN286510
  Insurance and Related Services 2017 - Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice. The value stated at II.1.6 below is the estimated ANNUAL value
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT299139
  Insurance and Related Services 2017 - Insurance and Related Services, including provision of insurance cover, broking & advisory, claims handling services and loss control advice. The value stated at II.1.6 below is the estimated ANNUAL value

## Notice URLs

- http://
- http://www.publiccontractsscotland.gov.uk
- http://www.sbha.org.uk
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000500155

## 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-r6ebe6-0000500155. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000500155.json.