Find a TenderAwarded

Published 3 Oct 2022, 11:12 BST

Official UK procurement notice

ELHA – Insurance Services 2023 – Non-Life

Official notice

Authority: East Lothian Housing Association Ltd (Housing)

ServicesOpen procedure

Sectors: Financial and insurance services (66) Delivery: Scotland (UKM73)

Published estimate£850,000exc. VAT9.9% above published estimate

Submissions closed 24 Jan 2023awarded 24 Feb 2023

Awarded to Marsh Ltd

What is being bought

Published requirement description

The provision of non-life insurance services

Recurrence: September 2027

CPV: Accident insurance services · Engineering insurance services · Insurance services · Legal expenses insurance services · Liability insurance services · Motor vehicle insurance services · Pecuniary loss insurance services · Professional liability insurance services · Property insurance services

The lotProcurement structure

single lot · value published

Lot #1The scope of the Contract includes insurance cover, brokerage services, related…AwardedRenewalPublished value£850,000

The scope of the Contract includes insurance cover, brokerage services, related advice, claims management and loss control services for Material Damage to Property and Contents, Business Interruption, Loss of Money, Public and Property Owners’ Liability, Employer’s Liability, Excess Liability, Hired in Plant, Computer ”All Risks”, Personal Accident, Management Liability, Crime, Professional Indemnity and Motor Fleet as required by ELHA for a period of 3 years (or periods of insurance) commencing 1 April 2023, with the option to extend by up to a further 2 x single years at ELHA's discretion. Bidders are required to bid for the entire scope of services. Bids are invited from suitably qualified and experienced insurance brokers and/or direct Insurers, as specified.

Delivery: Scotland · Haddington

Extensions: It is expected that the contract will last for 3 years to 31.03.2026, with the possibility of a further 2 single years extensions through to 31.03.2028. The extension of the contract will be at the discretion of ELHA.Variant bids: not allowed

66512100 Accident insurance services 66513100 Legal expenses insurance services 66514110 Motor vehicle insurance services 66515200 Property insurance services 66515411 Pecuniary loss insurance services 66516000 Liability insurance services

What it takes to win
i
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more

How bids were scored

Quality: 55%Price: 40%Environmental: 5%

Published sub-criteria (7)

Compliance and Corporate Governance: 5%
Sector Experience and Review of Insured and Uninsured Risks: 10%
General Administration and Claims Management: 30%
Risk Management and Technical Resources: 5%
Financial Security of Suppliers: 5%
Programme Pricing and Service Fees: 40%
Premium Sustainability: 5%

Published award criteria (7)

Compliance and Corporate Governance: 5%
Sector Experience and Review of Insured and Uninsured Risks: 10%
General Administration and Claims Management: 30%
Risk Management and Technical Resources: 5%
Financial Security of Suppliers: 5%
Premium Sustainability: 5%
Programme Pricing and Service Fees: 40%

Conditions of participation4

Suitability
Bidders must be an insurance broker registered with and regulated by the UK Financial Conduct Authority or an Insurer authorised and/or regulated by the UK Financial Conduct Authority and/or Prudential Regulation Authority.
Economic & financial standing
Q4B.1.1 Please provide a copy of last published report and accounts including latest balance sheet.
Q4B.5.1a Professional Risk Indemnity Insurance GBP 10m
Q4B5.1b Employers (Compulsory) Liability Insurance GBP 10m
Q4B.5.2 Public Liability GBP 10m
Technical & professional ability
Q4C.1.2 We require 2 examples of provision of insurance services to Scottish RSLs from the last 3 years. Your referees may be contacted to confirm your response.
Technical & professional ability
Bidders must be an insurance broker registered with and regulated by the UK Financial Conduct Authority or an Insurer authorised /and or regulated by the UK Financial Conduct Authority and/or Prudential Regulation Authority.

What this means for your bid

Price carries 40 of 100 points: a 10% discount moves about 4 points. The method statement decides this lot, not the discount.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached

Procedure method: Open procedure
Legal basis: CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category: Services
Notice status: Awarded
Procurement threshold: Unspecified in notice
Regulatory regime: Standard
Commercial structure: Stand-alone contract (no framework)
Competition type: Competitive procedure
GPA / WTO covered: Yes (GPA)
Recurring procurement: Yes · September 2027
First published: 3 Oct 2022, 11:12 BST
Last source update: 24 Feb 2023, 10:45 GMT
Award evaluation window: 24 Jan 2023 – …
FTS notice number: 2023/S 000-005519
Classification (CPV): Accident insurance servicesEngineering insurance servicesInsurance servicesLegal expenses insurance servicesLiability insurance servicesMotor vehicle insurance servicesPecuniary loss insurance servicesProfessional liability insurance servicesProperty insurance services
Delivery area: Scotland (UKM73)
Official registry OCID: ocds-h6vhtk-03724e Find a Tender

Publisher note: (SC Ref:722856)

How it was run

Official notice

Run through: Public Contracts Scotland · Who buys & how to bid on PCS

Supplier login requiredLanguage: EN

Access & registration note: Free single registration for Scotland; PCS-Tender (Jaggaer) for full bidding

Tender documents are also served through a separate tool: http://www.publiccontractsscotland.gov.uk ↗

Submission deadline: 24 Jan 2023, 12:00 GMT
Submission channel: {"electronicSubmission"}
Accepted languages: en
Bids opened: 24 Jan 2023, 12:00 GMT

Detailed submission instructions & authority contactsFrom official release

www.publiccontractsscotland.gov.uk ↗

Timeline

16 Dec 2022 → 3 Apr 2023 · 5 dates

Next notice expected
16 Dec 2022
Submission deadline
24 Jan 2023, 12:00 GMT
Bids opened
24 Jan 2023, 12:00 GMT
Notice published
24 Feb 2023, 10:45 GMT
Bids must remain valid until
3 Apr 2023, 23:59 BST

Notice history

4 events · 3 releases on Find a Tender · since 13 Dec 2022

Status changed to active
13 Dec 2022, 10:56 GMT
Procurement method changed
13 Dec 2022, 10:56 GMT
Deadline published: 24 Jan 2023, 12:00 GMT
13 Dec 2022, 10:56 GMT
Status changed to complete
24 Feb 2023, 10:45 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast

Awards 1

Awarded value £934,0401 contract exc. VAT

Bids received 2

Contracts signed 1latest 24 Feb 2023

Awarded to	Value	Date	Status
Marsh Ltd	£934,040 †	—	Awarded

Contracts

Contract 005519-2023-2022/S 000-035164-1 · Marsh Ltd
Signed
24 Feb 2023
Value
£934,040
Status
active

Bid statistics published by the authority

Bids	SME	VCSE	Valid bid range
2bids · 2 electronic · 2 from abroad	0	—	—

Contracting authority & participating public bodies

East Lothian Housing Association Ltd

Contracting authorityHousingHousing AssociationHousing and community amenities 18-20 Market Street, Haddington, Scotland, EH41 3JLContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

Edinburgh Sheriff CourtReview body EdinburghContact email, phone

Process and specification contact points (1)

Global Risk Initiatives LtdProcess contact point Chichester, ScotlandContact name, email, phone

Bidders & participating suppliers

1 commercial party on the notice

Marsh LtdAwarded supplier Tower Place East, London, London, EC3R 5BUContact phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.