Find a TenderClosed
Published 10 Aug 2023, 19:05 BST

Official UK procurement notice

Provision of Insurance and related services to Broadland Housing Association Limited

Official notice

Authority: Broadland Housing Association Limited (Housing)

8 lotsServicesCompetitive procedure with negotiationMax 8 lots to bidMax 8 lots per supplier
Published estimate£1,786,500total for 8 lots
Submissions closed 11 Sept 2023
Lots 8max 8 won per supplier · max 8 to bid
Contract term 3 yrsends 31 Mar 2027 · extension options published · starts 1 Apr 2024

What is being bought8 lots · detail below

Published requirement description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Broadland

  • Recurrence: Between 3 or 5 years from the date of this Notice

CPV: Contractor's all-risk insurance services · Damage or loss insurance services · Financial and insurance services · Financial loss insurance services · Fire insurance services · General liability insurance services · Insurance brokerage and agency services · Insurance claims adjustment services · Insurance services · Legal expenses insurance services · Liability insurance services · Pecuniary loss insurance services · +3 more

Lots and requirements (8)Procurement structure

8 lots · all with a published value (£1,818,001 together) · a supplier may bid for at most 8 and win at most 8 of them
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by BroadlandRenewal 3 yrsPublished value£1,320,000

A programme of General (non-life) insurance and related services for Broadland. 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, group personal accident, professional indemnity, employment practices liability. This list is to be decided at the sole discretion of Broadland.

This Lot excludes: Motor(See Lot 2), Engineering (See Lot 3), Cyber (See Lot 4) Terrorism Pool Re (See Lot 5), Terrorism Non Pool Re (See Lot 6) Directors & Officers (See Lot 7), Fidelity Guarantee/ Crime (See Lot 8) Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
Lot #2Insurance and related services for Motor Fleet, as required by Broadland.Renewal 3 yrsPublished value£180,000

Insurance and related services for Motor Fleet. Additional information: As stated in the Tender documentation.

For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
Lot #3Insurance and related services associated for Engineering Inspection and Insurance, as required by Broadland.Renewal 3 yrsPublished value£60,000

Insurance and related services associated for Engineering Inspection and Insurance. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
Lot #4Insurance and related services associated with Cyber risks for Broadland.Renewal 3 yrsPublished value£75,000

Insurance and related services associated with Cyber risks for Broadland. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
Lot #5Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Broadland.Renewal 3 yrsPublished value£1

Insurance and related services associated with Terrorism risks (Pool Re Basis) for Broadland. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
Lot #6Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Broadland.Renewal 3 yrsPublished value£81,000

Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Broadland. Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowedElectronic catalogue: required
Lot #7Insurance and related services associated with Directors & Officers for Broadland.Renewal 3 yrsPublished value£81,000

Insurance and related services associated with Directors & Officers Insurance for Broadland. Additional information: To respond to this opportunity please click here: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed
Lot #8Insurance and related services associated with Fidelity Guarantee/ Crime risks for Broadland.Renewal 3 yrsPublished value£21,000

Insurance and related services associated with Fidelity Guarantee/ Crime risks for Broadland. Additional information: To respond to this opportunity please click here: For more information about this opportunity, please visit the Delta eSourcing portal at: www.delta-esourcing.com/tenders/UK-UK-Norwic… ↗

The award of each Lot is at the sole discretion of Broadland.

Contract period: 1 Apr 2024 – 31 Mar 2027 (3 yrs)
Delivery: UK · UNITED KINGDOM
Extensions: Broadland 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. · Broadland 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.Second stage: 3–7 candidates invited to tenderVariant bids: not allowed

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
Lot distribution rule: Lots One - Eight will be individually evaluated and multiple awards may result. Where the respondee is an insurance Broker, it may choose to place the insurance(s) required within each Lot with different insurers at it's discretion, but full details of the risk carrier(s) will be required.
Conditions of participation4
  • Suitability

    Potential suppliers will be required to provide an overview of relevant services provided to property owners, property developers, public sector organisations, social landlords or other similar organisations over the past 5 years, plus details of three clients currently receiving similar services. Potential suppliers will be asked to evidence permissions by the FCA, PRA or other appropriate regulatory authority indicating the types of insurance/service the bidder is authorised to arrange or provide.

  • Economic & financial standing

    The tender documents will require providers to produce financial information in relation to the type of services offered, including but not limited to 3 years reports and accounts.

    Minimum: The financial ability to deliver the programme, including Insurers with a minimum rating of ‘BBB’ from standard and poor, ‘B++’ from A M best, or an equivalent rating by an independent and reputable credit rating agency and approved by the bidder’s market security committee. In t…
  • Technical & professional ability

    The tender documents will require providers to detail their relevant professional experience, resource,skills,qualifications and quality control practices.

  • Technical & professional ability

    For Insurance services, Insurers authorised under the Financial services and Markets Act 2000, Insurance Companies Act 1982 (and any other statutory modifications there of) and regulated by the Prudential regulation authority, UK Financial conduct authority, or equivalent in another member state of the European economic area. Insurance brokers registered with and regulated by the Financial conduct authority.

Staff
Names and qualifications of delivery staff must be submitted

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Competitive procedure with negotiation
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Closed
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
Yes · Between 3 or 5 years from the date of this Notice
First published
10 Aug 2023, 19:05 BST
Last source update
10 Aug 2023, 19:05 BST
FTS notice number
2023/S 000-023489
Classification (CPV)
Contractor's all-risk insurance servicesDamage or loss insurance servicesFinancial and insurance servicesFinancial loss insurance servicesFire insurance servicesGeneral liability insurance servicesInsurance brokerage and agency servicesInsurance claims adjustment servicesInsurance servicesLegal expenses insurance services
+5 moreLiability insurance servicesPecuniary loss insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-03eee3 Find a Tender
Contract terms
Electronic trading
e-invoicing allowed · electronic payment
Review and risk notes
Review procedure

The Contracting Authority will enter into this contract following a 10 calendar day standstill period starting on the day after the notification of the result. The Public Contracts Regulations 2015 provide for aggrieved parties who have been harmed or who are at risk of harm by a breach of the Regulations to bring proceedings in the High Court. Any such proceedings must be brought within the limitation period specified by the Regulations according to the remedy sought.

Publisher note: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement. Bidders should note that for reasons of confidentiality, full Tender information will be made available only to those bidders that are selected to proceed to the ITT Stage. Sufficient detail is provided within this Notice, the SQ and via the Authority's e-procurement portal to enable the Bidder to decide whether or not to participate in this process. At the ITT stage, all respondents will be required to detail your proposed insurance wordings and provide details of relevant experience of all account servicing, claims handling and risk management staff. For more information about this opportunity, please visit the Delta eSourcing portal at: <a href="https://www.delta-esourcing.com/tenders/UK-UK-Norwich:-Insurance-services./PUQUX9T385" target="_blank">https://www.delta-esourcing.com/tenders/UK-UK-Norwich:-Insurance-services./PUQUX9T385</a> To respond to this opportunity, please click here: <a href="https://www.delta-esourcing.com/respond/PUQUX9T385" target="_blank">https://www.delta-esourcing.com/respond/PUQUX9T385</a> GO Reference: GO-2023810-PRO-23617942

How it was run

Official notice
Run through: Delta eSourcing · Who buys & how to bid on Delta
Public notice page · account needed to bidLanguage: EN
Access & registration note: Free Select account; no DUNS asked at signup
Submission deadline
11 Sept 2023, 17:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

Timeline

10 Aug 2023 → 1 Apr 2027 · 5 dates
  1. Notice published
    10 Aug 2023, 19:05 BST
  2. Submission deadline
    11 Sept 2023, 17:00 BST
  3. Invitations to tender expected
    26 Sept 2023, 00:00 BST
  4. Contract starts
    1 Apr 2024, 00:00 BST
  5. Today
    29 Oct 2026
  6. Bids must remain valid untilin 154 days
    1 Apr 2027, 23:59 BST

Contracting authority & participating public bodies

Broadland Housing Association Limited

Contracting authorityHousingBody governed by public lawHousing and community amenities United Kingdom NCFC, Carrow Road, Norwich, UK, NR1 1HUContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • The Cabinet OfficeReview contact point LondonContact phone
  • The High Court of England and WalesReview body LondonContact phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.