Tender

Provision of Insurance and related services to Saffron Housing Trust

  • Saffron Housing Trust (c/o Gallagher)

F02: Contract notice

Notice identifier: 2023/S 000-001732

Procurement identifier (OCID): ocds-h6vhtk-0398ff

Published 19 January 2023, 4:05pm



Section one: Contracting authority

one.1) Name and addresses

Saffron Housing Trust (c/o Gallagher)

Saffron Barn, Swan Lane

Long Stratton

NR15 2XP

Contact

Richard Manger

Email

uk.chelmsford.tenders@ajg.com

Telephone

+44 1245341211

Country

United Kingdom

Region code

UKH1 - East Anglia

Internet address(es)

Main address

https://www.ajg.com/uk/

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://www.delta-esourcing.com/tenders/UK-UK-Long-Stratton:-Financial-and-insurance-services./3Z77M8W5R3

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://www.delta-esourcing.com

Tenders or requests to participate must be submitted to the above-mentioned address

one.4) Type of the contracting authority

Other type

Housing Association

one.5) Main activity

Housing and community amenities


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Provision of Insurance and related services to Saffron Housing Trust

two.1.2) Main CPV code

  • 66000000 - Financial and insurance services

two.1.3) Type of contract

Services

two.1.4) Short description

Property, liability and other specific insurances as required by Saffron Housing Trust and amended from time to time to meet their requirements and respond to any change to the risk profile and appetite. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.1.5) Estimated total value

Value excluding VAT: £500,000

two.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

two.2) Description

two.2.1) Title

Property Stock including Property Owners Liability

Lot No

1

two.2.2) Additional CPV code(s)

  • 66515200 - Property insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Property Stock including Property Owners Liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/3Z77M8W5R3

two.2) Description

two.2.1) Title

Employers, Public and Products Liability

Lot No

2

two.2.2) Additional CPV code(s)

  • 66516000 - Liability insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Employers, public, products liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Excess Liability

Lot No

3

two.2.2) Additional CPV code(s)

  • 66516000 - Liability insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Excess Liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Office Combined

Lot No

4

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Office Risks. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Computer Risks

Lot No

5

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Computer. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Contractors All Risks

Lot No

6

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Contract Works. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Crime

Lot No

7

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Crime. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Engineering

Lot No

8

two.2.2) Additional CPV code(s)

  • 66519200 - Engineering insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Engineering. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Group Personal Accident

Lot No

9

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Group Personal Accident. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Professional Indemnity

Lot No

10

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Professional Indemnity. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Cyber Liability

Lot No

11

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Cyber Liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Motor Fleet

Lot No

12

two.2.2) Additional CPV code(s)

  • 66514110 - Motor vehicle insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Motor Fleet. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Terrorism

Lot No

13

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Terrorism. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Directors & Officers Liability

Lot No

14

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Directors and Officers Liability. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2) Description

two.2.1) Title

Solar Panels

Lot No

15

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services

two.2.3) Place of performance

NUTS codes
  • UKH1 - East Anglia
Main site or place of performance

East Anglia

two.2.4) Description of the procurement

Insurance for Solar Panels. To be managed by Arthur J. Gallagher Insurance Brokers Ltd as the contracting authority's appointed insurance brokers and advisor.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

1 April 2023

This contract is subject to renewal

Yes

Description of renewals

Annual.

two.2.10) Information about variants

Variants will be accepted: Yes

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions

Insurers authorised under the Financial Services Act 2012 and regulated by the Financial Conduct Authority or an insurance company authorised in another member state of the European Economic Area. Potential suppliers may be requested to provide a summary and overview of services provided to the social housing sector over the past 3 years and details of up to 10 clients receiving similar services.

three.1.2) Economic and financial standing

List and brief description of selection criteria

Bidders must be authorised by the FCA or EU equivalent to carry out business in the relevant classes of insurances as listed under the contract notice and be compliant with any requirements set out by each authority.

Minimum level(s) of standards possibly required

Bidder are expected to be Standard & Poor's (or equivalent agency A M Best of Moody's) rated A- or better.

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents

three.2) Conditions related to the contract

three.2.1) Information about a particular profession

Execution of the service is reserved to a particular profession

Reference to the relevant law, regulation or administrative provision

Insurers authorised under the Financial Services Act 2012 and regulated by the Financial Conduct Authority or an insurance company authorised in another member state of the European Union.

three.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

24 February 2023

Local time

5:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.7) Conditions for opening of tenders

Date

26 February 2023

Local time

9:00am


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.3) Additional information

For more information about this opportunity, please visit the Delta eSourcing portal at:

https://www.delta-esourcing.com/tenders/UK-UK-Long-Stratton:-Financial-and-insurance-services./3Z77M8W5R3" target="_blank">https://www.delta-esourcing.com/tenders/UK-UK-Long-Stratton:-Financial-and-insurance-services./3Z77M8W5R3

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/3Z77M8W5R3" target="_blank">https://www.delta-esourcing.com/respond/3Z77M8W5R3

GO Reference: GO-2023119-PRO-21944498

six.4) Procedures for review

six.4.1) Review body

The High Court of England and Wales

London

Country

United Kingdom