Contract

Provision of Insurance and related services to Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

  • Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

F03: Contract award notice

Notice identifier: 2025/S 000-001979

Procurement identifier (OCID): ocds-h6vhtk-045965

Published 21 January 2025, 10:05am



Section one: Contracting authority

one.1) Name and addresses

Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

Sovereign House, Basing View

Hampshire

RG21 4FA

Contact

Our Consultant for this Project is Gibbs Laidler Consulting LLP

Email

jeff.laidler@gibbslaidler.co.uk

Telephone

+44 7958715582

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

https://www.sng.org.uk/

one.4) Type of the contracting authority

Body governed by public law

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 Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

two.1.2) Main CPV code

  • 66510000 - Insurance services

two.1.3) Type of contract

Services

two.1.4) Short description

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

two.1.6) Information about lots

This contract is divided into lots: Yes

two.1.7) Total value of the procurement (excluding VAT)

Value excluding VAT: £56,000,000

two.2) Description

two.2.1) Title

Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

Lot No

1

two.2.2) Additional CPV code(s)

  • 66513100 - Legal expenses insurance services
  • 66513200 - Contractor's all-risk 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
  • 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

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

UNITED KINGDOM

two.2.4) Description of the procurement

A programme of General (non-life) insurance and related services for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group (Sovereign Network Homes to join the programme from 1 April 2025). 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, fidelity guarantee/crime and employment practices liability. This list is to be decided at the sole discretion of Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group.

This Lot excludes: Cyber (See Lot 2), Crime (See Lot 3), Terrorism Pool-Re (See Lot 4), Terrorism Non-Pool Re(See Lot 5), Professional Indemnity (See Lot 6), Alternative Risk Transfer (See Lot 7)

two.2.5) Award criteria

Price

two.2.11) Information about options

Options: Yes

Description of options

Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group 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 1 further year (or 1 periods of insurance), with the further option to extend the award period by up another 1 year (or 1 period of insurance), subject to satisfactory service, performance and cost. It should be noted that Sovereign Housing Association Limited T/A Sovereign Network Group will be awarded from 5 November 2024, with Sovereign Network Homes T/A Sovereign Network Group being phased into the programme from 1 April 2025.

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

For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Wembley:-Insurance-services./Y4AT9XYEAM

two.2) Description

two.2.1) Title

Insurance and related services associated with Crime / Fidelity Guarantee risks for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

Lot No

2

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services
  • 66510000 - Insurance services
  • 66517300 - Risk management insurance services
  • 66515000 - Damage or loss insurance services
  • 66518000 - Insurance brokerage and agency services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

UNITED KINGDOM

two.2.4) Description of the procurement

Insurance and related services associated with Crime / Fidelity Guarantee risks for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

two.2.5) Award criteria

Price

two.2.11) Information about options

Options: Yes

Description of options

Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group 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 1 further year (or 1 periods of insurance), with the further option to extend the award period by up another 1 year (or 1 period of insurance), subject to satisfactory service, performance and cost.

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

For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Hampshire:-Insurance-services./Y4AT9XYEAM

two.2) Description

two.2.1) Title

Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

Lot No

3

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services
  • 66510000 - Insurance services
  • 66517300 - Risk management insurance services
  • 66516000 - Liability insurance services
  • 66518000 - Insurance brokerage and agency services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

UNITED KINGDOM

two.2.4) Description of the procurement

Insurance and related services associated with Terrorism risks (Pool Re Basis) for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

two.2.5) Award criteria

Price

two.2.11) Information about options

Options: Yes

Description of options

Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group 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 1 further year (or 1 periods of insurance), with the further option to extend the award period by up another 1 year (or 1 period of insurance), subject to satisfactory service, performance and cost.

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

For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Hampshire:-Insurance-services./Y4AT9XYEAM

two.2) Description

two.2.1) Title

Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

Lot No

4

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services
  • 66517300 - Risk management insurance services
  • 66518300 - Insurance claims adjustment services
  • 66516000 - Liability insurance services
  • 66516500 - Professional liability insurance services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

UNITED KINGDOM

two.2.4) Description of the procurement

Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

two.2.5) Award criteria

Price

two.2.11) Information about options

Options: Yes

Description of options

Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group 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 1 further year (or 1 periods of insurance), with the further option to extend the award period by up another 1 year (or 1 period of insurance), subject to satisfactory service, performance and cost.

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

For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Hampshire:-Insurance-services./Y4AT9XYEAM

two.2) Description

two.2.1) Title

Insurance and related services associated with Professional Indemnity Insurance for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

Lot No

5

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services
  • 66517300 - Risk management insurance services
  • 66518300 - Insurance claims adjustment services
  • 66516000 - Liability insurance services
  • 66516500 - Professional liability insurance services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

UNITED KINGDOM

two.2.4) Description of the procurement

Insurance and related services associated with Professional Indemnity Insurance for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

two.2.5) Award criteria

Price

two.2.11) Information about options

Options: Yes

Description of options

Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group 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 1 further year (or 1 periods of insurance), with the further option to extend the award period by up another 1 year (or 1 period of insurance), subject to satisfactory service, performance and cost.

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/tenders/UK-UK-Hampshire:-Insurance-services./Y4AT9XYEAM

two.2) Description

two.2.1) Title

Insurance and related services associated with Alternative Risk Transfer for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

Lot No

6

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services
  • 66517300 - Risk management insurance services
  • 66518300 - Insurance claims adjustment services
  • 66516000 - Liability insurance services
  • 66516500 - Professional liability insurance services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

UNITED KINGDOM

two.2.4) Description of the procurement

Insurance and related services associated with Alternative Risk Transfer for Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group

two.2.5) Award criteria

Price

two.2.11) Information about options

Options: Yes

Description of options

Sovereign Housing Association Limited T/A Sovereign Network Group & Sovereign Network Homes T/A Sovereign Network Group 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 1 further year (or 1 periods of insurance), with the further option to extend the award period by up another 1 year (or 1 period of insurance), subject to satisfactory service, performance and cost.

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/tenders/UK-UK-Hampshire:-Insurance-services./Y4AT9XYEAM


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Competitive procedure with negotiation

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.2.1) Previous publication concerning this procedure

Notice number: 2024/S 000-015248


Section five. Award of contract

Contract No

1

Lot No

1

Title

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

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

4 November 2024

five.2.2) Information about tenders

Number of tenders received: 2

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Arthur J. Gallagher Insurance Brokers Ltd

55 Blythswood Street, Spectrum Building, 7th Floor

Glasgow

G2 7AT

Country

United Kingdom

NUTS code
  • UK - United Kingdom
National registration number

SC108909

The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Initial estimated total value of the contract/lot: £16,500,000

Total value of the contract/lot: £43,500,000


Section five. Award of contract

Contract No

2

Lot No

2

Title

Insurance and related services associated with Crime for Sovereign Network Group

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

4 November 2024

five.2.2) Information about tenders

Number of tenders received: 4

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Weald Ltd

2 Minster Court, Mincing Lane

London

EC3R 7PD

Country

United Kingdom

NUTS code
  • UK - United Kingdom
National registration number

10921692

The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Initial estimated total value of the contract/lot: £105,000

Total value of the contract/lot: £120,000


Section five. Award of contract

Contract No

3

Lot No

3

Title

Insurance and related services associated with Terrorism (Pool-Re) for Sovereign Network Group

A contract/lot is awarded: No

five.1) Information on non-award

The contract/lot is not awarded

No tenders or requests to participate were received or all were rejected


Section five. Award of contract

Contract No

4

Lot No

4

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

4 November 2024

five.2.2) Information about tenders

Number of tenders received: 3

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Weald Ltd

2 Minster Court, Mincing Lane

London

EC3R 7PD

Country

United Kingdom

NUTS code
  • UK - United Kingdom
National registration number

10921692

The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £660,000


Section five. Award of contract

Contract No

5

Lot No

5

Title

Insurance and related services associated with Professional Indemnity Insurance for Sovereign Housing Association

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

4 November 2024

five.2.2) Information about tenders

Number of tenders received: 3

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Jensten Insurance Brokers Ltd

The Old Court House, 191 High Street

South Woodford

E18 2QF

Country

United Kingdom

NUTS code
  • UK - United Kingdom
National registration number

08284692

The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Initial estimated total value of the contract/lot: £90,000

Total value of the contract/lot: £180,000


Section five. Award of contract

Contract No

6

Lot No

6

Title

Insurance and related services associated with Alternative Risk Transfer for Sovereign Housing Association

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

4 November 2024

five.2.2) Information about tenders

Number of tenders received: 1

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Zurich

The Zurich Centre, 3000 Parkway, Whiteley

Fareham

PO15 7JZ

Country

United Kingdom

NUTS code
  • UK - United Kingdom
National registration number

15744014

The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £12,000,000


Section six. Complementary information

six.3) Additional information

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.

To view this notice, please click here:

https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=911237429

GO Reference: GO-2025121-PRO-29185407

six.4) Procedures for review

six.4.1) Review body

The High Court of England and Wales

London

Telephone

+44 1959562242

Country

United Kingdom

six.4.3) Review procedure

Precise information on deadline(s) for review procedures

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.

six.4.4) Service from which information about the review procedure may be obtained

The Cabinet Office

London

Telephone

+44 1959562242

Country

United Kingdom