- Scope of the procurement
- Lot No: 1. Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by First Choice Homes Oldham Limited
- Lot 2. Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)
- Lot 3. Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections
- Lot 4. Insurance and related services associated with Terrorism Risks for First Choice Homes Oldham Limited
Section one: Contracting authority
one.1) Name and addresses
First Choice Homes Oldham
First Place, 22 Union St
Oldham
OL1 1BE
Telephone
+44 1613935379
Country
United Kingdom
NUTS code
UKD3 - Greater Manchester
Internet address(es)
Main address
Buyer's address
one.3) Communication
Access to the procurement documents is restricted. Further information can be obtained at
https://www.delta-esourcing.com/tenders/UK-title/5BE7J3K9Q7
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
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 First Choice Homes Oldham Limited
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 First Choice Homes Oldham Limited
two.1.5) Estimated total value
Value excluding VAT: £1,830,000
two.1.6) Information about lots
This contract is divided into lots: Yes
Tenders may be submitted for maximum number of lots
4
Maximum number of lots that may be awarded to one tenderer: 4
The contracting authority reserves the right to award contracts combining the following lots or groups of lots:
Lots 1 -4 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.
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 First Choice Homes Oldham Limited
Lot No
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
- 66514110 - Motor vehicle insurance services
- 66516100 - Motor vehicle liability insurance services
- 66519200 - Engineering insurance services
- 71631100 - Machinery-inspection services
- 71631000 - Technical inspection services
- 71632200 - Non-destructive testing 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 First Choice
Homes Oldham Limited. 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, motor fleet risks, engineering inspections, cyber
risks, terrorism insurance and directors and officers cover. This list is to be decided at the sole discretion of First
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £1,350,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
1 April 2022
End date
31 March 2025
This contract is subject to renewal
Yes
Description of renewals
First Choice Homes Oldham Limited 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.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:
This will be a two stage process, including a SQ
(Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage
will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the
highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of
operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract Notice but
will be more fully stated in the SQ documentation.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: Yes
Description of options
First Choice Homes Oldham Limited 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.
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
two.2) Description
two.2.1) Title
Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)
Lot No
2
two.2.2) Additional CPV code(s)
- 66514110 - Motor vehicle insurance services
- 66516100 - Motor vehicle liability insurance services
- 66517300 - Risk management 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 for motor vehicle risks (possibly including Motor
legal expenses and Occasional business use extensions).
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £210,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
1 April 2022
End date
31 March 2025
This contract is subject to renewal
Yes
Description of renewals
First Choice Homes Oldham Limited 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.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:
This will be a two stage process, including a SQ
(Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage
will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the
highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of
operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract Notice but
will be more fully stated in the SQ documentation.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: Yes
Description of options
First Choice Homes Oldham Limited 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.
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
As stated in the Tender documentation.
For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.deltaesourcing.
com/tenders
two.2) Description
two.2.1) Title
Insurance and related services associated with items of Engineering plant and a programme of Engineering inspections
Lot No
3
two.2.2) Additional CPV code(s)
- 66000000 - Financial and insurance services
- 66510000 - Insurance services
- 66517300 - Risk management insurance services
- 66518300 - Insurance claims adjustment services
- 66519200 - Engineering insurance services
- 71631100 - Machinery-inspection services
- 71631000 - Technical inspection services
- 71632200 - Non-destructive testing 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
Engineering Insurance and an associated programme of inspections for statutory
and other items of engineering plant and equipment. The Contracting Authority may require that LOLER Certification
is planned 5 monthly, which will allow the Association one month to re-book appointments where access has not been
gained. In addition, the Contracting Authority requires that the delivery of LOLER visits is done in line with its 'No
access process', this includes evidenced appointments and records of any appointment failures.
This lot is an optional lot, which can be awarded or not awarded at the sole discretion of First Choice Homes Oldham
Limited, depending on First Choice Homes Oldham Limited's requirements for lot 1.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £105,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
1 April 2022
End date
31 March 2025
This contract is subject to renewal
Yes
Description of renewals
First Choice Homes Oldham Limited 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.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:
This will be a two stage process, including a SQ
(Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage
will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the
highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of
operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but
will be more fully stated in the SQ documentation.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: Yes
Description of options
First Choice Homes Oldham Limited 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.
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
two.2) Description
two.2.1) Title
Insurance and related services associated with Terrorism Risks for First Choice Homes Oldham Limited
Lot No
4
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 for First Choice
Homes Oldham Limited
This lot is an optional lot, which can be awarded or not awarded at the sole discretion of First Choice Homes Oldham
Limited, depending on First Choice Homes Oldham Limited's requirements for lot 1.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £165,000
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start date
1 April 2022
End date
31 March 2025
This contract is subject to renewal
Yes
Description of renewals
First Choice Homes Oldham Limited 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.
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Maximum number: 7
Objective criteria for choosing the limited number of candidates:
This will be a two stage process, including a SQ
(Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at selection (SQ) stage
will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the
highest score achieved for the specific Lot and maybe rejected in reverse order to achieve our maximum number of
operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but
will be more fully stated in the SQ documentation.
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: Yes
Description of options
First Choice Homes Oldham Limited 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.
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:
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
Potential suppliers will be required to provide an overview of services provided to property owners, public sector
organisations, social landlords or other relevant organisations over the past 5 years, plus details of 3 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.
three.1.2) Economic and financial standing
List and brief description of selection criteria
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 level(s) of standards possibly required
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 the case of any rating less than A-, the contracting authority will evaluate
and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT bid
deadline of the bidder’s market security committee’s latest report, including written recommendation from the bidder’s
market security committee.
three.1.3) Technical and professional ability
List and brief description of selection criteria
The tender documents will require providers to detail their relevant professional experience,
resource,skills,qualifications and quality control practices
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
Execution of the service is reserved to a particular profession
Reference to the relevant law, regulation or administrative provision:
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
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
Competitive procedure with negotiation
four.1.5) Information about negotiation
The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
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
29 September 2021
Local time
5:00pm
four.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates
4 October 2021
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Tender must be valid until: 31 March 2022
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: Yes
Estimated timing for further notices to be published: Between 3 or 5 years from the date of this Notice
six.2) Information about electronic workflows
Electronic invoicing will be accepted
Electronic payment will be used
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.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Oldham:-Insurance-services./8P4HSFSR4P
To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/8P4HSFSR4P
GO Reference: GO-2021827-PRO-18812939
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.4.2) Body responsible for mediation procedures
Not provided
Oldham
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