Tender

Provision of Insurance and Related Services to English Rural Housing Association

  • English Rural Housing Association

UK4: Tender notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2025/S 000-022047

Procurement identifier (OCID): ocds-h6vhtk-05155a

Published 16 May 2025, 10:05am



Scope

Description

English Rural Housing Association are looking to appoint one or more providers to deliver their Insurance and related services for Property, legal liability and other general (non-life) insurable risks.

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 and employment practices liability. This list is to be decided at the sole discretion of English Rural Housing Association.

Suppliers will be required to have the financial ability to deliver the programme, including Insurers with a minimum rating of 'BBB' from standard and poor, 'B++' from AM 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.

Suppliers will be assessed but not limited to the following high level criterion:

- The ability to provide the Contracting Authority with a choice of suitable insurers and/or suitable cover options

- A skilled and competent service team, being Client Relationship Management, Insurance Claims management, Insurance Broking / underwriting and insurable risk managers

- The delivery of quality service to the Contracting Authority and our clients, including that provided to us by any third-party contractor employed by you or by the Insurer(s) you propose

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

https://www.delta-esourcing.com/tenders/UK-UK-Godalming:-Insurance-services.-*Duplicated*/5SZ867ZCC6

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/5SZ867ZCC6

Total value (estimated)

  • £655,000 excluding VAT
  • £655,000 including VAT

Above the relevant threshold

Main procurement category

Services

Contract locations

  • UK - United Kingdom

Lot constraints

Maximum number of lots a supplier can be awarded: 3

Description of how multiple lots may be awarded:

The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Lots 1-5 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

Not the same for all lots

CPV classifications and contract dates are shown in Lot sections, because they are not the same for all lots.


Lot 1. Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by English Rural Housing Association

Description

A programme of General (non-life) insurance and related services for English Rural Housing Association. 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, employment practices liability. This list is to be decided at the sole discretion English Rural Housing Association.

Lot value (estimated)

  • £600,000 excluding VAT
  • £600,000 including VAT

Contract dates (estimated)

  • 31 October 2025 to 30 October 2028
  • Possible extension to 30 October 2030
  • 5 years

Description of possible extension:

English Rural Housing Association 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.

CPV classifications

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

Same for all lots

Contract locations are shown in the Scope section, because they are the same for all lots.


Lot 2. Insurance and related services associated with Cyber Risk for English Rural Housing Association

Description

English Rural Housing Association are looking to appoint one provider to deliver their Insurance and related services for Cyber Risk cover.

Lot value (estimated)

  • £15,000 excluding VAT
  • £15,000 including VAT

Contract dates (estimated)

  • 31 October 2025 to 30 October 2028
  • Possible extension to 30 October 2030
  • 5 years

Description of possible extension:

English Rural Housing Association 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.

CPV classifications

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

Same for all lots

Contract locations are shown in the Scope section, because they are the same for all lots.


Lot 3. Insurance and related services associated with Terrorism and/or Political Violence (Pool Re) for English Rural Housing Association

Description

English Rural Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism and/or Political Violence (Pool Re) cover.

Lot value (estimated)

  • £40,000 excluding VAT
  • £40,000 including VAT

Contract dates (estimated)

  • 31 October 2025 to 30 October 2028
  • Possible extension to 30 October 2030
  • 5 years

Description of possible extension:

English Rural Housing Association 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.

CPV classifications

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

Same for all lots

Contract locations are shown in the Scope section, because they are the same for all lots.


Lot 4. Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) for English Rural Housing Association

Description

English Rural Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism and/or Political Violence (Non Pool Re) cover.

Lot value (estimated)

  • £0 excluding VAT
  • £0 including VAT

Contract dates (estimated)

  • 31 October 2025 to 30 October 2028
  • Possible extension to 30 October 2030
  • 5 years

Description of possible extension:

English Rural Housing Association 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.

CPV classifications

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

Same for all lots

Contract locations are shown in the Scope section, because they are the same for all lots.


Lot 5. Insurance and related services associated with Alternative Risk Financing for English Rural Housing Association

Description

English Rural Housing Association are looking to appoint one or more providers to deliver their Insurance and related services associated with Alternative Risk Financing.

Lot value (estimated)

  • £0 excluding VAT
  • £0 including VAT

Contract dates (estimated)

  • 31 October 2025 to 30 October 2028
  • Possible extension to 31 May 2030
  • 4 years, 7 months, 1 day

Description of possible extension:

English Rural Housing Association 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.

CPV classifications

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

Same for all lots

Contract locations are shown in the Scope section, because they are the same for all lots.


Participation

Particular suitability

Lot 1. Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by English Rural Housing Association

Lot 2. Insurance and related services associated with Cyber Risk for English Rural Housing Association

Lot 3. Insurance and related services associated with Terrorism and/or Political Violence (Pool Re) for English Rural Housing Association

Lot 4. Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) for English Rural Housing Association

Lot 5. Insurance and related services associated with Alternative Risk Financing for English Rural Housing Association

Small and medium-sized enterprises (SME)


Submission

Enquiry deadline

12 June 2025, 1:00am

Submission type

Tenders

Deadline for requests to participate

12 June 2025, 1:00am

Submission address and any special instructions

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

16 September 2025


Award criteria

This table contains award criteria for this lot
Name Description Type Weighting
Criterion 1

Long criteria description

Cost 50%
Criterion 2

Long criteria description

Quality 50%

Other information

Applicable trade agreements

  • Government Procurement Agreement (GPA)
  • Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP)

Conflicts assessment prepared/revised

Yes


Procedure

Procedure type

Competitive flexible procedure

Competitive flexible procedure description

The procedure will consist of a multi stage procurement, covering a conditions of participation stage and three stages contained within the tendering period, allowing for shortlisting of suppliers at each round. The high level weightings apportioned to this procurement consists of 50% Cost / 50% Quality.


Contracting authority

English Rural Housing Association

  • Public Procurement Organisation Number: PGJB-3773-RCMH

The Granary, Greenways Studios, Lower Eashing

Godalming

GU7 2QF

United Kingdom

Contact name: James Foreman

Telephone: +44 1959562242

Email: james.foreman@gibbslaidler.co.uk

Region: UKJ25 - West Surrey

Organisation type: Public authority - sub-central government