Tender

Provision of Insurance and Related Services to SOHA Housing Ltd

  • SOHA Housing Ltd

F02: Contract notice

Notice identifier: 2023/S 000-033220

Procurement identifier (OCID): ocds-h6vhtk-04172b

Published 9 November 2023, 4:05pm



Section one: Contracting authority

one.1) Name and addresses

SOHA Housing Ltd

Royal Scot House, 99 Station Road

Didcot

OX11 7NN

Email

tenders@soha.co.uk

Telephone

+44 7938738509

Country

United Kingdom

Region code

UKJ14 - Oxfordshire

Internet address(es)

Main address

https://www.soha.co.uk/

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.3) Communication

Access to the procurement documents is restricted. Further information can be obtained at

https://www.soha.co.uk/

Additional information can be obtained from another address:

SOHA Housing Ltd

Royal Scot House, 99 Station Road

Didcot

OX11 7NN

Email

tenders@soha.co.uk

Country

United Kingdom

Region code

UKJ14 - Oxfordshire

Internet address(es)

Main address

https://www.soha.co.uk/

Tenders or requests to participate must be submitted electronically via

https://www.soha.co.uk/

Tenders or requests to participate must be submitted to the following address:

SOHA Housing Ltd

Royal Scot House, 99 Station Road

Didcot

OX11 7NN

Email

tenders@soha.co.uk

Country

United Kingdom

Region code

UKJ14 - Oxfordshire

Internet address(es)

Main address

https://www.soha.co.uk/

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 SOHA Housing Ltd

two.1.2) Main CPV code

  • 66510000 - Insurance services

two.1.3) Type of contract

Services

two.1.4) Short description

Property, liability and other specific insurances as required by SOHA Housing Ltd and amended from time to time to meet their requirements and respond to any change to the risk profile and appetite.

Insurance Broking Services are not required. Respondents will be required to work with our Broker, Gallagher, who will have responsibility for management of the insurances placed.

two.1.5) Estimated total value

Value excluding VAT: £555,560

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
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Property & related Business Interruption risks (including Terrorism) and Property Owners Liability (POL) and related services as required by the contracting Authority for property damage, business interruption and POL risks associated with social rented homes, leasehold and shared ownership property, care homes, residential extra-care homes, commercial property and the like all owned or managed by the Contracting Authority.

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Excess Property Owners Liability

Lot No

2

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Excess Property Owners Liability and related services as required by the Contracting Authority

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Employers, Public, Products Liability

Lot No

3

two.2.2) Additional CPV code(s)

  • 66516000 - Liability insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Employers, Public, Products Liability risks and related services for Employers, Public & Products liability as required by the Contracting Authority.

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Excess Liability

Lot No

4

two.2.2) Additional CPV code(s)

  • 66516000 - Liability insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Excess Liability and related services as required by the Contracting Authority

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Office Combined

Lot No

5

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Commercial Combined / Business / Office risks (including Terrorism) and related services for Commercial Combined (office type risks), including office buildings, tenants improvements, rent receivable, contents, equipment, depot sites, business interruption, all risks, money, PA assault and other risks as required by the Contracting Authority.

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Computer

Lot No

6

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Computer related risks (including Terrorism) and related services for physical loss or damage to computer hardware, software and related business interruption risks as required by the contracting authority.

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Crime

Lot No

7

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Crime including Fidelity Guarantee and any related services as required by the contracting authority

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Contractors All Risks

Lot No

8

two.2.2) Additional CPV code(s)

  • 66513200 - Contractor's all-risk insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Contractors All Risks and any related services as required by the Contracting Authority.

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Directors & Officers Liability

Lot No

9

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Directors and Officers Liability and any related services as required by the Contracting Authority.

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Professional Indemnity

Lot No

10

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Professional Indemnity and any related services as required by the contracting authority

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Cyber Liability

Lot No

11

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Insurance for Cyber Liability and any related services as required by the contracting authority

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk

two.2) Description

two.2.1) Title

Engineering

Lot No

12

two.2.2) Additional CPV code(s)

  • 66519000 - Engineering, auxiliary, average, loss, actuarial and salvage insurance services

two.2.3) Place of performance

NUTS codes
  • UKJ14 - Oxfordshire
Main site or place of performance

Oxfordshire

two.2.4) Description of the procurement

Engineering Inspection and related services as required by the Contracting Authority.

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 February 2024

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

All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk


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 and 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.

Insurance Broking Services are not required. Respondents will be required to work with our Broker, Gallagher, who will have responsibility for management of the insurances placed.

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 insurance as listed under the contract notice and be compliant with any requirements set out by each authority.

Minimum level(s) of standards possibly required

Bidders are expected to be Standard & Poor's (or equivalent agency A M Best or 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

18 December 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

19 December 2023

Local time

9:00am


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.3) Additional information

Expressions of interest are to be sent to: tenders@soha.co.uk and uk.gallagherhousing.tenders@ag.com. When expressing interest please state which lot(s) you will be bidding for.

Clarification questions are to be sent to: uk.gallagherhousing.tenders@ajg.com

Tender Submissions must be returned to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk.

To view this notice, please click here:

https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=811570311" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=811570311

GO Reference: GO-2023119-PRO-24374523

six.4) Procedures for review

six.4.1) Review body

The High Court of England and Wales

London

Country

United Kingdom