Tender

Provision of Insurance and Related Services to Monmouthshire Housing Association

  • Monmouthshire Housing Association

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

Notice identifier: 2025/S 000-046330

Procurement identifier (OCID): ocds-h6vhtk-05820e

Published 5 August 2025, 8:42pm



Scope

Description

Monmouthshire 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 Monmouthshire 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-Mamhilad:-Insurance-services./98XP6DD9F8

To respond to this opportunity, please click here:

https://www.delta-esourcing.com/respond/98XP6DD9F8

Total value (estimated)

  • £415,000 excluding VAT
  • £415,000 including VAT

Above the relevant threshold

Contract dates (estimated)

  • 21 January 2026 to 20 January 2029
  • Possible extension to 20 January 2031
  • 5 years

Description of possible extension:

Monmouthshire 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.

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 1-4 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

Not the same for all lots

CPV classifications 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 Monmouthshire Housing Association.

Description

A programme of General (non-life) insurance and related services for Monmouthshire 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 Monmouthshire Housing Association.

Lot value (estimated)

  • £400,000 excluding VAT
  • £400,000 including VAT

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 and contract dates are shown in the Scope section, because they are the same for all lots.


Lot 2. Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) for Monmouthshire Housing Association

Description

Monmouthshire 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)

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

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 and contract dates 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 (Non Pool-Re) as required by Monmouthshire Housing Association.

Description

Monmouthshire 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

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 and contract dates are shown in the Scope section, because they are the same for all lots.


Lot 4. Insurance and related services associated with Alternative Risk Financing as required by Monmouthshire Housing Association

Description

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

Lot value (estimated)

  • £0 excluding VAT
  • £0 including VAT

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 and contract dates 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 Monmouthshire Housing Association.

Lot 3. Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Monmouthshire Housing Association.

Lot 4. Insurance and related services associated with Alternative Risk Financing as required by Monmouthshire Housing Association

Small and medium-sized enterprises (SME)

Lot 2. Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) for Monmouthshire Housing Association

  • Small and medium-sized enterprises (SME)
  • Voluntary, community and social enterprises (VCSE)

Submission

Enquiry deadline

1 September 2025, 12:00am

Submission type

Tenders

Deadline for requests to participate

1 September 2025, 12:00am

Submission address and any special instructions

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

5 December 2025


Award criteria

This table contains award criteria for this lot
Name Type Weighting
Quality Quality 60%
Price Cost 40%

Other information

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 40% Cost / 60% Quality.


Contracting authority

Monmouthshire Housing Association

  • Public Procurement Organisation Number: PRQN-8568-TCYY

Nant-Y-Pia House, Mamhilad Technology Park

Mamhilad

NP4 0JJ

United Kingdom

Contact name: James Foreman

Telephone: +44 1959562242

Email: james.foreman@gibbslaidler.co.uk

Region: UKL21 - Monmouthshire and Newport

Organisation type: Public undertaking (commercial organisation subject to public authority oversight)


Other organisation

These organisations are carrying out the procurement, or part of it, on behalf of the contracting authorities.

Gibbs Laidler Consulting LLP

Summary of their role in this procurement: Working on behalf of the contracting authority

  • Public Procurement Organisation Number: PGJB-3773-RCMH

1 The Courtyard, Salters Heath Business Centre

Sevenoaks

TN13 2BL

United Kingdom

Contact name: James Foreman

Telephone: 07841632922

Email: james.foreman@gibbslaidler.co.uk

Region: UKJ46 - West Kent


Contact organisation

Contact Monmouthshire Housing Association for any enquiries.