Skip to main content

We've saved some files called cookies on your device. These cookies are:

  • essential for the site to work
  • to help improve our website by collecting and reporting information on how you use it

We would also like to save some cookies to help tailor communications.

BETA
You're viewing an updated version of this service - your feedback will help us to improve it.

02 Contract Notice

Provision of Insurance & related services to Coastal Housing Group

  • First published: 16 April 2018
  • Last modified: 18 May 2018
  • Version: N/A
  • This file may not be fully accessible.

  •  

Information icon
You are viewing an expired notice.

Contents

Summary

OCID:
ocds-kuma6s-080758
Published by:
Gibbs Laidler Consulting LLP
Authority ID:
AA44665
Publication date:
16 April 2018
Deadline date:
08 June 2018
Notice type:
02 Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Insurance and related services for Property, Legal Liability and other general non-life insurable risks, as required by Coastal Housing Group for a period of three years (or periods of insurance) commencing 7th July 2018, with the option to extend by up to two further years (or periods of insurance). The Contract will also include Engineering Inspection Services. CPV: 66510000, 66510000, 66513100, 66513200, 66514110, 66515000, 66515100, 66515200, 66516000, 66516100, 66516400, 66516500, 66517300, 66518100, 66519200, 66515410, 71631000, 71631100, 71630000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Coastal Housing Group

220 High Street

Swansea

SA1 1NW

UK

Contact person: Our Consultant for this procurement: Gibbs Laidler Consulting

E-mail: jeremy.flint@gibbslaidler.co.uk

NUTS: UKL18

Internet address(es)

Main address: http://www.coastalha.co.uk

Address of the buyer profile: http://www.sell2wales.gov.wales

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

www.sell2wales.gov.wales


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

www.sell2wales.gov.wales


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Housing and community amenities

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Provision of Insurance & related services to Coastal Housing Group

II.1.2) Main CPV code

66510000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Insurance and related services for Property, Legal Liability and other general non-life insurable risks, as required by Coastal Housing Group for a period of three years (or periods of insurance) commencing 7th July 2018, with the option to extend by up to two further years (or periods of insurance).

The Contract will also include Engineering Inspection Services.

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66510000

66513100

66513200

66514110

66515000

66515100

66515200

66516000

66516100

66516400

66516500

66517300

66518100

66519200

66515410

71631000

71631100

71630000

II.2.3) Place of performance

NUTS code:

UKL


Main site or place of performance:

Focussed around the head office and properties in Swansea, west Wales, plus other areas necessary to fulfil the contract.

II.2.4) Description of the procurement

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, Motor (possibly including Motor Legal Expenses and Occasional Business Use), Engineering, Cyber and Terrorism. The programme will also include an Engineering Inspection service for items of lifting plant, pressure plant, playgrounds and the like, all owned or managed by Coastal Housing Group.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 1 000 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start: 07/07/2018

End: 06/07/2021

This contract is subject to renewal: Yes

Description of renewals:

Coastal Housing Group will consider entering into Long Term Agreements with the bidder and/or the risk carriers proposed by the bidder, for three years (or three periods of insurance), with an option to extend the award period by up to two further years, subject to satisfactory service, performance and cost.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: Yes

Description of options:

Coastal Housing Group will consider entering into Long Term Agreements with the bidder and/or the risk carriers proposed by the bidder, for three years (or three periods of insurance), with an option to extend the award period by up to two further years, subject to satisfactory service, performance and cost.

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

As stated in Tender documents.

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.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 complete a Mandatory Information Questionnaire as part of the ITT and to provide an overview of services provided to property owners, public sector organisations, social landlords or other relevant organisations over the past five years, plus details of three clients currently receiving similar services. Potential suppliers will be asked to evidence permission by the FCA, PRA or other appropriate regulatory authority indicating the types of insurance/service the bidder is authorised to arrange or provide.

III.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 two years reports and accounts.


Minimum level(s) of standards required:

The financial ability to deliver the programme, including Insurers that are at least ‘A-’ rated by Standard and Poor's (or equivalent Rating by an independent and reputable Rating Agency). In the case of the latter, Coastal Housing Group will evaluate and accept the Insurer(s) at its sole discretion and may request during the Evaluation Stage the Bidder's Market Security Committee’s latest report or other Financial information to inform its decision on suitability.

III.1.3) Technical and professional ability

List and brief description of selection criteria:

As stated in the Tender documentation.


Minimum level(s) of standards required:

The tender documents will require providers to detail their professional experience, resource, skills, qualifications and quality control practices, through completion of a Pass/Fail type Mandatory Information Questionnaire.

III.2) Conditions related to the contract

III.2.1) Information about a particular profession

Participation is reserved to a particular profession: Yes

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 thereof) and regulated by the 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.

III.2.2) Contract performance conditions

As stated in Tender Documents

III.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 IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 28/05/2018

Local time: 12:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Tender must be valid until: 07/08/2018

IV.2.7) Conditions for opening of tenders

Date: 29/05/2018

Local time: 09:00

Place:

Electronically via the Sell2Wales Portal.

Information about authorised persons and opening procedure:

Submissions will be checked for completeness and compliance by our Consultant for this project (Gibbs Laidler Consulting), between 9am and 5pm on 29th May 2018. Subject to passing the initial compliance checks, electronic copies of each submission will be distributed to other members of the Evaluation Panel consisting of colleagues within Coastal Housing Group.

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published:

Between three and five years from the date of this Notice.

VI.2) Information about electronic workflows

Electronic invoicing will be accepted

Electronic payment will be used

VI.3) Additional information

All Bidders will be required to detail your proposed insurance wordings.

The Contract will be let in a single Lot. The single Lot will not be divided further into sub-Lots.

Where the respondent is an insurance Broker, it may choose to place the insurance(s) required with different insurers at its discretion, but full details of the risk carrier(s) will be required, for evaluation purposes.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=80758.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

Under the terms of this contract the successful supplier(s) will be required to deliver Community Benefits in support of the authority’s economic and social objectives. Accordingly, contract performance conditions may relate in particular to social and environmental considerations. The Community Benefits included in this contract are:

As more fully detailed in the Tender documents.

We will evaluate the Bidder's ability to support local communities through Charitable work, employment opportunities, use of local/approved Contractors for insurance repair works and the like.

There is no minimum requirement, but higher scores will be awarded to Bidders that better demonstrate their ability, up to a maximum of 3% of the total Tender score.

(WA Ref:80758)

The buyer considers that this contract is suitable for consortia.

VI.4) Procedures for review

VI.4.1) Review body

The High Court of England and Wales

London

UK

VI.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 (as amended) (The Regulations)

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.

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

The Cabinet Office

London

UK

VI.5) Date of dispatch of this notice

12/04/2018

Coding

Commodity categories

ID Title Parent category
66513200 Contractors all-risk insurance services Legal insurance and all-risk insurance services
66515000 Damage or loss insurance services Insurance services
66519200 Engineering insurance services Engineering, auxiliary, average, loss, actuarial and salvage insurance services
66515410 Financial loss insurance services Damage or loss insurance services
66515100 Fire insurance services Damage or loss insurance services
66516400 General liability insurance services Liability insurance services
66518100 Insurance brokerage services Insurance brokerage and agency services
66510000 Insurance services Insurance and pension services
66513100 Legal expenses insurance services Legal insurance and all-risk insurance services
66516000 Liability insurance services Insurance services
71631100 Machinery-inspection services Technical inspection services
66514110 Motor vehicle insurance services Freight insurance and Insurance services relating to transport
66516100 Motor vehicle liability insurance services Liability insurance services
66516500 Professional liability insurance services Liability insurance services
66515200 Property insurance services Damage or loss insurance services
66517300 Risk management insurance services Credit and surety insurance services
71630000 Technical inspection and testing services Technical testing, analysis and consultancy services
71631000 Technical inspection services Technical inspection and testing services

Delivery locations

ID Description
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1018 Swansea

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
16 April 2018
Deadline date:
08 June 2018 00:00
Notice type:
02 Contract Notice
Authority name:
Gibbs Laidler Consulting LLP
Publication date:
15 May 2018
Notice type:
14 Corrigendum
Authority name:
Gibbs Laidler Consulting LLP
Publication date:
29 May 2018
Notice type:
14 Corrigendum
Authority name:
Gibbs Laidler Consulting LLP

About the buyer

Main contact:
jeremy.flint@gibbslaidler.co.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
17/04/2018 15:36
ADDED FILE: ITT
ITT
17/04/2018 15:38
ADDED FILE: ITT Word extracts for completion
Form of Tender and other sections for completion by all Bidders.
17/04/2018 15:39
ADDED FILE: Appendix 13
Cover options required
17/04/2018 15:40
ADDED FILE: Schedule 4a/4b
Pricing Schedules
08/05/2018 15:09
Lotting Strategy
With apologies to potential Bidders for any confusion, we confirm that this Contract is in Two Lots as follows:

Lot 1 - Insurance and related services associated with the main programme of General insurance (excluding Motor Fleet)
Lot 2 - Insurance and related services associated with Motor Fleet insurance

This is correctly stated in the ITT documentation, but was incorrect in the Contract Notice. Both Lots will be evaluated individually according to the advertised Award criteria.

With thanks,

Jeremy Flint, Insurance Risk Consultant.
14/05/2018 21:07
ADDED FILE: ITT Clarifications Log
A list of Questions and answers posed to date.
14/05/2018 21:08
ADDED FILE: CHC Member's D&O Insurance Guidance Notes
Details of the CHC members' facility for D&O Insurance.
14/05/2018 21:10
ADDED FILE: CHC Members Voluntary Committee members guidance notes
AS Subject.
14/05/2018 21:11
ADDED FILE: CHC Members Voluntary Committee members guidance notes
In English language
14/05/2018 21:11
ADDED FILE: City Wheels Information
As subject
14/05/2018 21:12
ADDED FILE: City Wheels Checklist
As subject.
14/05/2018 21:13
ADDED FILE: City Wheels Information & Declaration - Staff
As subject.
14/05/2018 21:14
ADDED FILE: Updated Claims information - Motor Fleet
As subject.
14/05/2018 21:16
REPLACED FILE: Appendix 7 - Motor Claims List as at 09.04.2018
Appendix 7
18/05/2018 11:30
ADDED FILE: Hired in Plant extension
Hired in Plant cover was added to Contract Works after the July 2017 Renewal. Please include.
18/05/2018 16:01
Engineering Inspections
Good afternoon,

Would Bidders please note that for the Engineering Inspection Contract, if your internal procedure requires two operatives to attend for Health and Safety reasons then this is to be organised and arranged by the lift inspection company and priced accordingly taking into account all time, travel, overhead and profits, etc as normal.

Bidders should not expect or assume that Coastal HG staff will become the ‘second’ person or attend with the Bidder's Engineer to carry out this element of their inspection.

With thanks,

Jeremy Flint
Insurance Risk Consultant
Gibbs Laidler Consulting
18/05/2018 18:08
Notice date(s) changed
IV.2.2) Time limit
Old date: 28/05/2018 12:00
New date: 08/06/2018 12:00

IV.2.7) Conditions for opening of tenders
Old date: 29/05/2018 09:00
New date: 08/06/2018 13:00

To support potential Bidders in reviewing supplementary information that has been made available following Bidder Clarifications, we have extended the Bid deadline, for all participants.
18/05/2018 18:15
Question and Answers deadline change
The deadline for submission of questions through the online Q&A function has been changed as below.
Old question submission deadline: 21/05/2018 12:00
New question submission deadline: 01/06/2018 12:00
Please ensure that you have submitted all questions before the new date.
18/05/2018 18:15
Question and Answers deadline change
The deadline for submission of questions through the online Q&A function has been changed as below.
Old question submission deadline: 21/05/2018 12:00
New question submission deadline: 01/06/2018 12:00
Please ensure that you have submitted all questions before the new date.
18/05/2018 18:22
Bidder Presentations
We are pleased to advise following the extension of the Bid deadline, Bidder Presentations for Lot 1 will now be held on Tuesday 19th June 2018, and not 8th June as was stated in the ITT and original timetable.

Presentations slots will be confirmed nearer the time and reserved for Bidders that have submitted a compliant Bid for Lot 1.

As per the ITT, Lot 2 does not require Presentations and will be evaluated based on the written Bids only.

21/05/2018 18:07
ADDED FILE: ITT Clarifications Log
List of Questions and Answers, updated 21 May 2018. Note: 2 supporting docs also uploaded tonight.
21/05/2018 18:10
ADDED FILE: Motor Confirmed Claims Experience
PDF version of the Motor CCE
21/05/2018 18:12
ADDED FILE: Detail to support Clarification Question 6
Job titles for the unsubstantiated Wageroll detail.
01/06/2018 11:34
ADDED FILE: Updated Clarification Q&A Log - part 1
Further responses to Bidder clarifications
01/06/2018 11:35
ADDED FILE: Updated Clarification Q&A Log - part 2
Further responses to Bidder Clarification questions.
01/06/2018 11:39
ADDED FILE: City Wheels Information - additional
In relation to Question 1 of ITT Clarification Log 010618 - Part 2.
01/06/2018 11:42
ADDED FILE: Reinstatement Costs Valuation
In response to Question 5 of the ITT Clarification Log 010618 - Part 2.
01/06/2018 11:45
ADDED FILE: Line by line Claims information - updated with Property types.
In response to question 11 of the ITT Clarification Log 010618 - Part 1.

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

xlsx
xlsx24.95 KB
This file may not be accessible.
PDF
PDF99.11 KB
This file may not be accessible.
docx
docx91.17 KB
This file may not be accessible.
docx
docx33.43 KB
This file may not be accessible.
xls
xls40.00 KB
This file may not be accessible.
pdf
pdf465.92 KB
This file may not be accessible.
pdf
pdf48.76 KB
This file may not be accessible.
xlsx
xlsx24.34 KB
This file may not be accessible.
pdf
pdf17.89 KB
This file may not be accessible.
doc
doc85.50 KB
This file may not be accessible.
docx
docx641.54 KB
This file may not be accessible.
docx
docx41.01 KB
This file may not be accessible.
docx
docx26.51 KB
This file may not be accessible.
docx
docx75.61 KB
This file may not be accessible.
doc
doc151.00 KB
This file may not be accessible.
docx
docx22.35 KB
This file may not be accessible.
doc
doc87.50 KB
This file may not be accessible.
doc
doc39.50 KB
This file may not be accessible.
doc
doc65.50 KB
This file may not be accessible.
pdf
pdf7.79 MB
This file may not be accessible.
doc
doc58.00 KB
This file may not be accessible.
xlsx
xlsx92.52 KB
This file may not be accessible.
pdf
pdf1.89 MB
This file may not be accessible.
pdf
pdf7.79 MB
This file may not be accessible.
xls
xls54.00 KB
This file may not be accessible.
docx
docx43.19 KB
This file may not be accessible.
pdf
pdf412.47 KB
This file may not be accessible.
xlsx
xlsx23.17 KB
This file may not be accessible.
xlsx
xlsx528.89 KB
This file may not be accessible.
xlsx
xlsx23.91 KB
This file may not be accessible.
pdf
pdf178.47 KB
This file may not be accessible.
docx
docx341.72 KB
This file may not be accessible.
xlsx
xlsx892.99 KB
This file may not be accessible.
docx
docx27.57 KB
This file may not be accessible.

Replaced documents


0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.