The procurement documents are available for unrestricted and full direct access, free of charge at:
Lot No: 1
II.2.1) Title
Insurance and related services associated with property, legal liability and other general (non-life) insurable risks as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66513000
66512100
66513200
66515000
66515300
66515200
66513100
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for property, legal liabilities and other general insurances as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
Lot No: 2
II.2.1) Title
insurance and related services associated with the Motor Fleet as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516100
66516400
66516000
66515410
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
Insurance and related services associated with the Motor Fleet as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
Lot No: 3
II.2.1) Title
Insurance and related services associated with Cyber Risk as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for cyber liability and related services as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the
pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
Lot No: 4
II.2.1) Title
Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for terrorism/political violence (Pool Re) as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the
pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
Lot No: 5
II.2.1) Title
Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for Terrorism/political Violence insurance (non Pool-Re) as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the
pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
Lot No: 6
II.2.1) Title
Insurance and related services associated with Directors’ and Officers’ Liability as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for Directors' and Officers' insurance as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the
pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
Lot No: 7
II.2.1) Title
Insurance and related services associated with Crime / Fidelity Guarantee as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for crime/fidelity guarantee insurance as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
Lot No: 8
II.2.1) Title
Insurance and related services associated with Professional Indemnity as required by Grampian Housing Association Ltd and subsidiary organisations
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM5
II.2.4) Description of the procurement
The scope of the Contract includes the provision of insurance cover, brokerage services (where applicable), professional advice, claims management and loss control services for professional indemnity insurance as required by Grampian Housing Association Ltd for a period of 3 years commencing 30.06.2024, with the option to extend by up to a further 2 years at Grampian Housing Association's sole discretion. Bids are invited from suitably qualified and experienced insurance brokers and direct insurers. The Contract will follow the two-stage Competitive Procedure with Negotiation with bidders being selected on the basis of the responses contained in the
pre-qualifying SPD. Bidders will be expected have the capability, capacity, financial and economic standing and experience to perform the contract. SPDs must be completed in full with all relevant information supplied. The Contract will be awarded on the basis of Most Economically Advantageous Tender, with specific evaluation criteria detailed within the Invitation To Tender and contract documents.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
The contract will be for an initial 3 year period with the option to extend for a further two years at Grampian Housing Association's sole discretion. Renewal will be sought at the end of the three or five year period.
II.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Objective criteria for choosing the limited number of candidates:
Number of suitably qualified and accredited bidders with appropriate economic and financial standing and technical capacity to provide the services
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
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
A Summary of Grampian Housing Association’s current insurances will be made available along with the Invitation to Tender. Bidders are required to submit the appropriate SPD, completed in full in order to be considered for Stage 2 of the procurement
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:
As a minimum, you are required to demonstrate:
1) you are an insurance broker registered with and regulated by the UK Financial Conduct Authority or an insurer authorised /and or regulated by the UK Financial Conduct Authority indicating the types of insurance/service the bidder is authorised to arrange or provide (See question 4a of SPD)
2) the financial ability and strength to deliver the programme (see question 4b of SPD)
3) the governance arrangements of the bidding organisation and where part of a larger Group, the title, positioning and legal status of the bidding organisation within that Group
4) the ability to provide social landlords with a choice of insurers and/or options
5) a record of successful provision of relevant services to other organisations that are similar in profile to the contracting authority (see question 4C1.2 of SPD)
6) a skilled and competent service team, being client relationship management, technical staff, broking/underwriting expertise, claims managers and risk managers (see question 4C6 of SPD)
7) your commitment to delivering quality service to Grampian Housing Association, including that provided by any third party contractor employed by you or by the insurers you propose (see question 4C10 of SPD)
8) your ability to demonstrate client satisfaction on at least 3 similar contracts
9) commitment to corporate and individual professional development defined by the CII or similar professional organisation (see questions 4c&4D of SPD)
III.1.2) Economic and financial standing
List and brief description of selection criteria:
See questions at 4B of SPD
Minimum level(s) of standards required:
(1) All candidates will be required to provide evidence of relevant insurance limits as detailed in the SPD
(2) All candidates will be required to provide a statement, covering the 3 previous financial years including the overall turnover of the bidder and the turnover in respect of the activities which are of a similar type to the subject matter of this notice.
(3) All candidates will be required to provide statements of accounts or extracts from those accounts relating to their business.
(4) all candidates will give a clear description of the bidding company's status within any larger Group, where appropriate.
(5) Financial ratings of all risk carriers must be provided within Tender response
III.1.3) Technical and professional ability
List and brief description of selection criteria:
See questions at 4C of SPD.
Minimum level(s) of standards required:
1) A statement of the bidder's average annual number of staff and managerial staff over the previous 3 years in the part of any Group proposing to deliver the service
(2) Details of the educational and professional qualifications of their managerial staff; and those of the person(s) who would be responsible for providing the services specified within this Contract or carrying out the work under the contract;
(3) An indication of the proportion of the contract which the services provider intends possibly to subcontract
Bidders should note that for reasons of confidentiality, full Tender specification and supporting information will be made available only to those Bidders that are selected to proceed to the Invitation to Tender Stage. Sufficient detail is provided within this Contract Notice and within the SPD to enable the Bidder to decide whether to participate in this process.
NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at www.publiccontractsscotland.gov.uk
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.publiccontractsscotland.gov.uk/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.
NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=764143.
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.publiccontractsscotland.gov.uk/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.
Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/
Information will be included in the Invitation to Tender at the next stage of the process.
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=764143