The procurement documents are available for unrestricted and full direct access, free of charge at:
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at:
Lot No: 1
II.2.1) Title
Insurance and related services associated with Excess (above Captive) Property and legal liability risks as required by Clarion Housing Group Limited
II.2.2) Additional CPV code(s)
66513100
66513200
66515000
66515100
66515200
66515410
66515411
66516000
66516400
66516500
66517300
66518000
66518300
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
A programme of General (non-life) insurance and related services for Clarion Housing Group Limited. The programme will require Insurance and related services for risks that may include but are not limited to property damage, business interruption, and property owner's liability. This list is to be decided at the sole discretion of Clarion Housing Group Limited.
This Lot excludes Motor (See Lot 2), Cyber (See Lot 3), Terrorism (Pool Re Basis) (See Lot 4), Terrorism / Political Violence (Non-Pool Re Basis) (See Lot 5), Professional Indemnity (See Lot 6) and Crime (See Lot 7), and Ancillary legal liabilities & general (non-life) insurable risks (See Lot 8).
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:
13 500 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ(Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at the SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract Notice bu twill be more fully stated in the SQ documentation
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Lot No: 2
II.2.1) Title
Insurance and related services for Motor vehicle risks (possibly including Motor Legal Expenses and Occasional Business Use)
II.2.2) Additional CPV code(s)
66514110
66516100
66517300
66518000
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Insurance and related services for motor vehicle risks (possibly including Motor legal expenses and Occasional business use extensions).
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:
6 000 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ(Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at the SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract Notice but will be more fully stated in the SQ documentation.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Lot No: 3
II.2.1) Title
Insurance and related services associated with Cyber risks for Clarion Housing Group Limited
II.2.2) Additional CPV code(s)
66000000
66510000
66517300
66515000
66518000
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Insurance and related services associated with Cyber risks for Clarion Housing Group Limited
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:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of
operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but
will be more fully stated in the SQ documentation.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Lot No: 4
II.2.1) Title
Insurance and related services associated with Terrorism Risks (Pool Re Basis) for Clarion Housing Group Limited
II.2.2) Additional CPV code(s)
66000000
66510000
66517300
66516000
66518000
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Insurance and related services associated with Terrorism (Pool Re Basis of Cover) risks for Clarion Housing Group Limited
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:
2 250 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but will be more fully stated in the SQ documentation.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Lot No: 5
II.2.1) Title
Insurance and related services associated with Terrorism (Non Pool Re Basis) Risks for Clarion Housing Group Limited
II.2.2) Additional CPV code(s)
66510000
66517300
66518300
66516000
66516500
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Insurance and related services associated with Terrorism (Non-Pool Re Basis)Risks for Clarion Housing Group Limited
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:
2 250 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but will be more fully stated in the SQ documentation.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Lot No: 6
II.2.1) Title
Insurance and related services associated with Professional Indemnity
II.2.2) Additional CPV code(s)
66510000
66517300
66518300
66516000
66516500
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Insurance and related services associated with Professional Indemnity risks for Clarion Housing Group Limited
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:
250 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but will be more fully stated in the SQ documentation.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Lot No: 7
II.2.1) Title
Insurance and related services associated with Crime / Fidelity Guarantee
II.2.2) Additional CPV code(s)
66510000
66517300
66518300
66516000
66516500
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Insurance and related services associated with Crime / Fidelity Guarantee
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:
350 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at the SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but will be more fully stated in the SQ documentation.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
Lot No: 8
II.2.1) Title
Insurance and related services associated with Ancillary legal liabilities & general (non-life) insurable risks as required by Clarion Housing Group Limited
II.2.2) Additional CPV code(s)
66510000
66517300
66518300
66516000
66516500
66513200
66513100
66515000
66515100
66515200
66515410
66515411
II.2.3) Place of performance
NUTS code:
UK
Main site or place of performance:
UNITED KINGDOM
II.2.4) Description of the procurement
Insurance and related services associated with Ancillary legal liabilities & general (non-life) insurable risks as required by Clarion Housing Group Limited.
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:
5 000 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Start:
01/09/2023
End:
31/08/2026
This contract is subject to renewal: Yes
Description of renewals:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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:
This will be a two-stage process, including an SQ (Selection Questionnaire) stage. Bidders failing to meet certain required minimum standards at the selection (SQ) stage will be rejected. Bidders meeting the required standards for each Lot at the SQ stage will be ranked according to the highest score achieved for the specific Lot and may be rejected in reverse order to achieve our maximum number of
operators for each Lot of the ITT stage. Selection Criteria for the SQ stage are summarised in this Contract notice but will be more fully stated in the SQ documentation.
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
Yes
Description of options:
Clarion Housing Group Limited will consider entering into Long term agreements with the bidder and/or the risk carriers proposed by the bidder, 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.
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
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88
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 provide an overview of relevant services to property owners, property developers, public sector organisations, social landlords or other similar organisations over the past 5 years, plus details of three clients currently receiving similar services. Potential suppliers will be asked to evidence permissions 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 3 years reports and accounts.
Minimum level(s) of standards required:
The financial ability to deliver the programme, including Insurers with a minimum rating of ‘BBB’ from Standard and Poor, ‘B++’ from A M 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 a written recommendation from the bidder’s market security committee.
III.1.3) Technical and professional ability
List and brief description of selection criteria:
The tender documents will require providers to detail their relevant professional experience, resource, skills, qualifications and quality control practices.
The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
Bidders should note that for reasons of confidentiality, complete Tender information will be made available only to those bidders that are selected to proceed to the ITT Stage. Sufficient detail is provided within this Notice, the SQ and via the Authority's e-procurement portal to enable the Bidder to decide whether or not to participate in this process.
At the ITT stage, all respondents will be required to detail their proposed insurance wordings and provide details of relevant experience of all account servicing, claims handling and risk management staff.
For more information about this opportunity, please visit the Delta eSourcing portal at:
<a href="https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88" target="_blank">https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./NXM6E92A88</a>
<a href="https://www.delta-esourcing.com/respond/NXM6E92A88" target="_blank">https://www.delta-esourcing.com/respond/NXM6E92A88</a>