Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Glen Oaks Housing Association
3 Kilmuir Dr, Thornliebank
Glasgow
G46 8BW
UK
Contact person: Andy Bygrave
Telephone: +44 1959562242
E-mail: andy.bygrave@gibbslaidler.co.uk
NUTS: UK
Internet address(es)
Main address: https://www.gibbslaidler.co.uk/
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA30717
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:
https://www.publiccontractsscotland.gov.uk/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
https://www.publiccontractsscotland.gov.uk/
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
Insurance and Related Services 2025
II.1.2) Main CPV code
66510000
Â
II.1.3) Type of contract
Services
II.1.4) Short description
The Contract is for the provision of general insurance and related services, including claims handling, loss control services and general
programme maintenance and advice as required by Glen Oaks Housing Association commencing 1st April 2025. A full Summary of
Current Cover will be provided with the Invitation to Tender to selected bidders. Bids are invited from suitably qualified insurance brokers
and direct providers for the entire scope of services. The procurement will follow the two-stage Restricted Procedure with a pre-qualifying
stage based on completed SPDs and bidders will be selected on the basis of their capability, capacity and experience to perform the
contract.
II.1.6) Information about lots
This contract is divided into lots:
Yes
Tenders may be submitted for maximum 4 lots
II.2) Description
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 Glen Oaks Housing Association
II.2.2) Additional CPV code(s)
66510000
66515200
66518100
66516400
66516000
66515410
66515411
66513000
66512100
66515000
66515300
66513100
II.2.3) Place of performance
NUTS code:
UKM82
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 Glen Oaks Housing Association for a period of three years commencing 01.04.2025, with the option to extend by up to a further two years at Glen Oaks 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 three year period with the option to extend for a further two years at Glen Oaks Housing Assocation'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 number of candidates: 3
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 Glen Oaks 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 Terrorism and/or Political Violence (Pool-Re) as required by Glen Oaks Housing Association
II.2.2) Additional CPV code(s)
66510000
66513000
66515200
66518100
II.2.3) Place of performance
NUTS code:
UKM82
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 Glen Oaks Housing Association for a
period of three years commencing 01.04.2025, with the option to extend by up to a further two years at Glen Oaks 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 three year period with the option to extend for a further two years at Glen Oaks 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 number of candidates: 3
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 Glen Oaks 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 Terrorism and/or Political Violence (Non Pool-Re) as required by Glen Oaks Housing Association
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM82
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 (Non Pool
Re) as required by Glen Oaks Housing Association Ltd for a
period of three years commencing 01.04.2025, with the option to extend by up
to a further two years at Glen Oaks 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 three year period with the option to extend for
a further two years at Glen Oaks Housing Association 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 number of candidates: 3
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 Glen Oaks 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 Cyber Risk as required by Glen Oaks Housing Association
II.2.2) Additional CPV code(s)
66518100
66516400
66516000
66515410
66515411
66510000
II.2.3) Place of performance
NUTS code:
UKM82
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 Glen Oaks Housing Association Ltd for a period
of three years commencing 01.04.2025, with the option to extend by up to a
further two years at Glen Oaks 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 three year period with the option to extend for
a further two years at Glen Oaks 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 number of candidates: 3
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 Glen Oaks 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
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:
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 Glen Oaks 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:
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:
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
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:
Bidders must be either 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.
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
Competitive procedure with negotiation
IV.1.5) Information about negotiation
The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
Yes
IV.2) Administrative information
IV.2.2) Time limit for receipt of tenders or requests to participate
Date:
29/11/2024
Local time: 12:00
IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates
Date:
10/12/2024
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:
01/04/2025
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 or five years, from the date of this notice.
VI.3) Additional information
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=781255
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/
A summary of the expected community benefits has been provided as follows:
Information will be included in the Invitation to Tender at the next stage of the process.
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=781255.
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.
(SC Ref:781255)
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=781255
VI.4) Procedures for review
VI.4.1) Review body
Glasgow Sheriff Court
1 Carlton Place
Glasgow
G5 9DA
UK
Telephone: +44 1414298888
E-mail: glasgow@scotcourts.gov.uk
VI.5) Date of dispatch of this notice
28/10/2024