Insurance and Related Services 2025 for Angus Housing Association

{
  "buyer": {
    "id": "GB-FTS-142748",
    "name": "Angus Housing Association"
  },
  "date": "2025-04-03T11:02:49+01:00",
  "description": "Bidders should note that for reasons of confidentiality, full Tender specification and\nsupporting information will be made available only to\nthose Bidders that are selected to proceed to the Invitation to Tender Stage. Sufficient\ndetail is provided within this Contract Notice and\nwithin the SPD to enable the Bidder to decide whether to participate in this process.\nNOTE: To register your interest in this notice and obtain any additional information\nplease visit the Public Contracts Scotland Web Site at\nwww.publiccontractsscotland.gov.uk\nThe buyer has indicated that it will accept electronic responses to this notice via the\nPostbox facility. A user guide is available at\nhttps://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.\nSuppliers are advised to allow adequate time for uploading documents and to dispatch\nthe electronic response well in advance of the\nclosing time to avoid any last minute problems.\nCommunity benefits are included in this requirement. For more information see:\nhttps://www.gov.scot/policies/public-sector-procurement/community-benefits-in\nprocurement/\nA summary of the expected community benefits has been provided as follows:\nInformation will be included in the Invitation to Tender at the next stage of the process.\nDownload the copy of the online SPD document here (to be completed online through\npostbox submission):\nhttps://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=794895\nNOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=794895.\nThe buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.\nSuppliers 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.\n(SC Ref:794895)\nDownload the copy of the online SPD document here (to be completed online through postbox submission): https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=794895\nNOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=794895\nThe buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.\nSuppliers 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.\n(SC Ref:794895)\nDownload the copy of the online SPD document here (to be completed online through postbox submission): https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=794895\nNOTE: 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=794895.\nThe 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.\nSuppliers 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.\n(SC Ref:794895)\nDownload the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=794895",
  "id": "012728-2025",
  "initiationType": "tender",
  "language": "en",
  "links": [
    {
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000794895",
      "rel": "canonical"
    }
  ],
  "ocid": "ocds-h6vhtk-04fc7e",
  "parties": [
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Dundee",
        "postalCode": "DD4 0UD",
        "region": "UK",
        "streetAddress": "93 High Street, Arbroath"
      },
      "contactPoint": {
        "email": "andy.bygrave@gibbslaidler.co.uk",
        "name": "Our Consultant - Andy Bygrave",
        "telephone": "+44 1959562242",
        "url": "https://www.publiccontractsscotland.gov.uk/"
      },
      "details": {
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA30717",
        "classifications": [
          {
            "description": "Body governed by public law",
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE"
          },
          {
            "description": "Housing and community amenities",
            "id": "06",
            "scheme": "COFOG"
          }
        ],
        "url": "https://www.gibbslaidler.co.uk/"
      },
      "id": "GB-FTS-142748",
      "identifier": {
        "legalName": "Angus Housing Association"
      },
      "name": "Angus Housing Association",
      "roles": [
        "buyer",
        "centralPurchasingBody"
      ]
    },
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Arbroath",
        "postalCode": "DD11 1HL",
        "streetAddress": "88-92 High St"
      },
      "contactPoint": {
        "telephone": "+44 1241876600"
      },
      "id": "GB-FTS-142749",
      "identifier": {
        "legalName": "Arbroath Sheriff Clerk Office"
      },
      "name": "Arbroath Sheriff Clerk Office",
      "roles": [
        "reviewBody"
      ]
    }
  ],
  "tag": [
    "tender"
  ],
  "tender": {
    "classification": {
      "description": "Insurance services",
      "id": "66510000",
      "scheme": "CPV"
    },
    "coveredBy": [
      "GPA"
    ],
    "description": "The Contract is for the provision of general insurance and related services, including\nclaims handling, loss control services and general\nprogramme maintenance and advice as required by Angus Housing Association\ncommencing 30th September 2025. A full Summary of\nCurrent Cover will be provided with the Invitation to Tender to selected bidders.\nBids are invited from suitably qualified insurance brokers\nand direct providers for the entire scope of services. The procurement will follow the\ntwo-stage Competitive with Negotiation Procedure with a pre-qualifying\nstage based on completed SPDs and bidders will be selected on the basis of their\ncapability, capacity and experience to perform the contract.",
    "hasRecurrence": true,
    "id": "ocds-h6vhtk-04fc7e",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Insurance services",
            "id": "66510000",
            "scheme": "CPV"
          },
          {
            "description": "Insurance brokerage services",
            "id": "66518100",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "region": "UKM71"
          }
        ],
        "id": "4",
        "relatedLot": "4"
      },
      {
        "additionalClassifications": [
          {
            "description": "Insurance services",
            "id": "66510000",
            "scheme": "CPV"
          },
          {
            "description": "Financial and insurance services",
            "id": "66000000",
            "scheme": "CPV"
          },
          {
            "description": "Property insurance services",
            "id": "66515200",
            "scheme": "CPV"
          },
          {
            "description": "Liability insurance services",
            "id": "66516000",
            "scheme": "CPV"
          },
          {
            "description": "Professional liability insurance services",
            "id": "66516500",
            "scheme": "CPV"
          },
          {
            "description": "General liability insurance services",
            "id": "66516400",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "region": "UKM71"
          }
        ],
        "id": "1",
        "relatedLot": "1"
      },
      {
        "additionalClassifications": [
          {
            "description": "Financial and insurance services",
            "id": "66000000",
            "scheme": "CPV"
          },
          {
            "description": "Insurance services",
            "id": "66510000",
            "scheme": "CPV"
          },
          {
            "description": "Insurance brokerage services",
            "id": "66518100",
            "scheme": "CPV"
          },
          {
            "description": "Property insurance services",
            "id": "66515200",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "region": "UKM71"
          }
        ],
        "id": "2",
        "relatedLot": "2"
      },
      {
        "additionalClassifications": [
          {
            "description": "Insurance services",
            "id": "66510000",
            "scheme": "CPV"
          },
          {
            "description": "Insurance brokerage services",
            "id": "66518100",
            "scheme": "CPV"
          },
          {
            "description": "Property insurance services",
            "id": "66515200",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "region": "UKM71"
          }
        ],
        "id": "3",
        "relatedLot": "3"
      }
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "lotDetails": {
      "maximumLotsAwardedPerSupplier": 3,
      "maximumLotsBidPerSupplier": 4
    },
    "lots": [
      {
        "contractPeriod": {
          "durationInDays": 1080
        },
        "description": "The scope of the Contract includes the provision of insurance cover, brokerage\nservices (where applicable), professional advice, claims\nmanagement and loss control services for cyber liability and related services as\nrequired by Angus Housing Association Limited for a period\nof three years commencing 30.09.2025, with the option to extend by up to a\nfurther two years at Angus Housing Association\u0027s sole discretion.\nBids are invited from suitably qualified and experienced insurance brokers and\ndirect insurers. The Contract will follow the two-stage\nCompetitive Procedure with Negotiation with bidders being selected on the\nbasis of the responses contained in the\npre-qualifying SPD. Bidders will be expected have the capability, capacity,\nfinancial and economic standing and experience to perform the\ncontract. SPDs must be completed in full with all relevant information supplied.\nThe Contract will be awarded on the basis of Most\nEconomically Advantageous Tender, with specific evaluation criteria detailed\nwithin the Invitation To Tender and contract documents. Additional information: A Summary of Angus Housing Association\u2019s current insurances will be made\navailable along with the Invitation to Tender. Bidders are\nrequired to submit the appropriate SPD, completed in full in order to be\nconsidered for Stage 2 of the procurement",
        "hasOptions": false,
        "hasRenewal": true,
        "id": "4",
        "renewal": {
          "description": "The contract will be for an initial three year period with the option to extend for\na further two years at Angus Housing Association\u0027s sole\ndiscretion. Renewal will be sought at the end of the three or five year period."
        },
        "secondStage": {
          "maximumCandidates": 3,
          "minimumCandidates": 3
        },
        "status": "active",
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        },
        "title": "Insurance and related services associated with Cyber Risk as required by Angus Housing Association"
      },
      {
        "contractPeriod": {
          "durationInDays": 1080
        },
        "description": "The scope of the Contract includes the provision of insurance cover, brokerage\nservices (where applicable), professional advice, claims management and loss\ncontrol services for property, legal liabilities and other general insurances as\nrequired by Angus Housing Association for a period of three years\ncommencing 30.09.2025, with the option to extend by up to a further two years\nat Angus Housing Association\u0027s sole discretion. Bids are invited from\nsuitably qualified and experienced insurance brokers and direct insurers. The\nContract will follow the two-stage Competitive Procedure with Negotiation with\nbidders being selected on the basis of the responses contained in the pre\nqualifying SPD. Bidders will be expected have the capability, capacity, financial\nand economic standing and experience to perform the contract. SPDs must be\ncompleted in full with all relevant information supplied. The Contract will be\nawarded on the basis of Most Economically Advantageous Tender, with specific\nevaluation criteria detailed within the Invitation To Tender and contract\ndocuments Additional information: A Summary of Angus\u0027 current insurances will be made available along\nwith the Invitation to Tender. Bidders are required to submit\nthe appropriate SPD, completed in full in order to be considered for Stage 2 of\nthe procurement",
        "hasOptions": false,
        "hasRenewal": true,
        "id": "1",
        "renewal": {
          "description": "The contract will be for an initial three year period with the option to extend for\na further two years at Angus Housing Assocation\u0027s sole discretion. Renewal\nwill be sought at the end of the three or five year period."
        },
        "secondStage": {
          "maximumCandidates": 3,
          "minimumCandidates": 3
        },
        "status": "active",
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        },
        "title": "Insurance for Property \u0026 related Business Interruption risks (possibly including Property Owners Liability"
      },
      {
        "contractPeriod": {
          "durationInDays": 1080
        },
        "description": "The scope of the Contract includes the provision of insurance cover, brokerage\nservices (where applicable), professional advice, claims management and loss\ncontrol services for terrorism insurance as\nrequired by Angus Housing Association for a period of three years\ncommencing 30.09.2025, with the option to extend by up to a further two years\nat Angus Housing Association\u0027s sole discretion. Bids are invited from\nsuitably qualified and experienced insurance brokers and direct insurers. The\nContract will follow the two-stage Competitive Procedure with Negotiation with\nbidders being selected on the basis of the responses contained in the pre\nqualifying SPD. Bidders will be expected have the capability, capacity, financial\nand economic standing and experience to perform the contract. SPDs must be\ncompleted in full with all relevant information supplied. The Contract will be\nawarded on the basis of Most Economically Advantageous Tender, with specific\nevaluation criteria detailed within the Invitation To Tender and contract documents Additional information: A Summary of Angus\u0027 current insurances will be made available along\nwith the Invitation to Tender. Bidders are required to submit\nthe appropriate SPD, completed in full in order to be considered for Stage 2 of\nthe procurement",
        "hasOptions": false,
        "hasRenewal": true,
        "id": "2",
        "renewal": {
          "description": "The contract will be for an initial three year period with the option to extend for\na further two years at Angus Housing Assocation\u0027s sole discretion. Renewal\nwill be sought at the end of the three or five year period."
        },
        "secondStage": {
          "maximumCandidates": 3,
          "minimumCandidates": 3
        },
        "status": "active",
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        },
        "title": "Insurance and related services associated with Terrorism and/or Political Violence (Pool-Re) as required by Angus Housing Association"
      },
      {
        "contractPeriod": {
          "durationInDays": 1080
        },
        "description": "The scope of the Contract includes the provision of insurance cover, brokerage\nservices (where applicable), professional advice, claims management and loss\ncontrol services for terrorism insurance as\nrequired by Angus Housing Association for a period of three years\ncommencing 30.09.2025, with the option to extend by up to a further two years\nat Angus Housing Association\u0027s sole discretion. Bids are invited from\nsuitably qualified and experienced insurance brokers and direct insurers. The\nContract will follow the two-stage Competitive Procedure with Negotiation with\nbidders being selected on the basis of the responses contained in the pre\nqualifying SPD. Bidders will be expected have the capability, capacity, financial\nand economic standing and experience to perform the contract. SPDs must be\ncompleted in full with all relevant information supplied. The Contract will be\nawarded on the basis of Most Economically Advantageous Tender, with specific\nevaluation criteria detailed within the Invitation To Tender and contract documents Additional information: A Summary of Angus\u0027 current insurances will be made available along\nwith the Invitation to Tender. Bidders are required to submit\nthe appropriate SPD, completed in full in order to be considered for Stage 2 of\nthe procurement",
        "hasOptions": false,
        "hasRenewal": true,
        "id": "3",
        "renewal": {
          "description": "The contract will be for an initial three year period with the option to extend for\na further two years at Angus Housing Assocation\u0027s sole discretion. Renewal\nwill be sought at the end of the three or five year period."
        },
        "secondStage": {
          "maximumCandidates": 3,
          "minimumCandidates": 3
        },
        "status": "active",
        "submissionTerms": {
          "variantPolicy": "notAllowed"
        },
        "title": "Insurance and related services associated with Terrorism and/or Political Violence (Non Pool-Re) as required by Angus Housing Association"
      }
    ],
    "mainProcurementCategory": "services",
    "otherRequirements": {
      "requiresStaffNamesAndQualifications": true
    },
    "procurementMethod": "selective",
    "procurementMethodDetails": "Competitive procedure with negotiation",
    "recurrence": {
      "description": "Between three or five years, from the date of this notice."
    },
    "secondStage": {
      "invitationDate": "2025-05-12T00:00:00+01:00",
      "noNegotiationNecessary": true
    },
    "selectionCriteria": {
      "criteria": [
        {
          "appliesTo": [
            "supplier"
          ],
          "description": "List and brief description of conditions:\nAs a minimum, you are required to demonstrate:\n1) you are an insurance broker registered with and regulated by the UK Financial\nConduct Authority or an insurer authorised /and or\nregulated by the UK Financial Conduct Authority indicating the types of\ninsurance/service the bidder is authorised to arrange or provide\n(See question 4a of SPD)\n2) the financial ability and strength to deliver the programme (see question 4b of\nSPD)\n3) the governance arrangements of the bidding organisation and where part of a\nlarger Group, the title, positioning and legal status of the\nbidding organisation within that Group\n4) the ability to provide social landlords with a choice of insurers and/or options\n5) a record of successful provision of relevant services to other organisations that\nare similar in profile to the contracting authority (see\nquestion 4C1.2 of SPD)\n6) a skilled and competent service team, being client relationship management,\ntechnical staff, broking/underwriting expertise, claims\nmanagers and risk managers (see question 4C6 of SPD)\n7) your commitment to delivering quality service to Key Housing Association,\nincluding that provided by any third party contractor\nemployed by you or by the insurers you propose (see question 4C10 of SPD)\n8) your ability to demonstrate client satisfaction on at least 3 similar contracts\n9) commitment to corporate and individual professional development defined by\nthe CII or similar professional organisation (see questions\n4c\u00264D of SPD)",
          "type": "suitability"
        },
        {
          "minimum": "(1) All candidates will be required to provide evidence of relevant insurance limits as\ndetailed in the SPD\n(2) All candidates will be required to provide a statement, covering the 3 previous\nfinancial years including the overall turnover of the\nbidder and the turnover in respect of the activities which are of a similar type to the\nsubject matter of this notice.\n(3) All candidates will be required to provide statements of accounts or extracts\nfrom those accounts relating to their business.\n(4) all candidates will give a clear description of the bidding company\u0027s status within\nany larger Group, where appropriate.\n(5) Financial ratings of all risk carriers must be provided within Tender response"
        },
        {
          "description": "Bidders must be either an insurance broker registered with and regulated by the UK\nFinancial Conduct Authority or an insurer\nauthorised/and or regulated by the UK Financial Conduct Authority indicating the\ntypes of insurance/service the bidder is authorised to\narrange or provide.",
          "type": "technical"
        }
      ]
    },
    "status": "active",
    "submissionMethod": [
      "electronicSubmission"
    ],
    "submissionMethodDetails": "https://www.publiccontractsscotland.gov.uk/",
    "submissionTerms": {
      "bidValidityPeriod": {
        "endDate": "2025-09-30T23:59:59+01:00"
      },
      "languages": [
        "en"
      ]
    },
    "tenderPeriod": {
      "endDate": "2025-05-05T12:00:00+01:00"
    },
    "title": "Insurance and Related Services 2025 for Angus Housing Association",
    "value": {
      "amount": 250000,
      "currency": "GBP"
    }
  }
}