Gibbs Laidler Consulting LLP: Provision of Insurance and related services to South Lakes Housing

Gibbs Laidler Consulting LLP has published this notice through Delta eSourcing

Notice Summary

Title:	Provision of Insurance and related services to South Lakes Housing
Notice type:	Contract Notice
Authority:	Gibbs Laidler Consulting LLP
Nature of contract:	Services
Procedure:	Open
Short Description:	Property Owners Combined including Property Stock, Office and Depot Buildings, Business Interruption, Money, Employers Liability, Public/Products Liability, Property Owners Liability and terrorism excluding broker services
Published:	14/12/2022 17:35

View Full Notice

UK-Kendal: Insurance services.
Section I: Contracting Authority
      I.1) Name and addresses
             South Lakes Housing
             Bridge Mills Business Centre,, Stramongate,, Kendal, LA9 4BD, United Kingdom
             Tel. +44 1539717706, Email: j.mansergh@southlakeshousing.co.uk
             Contact: John Mansergh Director of Business Improvement
             Main Address: www.southlakeshousing.co.uk
             NUTS Code: UK
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided
      The contract is awarded by a central purchasing body: No.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./9F7Y9754RC
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent electronically via https://www.delta-esourcing.com/tenders/UK-title/9F7Y9754RC to the abovementioned address
      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: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Housing and community amenities

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: Provision of Insurance and related services to South Lakes Housing
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      66510000 - Insurance services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: Property Owners Combined including Property Stock, Office and Depot Buildings, Business Interruption, Money, Employers Liability, Public/Products Liability, Property Owners Liability and terrorism excluding broker services
      II.1.5) Estimated total value:
      Value excluding VAT: 3,000,000
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No

II.2) Description

      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      66513100 - Legal expenses insurance services.
      66513200 - Contractor's all-risk insurance services.
      66514110 - Motor vehicle insurance services.
      66515000 - Damage or loss insurance services.
      66515200 - Property insurance services.
      66515410 - Financial loss insurance services.
      66515411 - Pecuniary loss insurance services.
      66516000 - Liability insurance services.
      66516100 - Motor vehicle liability insurance services.
      66516400 - General liability insurance services.
      66516500 - Professional liability insurance services.
      66517300 - Risk management insurance services.
      66519200 - Engineering insurance services.

      II.2.3) Place of performance:
      UK UNITED KINGDOM

      II.2.4) Description of procurement: A programme of General (non-life) insurance and related services for South Lakes Housing. The programme will require Insurance and related services for risks for Property Owners Combined only including property damage and business interruption, employers liability, public/products liability, property owners liability, business combined/office, money, all risks and terrorism excluding broker services. Responses are required for all covers and contract will be awarded as one (not individual classes) to the winning bidder.
      II.2.5) Award criteria:
            Criteria below
            Quality criterion - Name: Quality as more fully defined in the ITT / Weighting: 40

            Cost criterion - Name: Price / Weighting: 60

      II.2.6) Estimated value:
      Value excluding VAT: 3,000,000
      Currency: GBP
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/04/2023 / End: 31/03/2026
      This contract is subject to renewal: Yes
      Description of renewals: South Lakes Housing will consider entering into Long term agreements with the risk carriers, for an initial period of 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 years and further 2 years subject to satisfactory service, performance and cost.

      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       Yes
      Description of options: This will be Open Procedure and bidders will be required to submit satisfactorily completed selection questionnaire with their tender response. Bidders failing to meet certain required standards set out in the selection questionnaire will be rejected.
South Lakes Housing will consider entering into Long term agreements with the risk carriers, for an initial period of 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 years and further 2 years subject to satisfactory service, performance and cost.
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: 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
      Identification of the project: Not provided
      II.2.14) Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Arundel:-Insurance-services./9F7Y9754RC

Section III: Legal, Economic, Financial And Technical Information
   III.1) Conditions for participation
      III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
      List and brief description of conditions:
      Potential suppliers will be required to provide an overview of relevant services provided 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 possibly required (if applicable) :
      The financial ability to deliver the insurance programme, including 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 Marsh'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 Marsh's market security committee’s latest report, including written recommendation from Marsh's market security committee.
      III.1.3) Technical and professional ability
      List and brief description of selection criteria:
      The tender documents will require Insurers to detail their relevant professional experience, resource, skills, qualifications and quality control practices.
      Minimum level(s) of standards possibly required (if applicable) :
      Not Provided
      III.1.5) Information about reserved contracts (if applicable)
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No
      The execution of the contract is restricted to the framework of sheltered employment programmes: No

   III.2) Conditions related to the contract
      III.2.1) Information about a particular profession
      Execution of the service is reserved to a particular profession
      Reference to the relevant law, regulation or administrative provision:
      For Insurance services, Insurers authorised under the Financial services and Markets Act 2000, Insurance Companies Act 1982 (and any other statutory modifications there of) and regulated by the Prudential regulation authority, UK Financial conduct authority, or equivalent in another member state of the European economic area.
      III.2.2) Contract performance conditions
      Not Provided
      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: Yes

Section IV: Procedure
   IV.1) Description OPEN
      IV.1.1) Type of procedure: Open

   IV.1.3) Information about a framework agreement or a dynamic purchasing system
         The procurement involves the establishment of a framework agreement - NO
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided


   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: No
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 23/01/2023 Time: 17:00

      IV.2.4) Languages in which tenders or requests to participate may be submitted: English,
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender:
         Until: 31/03/2023

      IV.2.7) Conditions for opening of tenders:
         Date: 24/01/2023
         Time: 09:00


Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: Yes
   Estimated timing for further notices to be published: Between 3 or 5 years from the date of this Notice
   VI.2) Information about electronic workflows
   Electronic ordering will be used No
   Electronic invoicing will be accepted Yes
   Electronic payment will be used Yes
   VI.3) Additional Information: 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.All tender documents and any additional information will be available to access and download at https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./9F7Y9754RC.
To be managed and administered by Marsh as the contracting Association’s appointed insurance broker and advisor.
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=734689327
   VI.4) Procedures for review
   VI.4.1) Review body:
             The High Court of England and Wales
       London, United Kingdom
   VI.4.2) Body responsible for mediation procedures:
Not provided
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:
    The Contracting Authority will enter into this contract following a 10 calendar day standstill period starting on the day after the notification of the result. The Public Contracts Regulations 2015 provide for aggrieved parties who have been harmed or who are at risk of harm by a breach of the Regulations to bring proceedings in the High Court. Any such proceedings must be brought within the limitation period specified by the Regulations according to the remedy sought.
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
          The Cabinet Office
       London, United Kingdom
   VI.5) Date Of Dispatch Of This Notice: 14/12/2022

Annex A

View any Notice Addenda

Provision of Insurance and related services to South Lakes Housing

UK-Kendal: Insurance services.

Section I: Contracting authority/entity (as stated in the original notice)

I.1) Name and addresses
       South Lakes Housing
       Bridge Mills Business Centre,, Stramongate,, Kendal, LA9 4BD, United Kingdom
       Tel. +44 1539717706, Email: j.mansergh@southlakeshousing.co.uk
       Contact: John Mansergh Director of Business Improvement
       Main Address: www.southlakeshousing.co.uk
       NUTS Code: UK

Section II: Object (as stated in the original notice)

II.1) Scope of the procurement

   II.1.1) Title: Provision of Insurance and related services to South Lakes Housing      Reference number: Not Provided
   II.1.2) Main CPV code:
      66510000 - Insurance services.

   II.1.3) Type of contract: SERVICES
   II.1.4) Short Description: Property Owners Combined including Property Stock, Office and Depot Buildings, Business Interruption, Money, Employers Liability, Public/Products Liability, Property Owners Liability and terrorism excluding broker services

Section VI: Complementary information

V1.5) Date of dispatch of this notice: 16/12/2022

VI.6) Original notice reference:

   Notice Reference:    2022 - 552186
   Notice number in OJ S:    2022/S 000 - 035444
   Date of dispatch of the original notice: 14/12/2022

Section VII: Changes

VII.1) Information to be changed or added

      VII.1.1) Reason for change: Modification of original information submitted by the contracting authority

      VII.1.2) Text to be corrected in original notice No: 1

         Section Number: I.3
         Lot No: Not provided
         Place of text to be modified: Section I.3) Communication
         Instead of: The procurement documents are available for unrestricted and full direct access, free of charge, at https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./9F7Y9754RC Additional information can be obtained from the above-mentioned address Tenders or requests to participate must be submitted electronically via https://www.delta-esourcing.com/tenders/UK-title/9F7Y9754RC Tenders or requests to participate must be submitted to the above-mentioned address
         Read: The procurement documents are available for unrestricted and full direct access, free of charge. Please contact the following for direct access: Becky.gates@gibbslaidler.co.uk Jeremy.flint@gibbslaidler.co.uk Additional information can be obtained from the above-mentioned address Tenders or requests to participate must be submitted electronically via the portal. For access, please contact the following: Becky.gates@gibbslaidler.co.uk Jeremy.flint@gibbslaidler.co.uk Tenders or requests to participate must be submitted to the above-mentioned address


      VII.1.2) Text to be corrected in original notice No: 2

         Section Number: II.2.14
         Lot No: Not provided
         Place of text to be modified: II.2.14) Additional information
         Instead of: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Arundel:-Insurance-services./9F7Y9754RC
         Read: For more information about this opportunity, please visit the Delta eSourcing portal. For direct access, please contact the following: Becky.gates@gibbslaidler.co.uk Jeremy.flint@gibbslaidler.co.uk


      VII.1.2) Text to be corrected in original notice No: 3

         Section Number: VI.3
         Lot No: Not provided
         Place of text to be modified: VI.3) Additional information
         Instead of: 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. All tender documents and any additional information will be available to access and download at https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./9F7Y9754RC. To be managed and administered by Marsh as the contracting Association’s appointed insurance broker and advisor. To view this notice, please click here: https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=734689327" target="_blank"https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=734689327 GO Reference: GO-20221214-PRO-21736329
         Read: The contracting authority considers this contract may be suitable for small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the procurement criteria. All tender documents & additional information will be available to access & download. Please contact the following for direct access: Becky.gates@gibbslaidler.co.uk. Jeremy.flint@gibbslaidler.co.uk Please note: this tender is to be managed & administered by Marsh as the contracting Association’s appointed insurance broker/advisor. GO Reference: GO-20221214-PRO-21736329


VII.2) Other additional information: The contracting authority considers this contract may be suitable for small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the procurement criteria. All tender documents & additional information will be available to access & download. Please contact the following for direct access: Becky.gates@gibbslaidler.co.uk. Please note: this tender is to be managed & administered by Marsh as the contracting Association’s appointed insurance broker/advisor.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Kendal:-Insurance-services./C5AUMBJ6PK

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/C5AUMBJ6PK

View Award Notice

UK-Kendal: Insurance services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       South Lakes Housing
       Bridge Mills Business Centre,, Stramongate,, Kendal, LA9 4BD, United Kingdom
       Tel. +44 1539717706, Email: j.mansergh@southlakeshousing.co.uk
       Contact: John Mansergh Director of Business Improvement
       Main Address: www.southlakeshousing.co.uk
       NUTS Code: UK

   I.2) Joint procurement:
      The contract involves joint procurement: No
      In the case of joint procurement involving different countries, state applicable national procurement law: Not Provided
      The contract is awarded by a central purchasing body: No

   I.4)Type of the contracting authority:
      Body governed by public law

   I.5) Main activity:
      Housing and community amenities

Section II: Object Of The Contract

   II.1) Scope of the procurement

      II.1.1) Title: Provision of Insurance and related services to South Lakes Housing
      Reference number: Not Provided

      II.1.2) Main CPV code:
         66510000 - Insurance services.

      II.1.3) Type of contract: SERVICES

      II.1.4) Short description: Property Owners Combined including Property Stock, Office and Depot Buildings, Business Interruption, Money, Employers Liability, Public/Products Liability, Property Owners Liability and terrorism excluding broker services

      II.1.6) Information about lots
         This contract is divided into lots: No

      II.1.7) Total value of the procurement (excluding VAT)
          Value: 2,350,000

         Currency:GBP

   II.2) Description

      II.2.2) Additional CPV code(s):
            66510000 - Insurance services.
            66513100 - Legal expenses insurance services.
            66513200 - Contractor's all-risk insurance services.
            66514110 - Motor vehicle insurance services.
            66515000 - Damage or loss insurance services.
            66515200 - Property insurance services.
            66515410 - Financial loss insurance services.
            66515411 - Pecuniary loss insurance services.
            66516000 - Liability insurance services.
            66516100 - Motor vehicle liability insurance services.
            66516400 - General liability insurance services.
            66516500 - Professional liability insurance services.
            66517300 - Risk management insurance services.
            66519200 - Engineering insurance services.

      II.2.3) Place of performance
      Nuts code:
      UK - UNITED KINGDOM

      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 South Lakes Housing. The programme will require Insurance and related services for risks for Property Owners Combined only including property damage and business interruption, employers liability, public/products liability, property owners liability, business combined/office, money, all risks and terrorism excluding broker services. Responses are required for all covers and contract will be awarded as one (not individual classes) to the winning bidder.

      II.2.5) Award criteria:
      Quality criterion - Name: Quality as more fully defined in the ITT / Weighting: 40

      Cost criterion - Name: Price / Weighting: 60


      II.2.11) Information about options
         Options: Yes
         Description of these options:This was an Open Procedure and bidders were required to submit satisfactorily completed selection questionnaire with their tender response. South Lakes Housing entered into a Long term agreement with the risk carriers, for an initial period of 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 years and further 2 years subject to satisfactory service, performance and cost.

      II.2.13) Information about European Union funds
         The procurement is related to a project and/or programme financed by European Union funds: No


      II.2.14) Additional information: For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Arundel:-Insurance-services./9F7Y9754RC

Section IV: Procedure

IV.1) Description

   IV.1.1)Type of procedure: Open

   IV.1.3) Information about a framework agreement or a dynamic purchasing system
      The procurement involves the establishment of a framework agreement: No


   IV.1.6) Information about electronic auction
      An electronic auction has been used: No

   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

   IV.2.1) Previous publication concerning this procedure
       Notice number in the OJEU: 2022/S 000-035444



   IV.2.9) Information about termination of call for competition in the form of a prior information notice
      The contracting authority will not award any further contracts based on the above prior information notice: No

Section V: Award of contract

Award Of Contract (No.1)

   Contract No: 1
   Lot Number: Not Provided
   Title: Provision of Insurance and related services to South Lakes Housing

   A contract/lot is awarded: Yes

   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 31/03/2023

      V.2.2) Information about tenders
         Number of tenders received: 1
         Number of tenders received from SMEs: Not Provided
         Number of tenders received from tenderers from other EU Member States: Not Provided
         Number of tenders received from tenderers from non-EU Member States: Not Provided
         Number of tenders received by electronic means: Not Provided

      V.2.3) Name and address of the contractor

      The contract has been awarded to a group of economic operators: No

         Contractor (No.1)
             Protector Forsikring ASA, FC033034
             7th Floor, 3 Hardman Street, Manchester, M3 3HF, United Kingdom
             NUTS Code: UK
            The contractor is an SME: No

      V.2.4) Information on value of the contract/lot (excluding VAT)
         Initial estimated total value of the contract/lot: Not Provided
         Total value of the contract/lot: 2,350,000
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: Yes
                  Value or proportion likely to be subcontracted to third parties:

                  Proportion: 95%
         Short description of the part of the contract to be subcontracted:
          Not Provided
Section VI: Complementary information

   VI.3) Additional information: To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=784452116

   VI.4) Procedures for review

      VI.4.1) Review body
          The High Court of England and Wales
          London, United Kingdom

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: The Contracting Authority entered into this contract following a 10 calendar day standstill period starting on the day after the notification of the result. The Public Contracts Regulations 2015 provide for aggrieved parties who have been harmed or who are at risk of harm by a breach of the Regulations to bring proceedings in the High Court. Any such proceedings must be brought within the limitation period specified by the Regulations according to the remedy sought.

      VI.4.4) Service from which information about the review procedure may be obtained
          The Cabinet Office
          London, United Kingdom

   VI.5) Date of dispatch of this notice: 26/05/2023