Arthur J Gallagher Insurance Brokers Ltd: Provision of Insurance and Related Services to SOHA Housing Ltd

UK-Didcot: Insurance services.
Section I: Contracting Authority
      I.1) Name and addresses
             SOHA Housing Ltd
             Royal Scot House, 99 Station Road, Didcot, OX11 7NN, United Kingdom
             Tel. +44 7938738509, Email: tenders@soha.co.uk
             Main Address: https://www.soha.co.uk/
             NUTS Code: UKJ14
      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: Yes.
      I.3) Communication
      Access to the procurement documents is restricted. Further information can be obtained at: https://www.soha.co.uk/
      Additional information can be obtained from: address as in Annex A.I:
      Tenders or requests to participate must be sent to the address as in Annex A.III       
      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
            Other type:: Housing Association
      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 SOHA Housing Ltd       
      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, liability and other specific insurances as required by SOHA Housing Ltd and amended from time to time to meet their requirements and respond to any change to the risk profile and appetite.

Insurance Broking Services are not required. Respondents will be required to work with our Broker, Gallagher, who will have responsibility for management of the insurances placed.       
      II.1.5) Estimated total value:
      Value excluding VAT: 555,560       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: Yes       
      Tenders may be submitted for: All lots
      Maximum number of lots that may be awarded to one tenderer: Not provided
      The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Not provided

II.2) Description
II.2) Description Lot No. 1
      
      II.2.1) Title: Property Stock including Property Owners Liability       
      Lot No: 1       
      II.2.2) Additional CPV codes:
      66515200 - Property insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Property & related Business Interruption risks (including Terrorism) and Property Owners Liability (POL) and related services as required by the contracting Authority for property damage, business interruption and POL risks associated with social rented homes, leasehold and shared ownership property, care homes, residential extra-care homes, commercial property and the like all owned or managed by the Contracting Authority.
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 2
      
      II.2.1) Title: Excess Property Owners Liability       
      Lot No: 2       
      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Excess Property Owners Liability and related services as required by the Contracting Authority
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 3
      
      II.2.1) Title: Employers, Public, Products Liability       
      Lot No: 3       
      II.2.2) Additional CPV codes:
      66516000 - Liability insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Employers, Public, Products Liability risks and related services for Employers, Public & Products liability as required by the Contracting Authority.
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 4
      
      II.2.1) Title: Excess Liability       
      Lot No: 4       
      II.2.2) Additional CPV codes:
      66516000 - Liability insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Excess Liability and related services as required by the Contracting Authority
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 5
      
      II.2.1) Title: Office Combined       
      Lot No: 5       
      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Commercial Combined / Business / Office risks (including Terrorism) and related services for Commercial Combined (office type risks), including office buildings, tenants improvements, rent receivable, contents, equipment, depot sites, business interruption, all risks, money, PA assault and other risks as required by the Contracting Authority.
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 6
      
      II.2.1) Title: Computer       
      Lot No: 6       
      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Computer related risks (including Terrorism) and related services for physical loss or damage to computer hardware, software and related business interruption risks as required by the contracting authority.
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 7
      
      II.2.1) Title: Crime       
      Lot No: 7       
      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Crime including Fidelity Guarantee and any related services as required by the contracting authority
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 8
      
      II.2.1) Title: Contractors All Risks       
      Lot No: 8       
      II.2.2) Additional CPV codes:
      66513200 - Contractor's all-risk insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Contractors All Risks and any related services as required by the Contracting Authority.
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 9
      
      II.2.1) Title: Directors & Officers Liability       
      Lot No: 9       
      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Directors and Officers Liability and any related services as required by the Contracting Authority.
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 10
      
      II.2.1) Title: Professional Indemnity       
      Lot No: 10       
      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Professional Indemnity and any related services as required by the contracting authority
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 11
      
      II.2.1) Title: Cyber Liability       
      Lot No: 11       
      II.2.2) Additional CPV codes:
      66510000 - Insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Insurance for Cyber Liability and any related services as required by the contracting authority
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       
II.2) Description Lot No. 12
      
      II.2.1) Title: Engineering       
      Lot No: 12       
      II.2.2) Additional CPV codes:
      66519000 - Engineering, auxiliary, average, loss, actuarial and salvage insurance services.
      
      II.2.3) Place of performance:
      UKJ14 Oxfordshire
      
      II.2.4) Description of procurement: Engineering Inspection and related services as required by the Contracting Authority.
      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: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Start: 01/02/2024 / End:       
      This contract is subject to renewal: Yes       
      Description of renewals: Annual.
      
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      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: All communication relating to this tender must be directed to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk       


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:          
      Insurers authorised under the Financial Services Act 2012 and regulated by the Financial Conduct Authority or an insurance company authorised in another member state and the European Economic Area. Potential suppliers may be requested to provide a summary and overview of services provided to the social housing sector over the past 3 years and details of up to 10 clients receiving similar services.

Insurance Broking Services are not required. Respondents will be required to work with our Broker, Gallagher, who will have responsibility for management of the insurances placed.    
      III.1.2) Economic and financial standing       
      List and brief description of selection criteria:
      Bidders must be authorised by the FCA or EU equivalent to carry out business in the relevant classes of insurance as listed under the contract notice and be compliant with any requirements set out by each authority.    
      Minimum level(s) of standards possibly required (if applicable) :       
      Bidders are expected to be Standard & Poor's (or equivalent agency A M Best or Moody's) rated A- or better.    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      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:          
      Insurers authorised under the Financial Services Act 2012 and regulated by the Financial Conduct Authority or an insurance company authorised in another member state of the European Union.    
      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: 18/12/2023 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: Not Provided      
      IV.2.7) Conditions for opening of tenders:
         Date: 19/12/2023
         Time: 09:00
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted No       
   Electronic payment will be used No       
   VI.3) Additional Information: Expressions of interest are to be sent to: tenders@soha.co.uk and uk.gallagherhousing.tenders@ag.com. When expressing interest please state which lot(s) you will be bidding for.
Clarification questions are to be sent to: uk.gallagherhousing.tenders@ajg.com
Tender Submissions must be returned to: uk.gallagherhousing.tenders@ajg.com and tenders@soha.co.uk.
To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=811570311
   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:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
Not provided
   VI.5) Date Of Dispatch Of This Notice: 09/11/2023

Annex A
   I) Addresses and contact points from which further information can be obtained:
       SOHA Housing Ltd
       Royal Scot House, 99 Station Road, Didcot, OX11 7NN, United Kingdom
       Email: tenders@soha.co.uk
       Main Address: https://www.soha.co.uk/
       NUTS Code: UKJ14   

   
   III) Addresses and contact points to which tenders/requests to participate must be sent:
       SOHA Housing Ltd
       Royal Scot House, 99 Station Road, Didcot, OX11 7NN, United Kingdom
       Email: tenders@soha.co.uk
       Main Address: https://www.soha.co.uk/
       NUTS Code: UKJ14