Metropolitan Housing Trust Ltd: 2023-2024-010 : Group Insurance Renewal

  Metropolitan Housing Trust Ltd is using Delta eSourcing to run this tender exercise

Notice Summary
Title: 2023-2024-010 : Group Insurance Renewal
Notice type: Contract Notice
Authority: Metropolitan Housing Trust Ltd
Nature of contract: Services
Procedure: Open
Short Description: MTVH is seeking to obtain an insurer for third party risk transfer that meets the needs of MTVH at a competitive and fair price, to demonstrate to leaseholders and the business that we are exploring the market and obtaining insurance cover at the contemporary market rates.
Published: 12/10/2023 17:58

View Full Notice

UK-London: Insurance services.
Section I: Contracting Authority
      I.1) Name and addresses
             METROPOLITAN THAMES VALLEY HOUSING
             The Grange, 100 High Street, Southgate, London, N14 6PW, United Kingdom
             Tel. +44 7701388562, Email: adam.bevan@mtvh.co.uk
             Contact: Adam Bevan
             Main Address: https://www.mtvh.co.uk/, Address of the buyer profile: https://www.mtvh.co.uk/
             NUTS Code: UKI
      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-London:-Insurance-services./MM4X87D9A8
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent 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: 2023-2024-010 : Group Insurance Renewal       
      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: MTVH is seeking to obtain an insurer for third party risk transfer that meets the needs of MTVH at a competitive and fair price, to demonstrate to leaseholders and the business that we are exploring the market and obtaining insurance cover at the contemporary market rates.       
      II.1.5) Estimated total value:
      Value excluding VAT: 11,500,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      66514110 - Motor vehicle insurance services.
      66515000 - Damage or loss insurance services.
      66515200 - Property insurance services.
      66515300 - Weather and financial loss insurance services.
      66515400 - Weather-related insurance services.
      66516100 - Motor vehicle liability insurance services.
      66518100 - Insurance brokerage services.
      
      II.2.3) Place of performance:
      UKG WEST MIDLANDS (ENGLAND)
      UKF EAST MIDLANDS (ENGLAND)
      UKH EAST OF ENGLAND
      UKJ SOUTH EAST (ENGLAND)
      
      II.2.4) Description of procurement: The Requirement
MTVH is seeking to obtain an insurer for third party risk transfer that meets the needs of MTVH at a competitive and fair price, to demonstrate to leaseholders and the business that we are exploring the market and obtaining insurance cover at the contemporary market rates.
MTVH will enter into a Long-Term Agreement for 3 years (+1+1).
Account Management (essential services)
•Contact from a senior claims manager from the bidder, in the event of a large loss notification or an update on ongoing large losses, within 24 to 48 hours.
•A senior Customer manager from the bidder to request advice on policy coverage
•A senior underwriter from the bidder to request advice on policy coverage and be the main point of contact throughout the insurance year (1 April – 31 March)
•Availability of support from 9 am – 5 pm Monday to Friday from service providers on the underwriting or claims handling process
•The bidder to have full scope of suppliers including repair contractors, adjusters and panel solicitors
•Out of Hours support available in the event of a major incident
•Proactive investigation of Public Liability claims on behalf of MTVH with the help of the MTVH insurance team obtaining documentation
•Engage loss adjuster and other appropriate stakeholders when a major loss arises
•Process invoices for Public Liability excess payments
•Process invoices for other lines of business during the renewal process
•Produce high profile detailed quarterly claim reports for audit purposes
•Produce and send quarterly claim spreadsheets with the cause of loss, reserve amount and address with a claim number
•An online claim hub to review live updates on ongoing claims including settlement costs
•The bidder should have a dedicated claim portal where residents and leaseholders can lodge claims directly
•The bidder to offer Risk Management training and advise to MTVH staff in order to help us mitigate potential claims
Service Level Agreements
•Claim service – We would expect responses from the central claims team as well as other stakeholders (adjusters, claim inspectors) the bidder would appoint when a property claim is notified within 24-48 hours
•When proceedings are issued in respect of Public Liability claims, the bidder should respond to third party solicitors within 2 working days
•The bidder should respond to claimants in respect of ongoing Public Liability claims within 5 working days when they raise a query directly
•The bidder should close Public Liability claims within 6 months of a liability decision being made
•Send high profile detailed claim reports for audit purposes and other insurance claim related queries quarterly
•Acknowledge new Public Liability claims within 48 hours
•Acknowledge ongoing correspondence from claimants and MTVH in respect of Public Liability claim within a week
•Ensure renewal documentation, i.e., Summary of cover for Leaseholders, shared owners and our commercial customers are received within 30 days of cover after 1 April
KPI’s
•Quarterly update on claims performance to be received from the bidder as well as MTVH to the insurer in order the stop loss can be updated accordingly
•Quarterly meetings with claims manager and customer manager in order to assess how the account is running
•Receive policy documentation within 30 days of cover commencement
      II.2.5) Award criteria:
            Criteria below
            Quality criterion - Name: Methodology & Approach / Weighting: 42.5
            Quality criterion - Name: Resources, Organisational Capability & Experience / Weighting: 22.5
            Quality criterion - Name: Value for Money / Weighting: 10
            Quality criterion - Name: Social Value / Weighting: 0
                        
            Cost criterion - Name: Price / Weighting: 25
                              
      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:
      Duration in months: 36       
      This contract is subject to renewal: Yes       
      Description of renewals: 3 year initial term, with two extensions (+1 year, + 1 year)
      
      II.2.10) Information about variants:
      Variants will be accepted: No
      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: Not provided       


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:          
      Not Provided       
      III.1.2) Economic and financial standing       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability
      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    
      Reference to the relevant law, regulation or administrative provision:          
      Not Provided    
      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: No

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: 16/11/2023 Time: 13:00
            
      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: 16/11/2023
         Time: 13:00
      

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: For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-London:-Insurance-services./MM4X87D9A8

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/MM4X87D9A8
   VI.4) Procedures for review
   VI.4.1) Review body:
             Metropolitan
       Cambridge House, 109 Mayes Road, London, N22 6UR, United Kingdom
       Tel. +44 2035354369
   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: 12/10/2023

Annex A


View any Notice Addenda

View Award Notice

UK-London: Insurance services.

Section I: Contracting Authority

   I.1) Name, Addresses and Contact Point(s):
       METROPOLITAN THAMES VALLEY HOUSING
       The Grange, 100 High Street, Southgate, London, N14 6PW, United Kingdom
       Tel. +44 7701388562, Email: adam.bevan@mtvh.co.uk
       Contact: Adam Bevan
       Main Address: https://www.mtvh.co.uk/, Address of the buyer profile: https://www.mtvh.co.uk/
       NUTS Code: UKI

   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: 2023-2024-010 : Group Insurance Renewal            
      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: MTVH is seeking to obtain an insurer for third party risk transfer that meets the needs of MTVH at a competitive and fair price, to demonstrate to leaseholders and the business that we are exploring the market and obtaining insurance cover at the contemporary market rates.

      II.1.6) Information about lots
         This contract is divided into lots: No
            
      II.1.7) Total value of the procurement (excluding VAT)
          Value: 62,169,800
                  
         Currency:GBP            

   II.2) Description

      II.2.2) Additional CPV code(s):
            66514110 - Motor vehicle insurance services.
            66515000 - Damage or loss insurance services.
            66515200 - Property insurance services.
            66515300 - Weather and financial loss insurance services.
            66515400 - Weather-related insurance services.
            66516100 - Motor vehicle liability insurance services.
            66518100 - Insurance brokerage services.


      II.2.3) Place of performance
      Nuts code:
      UKG - WEST MIDLANDS (ENGLAND)
      UKF - EAST MIDLANDS (ENGLAND)
      UKH - EAST OF ENGLAND
      UKJ - SOUTH EAST (ENGLAND)
   
      Main site or place of performance:
      WEST MIDLANDS (ENGLAND)
      EAST MIDLANDS (ENGLAND)
      EAST OF ENGLAND
      SOUTH EAST (ENGLAND)
             

      II.2.4) Description of the procurement: The Requirement MTVH is seeking to obtain an insurer for third party risk transfer that meets the needs of MTVH at a competitive and fair price, to demonstrate to leaseholders and the business that we are exploring the market and obtaining insurance cover at the contemporary market rates. MTVH will enter into a Long-Term Agreement for 3 years (+1+1). Account Management (essential services) •Contact from a senior claims manager from the bidder, in the event of a large loss notification or an update on ongoing large losses, within 24 to 48 hours. •A senior Customer manager from the bidder to request advice on policy coverage •A senior underwriter from the bidder to request advice on policy coverage and be the main point of contact throughout the insurance year (1 April – 31 March) •Availability of support from 9 am – 5 pm Monday to Friday from service providers on the underwriting or claims handling process •The bidder to have full scope of suppliers including repair contractors, adjusters and panel solicitors •Out of Hours support available in the event of a major incident •Proactive investigation of Public Liability claims on behalf of MTVH with the help of the MTVH insurance team obtaining documentation •Engage loss adjuster and other appropriate stakeholders when a major loss arises •Process invoices for Public Liability excess payments •Process invoices for other lines of business during the renewal process •Produce high profile detailed quarterly claim reports for audit purposes •Produce and send quarterly claim spreadsheets with the cause of loss, reserve amount and address with a claim number •An online claim hub to review live updates on ongoing claims including settlement costs •The bidder should have a dedicated claim portal where residents and leaseholders can lodge claims directly •The bidder to offer Risk Management training and advise to MTVH staff in order to help us mitigate potential claims Service Level Agreements •Claim service – We would expect responses from the central claims team as well as other stakeholders (adjusters, claim inspectors) the bidder would appoint when a property claim is notified within 24-48 hours •When proceedings are issued in respect of Public Liability claims, the bidder should respond to third party solicitors within 2 working days •The bidder should respond to claimants in respect of ongoing Public Liability claims within 5 working days when they raise a query directly •The bidder should close Public Liability claims within 6 months of a liability decision being made •Send high profile detailed claim reports for audit purposes and other insurance claim related queries quarterly •Acknowledge new Public Liability claims within 48 hours •Acknowledge ongoing correspondence from claimants and MTVH in respect of Public Liability claim within a week •Ensure renewal documentation, i.e., Summary of cover for Leaseholders, shared owners and our commercial customers are received within 30 days of cover after 1 April KPI’s •Quarterly update on claims performance to be received from the bidder as well as MTVH to the insurer in order the stop loss can be updated accordingly •Quarterly meetings with claims manager and customer manager in order to assess how the account is running •Receive policy documentation within 30 days of cover commencement

      II.2.5) Award criteria:
      Quality criterion - Name: Methodology & Approach / Weighting: 42.5
      Quality criterion - Name: Resources, Organisational Capability & Experience / Weighting: 22.5
      Quality criterion - Name: Value for Money / Weighting: 10
      Quality criterion - Name: Social Value / Weighting: 0
                  
      Cost criterion - Name: Price / Weighting: 25
            

      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: Not Provided


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: 2023/S 000-030178
      
   

   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: Not Provided    
   Lot Number: Not Provided    
   Title: 2023-2024-010 : Group Insurance Renewal

   A contract/lot is awarded: Yes


   V.2) Award of contract

      V.2.1) Date of conclusion of the contract: 01/04/2024

      V.2.2) Information about tenders
         Number of tenders received: 3
         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)
             Arthur J Gallagher, BR019038
             The Walbrook Building, 25 Walbrook, London, EC4N 8AW, United Kingdom
             NUTS Code: UKJ
            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: 65,000,000          
         Total value of the contract/lot: 62,169,800
         Currency: GBP

      V.2.5) Information about subcontracting
         The contract is likely to be subcontracted: No
         
Section VI: Complementary information

   VI.3) Additional information: To view this notice, please click here:
https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=854025215

   VI.4) Procedures for review

      VI.4.1) Review body
          Metropolitan Housing Trust Limited
          The Grange, 100 High Street, London, N14 6PW, United Kingdom
          Tel. +44 7701388562

      VI.4.3) Review procedure
         Precise information on deadline(s) for review procedures: Not Provided

      VI.4.4) Service from which information about the review procedure may be obtained
         Not Provided

   VI.5) Date of dispatch of this notice: 08/04/2024