Insurance brokerage and associated services III

Full CPV breakdown

• 66000000 — Financial and insurance services (primary)

Notice details

Buyer type

Local authority

Competition

Open competition (any supplier can bid)

Contract type

Services

Procurement method

Open procedure

Main category

Services

Above threshold

Yes

Legal basis

UKPGA 2023/54

Notice status

Active

Options

The right to additional purchases while the contract is valid. Any resulting Framework and Call-off Contract shall be deemed to cover any service that can be supplied by the successful Tenderer(s) over the life of the Framework and Call-off Contract within the scope of insurance brokerage services.

Framework agreement

Yes

Framework details

Tenderers must submit pricing information in accordance with Appendix 2a - Insurance Brokerage - Broker Services Pricing Schedule. The submitted pricing shall not be evaluated. Tenderer agrees to fix pricing for an initial period of 12 months from the commencement of this Framework Agreement, with any subsequent price amendments to be agreed in writing with YPO at least 45 days before any proposed changes. The mechanism for Provider selection for an Award Without Competition by OCAs or YPO will be as follows: Step 1 - Contracting Authority conducts a desktop analysis of the brokerage services schedule to identify the Provider(s) that can meet their service requirements in line with Appendix 2a - Insurance Brokerage - Broker Services Pricing Schedule. If only one Provider is able to meet all the Contracting Authority service requirements, then this Provider shall be deemed to provide the MAT. Step 2 - If more than one Provider is able to meet all the Contracting Authority service requirements, Contracting Authority conducts a desktop analysis of the scores achieved by Providers at framework level for the Quality, Price and Social Value award questions. The Contracting Authority selects three priorities for their procurement based on the award questions evaluated at framework level. The MAT is determined based on the weighted scores achieved by Providers at framework level for the three priorities selected by the Contracting Authority. Step 3 - If the Contracting Authority is unable to determine the MAT based on the three priorities for their procurement, a fourth priority (based on the award questions evaluated at framework level) is selected. The MAT is determined based on the weighted scores achieved by Providers for the fourth priority selected by the Contracting Authority. Step 4 - If the Contracting Authority is unable to determine the MAT based on Steps 2 and 3 above, a further desktop analysis of the broker services pricing schedule and commission levels shall be conducted. The Contracting Authority can conduct a bulk evaluation of the pricing in line with their requirements and the hourly rate pricing and commission levels offered by Providers to determine the MAT. Step 5 - The outcome of the desktop analysis should evidence the MAT outcome for the Contracting Authority, which could include: - Provider able to deliver in line with the Contracting Authority's priorities. - Actual monetary savings (for example savings against current contract, monetary savings from the tender exercise, savings made from efficiencies) - Projected monetary savings (for example savings from avoiding cost of change, savings in commission levels etc.) The mechanism for Provider selection under a Competitive Selection Process by OCAs or YPO will be as follows: All Providers awarded to the Framework Agreement will be invited to bid in the process. Providers will be required to submit "sealed bids" via the customer's choice of e-tendering site. The Award Criteria for such competitions are specified below: Cost: 10-40% Quality: 60-90% Social Value: 5-30% Where Contracting Authorities flex the Award Criteria to suit their individual requirements, the overall Award Criteria must total 100%. It is intended that each time a Contracting Authority runs a Competitive Selection Process, the award decision will be based on the above criteria. Contracting Authorities have the flexibility to adjust the award criteria weightings at the Competitive Selection Process stage as stated above. Customers, at their own risk, may flex the recommended Competitive Selection Process weightings within the permitted ranges specified above, depending on whether the customer requirement is Quality, Social Value and/or Cost driven. YPO recommend that at least two (2) award criteria are reopened if a Contracting Authority wish to flex the Award Criteria at Competitive Selection Process stage. Contracting Authorities will apply a scoring scale of their own choosing to evaluate responses to the above criteria. The exact scoring scale will be determined at the Call-Off Competitive Selection Process stage and made clear within the relevant Call-Off documents. It is intended that most Competitive Selection Processes ran under this Framework will be conducted using a one stage process. However, Contracting Authorities have the option to incorporate one or more of the following elements into their one-stage Competitive Selection Process: - particular delivery timescales; - budgetary requirements - particular invoicing arrangements and payment profiles; - re-establish pricing; - Social Value in relation to the Call-off Contract and/or compliance with Social Value measurement tool It is intended that most Call-off competitions under this Framework will be conducted using a single stage open process. However Contracting Authorities have the option to incorporate one or more of the following elements into their Competitive Selection Process: - Conditions of Participation and/or Mandatory Requirements; - Negotiation; - Best and final offers; - Provider presentations. The exact Competitive Selection Process procedure will be described by the Contracting Authority in the Call-off competition documents. In accordance with the Procurement Act 2023, the customer may choose to refine or amend the terms of the Call-Off Contract provided they do not alter the overall nature of the Framework or intended Call-Off Contract and its core terms. Any such amendments must also comply with the conditions set out in Schedule 8 and section 74 of the Procurement Act 2023. Any such amendments will be contained within the Competitive Selection Process documents and/or Letter of Appointment prior to award.

Submission method

The tender shall be published on the ATAMIS e-tendering portal. Tenderers should contact the ATAMIS Helpdesk (contact telephone number: +44 29 2280 9277 or raise a support ticket here: https://suppliersupport.atamis.co.uk/hc/en-gb/requests/new) if they experience technical difficulties prior to the submission deadline. All Tenders must be submitted to the Authority using the ATAMIS e-Tendering portal. Tenders submitted by any other means will not be accepted. https://ypo2.my.site.com/s/Welcome

Enquiries close

23 Nov 2026

Award decision expected

26 Feb 2027

Language

EN

Published

02 Nov 2026 15:57

Deadline

14 Dec 2026 14:00

OCID

ocds-h6vhtk-06828a

Notice ID

001339