Insurance Broker Services (P25-0059)

{
  "awards": [
    {
      "id": "057220-2025-P25-0059-1",
      "relatedLots": [
        "1"
      ],
      "status": "active",
      "suppliers": [
        {
          "id": "GB-FTS-161123",
          "name": "Marsh Limited"
        }
      ]
    }
  ],
  "bids": {
    "statistics": [
      {
        "id": "1",
        "measure": "bids",
        "relatedLot": "1",
        "value": 3
      },
      {
        "id": "2",
        "measure": "smeBids",
        "relatedLot": "1",
        "value": 0
      },
      {
        "id": "3",
        "measure": "foreignBidsFromEU",
        "relatedLot": "1",
        "value": 0
      },
      {
        "id": "4",
        "measure": "foreignBidsFromNonEU",
        "relatedLot": "1",
        "value": 3
      },
      {
        "id": "5",
        "measure": "electronicBids",
        "relatedLot": "1",
        "value": 3
      }
    ]
  },
  "buyer": {
    "id": "GB-FTS-1478",
    "name": "Scottish Enterprise"
  },
  "contracts": [
    {
      "awardID": "057220-2025-P25-0059-1",
      "dateSigned": "2025-09-16T00:00:00+01:00",
      "id": "057220-2025-P25-0059-1",
      "status": "active",
      "value": {
        "amount": 1,
        "currency": "GBP"
      }
    }
  ],
  "date": "2025-09-17T10:33:44+01:00",
  "description": "As detailed in the SPD module, this is a relevant climate change contract, bidders are required to complete and return the Climate Change Plan template included within the Additional Documents section of the Contract Notice.\nSPD statement for 2A.17 \u2013 Form of Participation (Notably as part of a group, consortium, joint venture or similar).\nAny contract will be entered into with the nominated lead organisation and all members of the consortium, who will in these circumstances each be required to execute said contract together with all ancillary documentation, evidencing their joint and several liability in respect of the obligations and liabilities of the contract. It will be for members of the consortium to sort out their respective duties and liabilities amongst each other. For administrative purposes, any associated documentation will be sent to the nominated lead organisation.\nSPD statement for 2C.1 - Where the main bidder relies on the capacities of other entities in order to meet the selection criteria, the bidder must provide a separate SPD response setting out the information required under SPD (Scotland): Part II (sections A and B); Part III exclusion grounds; the relevant part of Section IV selection criteria; and Part V (if applicable) for each of the entities concerned.\nSPD statement for 2D.1 \u2013 If the bidder proposes to subcontract any part(s) of the service and those sub-contractors are not relied upon, they should arrange for a separate SPD response from each potential subcontractor. The subcontractors must complete the relevant parts of the SPD (Scotland) (Sections A and B of Part II and Part III only) to self-declare whether there are grounds for their exclusion.\n(SC Ref:792656)",
  "id": "057220-2025",
  "initiationType": "tender",
  "language": "en",
  "links": [
    {
      "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000789670",
      "rel": "canonical"
    }
  ],
  "ocid": "ocds-h6vhtk-04dcbb",
  "parties": [
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Glasgow",
        "postalCode": "G2 6HQ",
        "region": "UKM82",
        "streetAddress": "Atrium Court, 50 Waterloo Street"
      },
      "contactPoint": {
        "email": "adam.cunningham@scotent.co.uk",
        "name": "Adam Cunningham"
      },
      "details": {
        "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00398",
        "classifications": [
          {
            "description": "Regional or local agency/office",
            "id": "REGIONAL_AGENCY",
            "scheme": "TED_CA_TYPE"
          },
          {
            "description": "Economic affairs",
            "id": "04",
            "scheme": "COFOG"
          }
        ],
        "url": "http://www.scottish-enterprise.com/"
      },
      "id": "GB-FTS-1478",
      "identifier": {
        "legalName": "Scottish Enterprise"
      },
      "name": "Scottish Enterprise",
      "roles": [
        "buyer"
      ]
    },
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Cardiff",
        "postalCode": "CF10 3RJ",
        "region": "UK",
        "streetAddress": "Coal House East, 1st Fl, 10 Dumfries Place"
      },
      "details": {
        "scale": "large"
      },
      "id": "GB-FTS-161123",
      "identifier": {
        "legalName": "Marsh Limited"
      },
      "name": "Marsh Limited",
      "roles": [
        "supplier"
      ]
    },
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Glasgow",
        "postalCode": "G5 9DA",
        "streetAddress": "Sheriff Clerk\u2019s Office, PO Box 23, 1 Carlton Place"
      },
      "contactPoint": {
        "telephone": "+44 1414298888"
      },
      "details": {
        "url": "https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court"
      },
      "id": "GB-FTS-8500",
      "identifier": {
        "legalName": "Glasgow Sheriff Court and Justice of the Peace Court"
      },
      "name": "Glasgow Sheriff Court and Justice of the Peace Court",
      "roles": [
        "reviewBody"
      ]
    },
    {
      "address": {
        "countryName": "United Kingdom",
        "locality": "Glasgow",
        "postalCode": "G2 8LU",
        "streetAddress": "5 Atlantic Quay, 150 Broomielaw"
      },
      "contactPoint": {
        "email": "SPOEprocurement@scotland.gsi.gov.uk",
        "telephone": "+44 1412425466"
      },
      "details": {
        "url": "http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries"
      },
      "id": "GB-FTS-1538",
      "identifier": {
        "legalName": "Scottish Government"
      },
      "name": "Scottish Government",
      "roles": [
        "mediationBody",
        "reviewContactPoint"
      ]
    }
  ],
  "tag": [
    "award",
    "contract"
  ],
  "tender": {
    "classification": {
      "description": "Insurance brokerage services",
      "id": "66518100",
      "scheme": "CPV"
    },
    "coveredBy": [
      "GPA"
    ],
    "description": "Scottish Enterprise is seeking to appoint a professional and expert insurance broker to act as our contracted Agent and oversee all insurance related activity on our behalf, with input and agreement from our nominated staff as needed. This will include:\n(i) Professional advice on insurance market and risks which are appropriate to our current and future business activities.\n(ii) Procuring and placing annual insurance policies on our behalf.\n(iii) Handling any claims, or insurance related queries\n(iv) Deal with all insurance related matters in connection with the SE Investment property portfolio.\nFull details of the requirements can be found within the Invitation to Tender (ITT).\nIt is anticipated that the contract will commence on 1 June 2025 for an initial period of 3 years to 31 May 2028, with the potential to extend the contract by mutual agreement for a further 2 x 12-month periods up to a final contract end date of 31 May 2030. An existing contract with our current insurer is due to expire on 31 May 2025.\nThe estimated value within II.1.5 of the Contract Notice includes the estimated costs of the insurance polices in addition to any fees.",
    "id": "P25-0059",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Insurance brokerage services",
            "id": "66518100",
            "scheme": "CPV"
          },
          {
            "description": "Insurance brokerage and agency services",
            "id": "66518000",
            "scheme": "CPV"
          },
          {
            "description": "Insurance services",
            "id": "66510000",
            "scheme": "CPV"
          },
          {
            "description": "Insurance and pension services",
            "id": "66500000",
            "scheme": "CPV"
          },
          {
            "description": "Insurance consultancy services",
            "id": "66519310",
            "scheme": "CPV"
          },
          {
            "description": "Financial and insurance services",
            "id": "66000000",
            "scheme": "CPV"
          },
          {
            "description": "Freight insurance and Insurance services relating to transport",
            "id": "66514000",
            "scheme": "CPV"
          },
          {
            "description": "Property insurance services",
            "id": "66515200",
            "scheme": "CPV"
          },
          {
            "description": "Liability insurance services",
            "id": "66516000",
            "scheme": "CPV"
          },
          {
            "description": "Accident insurance services",
            "id": "66512100",
            "scheme": "CPV"
          },
          {
            "description": "Damage or loss insurance services",
            "id": "66515000",
            "scheme": "CPV"
          },
          {
            "description": "Legal expenses insurance services",
            "id": "66513100",
            "scheme": "CPV"
          },
          {
            "description": "Motor vehicle insurance services",
            "id": "66514110",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "region": "UKM"
          }
        ],
        "id": "1",
        "relatedLot": "1"
      }
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "description": "Pass/Fail",
              "name": "Prompt Payment (only relevant where sub-contractors are proposed)",
              "type": "quality"
            },
            {
              "description": "30%",
              "name": "Project Team Structure and Specific Experience to be used in the delivery of the services required",
              "type": "quality"
            },
            {
              "description": "25%",
              "name": "Methodology including Innovation",
              "type": "quality"
            },
            {
              "description": "25%",
              "name": "Timetable including milestones for objectives",
              "type": "quality"
            },
            {
              "description": "5%",
              "name": "Net Zero and Sustainability",
              "type": "quality"
            },
            {
              "description": "5%",
              "name": "Fair Work First",
              "type": "quality"
            },
            {
              "description": "5%",
              "name": "Business Continuity",
              "type": "quality"
            },
            {
              "description": "5%",
              "name": "Information Security",
              "type": "quality"
            },
            {
              "description": "30",
              "type": "price"
            }
          ]
        },
        "description": "Scottish Enterprise is seeking to appoint a professional and expert insurance broker to act as our contracted Agent and oversee all insurance related activity on our behalf, with input and agreement from our nominated staff as needed. This will include:\n(i) Professional advice on insurance market and risks which are appropriate to our current and future business activities.\n(ii) Procuring and placing annual insurance policies on our behalf.\n(iii) Handling any claims, or insurance related queries\n(iv) Deal with all insurance related matters in connection with the SE Investment property portfolio.\nFull details of the requirements can be found within the Invitation to Tender (ITT).\nIt is anticipated that the contract will commence on 1 June 2025 for an initial period of 3 years to 31 May 2028, with the potential to extend the contract by mutual agreement for a further 2 x 12-month periods up to a final contract end date of 31 May 2030. An existing contract with our current insurer is due to expire on 31 May 2025.\nThe estimated value within II.1.5 of the Contract Notice includes the estimated costs of the insurance polices in addition to any fees. Additional information: The estimated value within II.1.5 of the Contract Notice includes the estimated costs of the insurance polices in addition to any fees.\nEconomic operators may be excluded from this competition if they are in any of the situations referred to in Regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
        "hasOptions": false,
        "id": "1",
        "status": "cancelled"
      }
    ],
    "mainProcurementCategory": "services",
    "procurementMethod": "open",
    "procurementMethodDetails": "Open procedure",
    "reviewDetails": "In the first instance, contact the Head of Facilities Management and Procurement at Scottish Enterprise, with any concerns or enquiries. Email: https://www.scottish-enterprise.com/help/contact-us.",
    "status": "complete",
    "title": "Insurance Broker Services (P25-0059)"
  }
}