Official UK procurement notice
Insurance, Brokerage and Associated Risk Management Framework Agreement
Authority: APUC Ltd (Public body)
What is being bought3 lots · detail below
Published requirement descriptionAPUC were seeking Contractor(s) for Insurance, Brokerage and Associated Risk Management Services Framework Agreement, which will provide the Scottish universities and colleges and other participating bodies, with a mechanism to procure insurance services, brokerage services and related risk management services.
Other participating bodies include:
- Highlands and Islands Enterprise
- National Records Scotland
- Royal Botanic Gardens
- Social Care & Social Work Improvement Services known as the Care Inspectorate
- Skills Development Scotland
- The Scottish Parliamentary Corporate Body.
- Recurrence: July 2028
CPV: Insurance brokerage services · Insurance services · Risk management insurance services
How this framework works
From the published notice- Bids received
- 3 bids on the busiest of 3 lots · 4 suppliers appointed
Lots and requirements (3)Procurement structure
3 lots · no lot values published · same evaluation weights on every lotLot #1Insurance ServicesAwardedRenewal
Full range of insurance services provision for the main insurance covers including, but not limited to:
- Pre-contract discussion
- Risk assessment and evaluation
- Negotiation of premiums and covers
- Provision of insurance summary reports
- Claims Management
- Regular reviews
- Insurance and risk management advice and guidance
- Risk portfolio management.
Lot #2Brokerage ServicesAwardedRenewal
Provision of insurance brokerage services including, but not limited to:
- Insurance consultancy and advice
- Data collection and preparation of underwriting reports
- Access to the insurance market
- Insurance placement and premium collection
- Claims handling support
- Risk review
- Tendering support.
Lot #3Insurance and Risk Management Associated ServicesAwardedRenewal
Provision of related insurance and risk management associated services, not already included in the insurance proposition in the other lots, including, but not limited to:
- Advice and guidance on insurance requirements in procurement exercises
- Advice and guidance on liability limitations in terms and conditions
- Insurance and risk training provision to non-insurance specialists
- Business continuity planning consultancy
- Risk management consultancy.
What it takes to wini
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Evaluation split and conditions of participation as published; the tender pack may add morei
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Published award criteria (2)
- Quality: 70%
- Price: 30%
- Suitability
With reference to question 4A.2 of the SPD in the qualification questionnaire, bidders must confirm that they are authorised and regulated by the UK Prudential Regulation Authority or Financial Conduct Authority.
- Condition of participationno text publishedMinimum: Please refer to the “Qualification Envelope” of the ITT within PCS-T to answer the selection criteria. Please refer to Part IV Selection Criteria: Questions within 4B.5 of the SPD Tenderers must confirm they can provide the following supporting evidence prior to award: Employer's…
- Price carries 30 of 100 points: a 10% discount moves about 3 points. The method statement decides this lot, not the discount.
- “Insurance, Brokerage and Associated Risk Management Framework Agreement” is a framework: the contest is a place on its panel, not a single contract.
Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.
Procedure terms & legal framework
From the official record · publisher note attached- Procedure method
- Open procedure
- Legal basis
- CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
- Procurement category
- Services
- Notice status
- Awarded
- Procurement threshold
- Unspecified in notice
- Regulatory regime
- Standard
- Commercial structure
- Framework agreement
- Who may use this agreement
- Not stated in the notice; call-off rights may be limited to the establishing authority
- Competition type
- Competitive procedure
- GPA / WTO covered
- Yes (GPA)
- Recurring procurement
- Yes · July 2028
- First published
- 12 Sept 2024, 14:07 BST
- Last source update
- 19 Jan 2026, 14:01 GMT
- Award evaluation window
- 24 Oct 2024 – …
- Authority reference
PFB1043 AP- FTS notice number
2026/S 000-004369- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-049a5dFind a Tender
- Electronic trading
- e-invoicing allowed · electronic ordering · electronic payment
- Performance terms
Submission of Management Information Following commencement of the Framework Agreement, the Contractor will provide a performance report to the Authority on a quarterly basis to include spend by Institution under the Framework Agreement for the reporting period. Contractors must provide the information on a quarterly basis, within 10 working days following the start of each quarter. Data must be uploaded to the website: ucsp.ac.uk ↗
Publisher note: Suppliers had to confirm completion (at point of award) of the following: Appendix A Form of Tender Appendix B Freedom of Information Appendix D APUC Sustain Supply Chain Code of Conduct Appendix J SCM RP Section 1 (SC Ref:821033)
How it was run
Official notice- Appointment period ends
- 4 Nov 2024, 09:00 GMT
- Submission channel
- {"electronicSubmission"}
- Accepted languages
- en
- Bid validity
- 180 days from the deadline
- Bids opened
- 24 Oct 2024, 13:00 BST
Timeline
24 Oct 2024 → 19 Jan 2026 · 3 dates- Bids opened24 Oct 2024, 13:00 BST
- Admission / appointment period endsperiod end, not a bid countdown4 Nov 2024, 09:00 GMT
- Notice published277 days ago19 Jan 2026, 14:01 GMT
Notice history
3 events · 5 releases on Find a Tender · since 15 Oct 2024- Deadline moved to 29 Oct 2024, 17:00 GMT15 Oct 2024, 14:09 BST+5 days · was 24 Oct 2024, 12:00 BST
- Deadline moved to 4 Nov 2024, 09:00 GMT25 Oct 2024, 10:07 BST+6 days · was 29 Oct 2024, 17:00 GMT
- Status changed to complete7 Apr 2025, 09:19 BST
Published amendments (2 · 2 deadline changes)
| When | What | Before | After | Shift |
|---|---|---|---|---|
| — | DeadlineTime limit · IV.2.2 | 24 Oct 2024 | 29 Oct 2024 | +5 d |
| — | Bid openingConditions for opening of tenders · IV.2.7 | 24 Oct 2024 | 29 Oct 2024 | +5 d |
| — | DeadlineTime limit · IV.2.2 | 29 Oct 2024 | 4 Nov 2024 | +6 d |
| — | Bid openingConditions for opening of tenders · IV.2.7 | 29 Oct 2024 | 4 Nov 2024 | +6 d |
Submission deadline changed as requested by bidders.
Following bidders requests, APUC has agreed to extend the submissions deadline.
Routine re-releases (5)
- 2024-10: 1 release · 15 Oct 2024
- 2024-09: 1 release · 12 Sept 2024
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast4 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.
Contracts
All 3 of these contracts carry the same published figure, £6,666,667, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.
Insurance Services
- Signed
- 23 Dec 2024
- Value
- ceiling above
- Status
- active
- Change Zurich Municipal added as an awarded provider on Lot 1., Need for modification brought about by circumstances which a diligent contracting authority/entity could not foresee: Late sign off of Terms and Conditions.
Insurance Services
- Signed
- 23 Dec 2024
- Value
- ceiling above
- Status
- active
Brokerage Services
- Signed
- 23 Dec 2024
- Value
- ceiling above
- Status
- active
Insurance and Risk Management Associated Services
- Signed
- 23 Dec 2024
- Value
- £6,666,666
- Status
- active
Bid statistics published by the authority
| Lot | Bids | SME | VCSE | Valid bid range |
|---|---|---|---|---|
| 1 · Insurance Services | 2bids · 2 electronic · 2 from abroad | 0 | — | — |
| 2 · Brokerage Services | 3bids · 3 electronic · 3 from abroad | 0 | — | — |
| 3 · Insurance and Risk Management Associated Services | 2bids · 2 electronic · 2 from abroad | 0 | — | — |
Contracting authority & participating public bodies
2 public bodies on the noticeOther public bodies
- European UnionFunder
Dispute resolution & review bodies
- Stirling Sheriff Court and Justice of the Peace CourtReview body
Framework contractors & participating bidders
4 commercial parties on the notice- A J GallagherFramework contractor
- Howden Group Holdings LimitedFramework contractor
- James Hallam LtdFramework contractor
- Zurich Insurance PLC trading as Zurich MunicipalFramework contractor
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.