Insurance brokerage and associated services III

{
  "id": "034015-2026",
  "tag": [
    "planning"
  ],
  "date": "2026-04-15T09:43:31+01:00",
  "ocid": "ocds-h6vhtk-06828a",
  "buyer": {
    "id": "GB-PPON-PMRV-4748-MNJV",
    "name": "Yorkshire Purchasing Organisation"
  },
  "tender": {
    "id": "001339",
    "lots": [
      {
        "id": "1",
        "status": "planning",
        "contractPeriod": {
          "endDate": "2031-03-31T23:59:59+01:00",
          "startDate": "2027-04-01T00:00:00+01:00"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UK",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66000000",
            "scheme": "CPV",
            "description": "Financial and insurance services"
          }
        ]
      }
    ],
    "title": "Insurance brokerage and associated services III",
    "value": {
      "amount": 10000000,
      "currency": "GBP",
      "amountGross": 12000000
    },
    "status": "planning",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "techniques": {
      "hasFrameworkAgreement": true
    },
    "description": "YPO are seeking to establish a compliant route to market for the provision of insurance brokerage and associated services, for use across the whole public sector. \nThe aim of the solution is to provide high-quality insurance brokerage services to public sector organisations who often have complex liabilities and require specialised, high-capacity insurance products. YPO seeks to appoint brokers who have scope and capacity to provide all services and products that public sector contracting authorities may require.",
    "aboveThreshold": true,
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-PPON-PMRV-4748-MNJV",
      "name": "Yorkshire Purchasing Organisation",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKE45",
        "country": "GB",
        "locality": "Wakefield",
        "postalCode": "WF2 0XE",
        "countryName": "United Kingdom",
        "streetAddress": "41 Industrial Park"
      },
      "details": {
        "url": "https://www.ypo.co.uk/",
        "classifications": [
          {
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE",
            "description": "Public authority - sub-central government"
          }
        ]
      },
      "identifier": {
        "id": "PMRV-4748-MNJV",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "email": "contracts@ypo.co.uk"
      }
    },
    {
      "id": "GB-PPON-PYDD-1122-TCVN",
      "name": "Leicestershire County Council, trading as ESPO",
      "roles": [
        "procuringEntity"
      ],
      "address": {
        "region": "UKF22",
        "country": "GB",
        "locality": "Leicester",
        "postalCode": "LE19 1ES",
        "countryName": "United Kingdom",
        "streetAddress": "Barnsdale Way, Grove Park, Enderby"
      },
      "details": {
        "url": "https://www.espo.org/"
      },
      "identifier": {
        "id": "PYDD-1122-TCVN",
        "scheme": "GB-PPON"
      },
      "roleDetails": "Collaborating authority",
      "contactPoint": {
        "email": "tenders@espo.org"
      }
    },
    {
      "id": "GB-COH-05014821",
      "name": "The Association of North East Councils Limited",
      "roles": [
        "procuringEntity"
      ],
      "address": {
        "region": "UKC22",
        "country": "GB",
        "locality": "Gateshead",
        "postalCode": "NE8 3DF",
        "countryName": "United Kingdom",
        "streetAddress": "Northern Design Centre"
      },
      "details": {
        "url": "http://www.nepo.org"
      },
      "identifier": {
        "id": "05014821",
        "scheme": "GB-COH"
      },
      "roleDetails": "Collaborating authority",
      "contactPoint": {
        "email": "cdpnepoteam@nepo.org"
      },
      "additionalIdentifiers": [
        {
          "id": "PYVX-2132-JNMM",
          "scheme": "GB-PPON"
        }
      ]
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "034015-2026",
        "url": "https://www.find-tender.service.gov.uk/Notice/034015-2026",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2026-04-15T09:43:31+01:00"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2026-05-15T23:59:59+01:00",
        "description": "YPO intends to hold pre-market engagement (PME) sessions between 27 April - 15 May, 2026.\nWe wish to engage with insurance brokers who have the scope and capacity to support public sector contracting authorities with all of their complex liabilities, and their requirement for specialised, high-capacity insurance products. \nIn advance of an engagement meeting, YPO shall send out a Request for Information (RFI) document to interested providers. It is requested that providers complete and return the RFI no less the two working days before the engagement meeting.\nThe purpose of the engagement meeting shall be to review the RFI response, and to discuss the following points: scope of brokerage services offered, T&Cs, market conditions, pricing structures, options for delivery of social value, potential routes to market and mechanisms for call-off contracts, in order to ensure the new iteration is fit-for-purpose for YPO's public sector customers.\nSessions will take place remotely (via Microsoft Teams) or in-person, depending on the availability and capacity. Please contact James Maclean at insurance@ypo.co.uk to request the RFI document and to arrange a PME session."
      }
    ]
  },
  "initiationType": "tender"
}