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Published 29 Jun 2026, 17:30 BST

Official UK procurement notice

Provision of Insurance and Related Services to Cartrefi Conwy and Subsidiaries

Official notice

Authority: Cartrefi Conwy Cyfyngedig (Public body)·On behalf of: YMCA Saint Pauls Group

12 lotsServicesCompetitive flexible procedureAbove threshold
Published estimate£2,550,003total for 12 lots · £2,555,003 inc. VAT · 1 value update
Submissions closed 27 Jul 2026
Lots 12see the lot list below
Contract term 3 yrsends 31 Dec 2029 · up to 31 Dec 2031 with extensions · starts 31 Dec 2026

What is being bought12 lots · detail below

Published requirement description

The procedure will consist of a multi stage procurement, covering a conditions of participation stage and three stages contained within the tendering period, allowing for shortlisting of suppliers at each round. The high level weightings apportioned to this procurement consists of 50% Cost / 50% Quality.

  • The authority expects to re-tender this requirement around 22 Mar 2031, 23:59 GMT.
  • How the procedure runs: Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services for Property, legal liability and other general (non-life) insurable risks. The programme will require Insurance and related services for risks that may include but not be limited to: property damage and business interruption, employers, public, products and property owners liability, business combined/office, money, all risks, computer, contract works, group personal accident and employment practices liability. This list is to be decided at the sole discretion of Cartrefi Conwy. Suppliers will be required to have the financial ability to deliver the programme, including Insurers with a minimum rating of ‘BBB’ from standard and poor, 'B++' from AM Best, or an equivalent rating by an independent and reputable credit rating agency and approved by the bidder’s market security committee. In the case of any rating less than A-, the contracting authority will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT bid deadline of the bidder’s market security committee’s latest report, including written recommendation from the bidder’s market security committee. Suppliers will be assessed but not limited to the following high level criterion: - The ability to provide the Contracting Authority with a choice of suitable insurers and/or suitable cover options - A skilled and competent service team, being Client Relationship Management, Insurance Claims management, Insurance Broking / underwriting and insurable risk managers - The delivery of quality service to the Contracting Authority and our clients, including that provided to us by any third-party contractor employed by you or by the Insurer(s) you propose

CPV: Damage or loss insurance services · Insurance brokerage and agency services · Legal insurance and all-risk insurance services · Liability insurance services · Motor vehicle insurance services

Lots and requirements (12)Procurement structure

12 lots · all with a published value (£2,550,003 together) · evaluation weights differ by lot
Lot #1Insurance and related services for Property, legal liability and other general (non-life) insurable risks, as required by Cartrefi ConwyRenewal 3 yrsPublished value£2,100,000

A programme of General (non-life) insurance and related services for Cartrefi Conwy. The programme will require Insurance and related services for risks that may include but not be limited to: Property damage and business interruption, employers, public, products and property owners liability, business combined/office, money, all risks, computer, contract works, group personal accident, professional indemnity, fidelity guarantee/crime, employment practices liability. This list is to be decided at the sole discretion of Cartrefi Conwy.

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £2,100,000 exc. VAT · £2,100,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #2Insurance and related services associated with Motor Risk as required by Cartrefi ConwyRenewal 3 yrsPublished value£120,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Motor Risk cover.

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £120,000 exc. VAT · £120,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #3Insurance and related services associated with Engineering Inspection and Insurance as required by Cartrefi ConwyRenewal 3 yrsPublished value£55,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Engineering Inspection and Insurance cover.

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £55,000 exc. VAT · £60,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #4Insurance and related services associated with Cyber Risk as required by Cartrefi ConwyRenewal 3 yrsPublished value£90,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Cyber

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £90,000 exc. VAT · £90,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #5Insurance and related services associated with Terrorism Pool Re as required by Cartrefi ConwyRenewal 3 yrsPublished value£1

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism Pool Re

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £1 exc. VAT · £1 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #6Insurance and related services associated with Terrorism Non Pool Re as required by Cartrefi ConwyRenewal 3 yrsPublished value£1

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Terrorism Non Pool Re

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £1 exc. VAT · £1 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #7Insurance and related services associated with Directors and Officers as required by Cartrefi ConwyRenewal 3 yrsPublished value£10,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with D&O

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £10,000 exc. VAT · £10,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #8Insurance and related services associated with Professional Indemnity as required by Cartrefi ConwyRenewal 3 yrsPublished value£75,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with PI

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £75,000 exc. VAT · £75,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #9Insurance and related services associated with Crime as required by Cartrefi ConwyRenewal 3 yrsPublished value£20,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Crime

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £20,000 exc. VAT · £20,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #10Insurance and related services associated with Creative Enterprise as required by Cartrefi ConwyRenewal 3 yrsPublished value£50,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Creative Enterprise (factory and associated risks)

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £50,000 exc. VAT · £50,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #11Insurance and related services associated with Asbestos Liability as required by Cartrefi ConwyRenewal 3 yrsPublished value£30,000

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with Asbestsos Liability

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £30,000 exc. VAT · £30,000 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.
Lot #12Insurance and related services associated with Alternative Risk Financing as required by Cartrefi ConwyRenewal 3 yrsPublished value£1

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services associated with ARF

Contract period: 31 Dec 2026 – 31 Dec 2029 (3 yrs) · up to 31 Dec 2031 with extensionsValue: £1 exc. VAT · £1 inc. VAT
Delivery: UK
Extensions: Alternative propositions to the current basis of cover. · Cartrefi Conwy will consider entering into Long Term Agreements with the bidder and/or the bidder's proposed Risk carriers for 3 years (or 3 periods of insurance), with the option to extend the award period by up to 2 further years (or 2 periods of insurance), subject to satisfactory service, performance and cost.

What it takes to win
i

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 more
How bids were scored

Lots publish different evaluation splits; there is no single procedure weighting.

Lot distribution rule: The contracting authority reserves the right to award contracts combining the following lots or groups of lots: Lots 1-12 will be individually evaluated and multiple awards may result. Where the respondee is an insurance Broker, it may choose to place the insurance(s) required within each Lot with different insurers at it's discretion, but full details of the risk carrier(s) will be required
What this means for your bid
  • Price carries 50 points on every lot: a 10% discount moves about 5 points.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Competitive flexible procedure
Legal basis
UKPGA · 2023/54 Procurement Act 2023
Procurement category
Services
Notice status
Closed
Procurement threshold
Above threshold (FTS publication)
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
Yes · next expected 22 Mar 2031
First published
29 Jun 2026, 17:30 BST
Last source update
3 Jul 2026, 11:20 BST
Award evaluation window
Submission end – 6 Dec 2026
FTS notice number
2026/S 000-062681
Latest notice
Tender notice (UK4)
Classification (CPV)
Damage or loss insurance servicesInsurance brokerage and agency servicesLegal insurance and all-risk insurance servicesLiability insurance servicesMotor vehicle insurance services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-06bf85 Find a Tender
How it runs

Cartrefi Conwy are looking to appoint one or more providers to deliver their Insurance and related services for Property, legal liability and other general (non-life) insurable risks.

The programme will require Insurance and related services for risks that may include but not be limited to: property damage and business interruption, employers, public, products and property owners liability, business combined/office, money, all risks, computer, contract works, group personal accident and employment practices liability. This list is to be decided at the sole discretion of Cartrefi Conwy.

Suppliers will be required to have the financial ability to deliver the programme, including Insurers with a minimum rating of ‘BBB’ from standard and poor, 'B++' from AM Best, or an equivalent rating by an independent and reputable credit rating agency and approved by the bidder’s market security committee. In the case of any rating less than A-, the contracting authority will evaluate and accept the nominated insurer(s) at its sole discretion, subject to disclosure and acceptance prior to the ITT bid deadline of the bidder’s market security committee’s latest report, including written recommendation from the bidder’s market security committee.

Suppliers will be assessed but not limited to the following high level criterion:

  • The ability to provide the Contracting Authority with a choice of suitable insurers and/or suitable cover options
  • A skilled and competent service team, being Client Relationship Management, Insurance Claims management, Insurance Broking / underwriting and insurable risk managers
  • The delivery of quality service to the Contracting Authority and our clients, including that provided to us by any third-party contractor employed by you or by the Insurer(s) you propose

How it was run

Official notice
Run through: Sell2Wales · Who buys & how to bid on Sell2Wales
Supplier login requiredElectronic submission allowedLanguage: EN
Access & registration note: Free Wales registration; eTenderWales runs on Jaggaer
Requests to participate (first stage)
27 Jul 2026, 17:00 BST
Submission deadline
27 Jul 2026, 17:00 BST
Clarification deadline
27 Jul 2026, 17:00 BST
Submission channel
Official e-sourcing portal
Electronic submission
Allowed
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

Timeline

29 Jun 2026 → 31 Dec 2026 · 7 dates
  1. Planning notice published114 days ago
    29 Jun 2026, 17:30 BST
  2. Next notice expected113 days ago
    30 Jun 2026, 23:59 BST
  3. Tender notice published110 days ago
    3 Jul 2026, 11:20 BST
  4. Clarification questions by86 days ago
    27 Jul 2026, 17:00 BST
  5. Submission deadline86 days ago
    27 Jul 2026, 17:00 BST
  6. Today
    21 Oct 2026
  7. Award decision expected byin 46 days
    6 Dec 2026, 23:59 GMT
  8. Contract startsin 70 days
    31 Dec 2026

Notice history

5 events · 2 releases on Find a Tender · since 29 Jun 2026
  1. Preliminary market engagement notice published
    29 Jun 2026, 17:30 BST
    UK2
  2. Tender notice published
    3 Jul 2026, 11:20 BST
    UK4
  3. Published value updated to £2,550,003
    3 Jul 2026, 11:20 BST
    was £2,700,000
  4. Status changed to active
    3 Jul 2026, 11:20 BST
  5. Procurement method changed
    3 Jul 2026, 11:20 BST

Contracting authority & participating public bodies

3 public bodies on the notice

Cartrefi Conwy Cyfyngedig

Contracting authorityPublic authority - sub-central government GB-PPON: PVDN-9226-PHMZ Morfa Gele - Cae Eithin, Conwy, Wales, LL22 8LJContact name, email, phone

Other public bodies

  • YMCA Saint Pauls GroupBeneficiary authority
  • Gibbs LaidlerProcuring entityRunning the Procurement on Behalf of Cartrefi ConwyGB-PPON: PGJB-3773-RCMH Sevenoaks, South EastContact name, email, phone

Official documents & specifications (3)

Official links; attachments are not copied

Tender pack and attachments

Notices published for this procedure