Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Scottish Enterprise
Atrium Court, 50 Waterloo Street
Glasgow
G2 6HQ
UK
Contact person: Adam Cunningham
E-mail: adam.cunningham@scotent.co.uk
NUTS: UKM82
Internet address(es)
Main address: http://www.scottish-enterprise.com/
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00398
I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
www.publiccontractsscotland.gov.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
www.publiccontractsscotland.gov.uk
I.4) Type of the contracting authority
Regional or local agency/office
I.5) Main activity
Economic and financial affairs
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
Insurance Broker Services (P25-0059)
Reference number: P25-0059
II.1.2) Main CPV code
66518100
II.1.3) Type of contract
Services
II.1.4) Short 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:
(i) Professional advice on insurance market and risks which are appropriate to our current and future business activities.
(ii) Procuring and placing annual insurance policies on our behalf.
(iii) Handling any claims, or insurance related queries
(iv) Deal with all insurance related matters in connection with the SE Investment property portfolio.
Full details of the requirements can be found within the Invitation to Tender (ITT).
It 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.
The estimated value within II.1.5 of the Contract Notice includes the estimated costs of the insurance polices in addition to any fees.
II.1.5) Estimated total value
Value excluding VAT:
3 250 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.2) Additional CPV code(s)
66518100
66518000
66510000
66500000
66519310
66000000
66514000
66515200
66516000
66512100
66515000
66513100
66514110
II.2.3) Place of performance
NUTS code:
UKM
II.2.4) Description of the procurement
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:
(i) Professional advice on insurance market and risks which are appropriate to our current and future business activities.
(ii) Procuring and placing annual insurance policies on our behalf.
(iii) Handling any claims, or insurance related queries
(iv) Deal with all insurance related matters in connection with the SE Investment property portfolio.
Full details of the requirements can be found within the Invitation to Tender (ITT).
It 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.
The estimated value within II.1.5 of the Contract Notice includes the estimated costs of the insurance polices in addition to any fees.
II.2.5) Award criteria
Criteria below:
Quality criterion: Prompt Payment (only relevant where sub-contractors are proposed)
/ Weighting: Pass/Fail
Quality criterion: Project Team Structure and Specific Experience to be used in the delivery of the services required
/ Weighting: 30%
Quality criterion: Methodology including Innovation
/ Weighting: 25%
Quality criterion: Timetable including milestones for objectives
/ Weighting: 25%
Quality criterion: Net Zero and Sustainability
/ Weighting: 5%
Quality criterion: Fair Work First
/ Weighting: 5%
Quality criterion: Business Continuity
/ Weighting: 5%
Quality criterion: Information Security
/ Weighting: 5%
Price
/ Weighting:
30
II.2.6) Estimated value
Value excluding VAT:
3 250 000.00
GBP
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 36
This contract is subject to renewal: Yes
Description of renewals:
2 x 12-month extension options
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
II.2.14) 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.
Economic 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.
Section III: Legal, economic, financial and technical information
III.1) Conditions for participation
III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
SPD Question 4A2A: Bidders should provide details on the memberships and/or accreditations held, along with any authorisations by regulatory or professional bodies that are relevant to the delivery of the services required.
III.1.2) Economic and financial standing
List and brief description of selection criteria:
The relevant selection criteria will be included in the SPD Scotland online module.
III.1.3) Technical and professional ability
List and brief description of selection criteria:
The relevant selection criteria will be included in the SPD Scotland online module.
III.2) Conditions related to the contract
III.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract
Section IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Open procedure
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
Yes
IV.2) Administrative information
IV.2.2) Time limit for receipt of tenders or requests to participate
Date:
12/03/2025
Local time: 11:00
IV.2.4) Languages in which tenders or requests to participate may be submitted
EN
IV.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 3 (from the date stated for receipt of tender)
IV.2.7) Conditions for opening of tenders
Date:
12/03/2025
Local time: 12:00
Section VI: Complementary information
VI.1) Information about recurrence
This is a recurrent procurement:
No
VI.3) Additional information
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.
SPD statement for 2A.17 – Form of Participation (Notably as part of a group, consortium, joint venture or similar).
Any 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.
SPD 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.
SPD statement for 2D.1 – 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.
NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=789670.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(SC Ref:789670)
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=789670
VI.4) Procedures for review
VI.4.1) Review body
Glasgow Sheriff Court and Justice of the Peace Court
Sheriff Clerk’s Office, PO Box 23, 1 Carlton Place
Glasgow
G5 9DA
UK
Telephone: +44 1414298888
Internet address(es)
URL: https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court
VI.4.2) Body responsible for mediation procedures
Scottish Government
5 Atlantic Quay, 150 Broomielaw
Glasgow
G2 8LU
UK
Telephone: +44 1412425466
E-mail: SPOEprocurement@scotland.gsi.gov.uk
Internet address(es)
URL: http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries
VI.4.3) Review procedure
Precise information on deadline(s) for review procedures:
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.
VI.4.4) Service from which information about the review procedure may be obtained
Scottish Government
5 Atlantic Quay, 150 Broomielaw
Glasgow
G2 8LU
UK
Telephone: +44 1412425466
E-mail: SPOEprocurement@scotland.gsi.gov.uk
Internet address(es)
URL: http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries
VI.5) Date of dispatch of this notice
07/02/2025