Contract

Insurance, Brokerage and Associated Risk Management Framework Agreement

  • APUC Limited

F03: Contract award notice

Notice identifier: 2025/S 000-013275

Procurement identifier (OCID): ocds-h6vhtk-049a5d (view related notices)

Published 7 April 2025, 9:19am



Section one: Contracting authority

one.1) Name and addresses

APUC Limited

Unit 27, Stirling Business Centre, Wellgreen

Stirling

FK8 2DZ

Contact

Ola McIntyre

Email

omcintyre@apuc-scot.ac.uk

Telephone

+44 1314428930

Country

United Kingdom

NUTS code

UKM77 - Perth & Kinross and Stirling

Internet address(es)

Main address

http://www.apuc-scot.ac.uk

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA10402

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Education


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Insurance, Brokerage and Associated Risk Management Framework Agreement

Reference number

PFB1043 AP

two.1.2) Main CPV code

  • 66510000 - Insurance services

two.1.3) Type of contract

Services

two.1.4) Short description

APUC 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.

two.1.6) Information about lots

This contract is divided into lots: Yes

two.1.7) Total value of the procurement (excluding VAT)

Value excluding VAT: £20,000,000

two.2) Description

two.2.1) Title

Insurance and Risk Management Associated Services

Lot No

3

two.2.2) Additional CPV code(s)

  • 66517300 - Risk management insurance services

two.2.3) Place of performance

NUTS codes
  • UKM - Scotland
Main site or place of performance

Scotland

two.2.4) Description of the procurement

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.

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 70%

Price - Weighting: 30%

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

Identification of the project

Potential EU funding may be used to procure under this Framework Agreement.

two.2) Description

two.2.1) Title

Brokerage Services

Lot No

2

two.2.2) Additional CPV code(s)

  • 66518100 - Insurance brokerage services

two.2.3) Place of performance

NUTS codes
  • UKM - Scotland
Main site or place of performance

Scotland

two.2.4) Description of the procurement

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.

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 70%

Price - Weighting: 30%

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

Identification of the project

The Authority reserves the right to extend the Framework Agreement for a further 12-month period subject to satisfactory performance and continued Institutions requirements.

two.2) Description

two.2.1) Title

Insurance Services

Lot No

1

two.2.2) Additional CPV code(s)

  • 66510000 - Insurance services

two.2.3) Place of performance

NUTS codes
  • UKM - Scotland
Main site or place of performance

Scotland

two.2.4) Description of the procurement

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.

two.2.5) Award criteria

Quality criterion - Name: Quality / Weighting: 70%

Price - Weighting: 30%

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: Yes

Identification of the project

Potential EU funding may be used to procure under this Framework Agreement.


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.1) Previous publication concerning this procedure

Notice number: 2024/S 000-029252


Section five. Award of contract

Lot No

1

Title

Insurance Services

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

23 December 2024

five.2.2) Information about tenders

Number of tenders received: 2

Number of tenders received from SMEs: 0

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 2

Number of tenders received by electronic means: 2

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

A J Gallagher

1st Floor Cropton House, Three Tuns Lane, Formby

Liverpool

L37 4AQ

Telephone

+44 1516016320

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £6,666,667


Section five. Award of contract

Lot No

2

Title

Brokerage Services

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

23 December 2024

five.2.2) Information about tenders

Number of tenders received: 3

Number of tenders received from SMEs: 0

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 3

Number of tenders received by electronic means: 3

The contract has been awarded to a group of economic operators: Yes

five.2.3) Name and address of the contractor

A J Gallagher

1st Floor Cropton House, Three Tuns Lane, Formby

Liverpool

L37 4AQ

Telephone

+44 1516016320

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

Howden Group Holdings Limited

One Creechurch Place

London

EC3A 5AF

Telephone

+44 7841497585

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

James Hallam Ltd

16 Newton Place

Glasgow

G3 7PY

Telephone

+44 1412128820

Country

United Kingdom

NUTS code
  • UKM82 - Glasgow City
The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £6,666,667


Section five. Award of contract

Lot No

3

Title

Insurance and Risk Management Associated Services

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

23 December 2024

five.2.2) Information about tenders

Number of tenders received: 2

Number of tenders received from SMEs: 0

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 2

Number of tenders received by electronic means: 2

The contract has been awarded to a group of economic operators: Yes

five.2.3) Name and address of the contractor

A J Gallagher

1st Floor Cropton House, Three Tuns Lane, Formby

Liverpool

L37 4AQ

Telephone

+44 1516016320

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.3) Name and address of the contractor

James Hallam Ltd

16 Newton Place

Glasgow

G3 7PY

Telephone

+44 1412128820

Country

United Kingdom

NUTS code
  • UKM82 - Glasgow City
The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Total value of the contract/lot: £6,666,666


Section six. Complementary information

six.3) Additional information

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:795097)

six.4) Procedures for review

six.4.1) Review body

Stirling Sheriff Court and Justice of the Peace Court

Sheriff Court House,

Stirling

Fk8 1NH

Email

stirling@scotcourts.gov.uk

Telephone

+44 01786462191

Country

United Kingdom