Contract

Insurance Broker Services (P25-0059)

  • Scottish Enterprise

F03: Contract award notice

Notice identifier: 2025/S 000-057220

Procurement identifier (OCID): ocds-h6vhtk-04dcbb (view related notices)

Published 17 September 2025, 10:33am



Section one: Contracting authority

one.1) Name and addresses

Scottish Enterprise

Atrium Court, 50 Waterloo Street

Glasgow

G2 6HQ

Contact

Adam Cunningham

Email

adam.cunningham@scotent.co.uk

Country

United Kingdom

NUTS code

UKM82 - Glasgow City

Internet address(es)

Main address

http://www.scottish-enterprise.com/

Buyer's address

https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00398

one.4) Type of the contracting authority

Regional or local Agency/Office

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Insurance Broker Services (P25-0059)

Reference number

P25-0059

two.1.2) Main CPV code

  • 66518100 - Insurance brokerage services

two.1.3) Type of contract

Services

two.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.

two.1.6) Information about lots

This contract is divided into lots: No

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

Value excluding VAT: £1

two.2) Description

two.2.2) Additional CPV code(s)

  • 66518100 - Insurance brokerage services
  • 66518000 - Insurance brokerage and agency services
  • 66510000 - Insurance services
  • 66500000 - Insurance and pension services
  • 66519310 - Insurance consultancy services
  • 66000000 - Financial and insurance services
  • 66514000 - Freight insurance and Insurance services relating to transport
  • 66515200 - Property insurance services
  • 66516000 - Liability insurance services
  • 66512100 - Accident insurance services
  • 66515000 - Damage or loss insurance services
  • 66513100 - Legal expenses insurance services
  • 66514110 - Motor vehicle insurance services

two.2.3) Place of performance

NUTS codes
  • UKM - Scotland

two.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.

two.2.5) Award criteria

Quality criterion - Name: Prompt Payment (only relevant where sub-contractors are proposed) / Weighting: Pass/Fail

Quality criterion - Name: Project Team Structure and Specific Experience to be used in the delivery of the services required / Weighting: 30%

Quality criterion - Name: Methodology including Innovation / Weighting: 25%

Quality criterion - Name: Timetable including milestones for objectives / Weighting: 25%

Quality criterion - Name: Net Zero and Sustainability / Weighting: 5%

Quality criterion - Name: Fair Work First / Weighting: 5%

Quality criterion - Name: Business Continuity / Weighting: 5%

Quality criterion - Name: Information Security / Weighting: 5%

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: No

two.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 four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

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: 2025/S 000-004160


Section five. Award of contract

Contract No

P25-0059

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

16 September 2025

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: No

five.2.3) Name and address of the contractor

Marsh Limited

Coal House East, 1st Fl, 10 Dumfries Place

Cardiff

CF10 3RJ

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: £1


Section six. Complementary information

six.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.

(SC Ref:792656)

six.4) Procedures for review

six.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

Telephone

+44 1414298888

Country

United Kingdom

Internet address

https://www.scotcourts.gov.uk/the-courts/court-locations/glasgow-sheriff-court-and-justice-of-the-peace-court

six.4.2) Body responsible for mediation procedures

Scottish Government

5 Atlantic Quay, 150 Broomielaw

Glasgow

G2 8LU

Email

SPOEprocurement@scotland.gsi.gov.uk

Telephone

+44 1412425466

Country

United Kingdom

Internet address

http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries

six.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.

six.4.4) Service from which information about the review procedure may be obtained

Scottish Government

5 Atlantic Quay, 150 Broomielaw

Glasgow

G2 8LU

Email

SPOEprocurement@scotland.gsi.gov.uk

Telephone

+44 1412425466

Country

United Kingdom

Internet address

http://www.gov.scot/Topics/Government/Procurement/Selling/supplier-enquiries