{ "uri": "https://www.find-tender.service.gov.uk/api/1.0/ocdsRecordPackages/ocds-h6vhtk-06ac80", "publisher": { "name": "Cabinet Office", "scheme": "GB-GOR", "uid": "D2", "uri": "https://www.gov.uk/government/organisations/cabinet-office" }, "publishedDate": "2026-10-15T09:44:02+01:00", "license": "http://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "publicationPolicy": "https://www.gov.uk/government/publications/open-contracting", "version": "1.1", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ], "packages": [ "https://www.find-tender.service.gov.uk/api/1.0/ocdsRecordPackages/ocds-h6vhtk-06ac80" ], "records": [ { "ocid": "ocds-h6vhtk-06ac80", "releases": [ { "ocid": "ocds-h6vhtk-06ac80", "id": "052373-2026", "tag": [ "planning" ], "date": "2026-06-03T13:56:14+01:00", "initiationType": "tender", "parties": [ { "name": "National Wealth Fund Limited", "id": "GB-PPON-PZLH-3537-RPCP", "identifier": { "scheme": "GB-PPON", "id": "PZLH-3537-RPCP" }, "address": { "streetAddress": "2 Whitehall Quay, Leeds, LS1 4HR", "locality": "Leeds", "postalCode": "LS1 4HR", "country": "GB", "countryName": "United Kingdom", "region": "UKE42" }, "contactPoint": { "name": "Freddie Hudson-Evans", "email": "procurement@nationalwealthfund.org.uk" }, "roles": [ "buyer" ], "details": { "url": "https://atamis-3929.my.site.com/s/Welcome", "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PZLH-3537-RPCP", "name": "National Wealth Fund Limited" }, "planning": { "milestones": [ { "id": "engagement", "type": "engagement", "description": "The National Wealth Fund (“NWF”), successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of £27.8 billion, with at least £5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel. This aligns with the principle of achieving policy objectives via sound banking.\nOur private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least £5 million.\nWhy We Are Engaging:\nNWF is undertaking a Request for Information (RFI) to the market, and may subsequently hold 1-2-1 discussions with respondents, ahead of a future procurement for Insurance brokerage services. The service would need to be capable of awarding insurance policies on behalf of the Fund in a manner compliant with the PA2023.\nThe aim of the engagement is to understand the markets interest in the opportunity, define its requirements and timelines for a subsequent competition to award a contract.\nResponses and any 1-2-1’s will also be used to determine how brokers can compliantly place policies in line with PA2023 and whether the Fund will need to undertake any further work to facilitate placing these compliantly following a Procurement for a Broker.\nAny dates or values provided as part of this notice are estimates only and are subject to change depending on wider approvals and feedback to the early market engagement.\nHow to respond:\nNWF intends to conduct Early Market Engagement (\"EME\") with the market through this notice with a view to sharing information and seeking input from the market to inform and shape our procurement plans and approach from w/c 8th June 2026\nInterested suppliers are invited to submit a written response addressing the questions set out in Schedule 2 of the RFI document.\nResponses must be submitted via the eSourcing Portal (Atamis) by 12:00 noon on Tuesday 30th June 2026.\nClarification questions should be submitted by 12:00 noon on Friday 17th June 2026, with responses issued via a clarifications log.\nShould the Fund choose to carry out 1-2-1’s with respondents these will take place by mid-August 2026. Respondents can indicate whether they are open to a follow up meeting to discuss feedback they provide as part of their RFI response.\nPlease note that due to time and resource constraints, it may not be possible for NWF to meet with all interested suppliers. In the event that the level of supplier interest in our market engagement activities exceeds our capacity to accommodate individual meetings, we reserve the right to schedule meetings on a first come, first served basis or with a representative sample of those who have submitted requests. NWF takes the view that this will constitute a fair mechanism to ensure that a range of suppliers within the market are represented (e.g., by similar solutions or responses). To ensure transparency and equal treatment, all relevant information shared by NWF with suppliers during these meetings will also be made available to the wider market at a later date.\nPlease note that participation in this engagement will not confer any advantage or preference in relation to any future procurement process.\nFurther information will be able to be found in the documents in Atamis.\nTo access, please register on Atamis, available on the following link:  https://atamis-3929.my.site.com/s/Welcome and search for the opportunity “C1314 - Insurance Brokerage Services - Request for Information”.\nAtamis guidance:\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nand\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf", "dueDate": "2026-08-21T23:59:59+01:00", "status": "scheduled" } ], "documents": [ { "id": "052373-2026", "documentType": "marketEngagementNotice", "noticeType": "UK2", "description": "Preliminary market engagement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/052373-2026", "datePublished": "2026-06-03T13:56:14+01:00", "format": "text/html" } ] }, "tender": { "id": "C1314", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Insurance Brokerage Request for Information and Early market engagement", "description": "The National Wealth Fund (NWF) is looking to conduct Early Market engagement with Insurance Brokers in order to understand the market and help shape a future Procurement activity to put in place a contract for insurance brokerage services and subsequently award Insurance policies in a manner that is compliant with the Procurement Act 2023 (PA2023).\nNWF currently provides Life insurance and Income protection as a benefit to all its employees, with the fund putting in place group policies for both benefits via an insurance broker contract.\nNWF is looking to understand Brokers ability to undertake market reviews and subsequently award policies in line with the Procurement Act and what, if any, additional support/activity suppliers may require from NWF in order to place these compliantly.\nBritish Business Bank (BBB) may also be included as a service recipient to any brokerage contract awarded, to allow them to utilise any contract to undertake placement of policies they may require.\nPlease note, the Total contract value stated reflects the NWF's estimated brokerage fees only. If BBB is included as a service recipient in a future procurement then the Total contract value will be higher to incorporate their brokerage fees.", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "66518100", "description": "Insurance brokerage services" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 100000, "amount": 100000, "currency": "GBP" }, "mainProcurementCategory": "services", "aboveThreshold": true, "lots": [ { "id": "1", "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-01-04T00:00:00Z", "endDate": "2030-10-31T23:59:59Z", "maxExtentDate": "2031-10-31T23:59:59Z" }, "hasRenewal": true, "status": "planning" } ], "communication": { "futureNoticeDate": "2026-09-01T23:59:59+01:00" }, "status": "planning" }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "buyerID": [], "id": "097277-2026", "tag": [ "tender" ], "date": "2026-10-15T09:24:34+01:00", "initiationType": "tender", "ocid": "ocds-h6vhtk-06ac80", "parties": [ { "name": "National Wealth Fund Limited", "id": "GB-PPON-PZLH-3537-RPCP", "identifier": { "scheme": "GB-PPON", "id": "PZLH-3537-RPCP" }, "address": { "streetAddress": "2 Whitehall Quay, Leeds, LS1 4HR", "locality": "Leeds", "postalCode": "LS1 4HR", "country": "GB", "countryName": "United Kingdom", "region": "UKE42" }, "contactPoint": { "name": "Freddie Hudson-Evans", "email": "procurement@nationalwealthfund.org.uk" }, "roles": [ "buyer" ], "details": { "url": "https://atamis-3929.my.site.com/s/Welcome", "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthoritySubCentralGovernment", "description": "Public authority - sub-central government" } ] } } ], "buyer": { "id": "GB-PPON-PZLH-3537-RPCP", "name": "National Wealth Fund Limited" }, "tender": { "id": "C1374", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Insurance Brokerage Services", "description": "The National Wealth Fund (“the Fund”) currently provides Life Assurance and Income protection as benefits to all its employees, with the Fund putting in place group policies for both benefits via an insurance broker contract.\nThe Fund is looking to put in place a new contract for Insurance Brokerage Services to award and manage the placement of future Group Income protection and Group Life Assurance Insurance policies on its behalf.\nThese policies will need to be placed in a manner that is compliant with the Procurement Act 2023 (PA23). It is anticipated that these new group policies will be put in place with a guaranteed rate of 2-3 years (to be agreed with the successful supplier).\nFollowing the award of these policies the successful supplier will be required to manage any claims on behalf of the Fund on an annual basis, advise on any market changes that may impact the Fund's policies and make recommendations on whether to keep existing policies or undertake a new PA23 compliant market assessment to put in place new policies.\nCONTRACTING AUTHORITIES THAT MAY USE THIS CONTRACT:\nNational Wealth Fund Limited\nBritish Business Bank PLC\nBritish Business Bank (BBB) may also look utilise the brokerage services under the awarded contract as a service recipient to put in place future insurance requirements in a PA23 compliant manner. \nThey currently have the insurance policies below, however please note this is shared for awareness only and Suppliers are not expected or required to be able to act as a Broker for all of these:\n• Employers liability insurance\n• Professional Indemnity\n• Cyber\n• Travel\n• Life\n• Private medical\n• Credit risk\nThe total contract value declared in this notice takes into account the possibility of BBB utilising this contract, and should not be as a commitment or guarantee of the level of spend under any subsequent contract.", "status": "active", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "66518100", "description": "Insurance brokerage services" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 360000, "amount": 300000, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Open procedure", "mainProcurementCategory": "services", "aboveThreshold": true, "submissionMethodDetails": "This opportunity will go live on Thursday 15th October 2027.\nTo gain access to the documentation and submit your proposal for this opportunity, please register on Atamis, available on the following link: https://atamis-3929.my.site.com/s/Welcome.\nSuppliers should follow the steps below to locate and register interest in opportunities:\n1. Find Opportunities: Navigate to “Find Opportunities” to view all available opportunities.\n2. Select an Opportunity: Click on the opportunity you are interested in to view further details.\n3. Register Interest: Select “Register Interest”. Click “Confirm” to complete your registration.\n4. Accessing the Opportunity: Once registered, the opportunity will appear under “My Proposals and Quotes”. Please note this may take a few minutes to populate. Once the opportunity is visible, suppliers can click into the tender to view the tender details and requirements, download procurement documents, raise clarification questions (via the messaging function), and submit their final tender response.\n5. Viewing Opportunities: Within “My Proposals and Quotes”, you can view: opportunities you have registered interest in, and opportunities you have been directly invited to.\nImportant: Suppliers must be registered on the platform before they are able to download procurement documents.\nATAMIS GUIDANCE\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf\nThe tender documents provided are as follows, with associated appendixes:-\n• Invitation to Tender\n• Appendix 1 - Glossary\n• Appendix 2 - Rules of Procurement\n• Appendix 3 - Specification\n• Appendix 4 - Contract\n• Appendix 5 - Tender Assessment Methodology\n• Appendix 6 - Procurement Specific Questionnaire\n• Appendix 7 - Technical Envelope Response, Award Questionnaire\n• Appendix 8 - Commercial Envelope Response, Pricing Template\n• Appendix 9 - Confidential & Commercially Sensitive Information\n• Appendix 10 - Form of Tender\n• Appendix 11 - Tender Response Checklist\n• Appendix 12 – Non-Functional Requirements\nPlease note that, as part of your response to Appendix 6: Procurement Specific Questionnaire, your organisation must be registered on the Central Digital Platform (CDP) and hold an active account containing complete, accurate, and up to date organisational information. You will be required to generate a Share Code for sharing with NWF and to download your supplier information file for onward submission to NWF. If you are unfamiliar with the CDP, please refer to the guidance here: https://www.gov.uk/government/publications/procurement-act-2023-short-guides/suppliers-how-to-register-your-organisation-and-first-administrator-on-find-a-tender-in-three-easy-steps-html#step-3-declare-and-share", "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-11-12T12:00:00Z" }, "enquiryPeriod": { "endDate": "2026-10-26T12:00:00Z" }, "awardPeriod": { "endDate": "2026-12-11T23:59:59Z" }, "lots": [ { "id": "1", "status": "active", "value": { "amountGross": 360000, "amount": 300000, "currency": "GBP" }, "awardCriteria": { "criteria": [ { "type": "quality", "name": "Technical", "description": "Quality will be assessed based on the Appendix 7 Technical Response - Award Criteria and Appendix 5 Tender Assessment Methodology.\nQuestions and weightings are as follows:\n1) Core Service Delivery - Renewals Process - 25%\n2) Core Service Delivery - Compliance with Procurement Act 2023 (PA23) - 15%\n3) Supplier Special Terms - 5%\n4) Core Service Delivery - Claims Management - 5%\n5) Service Flexibility / Added Value - Wider Capabilities - 5%\n6) Market Knowledge and Innovation - 5%\n7) Social Value - 10%.\nAdditionally suppliers will be asked to complete appendix 12 - Non-Functional Requirements, confirming whether they meet, partially meet or don't meet each Non-Functional Requirement. This will have no weighting but be evaluated on a Pass/Fail basis.", "numbers": [ { "number": 70, "weight": "percentageExact" } ] }, { "type": "price", "name": "Commercial", "description": "Suppliers are asked to complete Appendix 8 - Pricing template, providing a fixed price for the initial PA23 compliant market reviews for the Funds Insurance requirements, the subsequent award and the Annual fee for the management claims handling which arise under the policies.\nPricing for optional additional services, and for the compliant placement off additional policies are also sought.\nFull details of the commercial assessment are available in Appendix 5 – Insurance Brokerage Services - Tender Assessment Methodology and Appendix 8 - Pricing Template.", "numbers": [ { "number": 30, "weight": "percentageExact" } ] } ] }, "selectionCriteria": { "criteria": [ { "type": "economic", "description": "Please see the conditions of participation in Appendix 6 – Procurement Specific Questionnaire included within the Invitation To Tender document." } ] }, "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-02-01T00:00:00Z", "endDate": "2030-09-30T23:59:59+01:00", "maxExtentDate": "2032-09-30T23:59:59+01:00" }, "hasRenewal": true, "renewal": { "description": "2 optional 12 month extensions are included in the contract, subject to performance." }, "hasOptions": true, "options": { "description": "NA" }, "description": null } ], "documents": [ { "id": "conflictOfInterest", "documentType": "conflictOfInterest" }, { "id": "097277-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/097277-2026", "datePublished": "2026-10-15T09:24:34+01:00", "format": "text/html" } ], "contractTerms": { "financialTerms": "Payment terms will be in accordance with the published procurement documents" } }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_performance_failures_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "buyerID": [], "id": "097293-2026", "tag": [ "tenderUpdate" ], "date": "2026-10-15T09:43:52+01:00", "initiationType": "tender", "ocid": "ocds-h6vhtk-06ac80", "parties": [ { "name": "National Wealth Fund Limited", "id": "GB-PPON-PZLH-3537-RPCP", "identifier": { "scheme": "GB-PPON", "id": "PZLH-3537-RPCP" }, "address": { "streetAddress": "2 Whitehall Quay, Leeds, LS1 4HR", "locality": "Leeds", "postalCode": "LS1 4HR", "country": "GB", "countryName": "United Kingdom", "region": "UKE42" }, "contactPoint": { "name": "Freddie Hudson-Evans", "email": "procurement@nationalwealthfund.org.uk" }, "roles": [ "buyer" ], "details": { "url": "https://atamis-3929.my.site.com/s/Welcome", "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthoritySubCentralGovernment", "description": "Public authority - sub-central government" } ] } } ], "buyer": { "id": "GB-PPON-PZLH-3537-RPCP", "name": "National Wealth Fund Limited" }, "tender": { "id": "C1374", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Insurance Brokerage Services", "description": "The National Wealth Fund (“the Fund”) currently provides Life Assurance and Income protection as benefits to all its employees, with the Fund putting in place group policies for both benefits via an insurance broker contract.\nThe Fund is looking to put in place a new contract for Insurance Brokerage Services to award and manage the placement of future Group Income protection and Group Life Assurance Insurance policies on its behalf.\nThese policies will need to be placed in a manner that is compliant with the Procurement Act 2023 (PA23). It is anticipated that these new group policies will be put in place with a guaranteed rate of 2-3 years (to be agreed with the successful supplier).\nFollowing the award of these policies the successful supplier will be required to manage any claims on behalf of the Fund on an annual basis, advise on any market changes that may impact the Fund's policies and make recommendations on whether to keep existing policies or undertake a new PA23 compliant market assessment to put in place new policies.\nCONTRACTING AUTHORITIES THAT MAY USE THIS CONTRACT:\nNational Wealth Fund Limited\nBritish Business Bank PLC\nBritish Business Bank (BBB) may also look utilise the brokerage services under the awarded contract as a service recipient to put in place future insurance requirements in a PA23 compliant manner. \nThey currently have the insurance policies below, however please note this is shared for awareness only and Suppliers are not expected or required to be able to act as a Broker for all of these:\n• Employers liability insurance\n• Professional Indemnity\n• Cyber\n• Travel\n• Life\n• Private medical\n• Credit risk\nThe total contract value declared in this notice takes into account the possibility of BBB utilising this contract, and should not be as a commitment or guarantee of the level of spend under any subsequent contract.", "status": "active", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "66518100", "description": "Insurance brokerage services" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 360000, "amount": 300000, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Open procedure", "mainProcurementCategory": "services", "aboveThreshold": true, "submissionMethodDetails": "This opportunity will go live on Thursday 15th October 2027.\nTo gain access to the documentation and submit your proposal for this opportunity, please register on Atamis, available on the following link: https://atamis-3929.my.site.com/s/Welcome\nSuppliers should follow the steps below to locate and register interest in opportunities:\n1. Find Opportunities: Navigate to “Find Opportunities” to view all available opportunities.\n2. Select an Opportunity: Click on the opportunity you are interested in to view further details.\n3. Register Interest: Select “Register Interest”. Click “Confirm” to complete your registration.\n4. Accessing the Opportunity: Once registered, the opportunity will appear under “My Proposals and Quotes”. Please note this may take a few minutes to populate. Once the opportunity is visible, suppliers can click into the tender to view the tender details and requirements, download procurement documents, raise clarification questions (via the messaging function), and submit their final tender response.\n5. Viewing Opportunities: Within “My Proposals and Quotes”, you can view: opportunities you have registered interest in, and opportunities you have been directly invited to.\nImportant: Suppliers must be registered on the platform before they are able to download procurement documents.\nATAMIS GUIDANCE\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf\nThe tender documents provided are as follows, with associated appendixes:-\n• Invitation to Tender\n• Appendix 1 - Glossary\n• Appendix 2 - Rules of Procurement\n• Appendix 3 - Specification\n• Appendix 4 - Contract\n• Appendix 5 - Tender Assessment Methodology\n• Appendix 6 - Procurement Specific Questionnaire\n• Appendix 7 - Technical Envelope Response, Award Questionnaire\n• Appendix 8 - Commercial Envelope Response, Pricing Template\n• Appendix 9 - Confidential & Commercially Sensitive Information\n• Appendix 10 - Form of Tender\n• Appendix 11 - Tender Response Checklist\n• Appendix 12 – Non-Functional Requirements\nPlease note that, as part of your response to Appendix 6: Procurement Specific Questionnaire, your organisation must be registered on the Central Digital Platform (CDP) and hold an active account containing complete, accurate, and up to date organisational information. You will be required to generate a Share Code for sharing with NWF and to download your supplier information file for onward submission to NWF. If you are unfamiliar with the CDP, please refer to the guidance here: https://www.gov.uk/government/publications/procurement-act-2023-short-guides/suppliers-how-to-register-your-organisation-and-first-administrator-on-find-a-tender-in-three-easy-steps-html#step-3-declare-and-share", "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-11-12T12:00:00Z" }, "enquiryPeriod": { "endDate": "2026-10-26T12:00:00Z" }, "awardPeriod": { "endDate": "2026-12-11T23:59:59Z" }, "lots": [ { "id": "1", "status": "active", "value": { "amountGross": 360000, "amount": 300000, "currency": "GBP" }, "awardCriteria": { "criteria": [ { "type": "quality", "name": "Technical", "description": "Quality will be assessed based on the Appendix 7 Technical Response - Award Criteria and Appendix 5 Tender Assessment Methodology.\nQuestions and weightings are as follows:\n1) Core Service Delivery - Renewals Process - 25%\n2) Core Service Delivery - Compliance with Procurement Act 2023 (PA23) - 15%\n3) Supplier Special Terms - 5%\n4) Core Service Delivery - Claims Management - 5%\n5) Service Flexibility / Added Value - Wider Capabilities - 5%\n6) Market Knowledge and Innovation - 5%\n7) Social Value - 10%.\nAdditionally suppliers will be asked to complete appendix 12 - Non-Functional Requirements, confirming whether they meet, partially meet or don't meet each Non-Functional Requirement. This will have no weighting but be evaluated on a Pass/Fail basis.", "numbers": [ { "number": 70, "weight": "percentageExact" } ] }, { "type": "price", "name": "Commercial", "description": "Suppliers are asked to complete Appendix 8 - Pricing template, providing a fixed price for the initial PA23 compliant market reviews for the Funds Insurance requirements, the subsequent award and the Annual fee for the management claims handling which arise under the policies.\nPricing for optional additional services, and for the compliant placement off additional policies are also sought.\nFull details of the commercial assessment are available in Appendix 5 – Insurance Brokerage Services - Tender Assessment Methodology and Appendix 8 - Pricing Template.", "numbers": [ { "number": 30, "weight": "percentageExact" } ] } ] }, "selectionCriteria": { "criteria": [ { "type": "economic", "description": "Please see the conditions of participation in Appendix 6 – Procurement Specific Questionnaire included within the Invitation To Tender document." } ] }, "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-02-01T00:00:00Z", "endDate": "2030-09-30T23:59:59+01:00", "maxExtentDate": "2032-09-30T23:59:59+01:00" }, "hasRenewal": true, "renewal": { "description": "2 optional 12 month extensions are included in the contract, subject to performance." }, "hasOptions": true, "options": { "description": "NA" }, "description": null } ], "documents": [ { "id": "conflictOfInterest", "documentType": "conflictOfInterest" }, { "id": "097293-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/097293-2026", "datePublished": "2026-10-15T09:43:52+01:00", "format": "text/html" } ], "contractTerms": { "financialTerms": "Payment terms will be in accordance with the published procurement documents" }, "amendments": [ { "description": "Updated link to Atamis.", "id": "097293-2026" } ] }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_performance_failures_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] } ], "compiledRelease": { "tag": [ "compiled" ], "id": "ocds-h6vhtk-06ac80-2026-10-15T09:43:52+01:00", "date": "2026-10-15T09:43:52+01:00", "ocid": "ocds-h6vhtk-06ac80", "initiationType": "tender", "parties": [ { "id": "GB-PPON-PZLH-3537-RPCP", "name": "National Wealth Fund Limited", "identifier": { "scheme": "GB-PPON", "id": "PZLH-3537-RPCP" }, "address": { "streetAddress": "2 Whitehall Quay, Leeds, LS1 4HR", "locality": "Leeds", "postalCode": "LS1 4HR", "country": "GB", "countryName": "United Kingdom", "region": "UKE42" }, "contactPoint": { "name": "Freddie Hudson-Evans", "email": "procurement@nationalwealthfund.org.uk" }, "roles": [ "buyer" ], "details": { "url": "https://atamis-3929.my.site.com/s/Welcome", "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthoritySubCentralGovernment", "description": "Public authority - sub-central government" } ] } } ], "buyer": { "id": "GB-PPON-PZLH-3537-RPCP", "name": "National Wealth Fund Limited" }, "planning": { "milestones": [ { "id": "engagement", "type": "engagement", "description": "The National Wealth Fund (“NWF”), successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of £27.8 billion, with at least £5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel. This aligns with the principle of achieving policy objectives via sound banking.\nOur private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least £5 million.\nWhy We Are Engaging:\nNWF is undertaking a Request for Information (RFI) to the market, and may subsequently hold 1-2-1 discussions with respondents, ahead of a future procurement for Insurance brokerage services. The service would need to be capable of awarding insurance policies on behalf of the Fund in a manner compliant with the PA2023.\nThe aim of the engagement is to understand the markets interest in the opportunity, define its requirements and timelines for a subsequent competition to award a contract.\nResponses and any 1-2-1’s will also be used to determine how brokers can compliantly place policies in line with PA2023 and whether the Fund will need to undertake any further work to facilitate placing these compliantly following a Procurement for a Broker.\nAny dates or values provided as part of this notice are estimates only and are subject to change depending on wider approvals and feedback to the early market engagement.\nHow to respond:\nNWF intends to conduct Early Market Engagement (\"EME\") with the market through this notice with a view to sharing information and seeking input from the market to inform and shape our procurement plans and approach from w/c 8th June 2026\nInterested suppliers are invited to submit a written response addressing the questions set out in Schedule 2 of the RFI document.\nResponses must be submitted via the eSourcing Portal (Atamis) by 12:00 noon on Tuesday 30th June 2026.\nClarification questions should be submitted by 12:00 noon on Friday 17th June 2026, with responses issued via a clarifications log.\nShould the Fund choose to carry out 1-2-1’s with respondents these will take place by mid-August 2026. Respondents can indicate whether they are open to a follow up meeting to discuss feedback they provide as part of their RFI response.\nPlease note that due to time and resource constraints, it may not be possible for NWF to meet with all interested suppliers. In the event that the level of supplier interest in our market engagement activities exceeds our capacity to accommodate individual meetings, we reserve the right to schedule meetings on a first come, first served basis or with a representative sample of those who have submitted requests. NWF takes the view that this will constitute a fair mechanism to ensure that a range of suppliers within the market are represented (e.g., by similar solutions or responses). To ensure transparency and equal treatment, all relevant information shared by NWF with suppliers during these meetings will also be made available to the wider market at a later date.\nPlease note that participation in this engagement will not confer any advantage or preference in relation to any future procurement process.\nFurther information will be able to be found in the documents in Atamis.\nTo access, please register on Atamis, available on the following link:  https://atamis-3929.my.site.com/s/Welcome and search for the opportunity “C1314 - Insurance Brokerage Services - Request for Information”.\nAtamis guidance:\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nand\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf", "dueDate": "2026-08-21T23:59:59+01:00", "status": "scheduled" } ], "documents": [ { "id": "052373-2026", "documentType": "marketEngagementNotice", "noticeType": "UK2", "description": "Preliminary market engagement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/052373-2026", "datePublished": "2026-06-03T13:56:14+01:00", "format": "text/html" } ] }, "tender": { "id": "C1374", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Insurance Brokerage Services", "description": "The National Wealth Fund (“the Fund”) currently provides Life Assurance and Income protection as benefits to all its employees, with the Fund putting in place group policies for both benefits via an insurance broker contract.\nThe Fund is looking to put in place a new contract for Insurance Brokerage Services to award and manage the placement of future Group Income protection and Group Life Assurance Insurance policies on its behalf.\nThese policies will need to be placed in a manner that is compliant with the Procurement Act 2023 (PA23). It is anticipated that these new group policies will be put in place with a guaranteed rate of 2-3 years (to be agreed with the successful supplier).\nFollowing the award of these policies the successful supplier will be required to manage any claims on behalf of the Fund on an annual basis, advise on any market changes that may impact the Fund's policies and make recommendations on whether to keep existing policies or undertake a new PA23 compliant market assessment to put in place new policies.\nCONTRACTING AUTHORITIES THAT MAY USE THIS CONTRACT:\nNational Wealth Fund Limited\nBritish Business Bank PLC\nBritish Business Bank (BBB) may also look utilise the brokerage services under the awarded contract as a service recipient to put in place future insurance requirements in a PA23 compliant manner. \nThey currently have the insurance policies below, however please note this is shared for awareness only and Suppliers are not expected or required to be able to act as a Broker for all of these:\n• Employers liability insurance\n• Professional Indemnity\n• Cyber\n• Travel\n• Life\n• Private medical\n• Credit risk\nThe total contract value declared in this notice takes into account the possibility of BBB utilising this contract, and should not be as a commitment or guarantee of the level of spend under any subsequent contract.", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "66518100", "description": "Insurance brokerage services" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" }, { "region": "UK", "country": "GB", "countryName": "United Kingdom" }, { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 360000, "amount": 300000, "currency": "GBP" }, "mainProcurementCategory": "services", "aboveThreshold": true, "lots": [ { "id": "1", "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-02-01T00:00:00Z", "endDate": "2030-09-30T23:59:59+01:00", "maxExtentDate": "2032-09-30T23:59:59+01:00" }, "hasRenewal": true, "status": "active", "value": { "amountGross": 360000, "amount": 300000, "currency": "GBP" }, "awardCriteria": { "criteria": [ { "type": "quality", "name": "Technical", "description": "Quality will be assessed based on the Appendix 7 Technical Response - Award Criteria and Appendix 5 Tender Assessment Methodology.\nQuestions and weightings are as follows:\n1) Core Service Delivery - Renewals Process - 25%\n2) Core Service Delivery - Compliance with Procurement Act 2023 (PA23) - 15%\n3) Supplier Special Terms - 5%\n4) Core Service Delivery - Claims Management - 5%\n5) Service Flexibility / Added Value - Wider Capabilities - 5%\n6) Market Knowledge and Innovation - 5%\n7) Social Value - 10%.\nAdditionally suppliers will be asked to complete appendix 12 - Non-Functional Requirements, confirming whether they meet, partially meet or don't meet each Non-Functional Requirement. This will have no weighting but be evaluated on a Pass/Fail basis.", "numbers": [ { "number": 70, "weight": "percentageExact" } ] }, { "type": "price", "name": "Commercial", "description": "Suppliers are asked to complete Appendix 8 - Pricing template, providing a fixed price for the initial PA23 compliant market reviews for the Funds Insurance requirements, the subsequent award and the Annual fee for the management claims handling which arise under the policies.\nPricing for optional additional services, and for the compliant placement off additional policies are also sought.\nFull details of the commercial assessment are available in Appendix 5 – Insurance Brokerage Services - Tender Assessment Methodology and Appendix 8 - Pricing Template.", "numbers": [ { "number": 30, "weight": "percentageExact" } ] } ] }, "selectionCriteria": { "criteria": [ { "type": "economic", "description": "Please see the conditions of participation in Appendix 6 – Procurement Specific Questionnaire included within the Invitation To Tender document." } ] }, "renewal": { "description": "2 optional 12 month extensions are included in the contract, subject to performance." }, "hasOptions": true, "options": { "description": "NA" } } ], "communication": { "futureNoticeDate": "2026-09-01T23:59:59+01:00" }, "status": "active", "procurementMethod": "open", "procurementMethodDetails": "Open procedure", "submissionMethodDetails": "This opportunity will go live on Thursday 15th October 2027.\nTo gain access to the documentation and submit your proposal for this opportunity, please register on Atamis, available on the following link: https://atamis-3929.my.site.com/s/Welcome\nSuppliers should follow the steps below to locate and register interest in opportunities:\n1. Find Opportunities: Navigate to “Find Opportunities” to view all available opportunities.\n2. Select an Opportunity: Click on the opportunity you are interested in to view further details.\n3. Register Interest: Select “Register Interest”. Click “Confirm” to complete your registration.\n4. Accessing the Opportunity: Once registered, the opportunity will appear under “My Proposals and Quotes”. Please note this may take a few minutes to populate. Once the opportunity is visible, suppliers can click into the tender to view the tender details and requirements, download procurement documents, raise clarification questions (via the messaging function), and submit their final tender response.\n5. Viewing Opportunities: Within “My Proposals and Quotes”, you can view: opportunities you have registered interest in, and opportunities you have been directly invited to.\nImportant: Suppliers must be registered on the platform before they are able to download procurement documents.\nATAMIS GUIDANCE\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf\nThe tender documents provided are as follows, with associated appendixes:-\n• Invitation to Tender\n• Appendix 1 - Glossary\n• Appendix 2 - Rules of Procurement\n• Appendix 3 - Specification\n• Appendix 4 - Contract\n• Appendix 5 - Tender Assessment Methodology\n• Appendix 6 - Procurement Specific Questionnaire\n• Appendix 7 - Technical Envelope Response, Award Questionnaire\n• Appendix 8 - Commercial Envelope Response, Pricing Template\n• Appendix 9 - Confidential & Commercially Sensitive Information\n• Appendix 10 - Form of Tender\n• Appendix 11 - Tender Response Checklist\n• Appendix 12 – Non-Functional Requirements\nPlease note that, as part of your response to Appendix 6: Procurement Specific Questionnaire, your organisation must be registered on the Central Digital Platform (CDP) and hold an active account containing complete, accurate, and up to date organisational information. You will be required to generate a Share Code for sharing with NWF and to download your supplier information file for onward submission to NWF. 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"releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "GB-PPON" } ], "id": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "PZLH-3537-RPCP" } ] }, "address": { "streetAddress": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "2 Whitehall Quay, Leeds, LS1 4HR" } ], "locality": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "Leeds" } ], "postalCode": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "LS1 4HR" } ], "country": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "GB" } ], "countryName": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "United Kingdom" } ], "region": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "UKE42" } ] }, "contactPoint": { "name": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "Freddie Hudson-Evans" } ], "email": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "procurement@nationalwealthfund.org.uk" } ] }, "roles": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": [ "buyer" ] } ], "details": { "url": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "https://atamis-3929.my.site.com/s/Welcome" } ], "classifications": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] }, { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthoritySubCentralGovernment", "description": "Public authority - sub-central government" } ] } ] } } ], "buyer": { "id": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "GB-PPON-PZLH-3537-RPCP" } ], "name": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "National Wealth Fund Limited" } ] }, "planning": { "milestones": [ { "id": "engagement", "type": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "engagement" } ], "description": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "The National Wealth Fund (“NWF”), successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of £27.8 billion, with at least £5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel. This aligns with the principle of achieving policy objectives via sound banking.\nOur private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least £5 million.\nWhy We Are Engaging:\nNWF is undertaking a Request for Information (RFI) to the market, and may subsequently hold 1-2-1 discussions with respondents, ahead of a future procurement for Insurance brokerage services. The service would need to be capable of awarding insurance policies on behalf of the Fund in a manner compliant with the PA2023.\nThe aim of the engagement is to understand the markets interest in the opportunity, define its requirements and timelines for a subsequent competition to award a contract.\nResponses and any 1-2-1’s will also be used to determine how brokers can compliantly place policies in line with PA2023 and whether the Fund will need to undertake any further work to facilitate placing these compliantly following a Procurement for a Broker.\nAny dates or values provided as part of this notice are estimates only and are subject to change depending on wider approvals and feedback to the early market engagement.\nHow to respond:\nNWF intends to conduct Early Market Engagement (\"EME\") with the market through this notice with a view to sharing information and seeking input from the market to inform and shape our procurement plans and approach from w/c 8th June 2026\nInterested suppliers are invited to submit a written response addressing the questions set out in Schedule 2 of the RFI document.\nResponses must be submitted via the eSourcing Portal (Atamis) by 12:00 noon on Tuesday 30th June 2026.\nClarification questions should be submitted by 12:00 noon on Friday 17th June 2026, with responses issued via a clarifications log.\nShould the Fund choose to carry out 1-2-1’s with respondents these will take place by mid-August 2026. Respondents can indicate whether they are open to a follow up meeting to discuss feedback they provide as part of their RFI response.\nPlease note that due to time and resource constraints, it may not be possible for NWF to meet with all interested suppliers. In the event that the level of supplier interest in our market engagement activities exceeds our capacity to accommodate individual meetings, we reserve the right to schedule meetings on a first come, first served basis or with a representative sample of those who have submitted requests. NWF takes the view that this will constitute a fair mechanism to ensure that a range of suppliers within the market are represented (e.g., by similar solutions or responses). To ensure transparency and equal treatment, all relevant information shared by NWF with suppliers during these meetings will also be made available to the wider market at a later date.\nPlease note that participation in this engagement will not confer any advantage or preference in relation to any future procurement process.\nFurther information will be able to be found in the documents in Atamis.\nTo access, please register on Atamis, available on the following link:  https://atamis-3929.my.site.com/s/Welcome and search for the opportunity “C1314 - Insurance Brokerage Services - Request for Information”.\nAtamis guidance:\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nand\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf" } ], "dueDate": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "2026-08-21T23:59:59+01:00" } ], "status": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "scheduled" } ] } ], "documents": [ { "id": "052373-2026", "documentType": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "marketEngagementNotice" } ], "noticeType": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "UK2" } ], "description": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "Preliminary market engagement notice on Find a Tender" } ], "url": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "https://www.find-tender.service.gov.uk/Notice/052373-2026" } ], "datePublished": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "2026-06-03T13:56:14+01:00" } ], "format": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "text/html" } ] } ] }, "tender": { "id": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "C1314" }, { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "C1374" } ], "legalBasis": { "id": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "2023/54" } ], "scheme": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "UKPGA" } ], "uri": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "https://www.legislation.gov.uk/ukpga/2023/54/contents" } ] }, "title": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "Insurance Brokerage Request for Information and Early market engagement" }, { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "Insurance Brokerage Services" } ], "description": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "The National Wealth Fund (NWF) is looking to conduct Early Market engagement with Insurance Brokers in order to understand the market and help shape a future Procurement activity to put in place a contract for insurance brokerage services and subsequently award Insurance policies in a manner that is compliant with the Procurement Act 2023 (PA2023).\nNWF currently provides Life insurance and Income protection as a benefit to all its employees, with the fund putting in place group policies for both benefits via an insurance broker contract.\nNWF is looking to understand Brokers ability to undertake market reviews and subsequently award policies in line with the Procurement Act and what, if any, additional support/activity suppliers may require from NWF in order to place these compliantly.\nBritish Business Bank (BBB) may also be included as a service recipient to any brokerage contract awarded, to allow them to utilise any contract to undertake placement of policies they may require.\nPlease note, the Total contract value stated reflects the NWF's estimated brokerage fees only. If BBB is included as a service recipient in a future procurement then the Total contract value will be higher to incorporate their brokerage fees." }, { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "The National Wealth Fund (“the Fund”) currently provides Life Assurance and Income protection as benefits to all its employees, with the Fund putting in place group policies for both benefits via an insurance broker contract.\nThe Fund is looking to put in place a new contract for Insurance Brokerage Services to award and manage the placement of future Group Income protection and Group Life Assurance Insurance policies on its behalf.\nThese policies will need to be placed in a manner that is compliant with the Procurement Act 2023 (PA23). It is anticipated that these new group policies will be put in place with a guaranteed rate of 2-3 years (to be agreed with the successful supplier).\nFollowing the award of these policies the successful supplier will be required to manage any claims on behalf of the Fund on an annual basis, advise on any market changes that may impact the Fund's policies and make recommendations on whether to keep existing policies or undertake a new PA23 compliant market assessment to put in place new policies.\nCONTRACTING AUTHORITIES THAT MAY USE THIS CONTRACT:\nNational Wealth Fund Limited\nBritish Business Bank PLC\nBritish Business Bank (BBB) may also look utilise the brokerage services under the awarded contract as a service recipient to put in place future insurance requirements in a PA23 compliant manner. \nThey currently have the insurance policies below, however please note this is shared for awareness only and Suppliers are not expected or required to be able to act as a Broker for all of these:\n• Employers liability insurance\n• Professional Indemnity\n• Cyber\n• Travel\n• Life\n• Private medical\n• Credit risk\nThe total contract value declared in this notice takes into account the possibility of BBB utilising this contract, and should not be as a commitment or guarantee of the level of spend under any subsequent contract." } ], "items": [ { "id": "1", "additionalClassifications": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": [ { "scheme": "CPV", "id": "66518100", "description": "Insurance brokerage services" } ] } ], "deliveryAddresses": [ { "region": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "UK" } ], "country": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "GB" } ], "countryName": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", 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"awardCriteria": { "criteria": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": [ { "type": "quality", "name": "Technical", "description": "Quality will be assessed based on the Appendix 7 Technical Response - Award Criteria and Appendix 5 Tender Assessment Methodology.\nQuestions and weightings are as follows:\n1) Core Service Delivery - Renewals Process - 25%\n2) Core Service Delivery - Compliance with Procurement Act 2023 (PA23) - 15%\n3) Supplier Special Terms - 5%\n4) Core Service Delivery - Claims Management - 5%\n5) Service Flexibility / Added Value - Wider Capabilities - 5%\n6) Market Knowledge and Innovation - 5%\n7) Social Value - 10%.\nAdditionally suppliers will be asked to complete appendix 12 - Non-Functional Requirements, confirming whether they meet, partially meet or don't meet each Non-Functional Requirement. This will have no weighting but be evaluated on a Pass/Fail basis.", "numbers": [ { "number": 70, "weight": "percentageExact" } ] }, { "type": "price", "name": "Commercial", "description": "Suppliers are asked to complete Appendix 8 - Pricing template, providing a fixed price for the initial PA23 compliant market reviews for the Funds Insurance requirements, the subsequent award and the Annual fee for the management claims handling which arise under the policies.\nPricing for optional additional services, and for the compliant placement off additional policies are also sought.\nFull details of the commercial assessment are available in Appendix 5 – Insurance Brokerage Services - Tender Assessment Methodology and Appendix 8 - Pricing Template.", "numbers": [ { "number": 30, "weight": "percentageExact" } ] } ] } ] }, "selectionCriteria": { "criteria": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": [ { "type": "economic", "description": "Please see the conditions of participation in Appendix 6 – Procurement Specific Questionnaire included within the Invitation To Tender document." } ] } ] }, "renewal": { "description": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "2 optional 12 month extensions are included in the contract, subject to performance." } ] }, "hasOptions": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": true } ], "options": { "description": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "NA" } ] }, "description": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": null } ] } ], "communication": { "futureNoticeDate": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "2026-09-01T23:59:59+01:00" } ] }, "status": [ { "releaseID": "052373-2026", "releaseDate": "2026-06-03T13:56:14+01:00", "releaseTag": [ "planning" ], "value": "planning" }, { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "active" } ], "procurementMethod": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "open" } ], "procurementMethodDetails": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "Open procedure" } ], "submissionMethodDetails": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "This opportunity will go live on Thursday 15th October 2027.\nTo gain access to the documentation and submit your proposal for this opportunity, please register on Atamis, available on the following link: https://atamis-3929.my.site.com/s/Welcome.\nSuppliers should follow the steps below to locate and register interest in opportunities:\n1. Find Opportunities: Navigate to “Find Opportunities” to view all available opportunities.\n2. Select an Opportunity: Click on the opportunity you are interested in to view further details.\n3. Register Interest: Select “Register Interest”. Click “Confirm” to complete your registration.\n4. Accessing the Opportunity: Once registered, the opportunity will appear under “My Proposals and Quotes”. Please note this may take a few minutes to populate. Once the opportunity is visible, suppliers can click into the tender to view the tender details and requirements, download procurement documents, raise clarification questions (via the messaging function), and submit their final tender response.\n5. Viewing Opportunities: Within “My Proposals and Quotes”, you can view: opportunities you have registered interest in, and opportunities you have been directly invited to.\nImportant: Suppliers must be registered on the platform before they are able to download procurement documents.\nATAMIS GUIDANCE\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf\nThe tender documents provided are as follows, with associated appendixes:-\n• Invitation to Tender\n• Appendix 1 - Glossary\n• Appendix 2 - Rules of Procurement\n• Appendix 3 - Specification\n• Appendix 4 - Contract\n• Appendix 5 - Tender Assessment Methodology\n• Appendix 6 - Procurement Specific Questionnaire\n• Appendix 7 - Technical Envelope Response, Award Questionnaire\n• Appendix 8 - Commercial Envelope Response, Pricing Template\n• Appendix 9 - Confidential & Commercially Sensitive Information\n• Appendix 10 - Form of Tender\n• Appendix 11 - Tender Response Checklist\n• Appendix 12 – Non-Functional Requirements\nPlease note that, as part of your response to Appendix 6: Procurement Specific Questionnaire, your organisation must be registered on the Central Digital Platform (CDP) and hold an active account containing complete, accurate, and up to date organisational information. You will be required to generate a Share Code for sharing with NWF and to download your supplier information file for onward submission to NWF. If you are unfamiliar with the CDP, please refer to the guidance here: https://www.gov.uk/government/publications/procurement-act-2023-short-guides/suppliers-how-to-register-your-organisation-and-first-administrator-on-find-a-tender-in-three-easy-steps-html#step-3-declare-and-share" }, { "releaseID": "097293-2026", "releaseDate": "2026-10-15T09:43:52+01:00", "releaseTag": [ "tenderUpdate" ], "value": "This opportunity will go live on Thursday 15th October 2027.\nTo gain access to the documentation and submit your proposal for this opportunity, please register on Atamis, available on the following link: https://atamis-3929.my.site.com/s/Welcome\nSuppliers should follow the steps below to locate and register interest in opportunities:\n1. Find Opportunities: Navigate to “Find Opportunities” to view all available opportunities.\n2. Select an Opportunity: Click on the opportunity you are interested in to view further details.\n3. Register Interest: Select “Register Interest”. Click “Confirm” to complete your registration.\n4. Accessing the Opportunity: Once registered, the opportunity will appear under “My Proposals and Quotes”. Please note this may take a few minutes to populate. Once the opportunity is visible, suppliers can click into the tender to view the tender details and requirements, download procurement documents, raise clarification questions (via the messaging function), and submit their final tender response.\n5. Viewing Opportunities: Within “My Proposals and Quotes”, you can view: opportunities you have registered interest in, and opportunities you have been directly invited to.\nImportant: Suppliers must be registered on the platform before they are able to download procurement documents.\nATAMIS GUIDANCE\nTo access user guidance that shows how to access opportunities, create and submit bids and to send clarification requests through the message centre, please click here:\nhttps://suppliersupport.atamis.co.uk/hc/en-gb\nhttps://services.atamis.co.uk/docs/Supplier_User_Guide.pdf\nThe tender documents provided are as follows, with associated appendixes:-\n• Invitation to Tender\n• Appendix 1 - Glossary\n• Appendix 2 - Rules of Procurement\n• Appendix 3 - Specification\n• Appendix 4 - Contract\n• Appendix 5 - Tender Assessment Methodology\n• Appendix 6 - Procurement Specific Questionnaire\n• Appendix 7 - Technical Envelope Response, Award Questionnaire\n• Appendix 8 - Commercial Envelope Response, Pricing Template\n• Appendix 9 - Confidential & Commercially Sensitive Information\n• Appendix 10 - Form of Tender\n• Appendix 11 - Tender Response Checklist\n• Appendix 12 – Non-Functional Requirements\nPlease note that, as part of your response to Appendix 6: Procurement Specific Questionnaire, your organisation must be registered on the Central Digital Platform (CDP) and hold an active account containing complete, accurate, and up to date organisational information. You will be required to generate a Share Code for sharing with NWF and to download your supplier information file for onward submission to NWF. If you are unfamiliar with the CDP, please refer to the guidance here: https://www.gov.uk/government/publications/procurement-act-2023-short-guides/suppliers-how-to-register-your-organisation-and-first-administrator-on-find-a-tender-in-three-easy-steps-html#step-3-declare-and-share" } ], "submissionTerms": { "electronicSubmissionPolicy": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "allowed" } ], "languages": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": [ "en" ] } ] }, "tenderPeriod": { "endDate": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "2026-11-12T12:00:00Z" } ] }, "enquiryPeriod": { "endDate": [ { "releaseID": "097277-2026", "releaseDate": "2026-10-15T09:24:34+01:00", "releaseTag": [ "tender" ], "value": "2026-10-26T12:00:00Z" } ] }, "awardPeriod": { "endDate": [ { "releaseID": 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