Insurance Broker Services (P25-0059)

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.

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

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. 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.

Additional information

Use the following links to access information about the buyer, tender notice documents and further resources about this tender opportunity.

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