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Insurance brokerage and associated services III

YPO

This public procurement record has 2 releases in its history.

Tender

02 Nov 2026 at 15:57

UK4 - Tender Notice
Planning

15 Apr 2026 at 09:43

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

Yorkshire Purchasing Organisation (YPO), working with Leicestershire County Council trading as ESPO and the Association of North East Councils (NEPO), is procuring insurance brokerage and associated services for public sector organisations across the UK. The framework is intended to give councils and other public bodies access to brokers able to design and manage insurance programmes, arrange specialised, high-capacity insurance products and support complex liabilities. Services include ongoing account management, complaints handling, engagement with insurers and support with procurement and market presentation. The requirement also covers transparency, conflicts of interest, data protection and security, and the use of artificial intelligence in brokerage services. Social value themes include good jobs, skills development and training, as well as environmental improvement and protection.

YPO invited tenders through an open procedure to establish a framework, with up to four appointed brokers. The enquiry deadline was 23 November 2026 at 14:00 UTC; tenders were due by 14 December 2026 at 14:00 UTC, and the planned award decision date was 26 February 2027. The framework is scheduled to run from 1 April 2027 to 31 March 2031. Its estimated value is £10 million excluding VAT (£12 million including VAT). Evaluation for the framework gives 60% to quality, 20% to price and 20% to social value. Economic and technical selection criteria apply, with requirements set out in the tender documents. A 0.5% retrospective management charge applies to sales under the framework. Framework customers may award work through direct selection or further competition.

This suits established insurance brokers with the breadth and capacity to serve public bodies with varied, complex liabilities and specialised, high-capacity insurance needs. Strong candidates will be able to design insurance programmes, provide dependable account management and complaints handling, and demonstrate effective relationships with the insurance market. The assessment also places substantial emphasis on service capacity and delivery, market strength, market engagement, transparent remuneration, equal treatment of insurers and management of potential conflicts. Suppliers should be prepared to evidence robust data protection and security arrangements and explain their approach to artificial intelligence. The framework also rewards credible social value commitments, particularly quality jobs, skills development and training, and environmental improvement. Appointed providers will need to support both direct awards and competitive call-off exercises, with individual customers able to set requirements and evaluation weightings for their competitions.

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Notice Information

Notice Title

Insurance brokerage and associated services III

Notice Description

YPO as the lead authority, together with collaborating authorities ESPO and NEPO, are seeking to establish a compliant route to market for the provision of insurance brokerage and associated services, for use across the whole public sector. YPO is managing this procurement process in accordance with the Procurement Act 2023. This is a service Framework being procured under the open procedure. The aim of the solution is to provide high-quality insurance brokerage services to public sector organisations who often have complex liabilities and require specialised, high-capacity insurance products. YPO seeks to appoint brokers who have scope and capacity to provide all services and products that public sector contracting authorities may require.

Lot Information

Lot 1

Options: The right to additional purchases while the contract is valid. Any resulting Framework and Call-off Contract shall be deemed to cover any service that can be supplied by the successful Tenderer(s) over the life of the Framework and Call-off Contract within the scope of insurance brokerage services.

Planning Information

YPO intends to hold pre-market engagement (PME) sessions between 27 April - 15 May, 2026. We wish to engage with insurance brokers who have the scope and capacity to support public sector contracting authorities with all of their complex liabilities, and their requirement for specialised, high-capacity insurance products. In advance of an engagement meeting, YPO shall send out a Request for Information (RFI) document to interested providers. It is requested that providers complete and return the RFI no less the two working days before the engagement meeting. The purpose of the engagement meeting shall be to review the RFI response, and to discuss the following points: scope of brokerage services offered, T&Cs, market conditions, pricing structures, options for delivery of social value, potential routes to market and mechanisms for call-off contracts, in order to ensure the new iteration is fit-for-purpose for YPO's public sector customers. Sessions will take place remotely (via Microsoft Teams) or in-person, depending on the availability and capacity. Please contact James Maclean at insurance@ypo.co.uk to request the RFI document and to arrange a PME session.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06828a
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/103877-2026
Current Stage
Tender
All Stages
Planning, Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£10,000,000 £10M-£100M
Lots Value
£10,000,000 £10M-£100M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
2 Nov 2026Today
Submission Deadline
14 Dec 20262 months to go
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Apr 2027 - 31 Mar 2031 4-5 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
YPO
Additional Buyers

Leicestershire County Council

THE ASSOCIATION OF NORTH EAST COUNCILS LIMITED

Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
WAKEFIELD
Postcode
WF2 0XE
Postcode Area
Wakefield
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE45 Wakefield
Delivery Location
Not specified
Local Authority
Wakefield
Electoral Ward
Wrenthorpe and Outwood West
Westminster Constituency
Wakefield and Rothwell

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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