---
title: "Insurance and Related Services 3"
ocid: "ocds-b5fd17-8fe345dc-5e94-4452-a960-dbe661417af0"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-8fe345dc-5e94-4452-a960-dbe661417af0"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-8fe345dc-5e94-4452-a960-dbe661417af0.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-8fe345dc-5e94-4452-a960-dbe661417af0.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "CROWN COMMERCIAL SERVICE"
published: "2019-10-03"
---

# Insurance and Related Services 3

Buyer: CROWN COMMERCIAL SERVICE  
Current stage: Tender  
OCID: ocds-b5fd17-8fe345dc-5e94-4452-a960-dbe661417af0

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## Summary

The Crown Commercial Service is initiating the procurement process for the "Insurance and Related Services 3" framework (RM6020) aimed at providing brokerage and claims handling services for the UK public sector. This active tender is currently in the planning stage with a total estimated value of £400 million. The tender period concludes on 11th October 2019, and the awarded contract will commence on 6th January 2020, lasting until 5th January 2024. The process falls under the open procurement method, specifically designed for above-threshold contracts within the financial and insurance services sector, including opportunities available throughout the United Kingdom and associated regions such as the British Overseas Territories and the Isle of Man.

This tender poses significant opportunities for businesses seeking growth within the financial services sector, particularly those involved in insurance brokerage and claims management. Companies, including small and medium-sized enterprises (SMEs) and voluntary and community sector enterprises (VCSEs), are encouraged to compete for contracts within this framework. With an average spend of over £72 million per annum on CCS insurance agreements since 2016 and involvement from over 700 public sector organisations, this framework could serve as a valuable avenue for firms looking to expand their operational footprint within the public sector marketplace.

## Notice

This Insurance and Related Services 3 (IS3) framework will be let for four years and allow access to brokerage and related services and claims handling and related services for customers across the whole of the UK public sector. There will be up to 15 Brokers awarded to lot 1 and up to 3 providers awarded to lot 2 (lot 2 will be available to the whole of the public sector having previously been restricted to central government in IS2). There will again be a direct award option for brokerage and related services. IS3 will comprise this framework agreement (RM6020) and an associated dynamic purchasing system (RM6138) onto which will be awarded insurance services providers. The lotting structure will be: lot 1 - brokerage and related services,lot 2 - claims handling and related services. CCS insurance agreements have averaged over PS72M per annum in spend since 2016. Over 700 public sector organisations across the UK have used Insurance Services 1 and Insurance Services 2. Additional information: CCS has uploaded Attachment 3 - Pricing Matrix V 4.0, which replaces Attachment 3 - Pricing Matrix V 3.0. The amendment made refers to clarification questions number 22, Attachment 3 - Pricing Matrix V 2.0 is no longer downloadable. CCS has uploaded Attachment 10b - framework Schedule 1 (Specification) Lot 2 V2.0 in line with clarification question 22. Attachment 10b - framework Schedule 1 (Specification) Lot 2 V1.0 is no longer downloadable. CCS has also uploaded Attachment 11 - Contract Documents V 3.0 inline with the response to clarification question numbers 14. In addition, Attachment 11 - Contract Documents 3.0 also now includes Joint Schedule 12 - Supply chain visibility which will be used as well as Call - Off Schedule 13 - Implementation Plan and Testing. Attachment 11 - Contract Documents V 2.0 is no longer downloadable. Please ensure you are checking all pages in the eSourcing suite under attachments for the latest version of clarification Questions and Answers. Please also ensure you are using the latest version of the ITT document Suite.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/fa90a0a9-e2ea-45d7-a609-1ea44f068a2f |
| Notice type | Tender Notice |
| Procurement type | Dynamic, Framework |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (above threshold) |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 3 Oct 2019 |
| Submission deadline | 11 Oct 2019 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 6 Jan 2020 - 5 Jan 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £400,000,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | CROWN COMMERCIAL SERVICE |
| Locality | LIVERPOOL |
| Post town | Liverpool |
| Postcode | L3 9PP |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD72 Liverpool |
| Local authority | Liverpool |
| Electoral ward | City Centre North |
| Westminster constituency | Liverpool Riverside |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 3 Oct 2019 at 15:43 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/fa90a0a9-e2ea-45d7-a609-1ea44f068a2f
- 20 Sep 2019 at 10:43 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/fa90a0a9-e2ea-45d7-a609-1ea44f068a2f
- 18 Sep 2019 at 11:02 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/fa90a0a9-e2ea-45d7-a609-1ea44f068a2f
- 13 Sep 2019 at 15:39 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/fa90a0a9-e2ea-45d7-a609-1ea44f068a2f

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/fa90a0a9-e2ea-45d7-a609-1ea44f068a2f
  3rd October 2019 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/0b5459c1-64df-4168-832f-f6b724da38fa
  1. Notice - Transparency Information for Crown Commercial Service Framework Agreement
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/295a5dc3-e02a-4dcf-b4d9-b3376a013d70
  2. Notice - Authorised Customer List
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/080426b2-27b7-420e-9083-28526ca171d9
  3. Notice - Rights reserved for Crown Commercial Service Framework Agreement
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/964c67f0-726e-40e9-9afc-40f1f40f365d
  Attachment 2 - How to bid V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/2f65da2c-3d5e-44d8-a417-273d34c67f05
  Attachment 2a - Selection questionnaire V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/38d39449-8172-452d-83da-869702165844
  Attachment 3 - Pricing Matrix V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/4bb1aa33-4958-4d4c-b37e-a4e226b1c90d
  Attachment 4 Information and declaration workbook V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/4c7dff64-9790-4b7f-b6ff-3d94d3ddacfe
  Attachment 5 Financial assessment template V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/3bcbdc64-aa5a-4b32-a488-01c48f21f00f
  Attachment 6 Consortia details V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/abad8268-acc1-4385-a6be-7095b00972f2
  Attachment 7 Key subcontractor details V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/9b32e54c-b672-4398-94dd-40e67f9708bb
  Attachment 8 - Bidder guidance (eSourcing suite) V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/ad7f474f-956b-4102-8843-0e800d94f57f
  Attachment 9 - Framework award form population template V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/8c472de4-a71c-45e7-a8ef-50a4e08926dc
  Attachment 10a - Framework Schedule 1 (Specification) Lot 1
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/00491184-02ce-4621-93c2-6c5e343b12c8
  Attachment 10b - Framework Schedule 1 (Specification) Lot 2
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/a2ef05b4-6619-421e-9e3a-44d8c62b5220
  Attachment 11 Contract Documents V1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/487d0516-7513-4608-a956-2765babaddf4
  Read First Attachment 1 About the Framework V 1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/4036c17f-17c4-4484-b339-86668bccef01
  Read First Attachment 1 About the Framework V 2.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/373b481f-5d8b-48cb-9391-8d24f65626a5
  Attachment 3 - Pricing Matrix V 2.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/a40d1f93-1e83-4b13-9912-fb8c0d4d6ed2
  Attachment -12 CCS Frequently asked question V.1.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/d388b642-4361-4da5-8468-38e138436b10
  Attachment 2 - How to bid V 2.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/819e5cb7-9ea3-40d2-a07e-3f15524a1bc4
  Attachment 10b - Framework Schedule 1 (Specification) Lot 2 V2.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/e8db2bc9-fa5e-45fe-826d-c785c99877a4
  Attachment 3 - Pricing Matrix V 4.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/4143a1bf-3fac-4baf-bd28-ee16b62650ec
  Attachment 2 - How to bid V 3.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/833bddd0-3e91-4a64-9ec7-51e82fb2c24d
  Attachment 9 - Framework award form population template V2.0
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/89747da3-dab1-4612-8686-881299c8928a
  Attachment 11 - Contract Documents V 3.0

## Notice URLs

- https://www.gov.uk/ccs

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-8fe345dc-5e94-4452-a960-dbe661417af0. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-8fe345dc-5e94-4452-a960-dbe661417af0.json.