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Contract for Assistance and Consultancy in Financial Investments for CRR Agirc-Arrco

CAISSE REUNIONNAISE DE RETRAITES COMPLEMENTAIRES (CRR AGIRC-ARRCO)·Saint-denis-de-la-reunion, France·EUR 330k·Expired · Aug 03, 2026·Open·Services
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Structured notice only
Original notice title

France – Financial consultancy services – MARCHE D'ASSISTANCE ET CONSEIL EN INVESTISSEMENTS FINANCIERS POUR LA CRR AGIRC-ARRCO

65/100

Opportunity Score

Needs reviewMedium complexity
ServicesExpired
Why this score?

Opportunity

65 / 100

Complexity

50 / 100

Risk factors

Structured data indicates EU-funded, but XML notice states no EU funds. This may affect compliance obligations or payme...

No procurement documents (e.g., terms of reference, draft contract) were analyzed. Key requirements, eligibility criter...

Deep Portfolio Analysis

Deep Company Fit Analysis

Uses:

  • Description
  • Industries & Services
  • Capabilities
  • Market & Experience
  • Certifications

Overview

Moderate opportunity

Key Facts

  • EUR 330k estimated value
  • Services contract
  • 1 lot
  • Duration until Aug 2029
  • Provision of financial consultancy and advisory services regarding investment portfolio management
  • Expertise in financial asset management for a complementary retirement fund
Show full summary

Procurement of financial consultancy services for the management of financial assets of CRR Agirc-Arrco, a French complementary retirement fund. Open procedure, single lot, estimated value €330,000, duration from September 2026 to August 2029 with possible renewal up to 5 years. Place of performance: Saint Denis, Réunion (France). Electronic submission required. Language: French. Award criteria: quality 67%, price 33%.

Risks

Structured data indicates EU-funded, but XML notice states no EU funds. This may affect compliance obligations or payme...

No procurement documents (e.g., terms of reference, draft contract) were analyzed. Key requirements, eligibility criter...

Analysis may be incomplete

Only part of the procurement documentation was analyzed. Additional eligibility requirements, certificates, or submission documents may exist in the remaining tender documentation.

Key Requirements

Technical

  • Contract duration: 3 years (initial) with possible tacit renewal up to 2 additional years (max 5 years total)
  • Place of performance: Saint Denis, Réunion (France)

Administrative

  • Open procedure with electronic submission required

Requirements may be incomplete.

Award Criteria

Lot 1

Quality criterion weighted 67% — 67%Price criterion weighted 33% — 33%

Buyer

Location

Saint-denis-de-la-reunion, FRA

Buyer profile

Open profile

Identifier

31464879100023

Activity

Social protection

Lots (1)

LOT-0001

Contract for Assistance and Consultancy in Financial Investments for CRR Agirc-Arrco

Provision of expertise, advice, and assistance in the management of financial assets of CRR Agirc-Arrco, including investment strategy, portfolio management support, and ongoing consultancy over the contract duration.

ServicesEU fundedElectronic submission

EUR 330k

Estimated value

Location

Saint Denis, France

Duration

Aug 2026 - Aug 2029

Category

Financial consultancy services

Award Criteria

Best price-quality ratio

Deadline

Expired Aug 03, 2026

Procurement Details

Publication date
25 Jun 2026
Languages
French

Reference metadata

Legal basis
32014L0024

Reference IDs

Tender ID
439266-2026

Documents (2)

Procurement document 1Submission portal 1

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