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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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Titre original de l'avis

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

65/100

Score d'opportunité

Needs reviewMedium complexity
ServicesExpired
Pourquoi ce score ?

Opportunité

65 / 100

Complexité

50 / 100

Facteurs de risque

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...

Analyse approfondie du portefeuille

Analyse approfondie de l'adéquation entreprise

Utilise:

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

Aperçu

Moderate opportunity

Faits clés

  • 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
Afficher le résumé complet

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%.

Risques

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...

L'analyse peut être incomplète

Seule une partie des documents de consultation a été analysée. Des exigences, certificats ou documents de soumission supplémentaires peuvent exister dans les documents restants.

Exigences clés

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

Les exigences peuvent être incomplètes.

Critères d'attribution

Lot 1

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

Acheteur

Localisation

Saint-denis-de-la-reunion, FRA

Profil acheteur

Ouvrir le profil

Identifiant

31464879100023

Activité

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

Valeur estimée

Localisation

Saint Denis, France

Durée

Aug 2026 - Aug 2029

Catégorie

Financial consultancy services

Critères d'attribution

Best price-quality ratio

Date limite

Expired Aug 03, 2026

Détails de la procédure

Date de publication
25 Jun 2026
Langues
French

Métadonnées de référence

Base juridique
32014L0024

Identifiants de référence

ID de l'appel d'offres
439266-2026

Documents (2)

Document de consultation 1Portail de soumission 1

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