Joint tender by four municipalities for the deployment of an insurance broker for advice, management, and procurement support.
Services · Open · European procedure
01What is being requested
The assignment concerns the provision of insurance services for four municipalities, including proactive advice, portfolio management, and the guidance of tenders for a term of four years.
The Municipality of Roermond and the regional municipalities of Weert, Nederweert, and Leudal wish to be assisted by an insurance broker regarding insurance matters.
02Outcome
Barbon Insurance Brokers B.V.
03Strategic insight
Ensure a very strong Plan of Approach as this will be the deciding factor in the event of equal scores. When focusing on quality criteria, specifically focus on added value beyond the contract conditions. Prepare the presentation thoroughly based on the case study in Annex E.
04Points of attention
05Can I take part?
06Exclusion grounds
- No specific exclusion grounds were extracted. In a European tender, the mandatory and discretionary grounds of art. 2.86/2.87 of the Dutch Procurement Act almost always apply — check the European Single Procurement Document (ESPD).
07Award criteria
Insight into practical feasibility, organization of cooperation, implementation, and structural value creation.
Distinguishing capability and the manner in which the contracting authority is relieved of administrative burden.
Interactive on-site presentation regarding a specific case study, assessed on relevance, structure, and knowledge.
Assessment based on the quoted total price according to a fixed formula.
08Value in context
The contracting authority did not publish an estimated value — common for a large share of contracts. The EU threshold for diensten is € 221.000, for reference.
09Bidders in this segment
10Tender documents
11Legal themes that may be relevant here
12Frequently asked questions
What is the scope of the assignment for the insurance broker?
What requirements were set for information security (ISO 27001)?
For which municipalities is the insurance broker's service intended?
Automatically compiled from the official tender data and documents.
13Estimated value versus the market
€ 200K
€ 538K
€ 1,9 mln
Gegunde waarden in CPV 66 · diensten n=882