Brokerage services related to insurance contracts - second publication

The contracting authority for this procurement is Trøndelag fylkeskommune (TRFK) c/o the Property Section. The contracting authority hereby invites tenderers to an open tender contest for broker services connected to insurance contracts. The contracting authority for this procurement is Trøndelag fylkeskommune (TRFK) c/o the Property Section. The contracting authority hereby …

CPV: 66000000 Usługi finansowe i ubezpieczeniowe, 66500000 Usługi ubezpieczeniowe i emerytalne, 66510000 Usługi ubezpieczeniowe, 66518000 Ubezpieczeniowe usługi brokerskie oraz agencyjne, 66518100 Ubezpieczeniowe usługi brokerskie, 79100000 Usługi prawnicze, 79400000 Usługi doradcze w zakresie działalności gospodarczej i zarządzania oraz podobne, 79418000 Usługi doradcze w zakresie zaopatrzenia, 79419000 Usługi konsultacyjne w zakresie ewaluacji
Miejsce wykonania:
Brokerage services related to insurance contracts - second publication
Miejsce udzielenia zamówienia:
Trøndelag fylkeskommune
Numer nagrody:
202319285

1. Buyer

1.1 Buyer

Official name : Trøndelag fylkeskommune
Legal type of the buyer : Regional authority
Activity of the contracting authority : General public services

2. Procedure

2.1 Procedure

Title : Brokerage services related to insurance contracts - second publication
Description : The contracting authority for this procurement is Trøndelag fylkeskommune (TRFK) c/o the Property Section. The contracting authority hereby invites tenderers to an open tender contest for broker services connected to insurance contracts.
Procedure identifier : 06de3bab-4876-4b60-8314-cc56a9aeabf5
Previous notice : 338502-2023
Internal identifier : 202319285
Type of procedure : Open
The procedure is accelerated : no
Main features of the procedure : The assignment includes brokerage services for all;•Non-life insurance contracts for property, valuables, liability and motor vehicles and work machines.•Travel insurance related to personnel, pupils and apprentices.•Accident insurance for personnel, pupils and apprentices.•Occupational injury insurance for personnel, pupils and apprentices.•Liability insurance for personnel, pupils and apprentices. See the attached requirement specifications (Annex 1) for further details and expectations for the tenderer. The contract has an estimated value of approx. NOK 1.5 - 2 million excluding VAT. The estimated value of the agreement is informative only, and the Contracting Authority is not bound by this value. The contracting authority ́s need can vary from year to year. The maximum contract value during the agreement period is NOK 3 million excluding VAT. The estimated value for the procurement of insurances during the entire contract period is approx. NOK 45 million excluding VAT, based on historical procurements. The contract will be valid from 15.08.2023 to 14.08.2025. The framework agreement will at the start have a duration of two (2) calendar years. After that the contracting authority can unilaterally require a contract extension for up to one (1) year, plus one (1) year, maximum a total length of four (4) years. The contracting authority can also require a contract extension for shorter periods than one (1) year at a time.

2.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66518100 Insurance brokerage services
Additional classification ( cpv ): 66000000 Financial and insurance services
Additional classification ( cpv ): 66500000 Insurance and pension services
Additional classification ( cpv ): 66510000 Insurance services
Additional classification ( cpv ): 66518000 Insurance brokerage and agency services
Additional classification ( cpv ): 79100000 Legal services
Additional classification ( cpv ): 79400000 Business and management consultancy and related services
Additional classification ( cpv ): 79418000 Procurement consultancy services
Additional classification ( cpv ): 79419000 Evaluation consultancy services

2.1.2 Place of performance

Country subdivision (NUTS) : Trøndelag/Trööndelage ( NO060 )
Country : Norway

2.1.3 Value

Maximum value of the framework agreement : 3 000 000 Norwegian krone

2.1.4 General information

Call for competition is terminated
Legal basis :
Directive 2014/24/EU
Anskaffelsesforskriften - The procurement will be carried out in accordance with the Public Procurement Act of 17 June 2016 (LOA) and the Public Procurement Regulations (FOA) FOR 2016-08-12-974 parts I and part III. The contract will be awarded in accordance with the open tender contest procedure, cf. FOA § 13-1(1).

5. Lot

5.1 Lot technical ID : LOT-0000

Title : Brokerage services related to insurance contracts - second publication
Description : The contracting authority for this procurement is Trøndelag fylkeskommune (TRFK) c/o the Property Section. The contracting authority hereby invites tenderers to an open tender contest for broker services connected to insurance contracts.
Internal identifier : 202319285

5.1.1 Purpose

Main nature of the contract : Services
Main classification ( cpv ): 66518100 Insurance brokerage services
Additional classification ( cpv ): 66000000 Financial and insurance services
Additional classification ( cpv ): 66500000 Insurance and pension services
Additional classification ( cpv ): 66510000 Insurance services
Additional classification ( cpv ): 66518000 Insurance brokerage and agency services
Additional classification ( cpv ): 79100000 Legal services
Additional classification ( cpv ): 79400000 Business and management consultancy and related services
Additional classification ( cpv ): 79418000 Procurement consultancy services
Additional classification ( cpv ): 79419000 Evaluation consultancy services

5.1.2 Place of performance

Country subdivision (NUTS) : Trøndelag/Trööndelage ( NO060 )
Country : Norway
Additional information :

5.1.3 Estimated duration

Start date : 18/03/2024
Duration end date : 17/03/2028

5.1.4 Renewal

Maximum renewals : 2
Other information about renewals : The contract will be valid for 2 years, with an option for a 1+1 year contract extension, i.e. a maximum of 4 years.

5.1.5 Value

Maximum value of the framework agreement : 3 000 000 Norwegian krone

5.1.6 General information

Procurement Project not financed with EU Funds.
The procurement is covered by the Government Procurement Agreement (GPA) : yes

5.1.7 Strategic procurement

5.1.10 Award criteria

Criterion :
Type : Quality
Name : Service and quality
Description : Tenderers can fill in answers to annex 1 and possibly enclose comprehensive documentation, in order to demonstrate how the assignments are intended to be carried out. Responses to the following A* and B requirements are included as a part of the evaluation: • Requirement 2.1 - Choice of insurance systems/companies • Requirement 2.2 - Administration of the contracts • Requirement 2.3 - Risk Management • Requirement 2.4 - Electronic information and administration system. • Requirement 2.5 - Competence raising and courses. • Requirement 2.7 - Permanent gender neutral preferred and customer service. • Requirement 2.9 - Damages • Requirement 2.12 - Fasatpris and additional services. • Requirement 2.13 - Other additional works. Significant emphasis will be put on the tenderer, in their description, showing that they cover the contracting authority ́s needs in a good way. regarding handling damages (cf. Requirement 2.9): - The tenderer's routines for processing damages from when the damage has occurred until the claims are completed. - The tenderer ́s routines for the prevention of injury. regarding service (cf. Requirement 2.7): Response time, vulnerability in absences and other things that are relevant for the execution of the service.
Category of award threshold criterion : Weight (percentage, exact)
Award criterion number : 50
Criterion :
Type : Quality
Name : Competence and experience
Description : It is important for the contracting authority that the tenderer has competent personnel such as permanent contact persons and the execution of contract work. The following shall be documented CVs with competence and experience from offered personnel (2-4 key resources), including a description of up to three relevant reference projects for each of the resources, cf. Annex 1, requirement 2.8. (Use Annex 6 - CV template) The description shall account for the execution of the assignment: - Completed assignments for relevant contracting authorities/counties. - The assignments ́s size and extent.
Category of award threshold criterion : Weight (percentage, exact)
Award criterion number : 30
Criterion :
Type : Price
Name : Price
Description : Under this criteria: • Offered price Annex 3A Price Form shall be filled in and submitted together with the tender.
Category of award threshold criterion : Weight (percentage, exact)
Award criterion number : 20

5.1.15 Techniques

Framework agreement :
Framework agreement, without reopening of competition
Information about the dynamic purchasing system :
No dynamic purchase system

5.1.16 Further information, mediation and review

Review organisation : Trøndelag tingrett
Information about review deadlines : The waiting period was 25.7.2023. The award was appealed to KOFA, case 2023/1152. The contracting authority was complied with 6 March 2024.

6. Results

Maximum value of the framework agreements in this notice : 3 000 000 Norwegian krone
Approximate value of the framework agreements : 2 000 000 Norwegian krone

6.1 Result lot ldentifier : LOT-0000

At least one winner was chosen.
Framework agreement :
Maximum value of the framework agreement : 3 000 000 Norwegian krone
Re-estimated value of the framework agreement : 2 000 000 Norwegian krone

6.1.2 Information about winners

Winner :
Official name : Z INSURANCE AS
Tender :
Tender identifier : TIlbud Z Insurance
Identifier of lot or group of lots : LOT-0000
Subcontracting : No
Contract information :
Identifier of the contract : Rammeavtale - Meglertjenester forsikring
Title : Framework agreement - Brokerage services insurance
Date on which the winner was chosen : 14/07/2023
Date of the conclusion of the contract : 10/04/2024
The contract is awarded within a framework agreement : no

6.1.4 Statistical information

Summary of the review requests the buyer received :
Number of complainants : 1
Received tenders or requests to participate :
Type of received submissions : Tenders
Number of tenders or requests to participate received : 2

8. Organisations

8.1 ORG-0001

Official name : Trøndelag fylkeskommune
Registration number : 817920632
Postal address : Seilmakergata 2
Town : STEINKJER
Postcode : 7725
Country subdivision (NUTS) : Trøndelag/Trööndelage ( NO060 )
Country : Norway
Contact point : Håkon Farstad
Telephone : 45257595
Roles of this organisation :
Buyer

8.1 ORG-0002

Official name : Z INSURANCE AS
Size of the economic operator : Small
Registration number : 925122890
Postal address : Gange-Rolvs gate 1c
Town : OSLO
Postcode : 0273
Country subdivision (NUTS) : Oslo ( NO081 )
Country : Norway
Contact point : Z INSURANCE AS
Telephone : 93487088
Roles of this organisation :
Tenderer
Winner of these lots : LOT-0000

8.1 ORG-0003

Official name : Trøndelag tingrett
Registration number : 926722794
Town : Trondheim
Postcode : 7004
Country subdivision (NUTS) : Trøndelag/Trööndelage ( NO060 )
Country : Norway
Roles of this organisation :
Review organisation

Notice information

Notice identifier/version : 5417c648-e752-4836-b774-05b48e115cee - 01
Form type : Result
Notice type : Contract or concession award notice – standard regime
Notice dispatch date : 09/07/2025 09:30 +00:00
Notice dispatch date (eSender) : 09/07/2025 11:03 +00:00
Languages in which this notice is officially available : English
Notice publication number : 00448534-2025
OJ S issue number : 130/2025
Publication date : 10/07/2025