SoFoKleS is seeking a framework agreement for independent personal financial advice aimed at employees. The objective is to strengthen employees' control over their finances by providing insight into their current and future financial situation. The service includes analyzing income, expenses, buffers, risks, pension, assets, and debts, and clarifying the financial consequences of changes in employment conditions, career, or private situation. The contractor must provide confidential, tailored advisory sessions, enabling the employee to gain a better understanding of their financial fitness and opportunities for improvement. The tender requires experience in financial advice, knowledge of pension schemes, risk assessment, and the ability to communicate complex information clearly.
Services · Open · European procedure
01What is being requested
SoFoKleS is seeking a framework agreement for independent personal financial advice aimed at employees. The objective is to strengthen employees' control over their finances by providing insight into their current and future financial situation. The service includes analyzing income, expenses, buffers, risks, pension, assets, and debts, and clarifying the financial consequences of changes in employment conditions, career, or private situation. The contractor must provide confidential, tailored advisory sessions, enabling the employee to gain a better understanding of their financial fitness and opportunities for improvement. The tender requires experience in financial advice, knowledge of pension schemes, risk assessment, and the ability to communicate complex information clearly.
The framework agreement concerns the execution of financial advisory sessions. Financial advice for employees must contribute to strengthening employees' own autonomy, specifically regarding control over financial matters. This includes, among other things, more insight into the (future) financial situation, thereby creating financial fitness. Insight into personal income and expenses, buffers and risks, pension, assets, and any debts, making the financial consequences of changes in employment conditions, career, or private situation transparent. It is necessary to consult chapter 2 of the de
02Outcome
ASR Re-integratie B.V.
03Exclusion 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).
04Value 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.
05Bidders in this segment
06Tender documents
07Legal themes that may be relevant here
08Frequently asked questions
Which financial aspects are covered during the advisory sessions?
What does the framework agreement for financial advisory services entail?
Automatically compiled from the official tender data and documents.
09Estimated value versus the market
€ 200K
€ 538K
€ 1,9 mln
Gegunde waarden in CPV 66 · diensten n=882