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Estonia21 days leftOpen

Business and System Analysis and Development of Partner Portal

Tender Overview

ORGANIZATION

Tervisekassa

LOCATION

Estonia, Estonia

VALUE

€2,500,000

DEADLINE

February 23, 2026 at 13:00

CATEGORY

Services

CPV CODE

72261000-2

REFERENCE

305050

Project Timeline

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Contact Information

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View Original

Original Tender Description

Hanke eesmärk on Partnerportaaliga seotud äri- ja süsteemianalüüs ning arendus. Täpsem tehniline kirjeldus on lisatud (Lisa 1). N.B. (1) Infotund toimub 04.02.26 kell 11.00 Teamsis. Osalemiseks kirjutada geitrin.jansen@tervisekassa.ee. N.B. (2) Intervjuud toimuvad eeldatavasti vahemikus 09.03.2026 kuni 13.03.2026. Selle ajavahemikuga peavad pakkujad arvestama.
⚠️

MANDATORY EXCLUSION GROUNDS

  • The bidder must confirm compliance with EU sanctions, especially when involving subcontractors.
✓

ELIGIBILITY REQUIREMENTS

  • The bidder must be a single entity responsible for the integrity and achievement of the service's objectives.
🔧

TECHNICAL CAPABILITY REQUIREMENTS

  • The bidder must have experience with at least one previous IT analysis and/or development contract valued at a minimum of 100,000 EUR.
  • The team must include the following roles: Project Manager, IT Analyst, Developers, and Designers.
  • Conditions regarding allowed role overlaps within the team must be adhered to.
  • The proposed Project Manager and IT Analyst must meet minimum qualification requirements.
  • The team must have experience in business management software development.
  • The team must have experience in implementing information security standards (OWASP/E-ITS).
  • Comply with GDPR and the terms of the Data Processing Agreement (DPA) when providing the service.
  • The scope and requirements of the Partner Portal business and system analysis and development project must be fulfilled, covering both public and internal administration system functionalities.
  • IT analysis must cover pre-analysis, business analysis, and system analysis stages according to the contracting authority's requirements.
  • The objectives, methodologies, and expected outcomes for each IT analysis stage must be adhered to.
  • Project documentation created during the project must meet Tervisekassa's requirements for formatting, content, and management, including in the Confluence environment.
💰

FINANCIAL REQUIREMENTS

  • The bidder's net turnover must be at least 800,000 EUR.
  • The bid must include an hourly rate in accordance with the principles of the framework agreement project.
📋

SUBMISSION REQUIREMENTS

  • Team CV forms must be submitted for minimum qualification and additional evaluation points.
  • Confirmations of specialists' consent to fulfill the contract must be submitted.
  • Confirmations of timekeeping must be submitted.
  • Confirmations of compliance with EU sanctions when involving subcontractors must be submitted.
  • An hourly rate must be submitted in the bid.
  • Be prepared to participate in an interview if the bidder is selected among the top six.
  • A detailed CV for the proposed Project Manager and IT Analyst must be submitted using the designated form (Annex 4.1).
  • CVs must include work experience, project roles, and contact details for verification.
  • Specialists' readiness to fulfill the contract must be confirmed.
  • CV-based data for team members regarding business management software and OWASP or E-ITS experience must be submitted using the designated form (Annex 4.2) to gain additional points.
  • The terms of the framework agreement project must be accepted.

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PDF
Vastavustingimused
CV305050_vastavustingimused.pdf9.2 KB
Summary:
This document outlines requirements for submitting team CV forms for minimum qualifications and additional evaluation points, along with confirmations regarding specialist consent, timekeeping, and compliance with EU sanctions for subcontractors.
DOC
Lisa 4.1. CV vorm
CVLisa_4_1_CV_vorm_miinimumnouded__0.docx39.7 KB
Summary:
Tenderers must submit detailed CVs for proposed specialists (Project Manager, IT Analyst) using this form, including work experience, project roles, and contact information for verification, confirming their commitment to the contract.
DOC
Lisa 4.2. Lisapunktide CV vorm
CVLisa_4_2_CV_vorm_lisapunktid_.docx31.8 KB
Summary:
This form is for submitting CV-based information on team members' experience in business administration software and OWASP or E-ITS to earn additional points in the tender evaluation, which the contracting authority will assess.
PDF
Hindamiskriteeriumid ja hinnatavad näitajad
Hindamiskriteeriumid305050_hindamiskriteeriumid.pdf3.0 KB
Summary:
This document outlines the tender evaluation criteria, which include hourly rate (20%), team quality (40%), and an interview (40%).
PDF
Hankepass täiendatavate selgitustega
Kvalifikatsiooninõuded305050_hankepass_taiendavate_selgitusteg...69.0 KB
Summary:
This document serves as an explanatory guide for the European Single Procurement Document (ESPD) conditions, outlining the contracting authority's requirements and expected responses from bidders, but it is not intended for direct completion.
PDF
Juhised pakkujale
Hanke TingimusedJuhised_pakkujale_0.pdf149.4 KB
Summary:
The Health Insurance Fund is seeking a bidder for a framework agreement for business and system analysis and development of the Partnerportal, with a maximum value of 2.5 million euros over 36 months, requiring a net turnover of at least 800,000 euros and prior experience with at least one IT analysis and/or development contract worth at least 100,000 euros.
PDF
Lisa 1.1. Nõuded IT-analüüsile
Tehnilised SpetsifikatsioonidLisa_1_1_Nouded_IT_analuusile.pdf17.2 KB
Summary:
This document outlines Tervisekassa's IT analysis requirements, dividing it into preliminary, business, and system analysis, detailing each phase's objectives, methodologies, and expected outcomes.
PDF
Lisa 1.2. Dokumentatsiooniplaan
Tehnilised SpetsifikatsioonidLisa_1_2_Dokumentatsiooniplaan.pdf246.4 KB
Summary:
This document outlines the requirements and conditions for the documentation to be created during the Tervisekassa Partner Portal business and system analysis and development project, including its formatting, content, and management within the Confluence environment.
DOC
Lisa 1. Tehniline kirjeldus
Tehnilised SpetsifikatsioonidLisa_1_Tehniline_kirjeldus.docx49.5 KB
Summary:
This document outlines the scope and requirements for the business and system analysis and development project of Tervisekassa's Partner Portal, covering both public and internal administration system functionalities.
DOC
Lisa 2. Raamlepingu projekt
Lepingu MallLisa_2_Raamlepingu_projekt.docx44.6 KB
Summary:
This document is the draft framework agreement for the 'Partner Portal Business and System Analysis and Development' procurement, detailing contract terms, including validity (36 months or €2.5 million) and hourly rate principles.
DOC
Lisa 3. Nõuded tiimile
KvalifikatsiooninõudedLisa_3_Nouded_tiimile.docx31.7 KB
Summary:
This document outlines the required team roles for the bidder, specifying positions such as project manager, IT analyst, developers, and designers, along with conditions for allowed role overlaps.
DOC
Lisa 5. Hindamismetoodika
HindamiskriteeriumidLisa_5_Hindamismetoodika_0.docx50.5 KB
Summary:
This document outlines the tender evaluation methodology, focusing on hourly rates and the team's experience in business management software development and the application of information security standards (OWASP/E-ITS), with only the top six bidders invited for an interview.
DOC
Lisa 6. Andmekaitsekokkulepe
Lepingu MallLisa_6_Andmekaitsekokkulepe.docx34.2 KB
Summary:
This document is a template for a Data Processing Addendum (DPA) outlining the general conditions and obligations for processing personal data by the controller and processor in accordance with GDPR during service provision.

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83
Excellent

Tender Quality Score

Overall, this is a well-structured and clear tender, but the turnover requirement may limit SME participation, and explicit sustainability and social criteria are lacking.

Score Breakdown

Legal Compliance85/100

The procedure type is clearly defined, and the tender appears to comply with EU/national regulations, utilizing ESPD and referencing EU sanctions. Deadlines are reasonable.

Clarity90/100

Requirements, evaluation criteria, and technical specifications are well-documented and highly understandable across the various tender documents and AI-extracted content.

Completeness90/100

All essential information, including financial data, timeline, and comprehensive documents, is provided, ensuring a complete tender package.

Fairness75/100

The net turnover requirement of 800,000 EUR for a 2.5M EUR framework agreement is relatively high and could limit competition, particularly for smaller, specialized firms. While evaluation criteria are transparent, this financial threshold impacts fairness.

•High net turnover requirement (800,000 EUR) may limit SME participation.
•The characteristic 'Max Participants: 1' could be clearer to explicitly state it refers to the number of awarded contractors, not bidders.
Practicality85/100

Electronic submission is supported, contract start and duration are known, and an info session with interview dates is planned, enhancing practicality for bidders.

Data Consistency95/100

All key fields are populated, dates are logical and consistent, and no disputes or suspensions are detected, indicating high data integrity.

Sustainability20/100

The tender lacks explicit criteria for green procurement, social aspects, or innovation focus, which are increasingly important in modern public procurement.

•No explicit green procurement criteria.
•No explicit social criteria.

Strengths

Clear and comprehensive documentation.
Transparent evaluation criteria with specified weightings.
Electronic submission and e-procurement enabled.
Detailed technical specifications and team requirements.
Info session and interview dates provided for bidder planning.

Concerns

High net turnover requirement (800,000 EUR) may limit SME participation.
Lack of explicit sustainability, social, or innovation criteria.
The 'Max Participants: 1' characteristic could be clearer to avoid misinterpretation.
The tender is not divided into parts, which can limit participation from specialized smaller firms.

Recommendations

1. Re-evaluate the net turnover requirement to ensure broader market access for qualified SMEs.
2. Integrate specific green, social, or innovation criteria into future tenders to align with modern procurement best practices.
3. Clarify the 'Max Participants' characteristic to explicitly state it refers to the number of awarded contractors under the framework agreement.

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Tender Quality Score
83/ 100 · Excellent
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