Supply Investment Management Software

Supply Investment Management Software

Investment management software and services including a Portfolio analysis and Order Management system and associated services.

United Kingdom-Croydon: Software package and information systems

2015/S 206-374058

Contract notice

Services

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

Pension Protection Fund
Renaissance, 12 Dingwall Road
For the attention of: Greta Kurkuzinskaite
CR0 2NA Croydon
UNITED KINGDOM
Telephone: +44 8456002541
E-mail: commercialservices@ppf.gsi.gov.uk

Internet address(es):

General address of the contracting authority: http://www.pensionprotectionfund.org.uk

Electronic access to information: https://ppf.bravosolution.co.uk

Electronic submission of tenders and requests to participate: https://ppf.bravosolution.co.uk

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local sub-divisions

I.3)Main activity

Economic and financial affairs

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

Investment management software and services including a Portfolio analysis and Order Management system and associated services.

II.1.2)Type of contract and location of works, place of delivery or of performance

Services
Service category No 7: Computer and related services
Main site or location of works, place of delivery or of performance: Pension Protection Fund | Renaissance, 12 Dingwall Road, Croydon, CR0 2NA.

NUTS code UKI22

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

A Portfolio analysis and Order Management System.

II.1.6)Common procurement vocabulary (CPV)

48000000, 48411000, 72000000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes

II.1.8)Lots

This contract is divided into lots: no
II.1.9)Information about variants
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

The contract will be awarded for a period of 3 years and may be extended on the same terms and conditions at the PPF’s option for up to a further 7 periods of up to 1 year, the maximum duration of the Contract will therefore be 10 years.
The PPF requires an integrated system that will interface with the PPF’s and its third parties’ systems and software. The PPF is a continuously developing business within a changing market and it is envisaged that there will be a future requirement for further components, modules or packages within the investment management area, such as Risk, Performance Measurement and Treasury including bespoke developments within the system which are reserved for the PPF’s use only. It is fully envisaged that these components and modules will be developed over the life of the contract not only to reflect changes in the market, but also the Board’s strategy, including, but not limited to, changes in approach to the amount of investment business retained or brought in-house, the nature and size of the Board’s assets and liabilities and the Board’s approach to risk and return. This may require additional components and modules not currently listed, or development of the Services themselves or existing services provided to the Board which support or are supported by these Services. It is further envisaged that additional software, including licences, may need to be developed to enhance the Services, to increase efficiency and streamline the Services, to increase the availability of the Services in line with changes in the market, anticipated changes to the Board’s strategy over the life of the contract and changes in the nature and size of the Board’s assets and liabilities or to develop other services that support or are supported by these Services. These additional services, systems, software and licences may result in price revision of the original contract and/or may significantly increase the fees paid in relation to these Services over the life of the contract. The Board makes no guarantee as to the nature and extent of such additional services, systems, software or licences.
II.2.2)Information about options
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

See Invitation to Tender.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

See Invitation to Tender.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

Suppliers Instructions How to Express Interest in this Tender:
1. Register your company on the eSourcing portal (this is only required once):

— Browse to the eSourcing Portal: https://ppf.bravosolution.co.uk and click the link to register.

— Accept the terms and conditions and click ‘continue’ — Enter your correct business and user details.
— Note the username you chose and click ‘Save’ when complete.
— You will shortly receive an email with your unique password (please keep this secure).
2. Express an Interest in the tender:
— Login to the portal with the username/password.
— Click the ‘PQQs / ITTs Open To All Suppliers’ link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier).
— Click on the relevant PQQ/ ITT to access the content.
— Click the ‘Express Interest’ button at the top of the page.
— This will move the PQQ /ITT into your ‘My PQQs/ My ITTs’ page. (This is a secure area reserved for your projects only).
— You can now access any attachments by clicking ‘Buyer Attachments’ in the ‘PQQ/ ITT Details’ box.
3. Responding to the tender:
— Click ‘My Response’ under ‘PQQ/ ITT Details’, you can choose to ‘Create Response’ or to ‘Decline to Respond’ (please give a reason if declining).
— You can now use the ‘Messages’ function to communicate with the buyer and seek any clarification.
— Note the deadline for completion, then follow the on-screen instructions to complete the PQQ/ ITT.
— There may be a mixture of online and offline actions for you to perform (there is detailed online help available) You must then submit your reply using the ‘Submit Response’ button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.

III.1.4)Other particular conditions
III.2)Conditions for participation

III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: See Invitation to Tender.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: See Invitation to Tender.
Minimum level(s) of standards possibly required: See Invitation to Tender.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
See Invitation to Tender.
Minimum level(s) of standards possibly required:
See Invitation to Tender.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts

III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: no
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Open
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document
IV.2.2)Information about electronic auction
IV.3)Administrative information
IV.3.1)File reference number attributed by the contracting authority:

IV.3.2)Previous publication(s) concerning the same contract

Prior information notice

Notice number in the OJEU: 2014/S 232-409124 of 2.12.2014

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

IV.3.4)Time limit for receipt of tenders or requests to participate

9.11.2015 – 10:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.

IV.3.7)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 12 (from the date stated for receipt of tender)
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence
VI.2)Information about European Union funds

VI.3)Additional information

Suppliers Instructions How to Express Interest in this Tender:
1. Register your company on the eSourcing portal (this is only required once):

— Browse to the eSourcing Portal: https://ppf.bravosolution.co.uk and click the link to register.

— Accept the terms and conditions and click ‘continue’ — Enter your correct business and user details.
— Note the username you chose and click ‘Save’ when complete.
— You will shortly receive an email with your unique password (please keep this secure).
2. Express an Interest in the tender:
— Login to the portal with the username/password.
— Click the ‘PQQs / ITTs Open To All Suppliers’ link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier).
— Click on the relevant PQQ/ ITT to access the content.
— Click the ‘Express Interest’ button at the top of the page.
— This will move the PQQ /ITT into your ‘My PQQs/ My ITTs’ page. (This is a secure area reserved for your projects only).
— You can now access any attachments by clicking ‘Buyer Attachments’ in the ‘PQQ/ ITT Details’ box.
3. Responding to the tender:
— Click ‘My Response’ under ‘PQQ/ ITT Details’, you can choose to ‘Create Response’ or to ‘Decline to Respond’ (please give a reason if declining).
— You can now use the ‘Messages’ function to communicate with the buyer and seek any clarification.
— Note the deadline for completion, then follow the on-screen instructions to complete the PQQ/ ITT.
— There may be a mixture of online and offline actions for you to perform (there is detailed online help available) You must then submit your reply using the ‘Submit Response’ button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

19.10.2015

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