Official UK procurement notice
Portfolio Analysis and Order Management System solutions
Authority: BRUNEL PENSION PARTNERSHIP LIMITED·Consortium: 2 public authorities
What is being bought2 lots · detail below
Published requirement descriptionPortfolio Analysis tool and Order Management System tool.
CPV: IT services: consulting, software development, Internet and support · Software package and information systems
Lots and requirements (2)Procurement structure
2 lots · no lot values published · win at most 2 of themLot #1Portfolio Analysis toolCancelled
SaaS tool used by the Listed Markets Team for on desk portfolio analytics, risk analysis and tracking other portfolio monitoring attributes. The PA tool will use accounting data, delivered daily as well as data feeds for market and economic data . It will be used heavily day to day as the main monitoring tool for our listed market portfolios.
Lot #2Order Management SystemCancelled
SaaS tool used as an order generation system to size and send instructions via SFTP to our administrator, State Street, who place the unit trades in the markets. Not used by Brunel to generate market trading. OMS is also used to run daily post trade compliance monitoring; this is a key daily control in monitoring our funds. Also used as a workflow tool to monitor and reconcile daily position moves.
What it takes to wini
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Evaluation split and conditions of participation as published; the tender pack may add morei
How this buyer will score bids.
The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).
Procedure terms & legal framework
From the official record- Procedure method
- Competitive procedure with negotiation
- Legal basis
- CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
- Procurement category
- Goods
- Notice status
- Awarded
- Procurement threshold
- Unspecified in notice
- Regulatory regime
- Standard
- Commercial structure
- Stand-alone contract (no framework)
- Competition type
- Competitive procedure
- GPA / WTO covered
- Yes (GPA)
- Recurring procurement
- Unspecified in notice
- First published
- 22 Aug 2022, 17:47 BST
- Last source update
- 5 Jun 2023, 12:33 BST
- Authority reference
2022/S 000-023365- FTS notice number
2023/S 000-015830- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-0361c1Find a Tender
How it was run
Official notice- Submission deadline
- 23 Sept 2022, 10:00 BST
- Submission channel
- {"written"}
- Accepted languages
- en
Timeline
23 Sept 2022 → 5 Jun 2023 · 2 dates- Submission deadline23 Sept 2022, 10:00 BST
- Notice published5 Jun 2023, 12:33 BST
Notice history
2 events · 2 releases on Find a Tender · since 5 Jun 2023- Status changed to complete5 Jun 2023, 12:33 BST
- Buyer details updated5 Jun 2023, 12:33 BST
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast| Awarded to | Value | Date | Status |
|---|---|---|---|
| Not linked to a lot1 award | |||
| FactSet UK Limited | US$286,203 † | — | Awarded |
Contracts
Contract 015830-2023-1 · FactSet UK Limited
- Signed
- 25 Apr 2023
- Value
- US$286,203
- Status
- active
Bid statistics published by the authority
| Bids | SME | VCSE | Valid bid range |
|---|---|---|---|
| 4bids | — | — | — |
Contracting authority & participating public bodies
2 public bodies on the noticeConsortium members and other public bodies
- BRUNEL PENSION PARTNERSHIP LIMITED ('Brunel')Contracting authorityBody governed by public lawBrunel is the discretionary investment manager for ten local authority pension funds.
Bidders & participating suppliers
1 commercial party on the notice- FactSet UK LimitedAwarded supplier
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.