Tender

Provision of Private Market Data Collection Services & Portfolio Analytics Platform

  • National Employment Savings Trust (Nest)

F02: Contract notice

Notice identifier: 2022/S 000-009666

Procurement identifier (OCID): ocds-h6vhtk-032c5f

Published 11 April 2022, 5:52pm



Section one: Contracting authority

one.1) Name and addresses

National Employment Savings Trust (Nest)

10 South Colonnade 1st floor

London

E14 4PU

Email

procurement@nestcorporation.org.uk

Country

United Kingdom

NUTS code

UKI - London

Internet address(es)

Main address

www.nestpensions.org.uk

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://nesttenders.bravosolution.co.uk

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://nesttenders.bravosolution.co.uk

Tenders or requests to participate must be submitted to the above-mentioned address

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Provision of Private Market Data Collection Services & Portfolio Analytics Platform

Reference number

TEN-2122-031

two.1.2) Main CPV code

  • 48411000 - Investment management software package

two.1.3) Type of contract

Supplies

two.1.4) Short description

This ITT covers the Nest Investment team's requirement for the Provision of Private Market Data Collection Services and Portfolio Analytics Platform.

Nest is looking for expertise across, but not limited to the provision of data collection services including data validation, data interpretation and data collation. The supplier must also provide an interactive, real-time Portfolio analytics and modelling tool so that Nest can create reports, benchmark data and collect ESG KPIs.

One contract will be awarded. This contract will have an initial duration of 36 months, with the option for Nest to extend for an additional 12 months.

The ITT consists of a shortlisting stage which involves completing a questionnaire (along with a Standard Supplier Questionnaire and Mandatory Questionnaire (declarations). Top bidders (up to 5) will then be invited to participate in a trial stage, where Nest trial the tools for 6 weeks.

Full details of the shortlisting and award criteria can be found in the ITT.

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 48100000 - Industry specific software package
  • 48411000 - Investment management software package
  • 72314000 - Data collection and collation services

two.2.3) Place of performance

NUTS codes
  • UKI4 - Inner London – East

two.2.4) Description of the procurement

This ITT covers the Nest Investment team's requirement for the Provision of Private Market Data Collection Services and Portfolio Analytics Platform.

Nest is looking for expertise across, but not limited to the provision of data collection services including data validation, data interpretation and data collation. The supplier must also provide an interactive, real-time Portfolio analytics and modelling tool so that Nest can create reports, benchmark data and collect ESG KPIs.

One contract will be awarded. This contract will have an initial duration of 36 months, with the option for Nest to extend for an additional 12 months.

The ITT consists of a shortlisting stage which involves completing a questionnaire (along with a Standard Supplier Questionnaire and Mandatory Questionnaire (declarations). Top bidders (up to 5) will then be invited to participate in a trial stage, where Nest trial the tools for 6 weeks.

Full details of the shortlisting and award criteria can be found in the ITT.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

36

This contract is subject to renewal

Yes

Description of renewals

There will be an option to extend fir an additional 12 months, to bring total length of contract to 48 months.

Upon expiry of contract, Nest will look to retender this requirement.

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

12 May 2022

Local time

5:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 6 (from the date stated for receipt of tender)

four.2.7) Conditions for opening of tenders

Date

12 May 2022

Local time

5:00pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published: 48 months

six.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

six.4) Procedures for review

six.4.1) Review body

Nest Corporation

London

Country

United Kingdom