Section one: Contracting authority
one.1) Name and addresses
BRUNEL PENSION PARTNERSHIP LIMITED
5th Floor 101 Victoria Street
BRISTOL
BS16PU
Contact
Kevin Jones & Chelsea O'Dwyer
Country
United Kingdom
Region code
UKK11 - Bristol, City of
Companies House
10429110
Internet address(es)
Main address
https://www.brunelpensionpartnership.org/
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
Portfolio Analysis and Order Management System solutions
Reference number
2022/S 000-023365
two.1.2) Main CPV code
- 48000000 - Software package and information systems
two.1.3) Type of contract
Supplies
two.1.4) Short description
Portfolio Analysis tool and Order Management System tool.
two.1.6) Information about lots
This contract is divided into lots: Yes
two.1.7) Total value of the procurement (excluding VAT)
Value excluding VAT: 286,203 USD
two.2) Description
two.2.1) Title
Portfolio Analysis tool
Lot No
1
two.2.2) Additional CPV code(s)
- 48000000 - Software package and information systems
- 72000000 - IT services: consulting, software development, Internet and support
two.2.3) Place of performance
NUTS codes
- UKK - South West (England)
two.2.4) Description of the procurement
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.
two.2.5) Award criteria
Price
two.2.11) Information about options
Options: Yes
Description of options
Option to extend for one year periods following the initial term.
two.2) Description
two.2.1) Title
Order Management System
Lot No
2
two.2.2) Additional CPV code(s)
- 48000000 - Software package and information systems
- 72000000 - IT services: consulting, software development, Internet and support
two.2.3) Place of performance
NUTS codes
- UKK - South West (England)
two.2.4) Description of the procurement
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.
two.2.5) Award criteria
Price
two.2.11) Information about options
Options: Yes
Description of options
Option to extend the contract for one year periods following initial term.
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Competitive procedure with negotiation
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.2.1) Previous publication concerning this procedure
Notice number: 2022/S 000-023365
Section five. Award of contract
A contract/lot is awarded: Yes
five.2) Award of contract
five.2.1) Date of conclusion of the contract
25 April 2023
five.2.2) Information about tenders
Number of tenders received: 4
The contract has been awarded to a group of economic operators: No
five.2.3) Name and address of the contractor
FactSet UK Limited
London
Country
United Kingdom
NUTS code
- UKI - London
Companies House
05323396
The contractor is an SME
No
five.2.4) Information on value of contract/lot (excluding VAT)
Total value of the contract/lot: 286,203 USD
Section six. Complementary information
six.4) Procedures for review
six.4.1) Review body
Brunel Pension Partnership Limited
Bristol
Country
United Kingdom