II.2.2) Additional CPV code(s)
72222000
II.2.3) Place of performance
NUTS code:
UKI
II.2.4) Description of the procurement
This procurement is being managed by Proxima Group on behalf of the Local Pension Partnership Limited (LPP).
Background:
It is LPP’s intention to upgrade the systems and processes supporting its regulated investments business, LPP I, and to outsource its middle office function in order to benefit from greater breadth of expertise and the increased value provided by a specialist provider. It is seeking a consultant to act as a partner, bringing expertise of operating models, outsourcing and project management and delivery. This is being formalised in the following 2 workstreams:
1) The selection and implementation of Portfolio Management Systems (PMS):
The delivery portfolio management systems to support public and private market asset classes will be coordinated with the outsourced middle office. It will select, contract, deploy, configure and test the system before migrating LPP’s portfolios onto it as the middle office services are begun. The work stream includes training of users and enhanced support during initial operations.
2) The implementation of an operating model based on an outsourced middle office:
The Middle Office Work stream will deliver an enhanced investment operations process, preparing the model for additional clients, instrument and investment types and client reporting needs. The work stream will define the detailed processes between LPP and its custodians and agree contracts, commercials and associate service level agreements before integrating the outsourced middle office services into LPP’s new Portfolio Management System.
For further information please contact Jo Bond at Proxima Group on the contact details contained within this Contract Notice.
Tendering Instructions:
In order to express your interest and obtain access to the tender documentation you are required to register.
Your company within the Catalytics e-tendering portal as follows:
1. follow the portal web link — https://catalytics.proximagroup.com/Proxima/
2. click “register here”;
3. complete a simple form to register for an account (containing general questions, company details etc);
4. set up login details (username and password);
5. once you have submitted your details you will receive an email containing a link to activate your account, you should receive this instantly, if you do not please check your junk folders, if the email is not there please contact the procurement support team on 01633 742054 or by email on procurementsupport@proximagroup.com
6. once you have activated your account you will be able to log-in to the portal and will be required to complete an online Supplier Registration Form (SRF), this then completes the registration process;
7. you must then email confirmation of registration to procurementsupport@proximagroup.com who will then provide you with access to the tender documentation within the portal.
All tender responses must be submitted via the Catalytics portal, any requests for additional information or clarification questions must also be submitted via the portal.
II.2.5) Award criteria
Quality criterion: Requirements and deliverables
/ Weighting: 60
Price
/ Weighting:
40
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No