Consultancy support for the implementation of an investment Management Platform for the Reserve Funds for Pensions and Social Security (RFPSS) of the European Patent Office (Framework Agreement)
Provision of consultancy support for the implementation and transition to a new hosted investment management platform (set of services, tools, and software) supporting the investment management business processes of the RFPSS. The contractor will work in close cooperation with the RFPSS and with the Platform Provider. The implementation and transition process entails concerted activities aimed at modernization and transition of workflows across front to back business areas of the RFPSS. The areas include front-office portfolio and trade order management, post-trade support activities, custodian-linked processes, performance measurement and attribution, accounting and IFRS reporting, pre and post trade compliance, reporting requirements in asset management, data exchange mechanisms with counterparties, and other data interfaces.
Deadline
De termijn voor de ontvangst van de offertes was 2022-11-25.
De aanbesteding werd gepubliceerd op 2022-11-08.
Object Toepassingsgebied van de aanbesteding
Titel:
“Consultancy support for the implementation of an investment Management Platform for the Reserve Funds for Pensions and Social Security (RFPSS) of the...”
Titel
Consultancy support for the implementation of an investment Management Platform for the Reserve Funds for Pensions and Social Security (RFPSS) of the European Patent Office (Framework Agreement)
EPO-2022-0029
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Producten/diensten: Pensioenfondsadviesdiensten📦
Korte beschrijving:
“Provision of consultancy support for the implementation and transition to a new hosted investment management platform (set of services, tools, and software)...”
Korte beschrijving
Provision of consultancy support for the implementation and transition to a new hosted investment management platform (set of services, tools, and software) supporting the investment management business processes of the RFPSS. The contractor will work in close cooperation with the RFPSS and with the Platform Provider. The implementation and transition process entails concerted activities aimed at modernization and transition of workflows across front to back business areas of the RFPSS. The areas include front-office portfolio and trade order management, post-trade support activities, custodian-linked processes, performance measurement and attribution, accounting and IFRS reporting, pre and post trade compliance, reporting requirements in asset management, data exchange mechanisms with counterparties, and other data interfaces.
1️⃣
Aanvullende producten/diensten: Advies over projectmanagement📦
Aanvullende producten/diensten: Advies over software-integratie📦
Aanvullende producten/diensten: Advies inzake financieel management📦
Plaats van uitvoering: München, Kreisfreie Stadt 🏙️
Hoofdlocatie of plaats van uitvoering:
“The Activities are foreseen to be performed predominantly off-site by means of digital communication (MS Teams, Zoom, etc.). Travel to the EPO Munich office...”
Hoofdlocatie of plaats van uitvoering
The Activities are foreseen to be performed predominantly off-site by means of digital communication (MS Teams, Zoom, etc.). Travel to the EPO Munich office may be required.
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Beschrijving van de aanbesteding: See procurement documents
Gunningscriteria
Kwaliteitscriterium (naam): Technical aspects
Kwaliteitscriterium (weging): 60.00
Prijs (weging): 40.00
Duur van de opdracht, raamovereenkomst of dynamisch aankoopsysteem
Het onderstaande tijdschema is uitgedrukt in aantal maanden.
Beschrijving
Duur: 24
Informatie over varianten
Varianten worden geaccepteerd ✅ Beschrijving
Aanvullende informatie:
“Proposals for variants, the effect of which would be to reduce significantly the rights and safeguards of the EPO, are not allowed.
A maximum of 5 top...”
Aanvullende informatie
Proposals for variants, the effect of which would be to reduce significantly the rights and safeguards of the EPO, are not allowed.
A maximum of 5 top ranked bidders may be invited for bid presentations in the week of 28 February 2023.
Juridische, economische, financiële en technische informatie Voorwaarden voor deelname
Lijst en korte beschrijving van aandoeningen:
“Interested parties shall be required to submit a completed and duly signed Confidentiality Agreement (available via the EPO e-Tendering system on the EPO...”
Lijst en korte beschrijving van aandoeningen
Interested parties shall be required to submit a completed and duly signed Confidentiality Agreement (available via the EPO e-Tendering system on the EPO website). Furthermore, interested parties shall answer the selection criteria questions.
The EPO will verify the Confidentiality Agreement as submitted and evaluate the answers to the selection criteria questions before making available the procurement documents.
In case that an interested party appears not to be able to fulfil the relevant (selection and other) criteria and/or whose circumstances are such as seriously to call into question its financial and professional reliability (see Article 2 of the General Conditions of Tender, available under www.epo.org) the EPO reserves the right not to provide the procurement documents.
To enable companies to already now assess their interest in this tender before receiving the procurement documents, the following shall be taken into consideration:
The Contractor must have a proven and thorough knowledge of investment management business processes, have a proven practical experience in projects aimed at supporting and at driving business transitions between platforms, and therein, have the ability to guide clients towards optimal business workflows. Experience with the implementation of platforms in banking environments, in buy-side asset management institutions, is therefore highly desirable. The Contractor must have strong communication skills and professional fluency in English.
The complete award criteria are listed in the procurement documents.
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Lijst en korte beschrijving van de selectiecriteria: See document 'Information pre-selection'.
Technische en professionele bekwaamheid
Lijst en korte beschrijving van de selectiecriteria: See document 'Information pre-selection'.
Voorwaarden met betrekking tot het contract
Voorwaarden voor de uitvoering van het contract:
“If several bidders submit a joint bid, they must be jointly and severally liable for the performance of the obligations under the contract. A declaration to...”
Voorwaarden voor de uitvoering van het contract
If several bidders submit a joint bid, they must be jointly and severally liable for the performance of the obligations under the contract. A declaration to this effect, duly signed by all members of the grouping and appointing a representative authorised to act on behalf of all members, must be submitted with the bid.
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Verplichting tot vermelding van de namen en beroepskwalificaties van het personeel dat met de uitvoering van de opdracht wordt belast
Procedure Soort procedure
Beperkte procedure
Informatie over een raamovereenkomst of een dynamisch aankoopsysteem
Raamovereenkomst met één exploitant
Administratieve informatie
Termijn voor de ontvangst van inschrijvingen of verzoeken tot deelneming: 2022-11-25
12:00 📅
Geschatte datum van verzending van de uitnodigingen tot inschrijving of tot deelneming aan de geselecteerde gegadigden: 2022-12-08 📅
Talen waarin inschrijvingen of aanvragen tot deelneming kunnen worden ingediend: Engels 🗣️
Het onderstaande tijdschema is uitgedrukt in aantal maanden.
Minimumtermijn gedurende welke de inschrijver de offerte gestand moet doen: 6
Aanvullende informatie Informatie over elektronische workflows
Elektronische facturering wordt aanvaard
Aanvullende informatie
“Only electronic requests to participate and bids may be submitted. Please note that a qualified electronic signature is required as specified on EPO's...”
Only electronic requests to participate and bids may be submitted. Please note that a qualified electronic signature is required as specified on EPO's website: https://www.epo.org/about-us/tenders/signatures.html
Please follow the instructions on the pre-selection questionnaire carefully, complete the resulting document and submit it via the Bidding Cockpit.
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Naam: See General Conditions of Tender
Postadres: not applicable
Poststad: not applicable
Land: Nederland 🇳🇱
URL: www.epo.org/about-us/tenders/general-conditions.html🌏 Voor bemiddelingsprocedures verantwoordelijke instantie
Naam: not applicable
Postadres: not applicable
Poststad: not applicable
Land: Nederland 🇳🇱 Herzieningsprocedure
Precieze informatie over de termijn(en) voor herzieningsprocedures:
“Please note that EPO's procurement procedures are governed solely by EPO's own procurement rules. The relevant rules are described in the EPO's General...”
Precieze informatie over de termijn(en) voor herzieningsprocedures
Please note that EPO's procurement procedures are governed solely by EPO's own procurement rules. The relevant rules are described in the EPO's General Conditions of Tender, which are available at the EPO's website https://www.epo.org/about-us/tenders/general-conditions.html.
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Naam: Central Procurement
Postadres: European Patent Office
Poststad: Munich
Postcode: 80298
Land: Duitsland 🇩🇪
Bron: OJS 2022/S 218-626035 (2022-11-08)