Notice Information
Notice Title
Portfolio Analysis and Order Management System solutions
Notice Description
Portfolio Analysis tool and Order Management System tool.
Lot Information
Portfolio Analysis tool
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.
Options: Option to extend for one year periods following the initial term.
Order Management SystemSaaS 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.
Options: Option to extend the contract for one year periods following initial term.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-0361c1
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/015830-2023
- Current Stage
- Award
- All Stages
- Planning, Tender, Award
Procurement Classification
- Notice Type
- Planning Notice
- Procurement Type
- Standard
- Procurement Category
- Goods
- Procurement Method
- Selective
- Procurement Method Details
- Competitive procedure with negotiation
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
48 - Software package and information systems
72 - IT services: consulting, software development, Internet and support
-
- CPV Codes
48000000 - Software package and information systems
72000000 - IT services: consulting, software development, Internet and support
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £286,203 £100K-£500K
Notice Dates
- Publication Date
- 5 Jun 20232 years ago
- Submission Deadline
- 23 Sep 2022Expired
- Future Notice Date
- Not specified
- Award Date
- 24 Apr 20232 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Cancelled
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- BRUNEL PENSION PARTNERSHIP LIMITED
- Additional Buyers
- Contact Name
- Chris Smedley, Procurement Specialist, Kevin Jones & Chelsea O'Dwyer
- Contact Email
- legal.brunel@brunelpp.org, procurementsubmission.brunel@brunelpp.org
- Contact Phone
- +44 7485331997
Buyer Location
- Locality
- BRISTOL
- Postcode
- BS1 6PU
- Post Town
- Bristol
- Country
- England
-
- Major Region (ITL 1)
- TLK South West (England)
- Basic Region (ITL 2)
- TLK5 West of England
- Small Region (ITL 3)
- TLK51 Bristol, City of
- Delivery Location
- TLK South West (England)
-
- Local Authority
- Bristol, City of
- Electoral Ward
- Central
- Westminster Constituency
- Bristol Central
Further Information
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.
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