WYPF Investment Order Management System

{
  "buyer": {
    "id": "GB-PPON-PBWW-4714-TBHN",
    "name": "City of Bradford Metropolitan District Council"
  },
  "date": "2025-07-29T19:00:25+01:00",
  "id": "044044-2025",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-05687b",
  "parties": [
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Bradford",
        "postalCode": "BD1 1HX",
        "region": "UKE41",
        "streetAddress": "Britannia House, Hall Ings"
      },
      "contactPoint": {
        "email": "Mo.Owolabi@bradford.gov.uk",
        "name": "Mo Owolabi",
        "telephone": "+44 7483970737"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - sub-central government",
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE"
          }
        ],
        "url": "https://www.bradford.gov.uk/"
      },
      "id": "GB-PPON-PBWW-4714-TBHN",
      "identifier": {
        "id": "PBWW-4714-TBHN",
        "scheme": "GB-PPON"
      },
      "name": "City of Bradford Metropolitan District Council",
      "roles": [
        "buyer"
      ]
    }
  ],
  "planning": {
    "noEngagementNoticeRationale": "There are limited suppliers within the market due to the nature of this procurement requirement."
  },
  "tag": [
    "tender"
  ],
  "tender": {
    "aboveThreshold": true,
    "awardPeriod": {
      "endDate": "2025-11-13T23:59:59Z"
    },
    "contractTerms": {
      "financialTerms": "To be agreed as part of the finalisation contract discussions."
    },
    "description": "WYPF is moving forward to achieve the HMG requirement to work with other LGPS entities to form a larger pension pool entity that will seek FCA authorisation for its ongoing regulatory oversight. To achieve this, we have identified a number of key changes that are required and one of the these will be addressed by the procurement of an Investment Order Management System. The system we will procure must be able to provide full trade management support, be able to communicate with our existing service providers and have global as well as UK trade support capabilities. To ensure the system is appropriate we will need the chosen system to have a proven historic and ongoing usage providing trade support to at least three FCA regulated Asset Management companies with assets under management exceeding \u00a310Billion.",
    "documents": [
      {
        "description": "Not published",
        "documentType": "conflictOfInterest",
        "id": "conflictOfInterest"
      },
      {
        "datePublished": "2025-07-29T19:00:25+01:00",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "format": "text/html",
        "id": "044044-2025",
        "noticeType": "UK4",
        "url": "https://www.find-tender.service.gov.uk/Notice/044044-2025"
      }
    ],
    "enquiryPeriod": {
      "endDate": "2025-08-12T21:00:00+00:00"
    },
    "id": "CBDMC",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Investment management software package",
            "id": "48411000",
            "scheme": "CPV"
          },
          {
            "description": "Software package and information systems",
            "id": "48000000",
            "scheme": "CPV"
          },
          {
            "description": "Financial systems software package",
            "id": "48442000",
            "scheme": "CPV"
          },
          {
            "description": "Financial and insurance services",
            "id": "66000000",
            "scheme": "CPV"
          },
          {
            "description": "IT services: consulting, software development, Internet and support",
            "id": "72000000",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UK"
          }
        ],
        "id": "LOT-0000",
        "relatedLot": "LOT-0000"
      }
    ],
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "name": "Questionnaire score",
              "numbers": [
                {
                  "number": 20,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "name": "Implementation and ongoing cost",
              "numbers": [
                {
                  "number": 30,
                  "weight": "percentageExact"
                }
              ],
              "type": "cost"
            },
            {
              "name": "SME assessment and review of the responses for Stage 1.",
              "numbers": [
                {
                  "number": 50,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2030-11-20T23:59:59Z",
          "startDate": "2025-11-21T00:00:00Z"
        },
        "id": "LOT-0000",
        "status": "active",
        "value": {
          "amount": 540000,
          "amountGross": 648000,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "services",
    "procedure": {
      "features": "The Authority will be conducting a multi stage procurement process where Suppliers are first invited to complete a PSQ and Assessment Questionnaire from which the top 4 Highest Scored assessed Suppliers will be invited to participate in Stage 2 of the Procurement to make a final presentation to Senior team members at WYPF and any other relevant stakeholders, using the methodology described in the Assessment Questionnaire. The Contract will be subject to negotiations between Suppliers and the Authority in this Procurement. Suppliers to define the full definition and requirements to be agreed within the terms and conditions of the Contract. This includes the finalised costs and fees of the service to be provided, the term of its duration and any potential break clauses. The Authority reserves the right to negotiate these terms. Only those Suppliers invited to make a presentation of their system and following discussion with WYPF as to their system meets the needs of WYPF, now and going forward after implementation, in the opinion of the assessing panel of WYPF will be considered for the award of the Contract."
    },
    "procurementMethod": "open",
    "procurementMethodDetails": "Competitive flexible procedure",
    "status": "active",
    "submissionMethodDetails": "https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=96538\u0026B=",
    "submissionTerms": {
      "electronicSubmissionPolicy": "allowed",
      "languages": [
        "en"
      ]
    },
    "tenderPeriod": {
      "endDate": "2025-09-26T23:00:00+00:00"
    },
    "title": "WYPF Investment Order Management System",
    "value": {
      "amount": 540000,
      "amountGross": 648000,
      "currency": "GBP"
    }
  }
}