WYPF Investment Order Management System

Open

Buyers

Katy Reed

Value

£540,000

Classifications

Investment management software package
Software package and information systems
Financial systems software package
Financial and insurance services
IT services: consulting, software development, Internet and support

Tags

tenderUpdate

Submission Deadline

2 weeks from now

Published

1 month ago

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 £10Billion.

Documents

Premium

Bypass the hassle of outdated portals. Get all the information you need right here, right now.

Contract Agreement

The official contract terms, conditions, and scopes of work.

Download
Award Notice

Details on the tender award and selected suppliers.

Download

Similar Contracts

Open

TENDER OF IT SUPPORT AND MAINTENANCE CONTRACT

Section A - Background and Context to the Tender (abridged) CPC is interested in receiving tenders from IT support providers who have a proven track record of supporting IT for the local government sector, particularly local councils. It is interested in receiving tenders for 3, 4 and 5 years so it can understand if best value would be achieved by signing up to a longer commitment. Section B: Required Format of Tender Submission Please find detailed below the format in which the tender must be returned: Section 1: Support costs for existing IT estate (see Appendices A and C) • Please provide costs per unit per line item • Please show columns for 3-, 4- and 5-year contract terms • Provision of SIEM/ SOC is currently being considered for both Officers and Councillors to provide an end-to-end security solution given recent changes to the public sector threat landscape. In appendix A the current security solution is detailed and line items shown to illustrate the SIEM / SOC addition. We would welcome your views on what end-to-end security solution you would recommend Section 2: Compliance with required Service Levels (see Appendix B) • Please confirm whether you can comply with the required Service Levels • If you are unable to comply, please explain why and detail your alternative offering Section 3: Provision of Company Profile in support of your tender response. Please provide: • Full title of company • Overview and profile of the company • Company registration number • Addresses where service will be provided from • Names and profiles of key company officers • Evidence of company's financial viability • Means of contact for faults issues and queries • IT qualifications and experience of engineers that will be involved in the contract • Is the company quoting the parent company or a subsidiary? If subsidiary, please supply the name of the parent company • VAT Registration number (if registered for VAT) • Any certifications held by the organisations e.g. ISO27000 • Detail what steps you have taken within your company to align with Data Security/ GDPR legislation • Amount of cover for public and product liability insurance • Summary of your client engagement approach e.g. meetings, surveys, regular calls etc • Details of three reference clients (one of which must be a local council) as we may wish to take up references Additional Guidance: When returning your tender response please note: • If you feel there are any omissions in Sections 1 to 3 then please include these in your response and highlight them • Include any assumptions in your response • Please enclose an example of the Master Service Agreement you would apply to this contract if awarded this tender • State the lead time for setting up the Support and Maintenance agreement as specified in Section B of this document • The term of the contract must be for a minimum of 3-years (with 4- and 5- year options also provided) and should continue in one-year periods, unless terminated by either party not giving less than sixty days' notice • If you have any questions, please submit these in writing to [email protected] within five (5) working days of receiving the tender specification so they can be responded to promptly and the response shared with other interested parties • To be considered in the tender selection process we must receive your response no later than close of business on Friday, 10 October 2025. • Tender responses should be sent by email to [email protected], marked CONFIDENTIAL: TENDER RESPONSE TO PROCUREMENT OF IT CONTRACT Section C: Appendices Appendix A: Existing IT Estate required to be supported Item Quantity Officer PCs and Laptops 12 Server 1 Konika Minolta Printer 1 Dymo Printer 1 Network Infrastructure Device Package 3 Microsoft Exchange Plan 1 19 Microsoft 365 Business Standard Licence 8 Vault Back Up (private cloud) 250GB package - please state unit cost per GB User Protection (Barracuda / EDR) 5 Endpoint Protection (EDR) 6 Email Protection external only - this covers 12 employee PC and laptops and the 17 councillor tablets 29 Councillor tablets 17 - Please exclude from the tender as these are being decommissioned shortly and current day to day support provided by one of the councillors Councillor laptops (currently being purchased) 10 - please see Appendix C Officer tablets (currently being purchased) 2 - spec similar to Councillor laptops in Appendix C SIEM / SOC (purchase being considered) for Council Officer PCs, Laptops and Tablets 11 SIEM / SOC (purchase being considered) for Councillors 17 Appendix B: Required Service Levels The target Service Level Agreement (SLA) defined in this section applies to standard business hours of 08.00 to 18.00hrs, Monday to Friday (excluding public holidays). Response Time SLA: This defines the maximum time allowed to acknowledge or respond to a customer's inquiry or issue. Priority Target Response Time Response Goal 1 - High Priority 1 - 2 Hours 95% 2 - Medium Priority 4 - 8 Hours 90% 3 - Low Priority including Change Requests (moves, adds, changes) 24 Hours 90% Resolution Time SLA: This specifies the time frame within which issues must be fully resolved. Criticality of Issue Resolution Timeframe Critical Issue Resolution within 4 hours High Priority Issue Resolution within 8 hours Medium Priority Issue Resolution within 24 hours MADS (moves, adds& changes) Resolution within 5 days Where Business Impact and Severity are defined as follows: Business Impact Description High Critical - Major business processes are stopped Medium Business is degraded, but there is a reasonable workaround Low More of an irritation than a stoppage Level of Severity Description High Whole council is affected Medium Departments or large group of users are affected Low One user or a small group of users are affected High Severity Medium Severity Low Severity High Business Impact Critical Issue Critical Issue High Priority Issue Medium Business Impact High Priority Issue High Priority Issue Medium Priority Issue Low Business Impact High Priority Issue Medium Priority Issue Medium Priority Issue Please note: • We expect that resolution of issues will be undertaken remotely or via onsite visit or a combination of both depending on the circumstances • Vendor management with manufacturers or third-party support companies is required for all supported product related incidents • Maintenance of email and internet access with service provider is included • Monitoring of the server will be undertaken to ensure early detection and ideally prevention of incidents • An annual review of the estate will be undertaken with written recommendations for any changes required • In respect of the cloud based back up of the server - please state server provider and confirm that the data will be stored within the UK for GDPR purposes Appendix C: Specification for new Councillor Laptops The specification is being used to replace the existing 17 councillor tablets with Dell 14 inch Latitude laptops and an accompanying protective case (note some Councillors are using their own IT devices and will not therefore receive IT support). The following table details the user requirements and the reason that replacement laptops were favoured over tablets: User Requirements Meets User Requirements (Y / N) Dell 14 inch Latitude laptops Generic Tablet Comparison Notes Access and respond to councillor emails Y Y Easy on both but laptop maybe be better for accessibility Saving documents for access and use during Council meetings (will need to consider storage requirements) Y N Documents should be remotely stored but easier to retrieve offline on laptop Toggle between documents (e.g. agenda, minutes, committee papers) Y N Having multiple windows open on a tablet is trickier Ability to annotate documents (e.g. via a smart pen) ? Y Possible on some laptops Access to online collaboration / meeting apps e.g. Zoom, MS Teams etc Y Y Equal Be loaded with full MS Office functionality Y Y Access to internet Y Y Auto software and security updates Y Y Be able to offer split screen capability Y N Both offer this but easier on laptops Bluetooth 5.4 capability Y Y Supports an external keyboard Y Y Via Bluetooth on the tablet Built in speakers Y N Much better on the laptop due to the better sound dispersion Biometric Security (desirable) Y Y

Published 12 hours ago

Open

Community Engagement Platform

The Council is seeking two platforms to be built for its internal use. Both are to be virtual software solutions which can be used by our own officers to create and manage engagement projects. Suppliers can bid for: Lot 1 - Digital website. Lot 2 - Voice specific engagement options Lot 3 - Lots 1 and 2 combined.

Published 12 hours ago

Open

Administration of the Ofgem Energy Industry Voluntary Redress Fund

Ofgem seeks to appoint a Service Provider with expertise in allocating funds to various projects within primarily charitable/non-profit organisations, and who has a deep understanding of the needs of energy consumers across Great Britain. The Service Provider will manage voluntary redress payments made to the Energy Redress Scheme and will ensure that these funds deliver the greatest positive impacts for energy consumers. This requires efficient financial management and expert assessment of funding applications.  The Service Provider must achieve the following outcomes:  Efficient financial management of voluntary redress monies, including receiving funds from energy companies, ring-fencing them as appropriate, and awarding grants to suitable Redress Recipients.  An adaptable and flexible approach to managing redress monies so as to ensure effective response to fluctuations in the amount of funds available, and possible changes to Ofgem's guidance on the allocation of redress funds. It is important to note that Ofgem reserve the right to amend this guidance, for instance to increase the numbers of organisations eligible to apply for funding. In the event of any changes, Ofgem will work closely with the Service Provider to ensure their smooth implementation before they take effect.  Identifying and assessing potential redress recipients to maintain and build on the existing portfolio of reputable recipients with strong financial track records and projects that benefit energy consumers across Great Britain. The successful management of the process by which funds are awarded and paid to grantees, including application and assessment processes Effective management of the award of funds to worthwhile projects, including awards to fuel voucher projects with a minimum award of £1 million per project. System Integration: the successful Service Provider must deliver either:  a successful integration of existing systems supporting online applications, the database of eligible applicants, and the Energy Redress website; or  a new, fit-for-purpose system that provides these services and is fully operational at the commencement of the contract.  Using knowledge of the British energy sector and consumer needs (including vulnerable and future consumers) to allocate funding that delivers value for money and benefits in line with Ofgem's Guidance (which may change from time to time) on voluntary redress funds.  Monitoring project delivery and providing regular updates to Ofgem.   Evaluating the effectiveness of allocation awards.  Providing monthly financial reports and other regular reports to Ofgem (quarterly and annual) on the impact of projects on energy consumers, ensuring funds deliver value for money and long-term benefits and assisting with enquiries related to all aspects of the operation of the fund, as and when they arise. Ensuring that there is transparency and accountability by maintaining a publicly available website dedicated to the energy redress fund, which will provide detail on funding rounds, the application process, all projects that have been awarded funds, and the annual evaluation reports.  Maintain an ethos of continuous improvement that ensures the ongoing evaluation of scheme performance against objectives, review of processes and procedures and how they can be improved to support the objective of increasing the impact of the fund.  Further information can be found in the attached ITT document.

Published 17 hours ago

AI Bid Assistant

Our AI-powered tool to help you create winning bids is coming soon!

View Contract Source Save Contract

Organisation

Katy Reed

Public authority - sub-central government

Mo Owolabi

[email protected]

+44 7483970737

Timeline active

Publish

Bid

Evaluate

Award

Complete