Hysbysiad contract
Adran I:
Endid
contractio
I.1) Enw a chyfeiriad
The City of Edinburgh Council
Waverley Court, 4 East Market Street
Edinburgh
EH8 8BG
UK
Person cyswllt: Jacqueline Burns
E-bost: jacqueline.burns@edinburgh.gov.uk
NUTS: UKM75
Cyfeiriad(au) rhyngrwyd
Prif gyfeiriad: http://www.edinburgh.gov.uk
Cyfeiriad proffil y prynwr: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00290
I.3) Cyfathrebu
Mae'r dogfennau caffael ar gael ar gyfer mynediad uniongyrchol anghyfyngedig a llawn, yn rhad ac am ddim ar:
www.publiccontractsscotland.gov.uk
Gellir cael gwybodaeth ychwanegol o'r cyfeiriad uchod
Rhaid anfon tendrau neu geisiadau i gymryd rhan yn electronig at:
www.publiccontractsscotland.gov.uk
Mae cyfathrebu electronig yn gofyn am ddefnyddio offer a dyfeisiau nad ydynt ar gael yn gyffredinol. Mae mynediad uniongyrchol anghyfgyfyngiedig a llawn i'r offer a dyfeisiau hyn yn bosibl, yn rhad ac am ddim, yn:
https://www.publiccontractsscotland.gov.uk
I.4) Y math o awdurdod contractio
Awdurdod rhanbarthol neu leol
I.5) Prif weithgaredd
Gwasanaethau cyhoeddus cyffredinol
Adran II: Gwrthrych
II.1) Cwmpas y caffaeliad
II.1.1) Teitl
Investment Order Management System - Lothian Pension Fund (LPF)
Cyfeirnod: CT1725
II.1.2) Prif god CPV
48100000
II.1.3) Y math o gontract
Cyflenwadau
II.1.4) Disgrifiad byr
The City of Edinburgh Council (the Council) is administering authority of the Lothian Pension Fund (LPF).
Lothian Pension Fund (LPF) is seeking to establish a new contract for an Order Management System (OMS). The OMS is an ongoing requirement to support the investment of the listed assets of Lothian Pension Fund under internal management or under the management of Lothian Pension Fund’s subsidiary company, LPFI Limited.
This service is regulated by the Financial Conduct Authority and as such an automated Order Management System is required.
This procurement process will be competitive dialogue process in line with Public Contracts (Scotland) Regulations 31.
II.1.6) Gwybodaeth am lotiau
Mae’r contract hwn wedi’i rannu’n lotiau:
Na
II.2) Disgrifiad
II.2.2) Cod(au) CPV ychwanegol
48441000
48442000
48411000
II.2.3) Man cyflawni
Cod NUTS:
UKM75
Prif safle neu fan cyflawni:
Edinburgh Lothian
II.2.4) Disgrifiad o’r caffaeliad
The City of Edinburgh Council (the Council) is the administering authority of Lothian Pension Fund (LPF).
LPF requires a new contract for an Order Management System (OMS). The OMS is an ongoing requirement to support the investment of LPF assets under internal management and the client assets under the management of LPF’s subsidiary company, LPFI Limited. Without the functionality of an OMS, LPF and LPFI are exposed to greater risk of trading errors, regulatory breaches and reduced efficiency, all of which may also impair investment performance.
LPFI provides investment management services to external clients. This service is regulated by the Financial Conduct Authority and the strong control environment and operational resilience required under this regulatory oversight increases the need for an automated Order Management System. The system must maintain availability based on a 24/7 working week.
The requirement will be for the supplier to be able to implement the new solution within 6 months of the contract award including connectivity to LPF's custodian, Northern Trust.
II.2.5) Meini prawf dyfarnu
Maen prawf isod:
Maes prawf ansawdd: Quality
/ Pwysoliad: 80
Price
/ Pwysoliad:
20
II.2.7) Hyd y contract, y cytundeb fframwaith neu’r system brynu ddynamig
Hyd mewn misoedd: 60
Gall y contract hwn gael ei adnewyddu: Ydy
Disgrifiad o’r adnewyddiadau:
The contract shall run for a period of five years with the option to extend for a three-year period and a further 24-month period from the contract start date. Total 10 years including extension periods, which are at the sole discretion of the Council.
II.2.9) Gwybodaeth am y cyfyngiadau ar nifer yr ymgeiswyr a gaiff eu gwahodd
Meini prawf gwrthrychol ar gyfer dewis y nifer cyfyngedig o ymgeiswyr:
Please refer to invitation to tender document
II.2.10) Gwybodaeth am amrywiadau
Derbynnir amrywiadau:
Na
II.2.11) Gwybodaeth am opsiynau
Opsiynau:
Na
II.2.13) Gwybodaeth am Gronfeydd yr Undeb Ewropeaidd
Mae'r broses gaffael yn gysylltiedig â phrosiect a/neu raglen a ariennir gan gronfeydd yr Undeb Ewropeaidd:
Na
II.2.14) Gwybodaeth ychwanegol
Failure to complete both the online SPD and the attached Selection Questionnaire may result in the bid being rejected as non-compliant.
Section III: Gwybodaeth gyfreithiol, economaidd, ariannol a thechnegol
III.1) Amodau ar gyfer cymryd rhan
III.1.2) Statws economaidd ac ariannol
Lefel(au) gofynnol y safonau sydd eu hangen:
The bidder should provide its (general) yearly turnover for the number of financial years specified -
Number of financial years and minimum required turnover per year - A minimum general annual turnover of 1620000 (GBP) for each of the last two financial years.
4B5b Insurance - Employer's (Compulsory) Liability
The Bidder confirms they already have or can commit to obtain, prior to the commencement of the contract, the levels of Employer's (Compulsory) Liability Insurance cover indicated.
Minimum amount - 10 million (GBP)
4B5c Insurance - All other types listed
The Bidder confirms they already have or can commit to obtain, prior to the commencement of the contract, the levels of all other types of insurance cover indicated.
Minimum amount - Type of insurance
5 million (GBP) Public Liability
5 million (GBP) - Professional Indemnity
Question 4B.6 (Financial Stability)Bidders must provide -
Annual Reports: Last two years of audited Financial Statements. Criteria: Unqualified audit opinion, prepared under the going concern basis, with no material misstatements.
Internal Controls: Last two audited internal controls reports (SOC2 Type 2 or equivalent). Criteria: Unqualified audit opinion with no material breaches noted.
III.2) Amodau sy’n gysylltiedig â’r contract
Section IV: Gweithdrefn
IV.1) Disgrifiad
IV.1.1) Y math o weithdrefn
Deialog Gystadleuol
IV.1.4) Gwybodaeth am leihau nifer yr atebion neu’r tendrwyr yn ystod negodiad neu ddeialog
Troi at weithdrefn fesul cam er mwyn mynd ati’n raddol i leihau nifer yr atebion i’w trafod neu’r tendrau i’w negodi
IV.1.8) Gwybodaeth am Gytundeb Caffael y Llywodraeth (GPA)
The procurement is covered by the Government Procurement Agreement:
Ydy
IV.2) Gwybodaeth weinyddol
IV.2.2) Terfyn amser i dendrau neu geisiadau i gymryd rhan ddod i law
Dyddiad:
01/05/2026
Amser lleol: 14:00
IV.2.3) Dyddiad amcangyfrifedig ar gyfer anfon gwahoddiadau i dendro neu i gymryd rhan at yr ymgeiswyr a ddewiswyd
Dyddiad:
15/05/2026
IV.2.4) Ym mha iaith/ieithoedd y gellir cyflwyno tendrau neu geisiadau i gymryd rhan
EN
IV.2.6) Yr isafswm cyfnod gofynnol i’r sawl sy’n tendro gynnal y tendr
Hyd mewn misoedd: 3 (o’r dyddiad a nodwyd i dendr ddod i law)
Section VI: Gwybodaeth ategol
VI.1) Gwybodaeth am ailddigwydd
Caffaeliad cylchol yw hwn:
Ydy
Amseriad amcangyfrifedig ar gyfer cyhoeddi hysbysiadau pellach:
Between 4 to 10 years time
VI.2) Gwybodaeth am lifau gwaith electronig
Defnyddir archebion electronig
Derbynnir anfonebau electronig
Defnyddir taliadau electronig
VI.3) Gwybodaeth ychwanegol
This procurement is being conducted by The City of Edinburgh Council in its capacity as the Administering Authority of the Lothian Pension Fund, a fund within the Local Government Pension Scheme (LGPS) in Scotland. All references to 'the Authority' or 'the Buyer' within the tender documentation refer to the City of Edinburgh Council acting on behalf of the Lothian Pension Fund.
NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=826734.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
The Contracting Authority does not intend to include a sub-contract clause as part of community benefits (as per Section 25 of the Procurement Reform (Scotland) Act 2014) in this contract for the following reason:
The Contracting Authority does not intend to include a sub-contract clause for this procurement as the subject matter concerns a highly specialized and integrated Order Management System (OMS). The delivery of this critical financial infrastructure requires a single, unified solution provided by a prime contractor to ensure system integrity, data security, and seamless integration with existing IBOR and custodial functions. Given the technical complexity and the Authority’s fiduciary duty to its members, it is anticipated that the core services will be delivered directly by the software provider and are not suitable for sub-contracting to third parties
The Contracting Authority does not intend to include any community benefit requirements in this contract for the following reason:
Lothian Pension Fund waived this requirement as an entity.
(SC Ref:826734)
Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=826734
VI.4) Gweithdrefnau adolygu
VI.4.1) Corff adolygu
Sheriff Court
27 Chamber Street
Edinburgh
EH1 1LB
UK
VI.5) Dyddiad anfon yr hysbysiad hwn
31/03/2026