Banking services (Швейцария - Тендер #42847662)

1. Section I
   1. Name and addresses
      compenswiss (Fonds de compensation AVS/AI/APG)
      Boulevard Georges-Favon 6
      Genève
      1204
      Switzerland
      E-mail: ACQ-0004-PMS1631SelectionPMS@compenswiss.ch
      
   2. Joint procurement
      
   3. Communication
      Access to the procurement documents is restricted. Further information can be obtained at
      http://www.simap.ch/shabforms/servlet/Search?NOTICE_NR=1342837
      Additional information can be obtained from the abovementioned addressto the abovementioned address
      
   4. Type of the contracting authority:
      Body governed by public law
      
   5. Main activity:
      Social protection
      
2. Section II
   1. Scope of the procurement:
      1. Title:
         

         Selection and implementation of a Portfolio Management System (PMS)

      2. Main CPV code:
         66110000
         
      3. Type of contract:
         Services
         
      4. Short description:
         

         The purpose of this invitation to tender is to select a new Portfolio Management System (PMS) for both the management of compenswiss’ assets (internal management) and the monitoring of the entire portfolio (securities and cash liquidity).

      5. Estimated total value:
         
         
      6. Information about lots:
         This contract is divided into lots: no
   2. Description
      1. Title:
         
      2. Additional CPV code(s):
         72260000
         
      3. Place of performance:
         Main site or place of performance:

         Boulevard Georges-Favon 6, 1204 Geneva, Switzerland

      4. Description of the procurement:
         

         The purpose of this invitation to tender is to select a new Portfolio Management System (PMS) for both the management of compenswiss’ assets (internal management) and the monitoring of the entire portfolio (securities and cash liquidity).

      5. Award criteria:
         Cost criterion - Weighting: 50%
         Cost criterion - Weighting: 10%
         Cost criterion - Weighting: 20%
         Cost criterion - Weighting: 20%
         
      6. Estimated value:
         
         
      7. Duration of the contract, framework agreement or dynamic purchasing system:
         
         Start: 2024-01-01
         End: 2028-12-31
         This contract is subject to renewal: yes
         Description of renewals:

         From 01.01.2029 to 31.12.2033

      8. Information about the limits on the number of candidates to be invited:
         
      9. Information about variants:
         Variants will be accepted: no
         
      10. Information about options:
          Options: yesDescription of options:

          - Outsourcing of the Investment Monitoring activity (Post Trade Compliance)

          - Outsourcing of the Performance Calculation and Reporting activity

          - Outsourcing of the Back-Office activity

          - Extension of the contract from 01.01.2029 to 31.12.2033

      11. Information about electronic catalogues:
          
          
      12. Information about European Union funds:
          The procurement is related to a project and/or programme financed by European Union funds: no
      13. Additional information:
          
3. Section III
   1. Conditions for participation:
      1. Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers:
         
      2. Economic and financial standing:
         Selection criteria as stated in the procurement documents
      3. Technical and professional ability:
         Selection criteria as stated in the procurement documents
      4. Information about reserved contracts:
         
   2. Conditions related to the contract:
      1. Information about a particular profession:
         
      2. Information about staff responsible for the performance of the contract:
         
4. Section IV
5. Description:
   1. Type of procedure:
      Open procedure
   2. Information about a framework agreement or a dynamic purchasing system:
      
   3. Information about reduction of the number of solutions or tenders during negotiation or dialogue:
      
   4. Information about negotiation:
      
   5. Information about electronic auction:
      
   6. Information about the Government Procurement Agreement (GPA):
      The procurement is covered by the Government Procurement Agreement: yes
6. Administrative information:
   1. Previous publication concerning this procedure:
      
   2. Time limit for receipt of tenders or requests to participate:
      Date: 2023-08-07
      
   3. Estimated date of dispatch of invitations to tender or to participate to selected candidates:
      
   4. Languages in which tenders or requests to participate may be submitted:
      DE, FR, EN
   5. Minimum time frame during which the tenderer must maintain the tender:
      (from the date stated for receipt of tender)
      
   6. Conditions for opening of tenders:
      Date: 2023-08-08
      Local time: 23:59
      Place:

      Boulevard Georges-Favon 6, 1204 Geneva Switzerland

Источник закупки

Импорт - Экспорт по стране Швейцария