Public procurement notice: Contract Notice
Published: 2022-11-11
Buyer: European Patent Office (EPO)
Country: NL
Contract type: Services
Procedure: Restricted procedure
CPV classification: 66523000 | 72224000: Project management consultancy services | 72227000: Software integration consultancy services | 79412000
Submission deadline: 2022-11-25
Award criteria: The most economic tender

Technical requirements: Consultancy support for the implementation of an investment Management Platform for the Reserve Funds for Pensions and Social Security (RFPSS) of the European Patent Office (Framework Agreement)
Provision of consultancy support for the implementation and transition to a new hosted investment management platform (set of services, tools, and software) supporting the investment management business processes of the RFPSS. The contractor will work in close cooperation with the RFPSS and with the Platform Provider. The implementation and transition  process entails concerted activities aimed at modernization and transition of workflows across front to back business areas of the RFPSS. The areas include front-office portfolio and trade order management, post-trade support activities, custodian-linked processes, performance measurement and attribution, accounting and IFRS reporting, pre and post trade compliance, reporting requirements in asset management, data exchange mechanisms with counterparties, and other data interfaces.
The Activities are foreseen to be performed predominantly off-site by means of digital communication (MS Teams, Zoom, etc.). Travel to the EPO Munich office may be required.
Proposals for variants, the effect of which would be to reduce significantly the rights and safeguards of the EPO, are not allowed.
A maximum of 5 top ranked bidders may be invited for bid presentations in the week of 28 February 2023.
Interested parties shall be required to submit a completed and duly signed Confidentiality Agreement (available via the EPO e-Tendering system on the EPO website). Furthermore, interested parties shall answer the selection criteria questions.
The EPO will verify the Confidentiality Agreement as submitted and evaluate the answers to the selection criteria questions before making available the procurement documents.
In case that an interested party appears not to be able to fulfil the relevant (selection and other) criteria and/or whose circumstances are such as seriously to call into question its financial and professional reliability (see Article 2 of the General Conditions of Tender, available under www.epo.org) the EPO reserves the right not to provide the procurement documents.
To enable companies to already now assess their interest in this tender before receiving the procurement documents, the following shall be taken into consideration:
The Contractor must have a proven and thorough knowledge of investment management business processes, have a proven practical experience in projects aimed at supporting and at driving business transitions between platforms, and therein, have the ability to guide clients towards optimal business workflows. Experience with the implementation of platforms in banking environments, in buy-side asset management institutions, is therefore highly desirable. The Contractor must have strong communication skills and professional fluency in English.
If several bidders submit a joint bid, they must be jointly and severally liable for the performance of the obligations under the contract. A declaration to this effect, duly signed by all members of the grouping and appointing a representative authorised to act on behalf of all members, must be submitted with the bid.
Only electronic requests to participate and bids may be submitted. Please note that a qualified electronic signature is required as specified on EPO's website: https://www.epo.org/about-us/tenders/signatures.html
Please follow the instructions on the pre-selection questionnaire carefully, complete the resulting document and submit it via the Bidding Cockpit.
Please note that EPO's procurement procedures are governed solely by EPO's own procurement rules. The relevant rules are described in the EPO's General Conditions of Tender, which are available at the EPO's website https://www.epo.org/about-us/tenders/general-conditions.html.
Fourniture d'un soutien de conseil pour la mise en œuvre d'une plate-forme de gestion des investissements pour les fonds de réserve pour les pensions et la sécurité sociale (RFPSS) de l'Office européen des brevets (Accord-cadre)

Eligibility requirements: Interested parties shall be required to submit a completed and duly signed Confidentiality Agreement (available via the EPO e-Tendering system on the EPO website). Furthermore, interested parties shall answer the selection criteria questions. The EPO will verify the Confidentiality Agreement as submitted and evaluate the answers to the selection criteria questions before making available the procurement documents. In case that an interested party appears not to be able to fulfil the relevant (selection and other) criteria and/or whose circumstances are such as seriously to call into question its financial and professional reliability (see Article 2 of the General Conditions of Tender, available under www.epo.org) the EPO reserves the right not to provide the procurement documents. To enable companies to already now assess their interest in this tender before receiving the procurement documents, the following shall be taken into consideration: The Contractor must have a proven and thorough knowledge of investment management business processes, have a proven practical experience in projects aimed at supporting and at driving business transitions between platforms, and therein, have the ability to guide clients towards optimal business workflows. Experience with the implementation of platforms in banking environments, in buy-side asset management institutions, is therefore highly desirable. The Contractor must have strong communication skills and professional fluency in English. The complete award criteria are listed in the procurement documents.
Les parties intéressées sont tenues de soumettre un accord de confidentialité dûment signé et dûment rempli (disponible via le système e-appels d'offres de l'OEB sur le site Internet de l'OEB). En outre, les parties intéressées répondent aux questions relatives aux critères de sélection. L'OEB vérifiera l'accord de confidentialité tel qu'il a été soumis et évaluera les réponses aux questions relatives aux critères de sélection avant de mettre à disposition les documents de marché. Au cas où une partie intéressée ne semble pas être en mesure de remplir les critères pertinents (sélection et autres) et/ou dont les circonstances sont telles que de remettre sérieusement en cause sa fiabilité financière et professionnelle (voir l'article 2 des conditions générales d'appel d'offres, disponible sous www.epo.org) L'OEB se réserve le droit de ne pas fournir les documents de passation des marchés. Afin de permettre aux entreprises d'évaluer déjà leur intérêt dans le présent appel d'offres avant de recevoir les documents de passation des marchés, il est tenu compte de ce qui suit. L'entrepreneur doit posséder une connaissance approfondie et éprouvée des processus de gestion des investissements, posséder une expérience pratique éprouvée dans les projets visant à soutenir et à favoriser les transitions commerciales entre les plates-formes, et avoir la capacité de guider les clients vers des flux de travail optimaux. Une expérience de la mise en œuvre de plates-formes dans les environnements bancaires, dans les institutions de gestion d'actifs côté achat, est donc hautement souhaitable. L'entrepreneur doit posséder de solides compétences en communication et une maîtrise professionnelle en anglais.
Interessierte Parteien sind verpflichtet, eine vollständige und ordnungsgemäß unterzeichnete Vertraulichkeitsvereinbarung vorzulegen (die über das elektronische Ausschreibungssystem des EPA auf der EPA-Website abrufbar ist). Darüber hinaus werden die Interessenten die Auswahlkriterien beantworten. Das EPA wird die Vertraulichkeitsvereinbarung in der eingereichten Form überprüfen und die Antworten auf die Auswahlkriterien prüfen, bevor die Vergabeunterlagen zur Verfügung gestellt werden. Für den Fall, dass eine interessierte Partei die relevanten (Auswahl- und sonstigen) Kriterien nicht erfüllen kann und/oder deren Umstände ihre finanzielle und berufliche Zuverlässigkeit ernsthaft in Frage stellen (siehe Artikel 2 der Allgemeinen Ausschreibungsbedingungen, abrufbar unter www.epo.org) behält das EPA sich das Recht vor, die Vergabeunterlagen nicht vorzulegen. Damit Unternehmen bereits jetzt ihr Interesse an dieser Ausschreibung vor Erhalt der Vergabeunterlagen beurteilen können, ist Folgendes zu berücksichtigen: Der Auftragnehmer muss über nachgewiesene und gründliche Kenntnisse der Geschäftsprozesse im Investmentmanagement verfügen, über nachgewiesene praktische Erfahrung in Projekten zur Unterstützung und Förderung von Geschäftsübergängen zwischen Plattformen verfügen und in der Lage sein, Kunden zu optimalen Geschäftsabläufen zu führen. Erfahrungen mit der Implementierung von Plattformen im Banken-Umfeld und in Buy-Side Asset Management-Institutionen sind daher sehr wünschenswert. Der Auftragnehmer muss über gute Kommunikationsfähigkeiten und ein gutes Englisch für die Anwendung im beruflichen Allltag verfügen.