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Notice Summary

Title:
United Kingdom-London: Data Management Tooling
Document Ref:
467900-2020
Document Type:
Contract Notice - Open Procedure
Published By:
Financial Conduct Authority
Date Published:
05 October 2020
Deadline Date:
29 October 2020
Document Source:
Framework/DPS:
No
Alert Profile:
Labels:
Tenders Direct Team photo
Reviewed By
Our Specialist Team

Notice Abstract

The FCA is establishing a contractual mechanism to support data management and architecture needs to the FCA for a period of 2 years with the option to extend for additional period of up to 2 years in yearly increments (i.e. 1 + 1 years), this is currently estimated to commence during March 2021. The contract will be owned and managed by the FCA, with provision for it to be used by itself and other authorities. This procurement is comprised of 5 lots.Lot 1: Data Modelling;Lot 2: Data Mapping;Lot 3: Data Catalogue;Lot 4: Data Quality; andLot 5: Salesforce Model Reverse Engineering.The key driver for the data management tools is to help deliver the FCA’s vision to ‘harness the power of data and advanced analytics to support our Mission, to make us more efficient and effective, and to ultimately transform how we carry out financial regulation in the UK.’

Notice Details

Contract notice

Directive 2014/24/EU - Public Sector Directive

Directive 2014/24/EU

Section I: Contracting authority

I.1) Name and addresses

Financial Conduct Authority

12 Endeavour Square

London

E20 1JN

UK

Contact person: Lea-Rose Clarke

Telephone: +44 2070661000

E-mail: isprocurement@fca.org.uk

Fax: +44 2070661000

NUTS: UK

Internet address(es)

Main address: http://www.fca.org.uk

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://fca.delta-esourcing.com/delta/viewNotice.html?noticeId=529725846


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent to the abovementioned address


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Economic and financial affairs

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Data Management Tooling

Reference number: CON-20-024

II.1.2) Main CPV code

72000000

 

II.1.3) Type of contract

Services

II.1.4) Short description

The FCA is establishing a contractual mechanism to support data management and architecture needs to the FCA for a period of 2 years with the option to extend for additional period of up to 2 years in yearly increments (i.e. 1 + 1 years), this is currently estimated to commence during March 2021. The contract will be owned and managed by the FCA, with provision for it to be used by itself and other authorities. This procurement is comprised of 5 lots.

Lot 1: Data Modelling;

Lot 2: Data Mapping;

Lot 3: Data Catalogue;

Lot 4: Data Quality; and

Lot 5: Salesforce Model Reverse Engineering.

The key driver for the data management tools is to help deliver the FCA’s vision to ‘harness the power of data and advanced analytics to support our Mission, to make us more efficient and effective, and to ultimately transform how we carry out financial regulation in the UK.’

II.1.5) Estimated total value

Value excluding VAT: 1 200 000.00 GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

Maximum number of lots that may be awarded to one tenderer: 5

The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

Lot 1: Data Modelling;

Lot 2: Data Mapping;

Lot 3: Data Catalogue;

Lot 4: Data Quality; and

Lot 5: Salesforce Model Reverse Engineering.

II.2) Description

Lot No: Lot 1

II.2.1) Title

Data Modelling

II.2.2) Additional CPV code(s)

48600000

48610000

48611000

48612000

48613000

64216110

72212600

72212610

72300000

72310000

72312000

72312100

72313000

72315000

72315100

72315200

72316000

72317000

72318000

72319000

72322000

48000000

II.2.3) Place of performance

NUTS code:

UK

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

Lot 1: Data Modelling: the tool must be either a SaaS tool or one which will run in our cloud data-centre and must allow us to produce different types of models:

• Concept Models: the purpose — entity-relationship that conceptualize the FCA (no data attributes for entities);

• Logical Models: the purpose — logical data models (entity-relationship diagrams – entities are attributed);

• Physical Models: the purpose — data models defining the physical schema for a relational database.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 240 000.00 GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24

This contract is subject to renewal: Yes

Description of renewals:

The contract duration is for 24 months however the FCA reserves the right to extend the duration of this contract for a maximum of 24 months from the expiry of the initial term.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

Lot 1 access code

7Z3GFTQ63W

From <https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530140017>

The estimated value of this lot is still to be determined and the overall estimated value for all lots is GBP 1 200 000 excluding VAT.

Lot No: Lot 2

II.2.1) Title

Data Mapping

II.2.2) Additional CPV code(s)

48600000

48610000

48611000

48612000

48613000

64216110

72212600

72212610

72300000

72310000

72311100

72312000

72312100

72313000

72314000

72315000

72315100

72315200

72316000

72317000

72318000

72319000

72320000

72322000

48000000

II.2.3) Place of performance

NUTS code:

UK

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

Lot 2: Data Mapping — a data mapping tool is required by the FCA for the integration of data models. The acquisition of such a tool will provide a new capability for the FCA as previous work has been in spreadsheets conduction manual mapping between pairs of models. The mapping of models through spreadsheets does not provide a wholistic, navigable view of the interrelationships between models so an appropriate tool is required.

The models that are to be mapped include:

• entity-relationship diagrams for working IT systems;

• reference models (no underlying IT systems) both internal to the FCA and with external stakeholder organizations;

• models of interfaces with services;

• models of dataset definitions.

Some of the models are conceptual models; there is no corresponding IT system and thus no physical repository which could form the basis for a mapping. This highlights the importance of your tool’s ability to import data models held in data modelling tools. Furthermore, it is crucial that we can map data models of our IT systems to our Enterprise Logical Data Model (ELDM). The ELDM is a reference model for the FCA; there is no corresponding IT system. The ELDM is at the heart of our desire to unify our data through the meaning of our data.

The tool should be able to deal with large scale models. The smallest model to be mapped is expected be a dataset definition composed of a single object with circa 50 attributes. The largest model to be mapped is expected to be composed of circa 500 entities where each entity could have up to around 650 attributes. Similarly, the tool should be able to scale in terms of the number of models it can handle. It is currently believed that there will be fewer than 10 large models.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 240 000.00 GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24

This contract is subject to renewal: Yes

Description of renewals:

The contract duration is for 24 months however the FCA reserves the right to extend the duration of this contract for a maximum of 24 months from the expiry of the initial term.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

Lot 2 access code:

FE6W9W2U4M

The estimated value of this lot is still to be determined and the overall estimated value for all lots is GBP 1 200 000 excluding VAT.

From <https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530219150>

Lot No: Lot 3

II.2.1) Title

Data Catalogue

II.2.2) Additional CPV code(s)

48600000

48610000

48611000

48612000

48613000

64216110

72212600

72212610

72300000

72310000

72311100

72312000

72312100

72313000

72314000

72315000

72315100

72315200

72316000

72317000

72318000

72319000

72320000

72322000

48000000

II.2.3) Place of performance

NUTS code:

UK

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

Lot 3: Data Catalogue — the FCA requires a tool that will provide a fully integrated data catalogue to assist users to identify, locate and use data more efficiently and understand the data that already exists within the FCA (including key characteristics pertaining to that data). The FCA expect the Data Catalogue to support implementation of our data governance capability, including, but not limited to:

• metadata management (including data lineage);

• data ownership;

• data quality.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 240 000.00 GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24

This contract is subject to renewal: Yes

Description of renewals:

The contract duration is for 24 months however the FCA reserves the right to extend the duration of this contract for a maximum of 24 months from the expiry of the initial term.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

Lot 3 access code

6RHJEHX5WB

The estimated value of this lot is still to be determined and the overall estimated value for all lots is GBP 1 200 000 excluding VAT.

From <https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530248577>

Lot No: Lot 4

II.2.1) Title

Data Quality

II.2.2) Additional CPV code(s)

48600000

48610000

48611000

48612000

48613000

64216110

72212610

72300000

72310000

72311100

72312000

72312100

72313000

72314000

72315000

72315100

72315200

72316000

72317000

72318000

72319000

72320000

72322000

48000000

II.2.3) Place of performance

NUTS code:

UK

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

Lot 4: Data Quality — the FCA requires a dedicated data quality tool that will integrate across all data pipelines to assess the quality of data. The tool will support the remediation of identified issues where appropriate and provide business users with scorecards and indicators to report the quality of our data. We expect the data quality tool to support implementation of, but not limited to:

• data quality profiling;

• data quality rules (validation);

• data quality monitoring (through dashboard, with the functionality to integrate with our visualisation tool i.e. Tableau).

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 240 000.00 GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24

This contract is subject to renewal: Yes

Description of renewals:

The contract duration is for 24 months however the FCA reserves the right to extend the duration of this contract for a maximum of 24 months from the expiry of the initial term.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

Lot 4 access code: 55M7GXY5X9

From <https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530262162

Lot No: Lot 5

II.2.1) Title

Salesforce Model Reverse Engineering

II.2.2) Additional CPV code(s)

48600000

48610000

48611000

48612000

48613000

72212600

72212610

72300000

72310000

72311100

72312000

72312100

72313000

72314000

72315000

72315100

72315200

72316000

72317000

72318000

72319000

72320000

72322000

48000000

II.2.3) Place of performance

NUTS code:

UK

Main site or place of performance:

UNITED KINGDOM.

II.2.4) Description of the procurement

Lot 5: Salesforce Model Reverse Engineering – the FCA wishes to take the structural and descriptive metadata from a salesforce instance (Production or Sandbox) and create an analogous relational data model for use within a relational data modelling tool. The Salesforce model reverse engineering tool should also be able to process the Salesforce metadata. For example, we would like to be able to have rich facilities to filter out objects based on naming conventions. The main use cases envisaged for this tool include:

• reverse-engineering of a Salesforce instance’s metadata to create a relational data model of the instance suitable for use in a data modelling tool. This requirement is fundamental;

• comparing Salesforce instance metadata so we can identify differences, similarities between two instances;

• the creation of subject Areas (i.e. views of a subset of the objects and relationships of a salesforce instance) prior to the creation of the corresponding relational data model.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.6) Estimated value

Value excluding VAT: 240 000.00 GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 24

This contract is subject to renewal: Yes

Description of renewals:

The contract duration is for 24 months however the FCA reserves the right to extend the duration of this contract for a maximum of 24 months from the expiry of the initial term.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) Additional information

Lot 5 access code: K29D63U582

The estimated value of this lot is still to be determined and the overall estimated value for all lots is GBP 1 200 000 excluding VAT.

<https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530273005>

The estimated value of this Lot is still to be determined and the overall estimated value for all lots is GBP 1 200 000 excluding VAT.

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents

III.2) Conditions related to the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2020/S 098-236136

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 29/10/2020

Local time: 12:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 9 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 29/10/2020

Local time: 12:01

Place:

12 Endeavour Square, London E20 1JN.

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

VI.3) Additional information

The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

The following are the lot tender access codes:

Lot 1: Access Code:7Z3GFTQ63W

<https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530140017>

Lot 2: Access Code: FE6W9W2U4M

<https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530219150>

Lot 3: Access Code: 6RHJEHX5WB

<https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530248577>

Lot 4: Access Code: 55M7GXY5X9

<https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530262162>

Lot 5: Access Code:K29D63U582

<https://fca.delta-esourcing.com/delta/buyers/select/editTenderBox.html?id=530273005>

To view this notice, please click here:

https://fca.delta-esourcing.com/delta/viewNotice.html?noticeId=529725846

Go reference: GO-2020930-PRO-17156460

VI.4) Procedures for review

VI.4.1) Review body

Financial Conduct Authority

12 Endeavour Square

London

E20 1JN

UK

VI.5) Date of dispatch of this notice

30/09/2020

Current Notes