Scope
Reference
DN792383
Description
Border to Coast has propositions within Public Listed, Private Markets, and Real Estate asset classes that deliver investment opportunities and management to our Partner Funds, with specific systems in place for each asset class.
As part of our strategy to offer more capabilities to our Partner Funds and a unified approach to investments data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.
We engaged in a public procurement for the platform and are well progressed through that process. We require consultancy support to assist us with the implementation of the selected system, as set out below.
The platform needs to be integrated with our administrator and other third parties to enable us to gain efficiency benefits, manage from the perspective of the whole customer fund, and strategically implement the provision of new capabilities.
Contract 1. Consultancy Support for Investment Platform Implementation
Supplier
Contract value
- £2,000,000 excluding VAT
- £2,400,000 including VAT
Above the relevant threshold
Date signed
19 January 2026
Contract dates
- 20 January 2026 to 4 January 2027
- Possible extension to 4 July 2027
- 1 year, 5 months, 16 days
Description of possible extension:
Optional 6 month extension
Main procurement category
Services
CPV classifications
- 72263000 - Software implementation services
Contract locations
- UK - United Kingdom
Justification for not setting key performance indicators
Contract value not greater than £5million
Submission
Submission type
Tenders
Other information
Applicable trade agreements
- Government Procurement Agreement (GPA)
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Competitive flexible procedure
Supplier
STRATA FINANCIAL SERVICES CONSULTING LTD
- Companies House: 11796103
- Public Procurement Organisation Number: PTCX-7681-JRCH
4th Floor Centurion House
London
EC3N 2ER
United Kingdom
Email: info@stratafsc.com
Website: https://stratafsc.com/
Region: UKI31 - Camden and City of London
Small or medium-sized enterprise (SME): Yes
Voluntary, community or social enterprise (VCSE): No
Supported employment provider: No
Public service mutual: No
Contract 1
Contracting authority
BORDER TO COAST PENSIONS PARTNERSHIP LIMITED
- Companies House: 10795539
- Public Procurement Organisation Number: PZTH-6472-NGDG
5th Floor Toronto Square
Leeds
LS1 2HJ
United Kingdom
Region: UKE42 - Leeds
Organisation type: Public authority - sub-central government