Scope
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 data within the organisation, we need to implement a platform that enables
management of, and insight into, Partner Fund cross-asset investments.
We wish to procure an investments and data platform to support the efficient and
effective implementation of these new capabilities. The platform needs to have
interoperability with our administrator and other third parties to enable reporting on the
whole customer fund and the provision of these new capabilities.
Total value (estimated)
- £25,000,000 excluding VAT
- £30,000,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 11 September 2025 to 11 September 2030
- Possible extension to 11 September 2035
- 10 years, 1 day
Description of possible extension:
The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension.
Main procurement category
Services
CPV classifications
- 48000000 - Software package and information systems
- 66100000 - Banking and investment services
Submission
Publication date of tender notice (estimated)
17 June 2025
Enquiry deadline
16 June 2025, 12:00am
Submission type
Tenders
Deadline for requests to participate
18 June 2025, 12:00am
Submission address and any special instructions
Tender documents will be posted on ProContract - https://procontract.due-north.com/Home/About
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
26 August 2025
Other information
Applicable trade agreements
- Government Procurement Agreement (GPA)
Procedure
Procedure type
Competitive flexible procedure
Competitive flexible procedure description
Flexible process (once initial bids have been assessed) which may include; supplier clarification sessions, product demonstrations, site visits and presentations.
Reduced tendering period
Yes
Qualifying planned procurement notice - minimum 10 days
Contracting authority
Border to Coast Pensions Partnership Limited
- Companies House: 10795539
5th Floor, Toronto Square, Toronto Street
Leeds
LS1 2HJ
United Kingdom
Contact name: Border to Coast Procurement Team
Email: procurement@bordertocoast.org.uk
Website: https://www.bordertocoast.org.uk/
Region: UKE42 - Leeds
Organisation type: Public authority - sub-central government