Tender

Procurement for Third Party Administration & Depositary Services

  • Border to Coast Pensions Partnership Ltd

F02: Contract notice

Notice identifier: 2021/S 000-029704

Procurement identifier (OCID): ocds-h6vhtk-02fb79

Published 30 November 2021, 2:55pm



Section one: Contracting authority

one.1) Name and addresses

Border to Coast Pensions Partnership Ltd

5th Floor, Toronto Square, Toronto Street

Leeds

LS1 2HJ

Contact

procurement@bordertocoast.org.uk

Email

procurement@bordertocoast.org.uk

Country

United Kingdom

NUTS code

UK - United Kingdom

National registration number

N/A

Internet address(es)

Main address

https://www.bordertocoast.org.uk/

Buyer's address

https://www.bordertocoast.org.uk/

one.3) Communication

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

https://procontract.due-north.com/Login

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://procontract.due-north.com/Login

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Procurement for Third Party Administration & Depositary Services

Reference number

DN583797

two.1.2) Main CPV code

  • 66112000 - Deposit services

two.1.3) Type of contract

Services

two.1.4) Short description

Border to Coast Pensions Partnership requires a single contracting entity to provide all services outlined for UK Fund, Global Funds, Custody Only assets.

The documentation required for the procurement process will be available via our procurement portal - Proactis at https://procontract.due-north.com/Login. If you are not currently registered as a supplier, please do so now to access the Pre Qualification Questionnaire (PQQ) and Invitation to Negotiate (ITN). We suggest one primary contact is used per organisation.

The PQQ and ITN are being issued with this notice today on 30/11/21.

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 66115000 - International payment transfer services
  • 66151000 - Financial market operational services
  • 66160000 - Trust and custody services
  • 66172000 - Financial transaction processing and clearing-house services

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Border to Coast Pensions Partnership requires a single contracting entity to provide all services outlined for UK Fund, Global Funds, Custody Only assets. Services required include:

- Custody

- Depositary

- Fund Accounting

- Unit Dealing & TA

- Real Estate Investment Operations

- Front Office Property Management System

- Implementation Plan

In order to engage with this procurement, all Interested parties must complete and submit the (“Part 1”) Pre-Qualification Questionnaire (PQQ) in the first instance, which seeks responses in relation to their technical capacity or professional ability, and their economic and financial standing.

Border to Coast will evaluate the PQQ responses and select a minimum of 3, highest ranking qualified candidates. The ITN should then be completed by those suppliers (Tenderers).

two.2.5) Award criteria

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

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

Duration in months

60

This contract is subject to renewal

Yes

Description of renewals

An initial term of five (5) years, following which Border to Coast will have the option (at not less than 12 months’ notice prior to expiry of the initial term) to extend for a further two (2) years, with a second option to extend by a further two (2 years) again (at not less than 12 months’ notice prior to expiry of the second term).

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

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


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Competitive procedure with negotiation

four.1.5) Information about negotiation

The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

four.2) Administrative information

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

Date

24 January 2022

Local time

12:00pm

four.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates

30 November 2021

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

English


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.4) Procedures for review

six.4.1) Review body

Border to Coast Pensions Partnership Ltd

5th Floor, Toronto Square, Toronto Street

Leeds

LS1 2HJ

Email

procurement@bordertocoast.org.uk

Country

United Kingdom