Scope
Description
Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds.
As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input.
Total value (estimated)
- £3,600,000 excluding VAT
- £4,320,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 8 December 2025 to 7 December 2031
- Possible extension to 7 December 2034
- 9 years
Description of possible extension:
The initial contract length will be 6 years with the option of an additional 3 year extension
Main procurement category
Goods
CPV classifications
- 48441000 - Financial analysis software package
Submission
Publication date of tender notice (estimated)
18 August 2025
Enquiry deadline
19 August 2025, 12:00am
Submission type
Tenders
Deadline for requests to participate
19 August 2025, 12:00am
Submission address and any special instructions
The tender will be published on Proactis ProContract, the relevant registration and log in links are below:
Log in - https://procontract.duenorth.com/Login
Registration link - https://procontract.due-north.com/Register
The UK4 Tender Notice will also be published on the Central Digital Platform - Procurement identifier (OCID): ocds-h6vhtk-055b30
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
26 October 2025
Other information
Applicable trade agreements
- Government Procurement Agreement (GPA)
Procedure
Procedure type
Competitive flexible procedure
Competitive flexible procedure description
The procedure will involve an initial pre- selection questionnaire stage and a supplier presentation stage.
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