Award

Enterprise Investment and Data Platform

  • BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

UK6: Contract award notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2025/S 000-058415

Procurement identifier (OCID): ocds-h6vhtk-050d50 (view related notices)

Published 22 September 2025, 11:19am



Scope

Reference

DN773679

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 become more effective and efficient, whilst being able to offer more value to our Partner Funds, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.

Border to Coast wishes to procure an Enterprise Investments platform that creates a unified and integrated data layer as the foundation that enables the efficient and effective implementation of new investments capabilities. These capabilities will be core to our ongoing delivery of strategic outcomes to our Partner Funds.

The platform needs to have interoperability with our administrator and other third parties, such as Partner Fund custodians, to enable the on-going management of Border to Coast's own investment funds (including public market and private market funds). Additionally, the platform needs to enable Border to Coast to manage the 'whole customer fund' and the provision of these new capabilities. For clarity, 'whole customer fund' relates to Partner Fund holdings within their selected investment funds across multiple asset classes, inclusive of any Partner Fund assets not managed directly by Border to Coast.


Contract 1. Enterprise Investment and Data Platform

Supplier

Contract value

  • £25,000,000 excluding VAT
  • £30,000,000 including VAT

Above the relevant threshold

Award decision date

17 September 2025

Date assessment summaries were sent to tenderers

22 September 2025

Standstill period

  • End: 1 October 2025
  • 8 working days

Earliest date the contract will be signed

19 November 2025

Contract dates (estimated)

  • 12 January 2026 to 11 January 2031
  • Possible extension to 11 January 2036
  • 10 years

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

Goods

CPV classifications

  • 48000000 - Software package and information systems
  • 66000000 - Financial and insurance services

Contract locations

  • UK - United Kingdom

Information about tenders

  • 14 tenders received
  • 2 tenders assessed in the final stage:
    • 0 submitted by small and medium-sized enterprises (SME)
    • 0 submitted by voluntary, community and social enterprises (VCSE)
  • 1 supplier awarded contracts
  • 1 supplier unsuccessful (details included for contracts over £5 million)

Unsuccessful suppliers


Submission

Submission type

Tenders


Procedure

Procedure type

Competitive flexible procedure


Suppliers

BlackRock Financial Management, Inc

  • Companies House: SO307445
  • Public Procurement Organisation Number: PPLY-8483-DRWL

1209 Orange Street

Wilmington, Delaware

19801

United States

Small or medium-sized enterprise (SME): No

Voluntary, community or social enterprise (VCSE): No

Supported employment provider: No

Public service mutual: No

Contract 1. Enterprise Investment and Data Platform

SIMCORP LIMITED

  • Companies House: 02063275
  • Public Procurement Organisation Number: PDRH-7421-LTLV

12th Floor 2 London Wall Place

London

EC2Y 5AU

United Kingdom

Region: UKI31 - Camden and City of London

Small or medium-sized enterprise (SME): No

Voluntary, community or social enterprise (VCSE): No


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


Other organisation

These organisations are carrying out the procurement, or part of it, on behalf of the contracting authorities.

LIQUEO LIMITED

Summary of their role in this procurement: Liqueo Limited provided consultancy support including advisory services and functional requirements assessment.

  • Companies House: 12217646
  • Public Procurement Organisation Number: PJPD-5469-HQHR

27 Old Gloucester Street

London

WC1N 3AX

United Kingdom

Region: UKI31 - Camden and City of London


Contact organisation

Contact BORDER TO COAST PENSIONS PARTNERSHIP LIMITED for any enquiries.