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. The successful bidder must be able to demonstrate a strong background implementing enterprise investment and data platforms in Managers and Owners, and have a firm understanding how these organisations operate with third party administrators/asset servicers.
The support Border to Coast requires is as follows:
In partnership with Border to Coast, our Asset Servicer, and our selected platform
provider, set-up and deliver the implementation programme to time, scope, and budget.
Roles and responsibilities include but not limited to:
- Programme/project management: Governance set-up and on-going management,
ensuring strong delivery mindset and partnership approach instilled throughout the
programme across all parties involved.
- Workstream leadership: Drive the successful delivery of workstreams as defined by the
programme.
- Communications and Test planning: Oversee defining the communications and testing
strategy to ensure successful delivery and embedding of this change.
- Business Analysis: Facilitate effective and efficient delivery such that Border to Coast's
outcomes are delivered, able to engage with SMEs and own the business analysis load to
deliver the programme.
The proposed team will need to have proven experience successfully implementing the
platform.
Total value (estimated)
- £2,000,000 excluding VAT
- £2,400,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 9 December 2025 to 31 December 2026
- Possible extension to 30 June 2027
- 1 year, 6 months, 23 days
Main procurement category
Services
CPV classifications
- 72263000 - Software implementation services
Engagement
Engagement deadline
7 November 2025
Engagement process description
Border to Coast have/will have initial discussions with at least 3 suppliers that are/will be non-commercial in nature. Suppliers that haven't been initially approached are still invited to bid for the ITT.
Submission
Publication date of tender notice (estimated)
10 November 2025
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