Scope
Reference
DN792383
Description
Initial discussions have taken place since September 2025 with at least 7 suppliers, to understand propositions available within the areas of interest to Border to Coast.
This has taken the form of informal overviews and discussions of our organisation, our requirement, and the challenges with this type of transformational change to ensure successful business outcomes.
In partnership with Border to Coast, our Asset Servicer, and our selected platform Provider (BlackRock Solutions), 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.
Contract 1. Consultancy Support for Investment Platform Implementation
Supplier
Contract value
- £2,000,000 excluding VAT
- £2,400,000 including VAT
Above the relevant threshold
Award decision date
2 December 2025
Date assessment summaries were sent to tenderers
3 December 2025
Standstill period
- End: 12 December 2025
- 8 working days
Earliest date the contract will be signed
15 December 2025
Contract dates (estimated)
- 31 December 2025 to 31 December 2026
- Possible extension to 30 June 2027
- 1 year, 6 months, 1 day
Description of possible extension:
There will be the option for an additional 6 month extension after the initial 1 year term, although this is not guaranteed.
Main procurement category
Services
CPV classifications
- 72263000 - Software implementation services
Contract locations
- UK - United Kingdom
Information about tenders
- 4 tenders received
- 3 tenders assessed in the final stage:
- 3 submitted by small and medium-sized enterprises (SME)
- 0 submitted by voluntary, community and social enterprises (VCSE)
- 1 supplier awarded contracts
- 2 suppliers unsuccessful (details included for contracts over £5 million)
Submission
Submission type
Tenders
Procedure
Procedure type
Competitive flexible procedure
Supplier
STRATA FINANCIAL SERVICES CONSULTING LTD
- Companies House: 11796103
- Public Procurement Organisation Number: PTCX-7681-JRCH
4th Floor Centurion House
London
EC3N 2ER
United Kingdom
Email: info@stratafsc.com
Website: https://stratafsc.com/
Region: UKI31 - Camden and City of London
Small or medium-sized enterprise (SME): Yes
Voluntary, community or social enterprise (VCSE): No
Supported employment provider: No
Public service mutual: No
Contract 1. Consultancy Support for Investment Platform Implementation
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