Tender

Procurement for Third Party Administration & Depositary Services

BORDER TO COAST PENSIONS PARTNERSHIP LTD

This public procurement record has 2 releases in its history.

Tender

30 Nov 2021 at 15:01

Tender Notice
Tender

30 Nov 2021 at 14:58

Tender Notice
Summary of the contracting process

Border to Coast Pensions Partnership Ltd is currently conducting a tender process for Third Party Administration & Depositary Services, aimed at providing a comprehensive set of services for UK Fund, Global Funds, and Custody Only assets. The procurement is at the Tender stage, with the deadline for submissions set for 24 January 2022. This opportunity falls within the services industry, specifically classified under Deposit services, with additional classifications in international payment transfer services, processing and clearing services, and financial markets administration services. All interested suppliers must register via the procurement portal Proactis to access the Pre-Qualification Questionnaire (PQQ) and Invitation to Negotiate (ITN) documents.

This procurement presents significant opportunities for growth primarily for businesses specialised in financial services, particularly those offering custodial and depositary solutions. Companies that excel in fund accounting, investment operations, and asset management may find this tender especially relevant. With the competitive nature of the tender, firms capable of demonstrating strong technical and financial standing are encouraged to engage, as a minimum of three qualified candidates will be chosen to proceed with the ITN. The contract is expected to commence on 31 May 2022 and will run until 31 May 2027, making it an attractive long-term opportunity.

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Notice Information

Notice Title

Procurement for Third Party Administration & Depositary Services

Notice Description

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 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. 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).

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/64244a84-c442-4405-b428-af1d0ccfa531
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Negotiated procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66112000 - Deposit services

66115000 - International payment transfer services

66133000 - Processing and clearing services

66150000 - Financial markets administration services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
30 Nov 20214 years ago
Submission Deadline
24 Jan 2022Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
30 May 2022 - 31 May 2027 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
BORDER TO COAST PENSIONS PARTNERSHIP LTD
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LEEDS
Postcode
LS1 2HJ
Post Town
Leeds
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE42 Leeds
Delivery Location
Not specified
Local Authority
Leeds
Electoral Ward
Little London & Woodhouse
Westminster Constituency
Leeds Central and Headingley

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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