Award

Enterprise Investment and Data Platform

BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

This public procurement record has 4 releases in its history.

Award

22 Sep 2025 at 10:19

Tender

25 Jun 2025 at 14:14

Planning

06 May 2025 at 15:23

Planning

06 May 2025 at 14:46

Summary of the contracting process

The procurement process for the Enterprise Investment and Data Platform, managed by Border to Coast Pensions Partnership Limited, is entering its final stages with the award scheduled for completion. Located in Leeds, this project is categorised under the industry of software package and information systems, as well as financial and insurance services. The procurement employs an open, competitive flexible procedure, valued at £25 million. The process began with an initial planning phase in May 2025, followed by tender publication in June 2025, and the contract is set to commence on 12th January 2026. The standstill period concludes on 1st October 2025, signalling the completion of the tender phase. This procurement represents part of the buyer's strategy to provide advanced investment management capabilities and enhanced data insights for its Partner Funds across various asset classes.

This tender offers significant opportunities for businesses specialising in enterprise-level software solutions, particularly those proficient in integrating financial and data management systems. Companies with expertise in creating interoperable platforms that facilitate cohesive and efficient investment analysis and management would find themselves well-positioned to compete. Large firms, such as suppliers similar to BlackRock Financial Management, Inc, which has been involved in the procurement, would be ideally suited given their scale and capacities. This project not only opens doors for technology providers but also encourages collaboration with sub-central government bodies, potentially leading to further commercial endeavours.

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Notice Title

Enterprise Investment and Data Platform

Notice 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.

Lot Information

Lot 1

Renewal: The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension.

Planning Information

Initial discussions have taken place since November 2024, with at least 5 suppliers, to understand propositions available within the areas of interest to Border to Coast. This has included offering overviews in the areas of Portfolio Management, Total Portfolio Analysis, Asset Allocation and Investment Data Management.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-050d50
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/058415-2025
Current Stage
Award
All Stages
Planning, Tender, Award

Procurement Classification

Notice Type
UK6 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Goods
Procurement Method
Open
Procurement Method Details
Competitive flexible procedure
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

66 - Financial and insurance services


CPV Codes

48000000 - Software package and information systems

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£25,000,000 £10M-£100M
Lots Value
£25,000,000 £10M-£100M
Awards Value
£25,000,000 £10M-£100M
Contracts Value
Not specified

Notice Dates

Publication Date
22 Sep 20255 months ago
Submission Deadline
11 Jul 2025Expired
Future Notice Date
16 Jun 2025Expired
Award Date
16 Sep 20255 months ago
Contract Period
12 Jan 2026 - 11 Jan 2031 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Pending
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
BORDER TO COAST PENSIONS PARTNERSHIP LIMITED
Additional Buyers

LIQUEO LIMITED

Contact Name
Border to Coast Procurement Team
Contact Email
george.bean@liqueo.com, procurement@bordertocoast.org.uk
Contact Phone
Not specified

Buyer Location

Locality
LEEDS
Postcode
LS1 2HJ
Post Town
Leeds
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI36 Camden
Delivery Location
Not specified

Local Authority
Camden
Electoral Ward
Holborn & Covent Garden
Westminster Constituency
Holborn and St Pancras

Supplier Information

Number of Suppliers
1
Supplier Name

BLACKROCK FINANCIAL MANAGEMENT

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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