Notice Information
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.
Notice Details
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
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- BORDER TO COAST PENSIONS PARTNERSHIP LIMITED
- Additional Buyers
- 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
Further Information
Notice Documents
-
https://www.find-tender.service.gov.uk/Notice/058415-2025
22nd September 2025 - Contract award notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/035144-2025
25th June 2025 - Tender notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/019195-2025
6th May 2025 - Planned procurement notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/019169-2025
6th May 2025 - Preliminary market engagement notice on Find a Tender
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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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