Notice Information
Notice Title
Asset Liability Management Model
Notice Description
Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input. The initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total).
Lot Information
Lot 1
Renewal: The initial contract length will be 6 years with the option of an additional 3 year extension.
Planning Information
Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-055b30
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/021415-2026
- Current Stage
- Award
- All Stages
- Planning, Tender, Award
Procurement Classification
- Notice Type
- UK7 - Contract Details Notice
- Procurement Type
- Standard
- Procurement Category
- Goods
- Procurement Method
- Open
- Procurement Method Details
- Competitive flexible procedure
- Tender Suitability
- Not specified
- Awardee Scale
- SME
Common Procurement Vocabulary (CPV)
- CPV Divisions
48 - Software package and information systems
-
- CPV Codes
48441000 - Financial analysis software package
Notice Value(s)
- Tender Value
- £3,600,000 £1M-£10M
- Lots Value
- £3,600,000 £1M-£10M
- Awards Value
- £3,600,000 £1M-£10M
- Contracts Value
- £3,600,000 £1M-£10M
Notice Dates
- Publication Date
- 10 Mar 20261 months ago
- Submission Deadline
- 8 Sep 2025Expired
- Future Notice Date
- 18 Aug 2025Expired
- Award Date
- 23 Oct 20256 months ago
- Contract Period
- 11 Mar 2026 - 10 Mar 2029 3-4 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Complete
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- BORDER TO COAST PENSIONS PARTNERSHIP LIMITED
- 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
-
https://www.find-tender.service.gov.uk/Notice/021415-2026
10th March 2026 - Contract details notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/070578-2025
3rd November 2025 - Contract award notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/052503-2025
29th August 2025 - Tender notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/038276-2025
8th July 2025 - Planned procurement notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/038264-2025
8th July 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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