This public procurement record has 3 releases in its history.

Tender

21 Sep 2026 at 16:02

Planning

05 Aug 2026 at 17:25

Planning

05 Aug 2026 at 16:21

Summary of the contracting process

Border to Coast Pensions Partnership Limited is procuring sustainability and climate data services for responsible investment, portfolio risk management, investment decisions, stewardship, external reporting and support for its Partner Funds. The service covers sustainability metrics and assessments, corporate accountability and governance, human rights and international norms, nature and biodiversity, controversy and conduct indicators, exclusions monitoring, emissions, transition and net-zero analytics, climate risk and scenario analysis, climate resilience, sustainable bonds, use-of-proceeds information and impact measurement. The procurement is divided into three lots: Sustainability Data; Climate and Transition Data and Analytics; and Sustainable Bond and Impact Data. Services will be delivered across the United Kingdom and must support teams including Responsible Investment, Research, Investment and Portfolio Risk.

The process has reached tender: Border to Coast invited offers through an open, accelerated competitive flexible procedure. Expressions of interest were due by 25 September 2026 at 23:59, enquiries by 28 September 2026 at 00:00, and tenders by 1 October 2026 at 16:00. The expected award decision date is 13 November 2026 at 23:59. The overall estimated value is £2.8 million excluding VAT, or £3.36 million including VAT. Lot 1 and Lot 2 are each valued at £1.28 million including VAT; Lot 3 is valued at £800,000 including VAT. Each lot is intended to run from 11 January 2027 to 31 December 2030, with extensions potentially taking the term to 31 December 2034. Quality carries 80% and price 20%. Stage 1 questionnaires are scored, with up to five suppliers expected to progress to Stage 2.

This opportunity suits specialist sustainability, climate, transition, responsible-investment and financial-market data providers, including businesses focused on sustainable bonds and impact measurement. Suppliers should offer reliable data and analytics across listed equities, corporate and sovereign credit, private markets and real estate, with coverage broad enough for portfolio monitoring, stewardship, risk management and regulatory reporting. Strong candidates will be able to provide an enterprise-wide licence, permit Border to Coast’s Partner Funds to reuse relevant outputs for reporting, disclosure, stewardship and regulatory purposes, and support redistribution within the partnership. The operating model must integrate with Border to Coast’s Investment Research and Data Platform, including BlackRock Aladdin. Providers also need the capacity and experience to adapt their data, analytics and reporting support as sustainability standards, disclosure requirements and regulatory frameworks change.

How relevant is this notice?

Notice Title

Sustainability and Climate Data Services

Notice Description

Border to Coast wishes to procure sustainability and climate data services to support implementation of its Responsible Investment and Engagement Strategies, including portfolio risk management, investment decision-making, stewardship activities, external reporting and Partner Fund support. The required information and analytics will support the identification, assessment and management of sustainability-related risks and opportunities relevant to long-term investment performance. The scope of information required is expected to include sustainability metrics and assessments; controversy and conduct-related indicators; human rights and international norms data (including UN Global Compact-related information); information supporting the monitoring of exclusions; climate and net zero analytics; and data to support portfolio monitoring, stewardship activities, risk management and reporting requirements. The tender is currently expected to be structured across three Lots.Border to Coast recognises that no single provider may be able to meet all requirements and therefore reserves the right to appoint multiple providers, both across Lots and within individual Lots, where this delivers the most effective solution. Border to Coast may choose not to procure data in certain areas where relevant information is already available through existing provider relationships outside the scope of this contract. The solution should be provided under an enterprise-wide license, enabling access across multiple teams, including Responsible Investment, Research, Investment and Portfolio Risk. The required coverage spans a broad range of asset classes, including listed equities, corporate credit, sovereign credit, private markets and real estate. The contract is expected to support reporting and disclosure requirements across Border to Coast and its Partner Funds, including climate-related, stewardship and wider sustainability-related reporting. Certain headline sustainability and climate metrics will also need to be made available to Partner Funds through reporting processes. Partner Funds must be permitted to use relevant outputs and data for their own reporting, disclosure, stewardship and regulatory requirements. Appropriate redistribution rights within the Border to Coast partnership will therefore be required. The provider's operating model must be capable of integrating with Border to Coast's Investment Research and Data Platform, including BlackRock Aladdin, to support efficient data management, investment analysis, risk oversight and reporting activities. Providers should demonstrate an ability to support changing sustainability-related reporting requirements, market standards and regulatory frameworks over the life of the contract.

Lot Information

Sustainability Data

Sustainability data (including): - Sustainability metrics and assessments; - Corporate accountability and governance data; - Human rights and international norms data; - Nature and biodiversity data; - Controversy and conduct-related data; and - Responsible Investment policy monitoring (including controversial weapons).

Renewal: The contract will be for an initial period of 4 years with an option to extend for up to a further 4 years (4+2+2).

Climate and transition data and analytics

Climate and transition data and analytics: - Emissions metrics; - Transition and net zero analytics; - Climate risk and scenario analysis; and - Climate resilience-related data.

Renewal: The contract will be for an initial period of 4 years with an option to extend for up to a further 4 years (4+2+2).

Sustainable bond and impact data

Sustainable bond and impact data: - Use of proceeds data; - Sustainable bond analytics; - Labelled bond data; - Impact measurement and reporting data; and - Data aligned to recognised impact frameworks

Renewal: The contract will be for an initial period of 4 years with an option to extend for up to a further 4 years (4+2+2).

Planning Information

Border to Coast has engaged with approximately 10 providers in the market in order to understand their product offering in more detail.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06dcd3
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/089305-2026
Current Stage
Tender
All Stages
Planning, Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Competitive flexible procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

72319000 - Data supply services

79330000 - Statistical services

Notice Value(s)

Tender Value
£2,800,000 £1M-£10M
Lots Value
£3,360,000 £1M-£10M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
21 Sep 2026Yesterday
Submission Deadline
1 Oct 20262 weeks to go
Future Notice Date
14 Sep 2026Expired
Award Date
Not specified
Contract Period
11 Jan 2027 - 31 Dec 2030 3-4 years
Recurrence
Not specified

Notice Status

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

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
Postcode Area
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)

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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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