--- title: "Procurement for Third Party Administration & Depositary Services" ocid: "ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2.json" source: "Contracts Finder" current_stage: "Tender" buyer: "BORDER TO COAST PENSIONS PARTNERSHIP LTD" published: "2021-11-30" --- # Procurement for Third Party Administration & Depositary Services Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LTD Current stage: Tender OCID: ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2.json) ## Summary 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. ## Notice 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). ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/64244a84-c442-4405-b428-af1d0ccfa531 | | 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 | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 30 Nov 2021 | | Submission deadline | 24 Jan 2022 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 30 May 2022 - 31 May 2027 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | BORDER TO COAST PENSIONS PARTNERSHIP LTD | | Locality | LEEDS | | Post town | Leeds | | Postcode | LS1 2HJ | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE42 Leeds | | Local authority | Leeds | | Electoral ward | Little London & Woodhouse | | Westminster constituency | Leeds Central and Headingley | | Delivery location | Not specified | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66112000 - Deposit services - 66115000 - International payment transfer services - 66133000 - Processing and clearing services - 66150000 - Financial markets administration services ## Release History - 30 Nov 2021 at 15:01 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/64244a84-c442-4405-b428-af1d0ccfa531 - 30 Nov 2021 at 14:58 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/dd0e7a45-f4b2-45ae-b5ea-ea92c6c00f92 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/64244a84-c442-4405-b428-af1d0ccfa531 30th November 2021 - Opportunity notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/dd0e7a45-f4b2-45ae-b5ea-ea92c6c00f92 30th November 2021 - Opportunity notice on Contracts Finder ## Notice URLs - https://procontract.due-north.com/Login - https://www.bordertocoast.org.uk/ ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-c765f36a-60cb-4db3-80bf-cf97279d74b2.json.