--- title: "Procurement for Third Party Administration & Depositary Services" ocid: "ocds-h6vhtk-02fb79" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02fb79" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02fb79.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02fb79.json" source: "Find A Tender Service" 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-h6vhtk-02fb79 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02fb79) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02fb79.json) ## Summary The Border to Coast Pensions Partnership Ltd is currently conducting a tender for Third Party Administration & Depositary Services, classified under deposit services within the services sector. This procurement process is at the Tender stage, with key dates including the tender period ending on 24 January 2022. The procurement will take place at their location in Leeds, UK. Businesses interested in this opportunity must register on the Proactis portal to access the Pre Qualification Questionnaire (PQQ) and Invitation to Negotiate (ITN), issued on 30 November 2021, as part of a selective procurement method involving competitive negotiation. This tender presents significant opportunities for businesses in the financial and administrative services sectors, particularly those specialising in custody, fund accounting, and investment operations. Companies that can demonstrate their technical capacity and economic viability are encouraged to participate, as Border to Coast will shortlist a minimum of three qualified candidates based on their PQQ responses. Winning this contract could lead to long-term partnerships, with a potential initial term of five years and options for extensions, making it a valuable opportunity for growth and stability in this competitive field. ## Notice Border to Coast Pensions Partnership requires a single contracting entity to provide all services outlined for UK Fund, Global Funds, Custody Only assets. 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. ### Lot Information Lot 1 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 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). Renewal: An initial term of five (5) years, following which Border to Coast will have the option (at not less than 12 months' notice prior to expiry of the initial term) to extend for a further two (2) years, with a second option to extend by a further two (2 years) again (at not less than 12 months' notice prior to expiry of the second term). ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/029704-2021 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Selective | | Procurement method details | Competitive procedure with negotiation | | 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 | Not specified | | 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 | Active | | 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 - 66151000 - Financial market operational services - 66160000 - Trust and custody services - 66172000 - Financial transaction processing and clearing-house services ## Release History - 30 Nov 2021 at 14:55 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/029704-2021 ## 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-h6vhtk-02fb79. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02fb79.json.