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PROCUREMENT OPPORTUNITY

Enterprise Investment and Data Platform

BORDER TO COAST PENSIONS PARTNERSHIP LIMITED · Preliminary market engagement notice on Find a Tender

Tender information last checkedLast checked 30 Sept 2026, 00:57.

Opportunity overview

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.

Awarded to

Amounts belong to published awards or contracts. Where several suppliers share one value, it is labelled as shared and is not a supplier-specific allocation.

BlackRock Financial Management, Inc

Matched by number
Published award value
£25m
Awarded
16 Sept 2025
Award ID
1
Status
pending
Identifier
GB-COH SO307445
Location
Wilmington, Delaware, US, 19801, United States

Classification

  • CPV48000000 — Software package and information systems
  • CPV66000000 — Financial and insurance services

Lots

  • Lot 1£25m

Documents and notices

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
DN773679
Status
complete
Above Threshold
Yes
Procurement Method
open
Main Procurement Category
goods
How to submit
Suppliers will need to be registered on Proactis ProContract, log in and registration links are below: Log in - https://procontract.duenorth.com/Login/Index?ReturnUrl=/Login/LogoutConfirmation Registration link - https://procontract.due-north.com/Register Bidders will need to respond to the ProContract Expression of Interest/Advert, published under Opportunity ID DN773679, to be automatically invited to access tender documentation and submit bids.
Procurement Method Details
Competitive flexible procedure
Expression Of Interest Deadline
18 Jun 2025, 00:00

Covered By

GPA

Procedure

Features
As Border to Coast have previously published a Preliminary Market engagement notice under reference 2025/S 000-019169 and a Planned Procurement Notice under reference 2025/S 000-019195 (6th May 2025), a reduced tendering period of 15 days will be utilised. The Procurement has the following key stages: Part 1 – Issuing ITT & Pre-Selection Questionnaire Border to Coast issues the ITT and documents set out at 4.2 Part 2 – Clarification Phase Suppliers to submit clarification questions within deadline stated in the Procurement Timetable. Border to Coast to respond to clarifications within the deadline stated in the Procurement Timetable. Part 3 – Review and Assessment of Pre-Selection Questionnaire Border to Coast to assess Pre-Selection Questionnaires in order to down select Suppliers. Notification to all Suppliers of Down-Selection outcome. Part 4 - Evaluation of Bids Border to Coast to evaluate Bids. Part 5 – Workshop Stage Suppliers may be invited to a Workshop stage, which could include workshops and any required clarifications. Part 6 – Assessment and Moderation Moderation sessions will take place following the Workshop Stage. Part 7 – Board Approval Board approval is required prior to this contract being awarded, timings are included in the Procurement Timetable for reference. Part 8 – Contract Award Border to Coast to issue Contract Award Notice and assessment summary letters. Standstill Period observed. Selected Provider and Border to Coast to execute Contract. Estimated Dates below: Planned Procurement Notice & Preliminary Market Engagement Notice Published 06/05/2025 - Midnight 16/06/2025 Pre-Selection Documentation & ITT Published 25/06/2025 Supplier Clarification Window 25/06/2025 - 04/07/2025 Tender Response Deadline [Pre-Selection Documentation & ITT Response] Midday 11/07/2025 Down-Selection Evaluation & Notification to all Suppliers 11/07/2025 -15/07/2025 Evaluation of Tenders 15/07/2025 - 25/07/2025 Notification to Suppliers of Workshop Stage 28/07/2025 Supplier Workshop Stage 06/08/2025 - 27/08/2025 Review and Moderation 02/09/2025 - 04/09/2025 Successful Supplier Identified subject to contract and Board approval 19/11/2025 Standstill Period 19/11/2025 - 28/11/2025
Is Accelerated
Yes
Accelerated Rationale
Qualifying planned procurement notice

Legal basis

Id
2023/54
Scheme
UKPGA

Expected award period

Ends
19 Nov 2025, 23:59

Tender Period

Ends
11 Jul 2025, 12:00

Communication

Future Notice Date
17 Jun 2025, 00:59

Enquiry period

Ends
4 Jul 2025, 00:00

Submission terms

Electronic Submission Policy
allowed

Languages

en

Lots and requirements

Entry 1
Id
1
Status
complete
Has Renewal
Yes

Value

Amount
25,000,000
Currency
GBP
Including VAT
30,000,000

Renewal

Description
The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension.

Award criteria

Criteria

Criterion 1
Name
Quality/Service
Type
quality

Numbers

Entry 1
Number
80
Weight
percentageExact
Criterion 2
Name
Bid Price
Type
price

Numbers

Entry 1
Number
20
Weight
percentageExact

Contract period

Ends
11 Jan 2031, 23:59
Starts
12 Jan 2026, 00:00
Max Extent Date
11 Jan 2036, 23:59

Items and delivery

Item 1
Id
1
Related Lot
1

Additional Classifications

Entry 1
Id
48000000
Scheme
CPV
Description
Software package and information systems
Entry 2
Id
66000000
Scheme
CPV
Description
Financial and insurance services

Published documents

Entry 1
Id
conflictOfInterest
Document Type
conflictOfInterest
Entry 2
Id
035144-2025
Format
text/html
Notice Type
UK4
Description
Tender notice on Find a Tender
Document Type
tenderNotice
Published
25 Jun 2025, 15:14

Planning and budget

Documents

Entry 1
Id
019169-2025
Format
text/html
Notice Type
UK2
Description
Preliminary market engagement notice on Find a Tender
Document Type
marketEngagementNotice
Published
6 May 2025, 15:46
Entry 2
Id
019195-2025
Format
text/html
Notice Type
UK3
Description
Planned procurement notice on Find a Tender
Document Type
plannedProcurementNotice
Published
6 May 2025, 16:23

Milestones

Entry 1
Id
engagement
Type
engagement
Status
scheduled
Due
10 Jun 2025, 00:59
Description
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.

Buyer, suppliers and contacts

Organisation 1
Id
GB-COH-10795539
Name
BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

Roles

buyer

Address

Region
UKE42
Country
GB
Locality
Leeds
Postal Code
LS1 2HJ
Country Name
United Kingdom
Street Address
5th Floor Toronto Square

Details

Classifications

Entry 1
Id
publicAuthoritySubCentralGovernment
Scheme
UK_CA_TYPE
Description
Public authority - sub-central government

Identifier

Id
10795539
Scheme
GB-COH

Contact

Name
Border to Coast Procurement Team

Additional Identifiers

Entry 1
Id
PZTH-6472-NGDG
Scheme
GB-PPON
Organisation 2
Id
GB-COH-12217646
Name
LIQUEO LIMITED
Role Details
Liqueo Limited provided consultancy support including advisory services and functional requirements assessment.

Roles

procuringEntity

Address

Region
UKI31
Country
GB
Locality
London
Postal Code
WC1N 3AX
Country Name
United Kingdom
Street Address
27 Old Gloucester Street

Details

Identifier

Id
12217646
Scheme
GB-COH

Contact

Additional Identifiers

Entry 1
Id
PJPD-5469-HQHR
Scheme
GB-PPON
Organisation 3
Id
GB-COH-02063275
Name
SIMCORP LIMITED

Roles

tenderer

Address

Region
UKI31
Country
GB
Locality
London
Postal Code
EC2Y 5AU
Country Name
United Kingdom
Street Address
12th Floor 2 London Wall Place

Details

Vcse
No
Scale
large

Identifier

Id
02063275
Scheme
GB-COH

Additional Identifiers

Entry 1
Id
PDRH-7421-LTLV
Scheme
GB-PPON
Organisation 4
Id
GB-COH-SO307445
Name
BlackRock Financial Management, Inc

Roles

supplier
tenderer

Address

Region
US
Country
US
Locality
Wilmington, Delaware
Postal Code
19801
Country Name
United States
Street Address
1209 Orange Street

Details

Vcse
No
Scale
large
Sheltered Workshop
No
Public Service Mission Organization
No

Identifier

Id
SO307445
Scheme
GB-COH

Contact

Additional Identifiers

Entry 1
Id
PPLY-8483-DRWL
Scheme
GB-PPON

Award information

Award 1
Id
1
Date
17 Sept 2025, 00:00
Title
Enterprise Investment and Data Platform
Status
pending
Has Renewal
Yes
Above Threshold
Yes
Main Procurement Category
goods
Assessment Summaries Date Sent
22 Sept 2025, 00:00

Items

Item 1
Id
1
Related Lot
1

Delivery locations

Entry 1
Region
UK
Country
GB
Country Name
United Kingdom

Additional Classifications

Entry 1
Id
48000000
Scheme
CPV
Description
Software package and information systems
Entry 2
Id
66000000
Scheme
CPV
Description
Financial and insurance services

Value

Amount
25,000,000
Currency
GBP
Including VAT
30,000,000

Renewal

Description
The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension.

Documents

Entry 1
Id
058415-2025
Format
text/html
Notice Type
UK6
Description
Contract award notice on Find a Tender
Document Type
awardNotice
Published
22 Sept 2025, 11:19

Suppliers

Supplier 1
Id
GB-COH-SO307445
Name
BlackRock Financial Management, Inc

Milestones

Entry 1
Id
1
Type
futureSignatureDate
Status
scheduled
Due
19 Nov 2025, 23:59

Related lots

1

Contract period

Ends
11 Jan 2031, 23:59
Starts
12 Jan 2026, 00:00
Max Extent Date
11 Jan 2036, 23:59

Standstill Period

Ends
1 Oct 2025, 23:59

Recorded locations

  • Buyer location · Leeds · UKE42 · LS1 2HJ · United Kingdom

Notice and amendment history

1 published notice version reviewed by ProcuraAxis.

1 VERSION
  1. ocds-h6vhtk-050d50-2025-09-22T11:19:33+01:00Preliminary market engagement notice on Find a Tender ·