← Back to opportunities

Consultancy Support for Investment Platform Implementation

BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

Buyer Contact Info

Buyer Name: BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

Buyer Address: 5th Floor Toronto Square, Leeds, UKE42, LS1 2HJ, United Kingdom

Contact Email: procurement@bordertocoast.org.uk

Status
complete
Procedure
open
Value
2000000.0 GBP
Published
20 Jan 2026, 10:20
Deadline
n/a
Contract Start
20 Jan 2026, 00:00
Contract End
04 Jan 2027, 23:59
Category
n/a
CPV
72263000 - Software implementation services
Region
n/a
Awarded To
STRATA FINANCIAL SERVICES CONSULTING LTD
Official Source
Open Find a Tender

Description

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 offer more capabilities to our Partner Funds and a unified approach to investments data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments. We engaged in a public procurement for the platform and are well progressed through that process. We require consultancy support to assist us with the implementation of the selected system, as set out below. The platform needs to be integrated with our administrator and other third parties to enable us to gain efficiency benefits, manage from the perspective of the whole customer fund, and strategically implement the provision of new capabilities.

Linked Documents

No linked documents found for this notice.

Opportunity Context

Lots

Lot 1 Status: complete

Documents

Document Description: Not published

Raw Notice JSON

Expand raw payload
{
  "awards": [
    {
      "id": "1",
      "items": [
        {
          "additionalClassifications": [
            {
              "description": "Software implementation services",
              "id": "72263000",
              "scheme": "CPV"
            }
          ],
          "deliveryAddresses": [
            {
              "country": "GB",
              "countryName": "United Kingdom",
              "region": "UK"
            }
          ],
          "id": "1",
          "relatedLot": "1"
        }
      ],
      "mainProcurementCategory": "services",
      "relatedLots": [
        "1"
      ],
      "status": "active",
      "suppliers": [
        {
          "id": "GB-COH-11796103",
          "name": "STRATA FINANCIAL SERVICES CONSULTING LTD"
        }
      ]
    }
  ],
  "buyer": {
    "id": "GB-COH-10795539",
    "name": "BORDER TO COAST PENSIONS PARTNERSHIP LIMITED"
  },
  "contracts": [
    {
      "aboveThreshold": true,
      "awardID": "1",
      "dateSigned": "2026-01-19T00:00:00Z",
      "documents": [
        {
          "datePublished": "2026-01-20T10:20:26Z",
          "description": "Contract details notice on Find a Tender",
          "documentType": "contractNotice",
          "format": "text/html",
          "id": "004656-2026",
          "noticeType": "UK7",
          "url": "https://www.find-tender.service.gov.uk/Notice/004656-2026"
        }
      ],
      "hasRenewal": true,
      "id": "1",
      "noAgreedMetricsRationale": "Contract value not greater than \u00a35million",
      "period": {
        "endDate": "2027-01-04T23:59:59Z",
        "maxExtentDate": "2027-07-04T23:59:59+01:00",
        "startDate": "2026-01-20T00:00:00Z"
      },
      "renewal": {
        "description": "Optional 6 month extension"
      },
      "status": "active",
      "value": {
        "amount": 2000000,
        "amountGross": 2400000,
        "currency": "GBP"
      }
    }
  ],
  "date": "2026-01-20T10:20:26Z",
  "id": "004656-2026",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-05a452",
  "parties": [
    {
      "additionalIdentifiers": [
        {
          "id": "PZTH-6472-NGDG",
          "scheme": "GB-PPON"
        }
      ],
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Leeds",
        "postalCode": "LS1 2HJ",
        "region": "UKE42",
        "streetAddress": "5th Floor Toronto Square"
      },
      "contactPoint": {
        "email": "procurement@bordertocoast.org.uk"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - sub-central government",
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE"
          }
        ]
      },
      "id": "GB-COH-10795539",
      "identifier": {
        "id": "10795539",
        "scheme": "GB-COH"
      },
      "name": "BORDER TO COAST PENSIONS PARTNERSHIP LIMITED",
      "roles": [
        "buyer"
      ]
    },
    {
      "additionalIdentifiers": [
        {
          "id": "PTCX-7681-JRCH",
          "scheme": "GB-PPON"
        }
      ],
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "London",
        "postalCode": "EC3N 2ER",
        "region": "UKI31",
        "streetAddress": "4th Floor Centurion House"
      },
      "contactPoint": {
        "email": "info@stratafsc.com"
      },
      "details": {
        "publicServiceMissionOrganization": false,
        "scale": "sme",
        "shelteredWorkshop": false,
        "url": "https://stratafsc.com/",
        "vcse": false
      },
      "id": "GB-COH-11796103",
      "identifier": {
        "id": "11796103",
        "scheme": "GB-COH"
      },
      "name": "STRATA FINANCIAL SERVICES CONSULTING LTD",
      "roles": [
        "supplier"
      ]
    }
  ],
  "tag": [
    "award",
    "contract"
  ],
  "tender": {
    "coveredBy": [
      "GPA"
    ],
    "description": "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.\nAs part of our strategy to offer more capabilities to our Partner Funds and a unified approach to investments data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.\nWe engaged in a public procurement for the platform and are well progressed through that process. We require consultancy support to assist us with the implementation of the selected system, as set out below.\nThe platform needs to be integrated with our administrator and other third parties to enable us to gain efficiency benefits, manage from the perspective of the whole customer fund, and strategically implement the provision of new capabilities.",
    "documents": [
      {
        "description": "Not published",
        "documentType": "conflictOfInterest",
        "id": "conflictOfInterest"
      }
    ],
    "id": "DN792383",
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "id": "1",
        "status": "complete"
      }
    ],
    "procurementMethod": "open",
    "procurementMethodDetails": "Competitive flexible procedure",
    "status": "complete",
    "title": "Consultancy Support for Investment Platform Implementation"
  }
}