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
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
Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input. The initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total).
No linked documents found for this notice.
Lot 1 Status: complete
Document Description: Not published
Contract Title: Asset Liability Management Model
{
"awards": [
{
"id": "1",
"items": [
{
"additionalClassifications": [
{
"description": "Financial analysis software package",
"id": "48441000",
"scheme": "CPV"
}
],
"deliveryAddresses": [
{
"country": "GB",
"countryName": "United Kingdom",
"region": "UK"
}
],
"id": "1",
"relatedLot": "1"
}
],
"mainProcurementCategory": "goods",
"relatedLots": [
"1"
],
"status": "active",
"suppliers": [
{
"id": "GB-COH-06410807",
"name": "ORTEC FINANCE LIMITED"
}
]
}
],
"buyer": {
"id": "GB-COH-10795539",
"name": "BORDER TO COAST PENSIONS PARTNERSHIP LIMITED"
},
"contracts": [
{
"aboveThreshold": true,
"awardID": "1",
"dateSigned": "2026-03-10T00:00:00Z",
"documents": [
{
"datePublished": "2026-03-10T15:15:28Z",
"description": "Contract details notice on Find a Tender",
"documentType": "contractNotice",
"format": "text/html",
"id": "021415-2026",
"noticeType": "UK7",
"url": "https://www.find-tender.service.gov.uk/Notice/021415-2026"
}
],
"hasRenewal": true,
"id": "1",
"noAgreedMetricsRationale": "Contract is below \u00a35million in value",
"period": {
"endDate": "2029-03-10T23:59:59Z",
"maxExtentDate": "2035-03-10T23:59:59Z",
"startDate": "2026-03-11T00:00:00Z"
},
"renewal": {
"description": "The initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total)."
},
"status": "active",
"title": "Asset Liability Management Model",
"value": {
"amount": 3600000,
"amountGross": 4320000,
"currency": "GBP"
}
}
],
"date": "2026-03-10T15:15:28Z",
"id": "021415-2026",
"initiationType": "tender",
"language": "en",
"ocid": "ocds-h6vhtk-055b30",
"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": "PWGT-3897-HJTG",
"scheme": "GB-PPON"
}
],
"address": {
"country": "GB",
"countryName": "United Kingdom",
"locality": "London",
"postalCode": "EC4M 7AU",
"region": "UKI31",
"streetAddress": "30 Old Bailey"
},
"contactPoint": {
"email": "ben.hudson@ortec-finance.com"
},
"details": {
"publicServiceMissionOrganization": false,
"scale": "sme",
"shelteredWorkshop": false,
"url": "https://www.ortecfinance.com/",
"vcse": false
},
"id": "GB-COH-06410807",
"identifier": {
"id": "06410807",
"scheme": "GB-COH"
},
"name": "ORTEC FINANCE LIMITED",
"roles": [
"supplier"
]
}
],
"tag": [
"award",
"contract"
],
"tender": {
"coveredBy": [
"GPA"
],
"description": "Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries\u0027 liability data as input.\nThe initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total).",
"documents": [
{
"description": "Not published",
"documentType": "conflictOfInterest",
"id": "conflictOfInterest"
}
],
"id": "DN781589",
"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": "Asset Liability Management Model"
}
}