Enterprise Investments & Data Platform

{
  "buyer": {
    "id": "GB-COH-10795539",
    "name": "Border to Coast Pensions Partnership Limited"
  },
  "date": "2025-06-25T15:14:52+01:00",
  "id": "035144-2025",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-050d50",
  "parties": [
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Leeds",
        "postalCode": "LS1 2HJ",
        "region": "UKE42",
        "streetAddress": "5th Floor, Toronto Square, Toronto Street"
      },
      "contactPoint": {
        "email": "procurement@bordertocoast.org.uk",
        "name": "Border to Coast Procurement Team"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - sub-central government",
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE"
          }
        ],
        "url": "https://www.bordertocoast.org.uk"
      },
      "id": "GB-COH-10795539",
      "identifier": {
        "id": "10795539",
        "scheme": "GB-COH"
      },
      "name": "Border to Coast Pensions Partnership Limited",
      "roles": [
        "buyer"
      ]
    }
  ],
  "tag": [
    "tender"
  ],
  "tender": {
    "aboveThreshold": true,
    "awardPeriod": {
      "endDate": "2025-11-19T23:59:59+00:00"
    },
    "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 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.\nBorder 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.\nThe 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\u2019s own investment funds (including public market and private market funds). Additionally, the platform needs to enable Border to Coast to manage the \u2018whole customer fund\u2019 and the provision of these new capabilities. For clarity, \u2018whole customer fund\u2019 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.",
    "documents": [
      {
        "documentType": "conflictOfInterest",
        "id": "conflictOfInterest"
      },
      {
        "datePublished": "2025-06-25T15:14:52+01:00",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "format": "text/html",
        "id": "035144-2025",
        "noticeType": "UK4",
        "url": "https://www.find-tender.service.gov.uk/Notice/035144-2025"
      }
    ],
    "enquiryPeriod": {
      "endDate": "2025-07-03T23:00:00Z"
    },
    "id": "DN773679",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Software package and information systems",
            "id": "48000000",
            "scheme": "CPV"
          },
          {
            "description": "Financial and insurance services",
            "id": "66000000",
            "scheme": "CPV"
          }
        ],
        "id": "1",
        "relatedLot": "1"
      }
    ],
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "name": "Quality/Service",
              "numbers": [
                {
                  "number": 80,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "name": "Bid Price",
              "numbers": [
                {
                  "number": 20,
                  "weight": "percentageExact"
                }
              ],
              "type": "price"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2031-01-11T23:59:59+00:00",
          "maxExtentDate": "2036-01-11T23:59:59+00:00",
          "startDate": "2026-01-12T00:00:00+00:00"
        },
        "hasRenewal": true,
        "id": "1",
        "renewal": {
          "description": "The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension."
        },
        "status": "active",
        "value": {
          "amount": 25000000,
          "amountGross": 30000000,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "goods",
    "procedure": {
      "acceleratedRationale": "Qualifying planned procurement notice",
      "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.\nThe Procurement has the following key stages:\nPart 1 \u2013 Issuing ITT\u202f\u0026 Pre-Selection Questionnaire\nBorder to Coast issues the ITT and documents set out at 4.2\nPart 2 \u2013 Clarification Phase\nSuppliers to submit clarification questions within deadline stated in the Procurement Timetable.\nBorder to Coast to respond to clarifications within the deadline stated in the Procurement Timetable.\nPart 3 \u2013 Review and Assessment of Pre-Selection Questionnaire\nBorder to Coast to assess Pre-Selection Questionnaires in order to down select Suppliers.\nNotification to all Suppliers of Down-Selection outcome.\nPart 4 - Evaluation of Bids\nBorder to Coast to evaluate Bids.\nPart 5 \u2013 Workshop Stage\nSuppliers may be invited to a Workshop stage, which could include workshops and any required clarifications.\nPart 6 \u2013 Assessment and Moderation\nModeration sessions will take place following the Workshop Stage.\nPart 7 \u2013 Board Approval\nBoard approval is required prior to this contract being awarded, timings are included in the Procurement Timetable for reference.\nPart 8 \u2013 Contract Award\nBorder to Coast to issue Contract Award Notice and assessment summary letters.\nStandstill Period observed.\nSelected Provider and Border to Coast to execute Contract.\nEstimated Dates below:\nPlanned Procurement Notice \u0026 Preliminary Market Engagement Notice Published\n06/05/2025  - Midnight 16/06/2025\nPre-Selection Documentation \u0026 ITT Published\n25/06/2025\nSupplier Clarification Window\n25/06/2025 - 04/07/2025\nTender Response Deadline\n[Pre-Selection Documentation \u0026 ITT Response]\nMidday 11/07/2025\nDown-Selection Evaluation \u0026 Notification to all Suppliers\n11/07/2025 -15/07/2025\nEvaluation of Tenders\n15/07/2025 - 25/07/2025\nNotification to Suppliers of Workshop Stage\n28/07/2025\nSupplier Workshop Stage\n06/08/2025 - 27/08/2025\nReview and Moderation\n02/09/2025 - 04/09/2025\nSuccessful Supplier Identified subject to contract and Board approval\n19/11/2025\nStandstill Period\n19/11/2025 - 28/11/2025",
      "isAccelerated": true
    },
    "procurementMethod": "open",
    "procurementMethodDetails": "Competitive flexible procedure",
    "status": "active",
    "submissionMethodDetails": "Suppliers will need to be registered on Proactis ProContract, log in and registration links are\nbelow:\nLog in - https://procontract.duenorth.com/Login/Index?ReturnUrl=/Login/LogoutConfirmation\nRegistration link - https://procontract.due-north.com/Register\nBidders will need to respond to the ProContract Expression of Interest/Advert, published\nunder Opportunity ID DN773679, to be automatically invited to access tender documentation and submit bids.",
    "submissionTerms": {
      "electronicSubmissionPolicy": "allowed",
      "languages": [
        "en"
      ]
    },
    "tenderPeriod": {
      "endDate": "2025-07-11T11:00:00Z"
    },
    "title": "Enterprise Investments \u0026 Data Platform",
    "value": {
      "amount": 25000000,
      "amountGross": 30000000,
      "currency": "GBP"
    }
  }
}