Enterprise Investments & Data Platform
Main contract details
Opportunity Id
DN773679
Title
Enterprise Investments & Data Platform
Categories
48000000-8 - Software package and information systems
66100000-1 - Banking and investment services
Description
*Bidders will need to respond to this EOI/Advert in order to be automatically invited to bid and access tender documents*.
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.
The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension.
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
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.
The contract will have an initial term of 5 years, and will have the option of one additional 5 year extension.
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
Region(s) of supply
United Kingdom
Estimated value
N/A
Keywords
LGPS, Enterprise Investments & Data Platform
Key dates
Estimated contract dates
Start date
12/01/2026
End date
11/01/2036
Expression of interest window
From 25/06/2025 12:00 to 11/07/2025 12:00
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Contact details
Buyer
Border to Coast Pensions Partnership Ltd
Contact
Procurement Mailbox
Telephone
01134872550
Address
5th Floor, Toronto Square
Leeds
West Yorkshire
LS1 2HJ
United Kingdom
Leeds
West Yorkshire
LS1 2HJ
United Kingdom
