Advisory Consultancy Support RFP

{
  "awards": [
    {
      "aboveThreshold": false,
      "contractPeriod": {
        "endDate": "2026-03-16T23:59:59Z",
        "startDate": "2026-02-16T00:00:00Z"
      },
      "date": "2026-02-02T00:00:00Z",
      "documents": [
        {
          "datePublished": "2026-02-04T14:31:55Z",
          "description": "Contract award notice on Find a Tender",
          "documentType": "awardNotice",
          "format": "text/html",
          "id": "010053-2026",
          "noticeType": "UK6",
          "url": "https://www.find-tender.service.gov.uk/Notice/010053-2026"
        }
      ],
      "id": "1",
      "items": [
        {
          "additionalClassifications": [
            {
              "description": "Financial consultancy services",
              "id": "66171000",
              "scheme": "CPV"
            }
          ],
          "deliveryAddresses": [
            {
              "country": "GB",
              "countryName": "United Kingdom",
              "region": "UK"
            }
          ],
          "id": "1",
          "relatedLot": "1"
        }
      ],
      "mainProcurementCategory": "services",
      "milestones": [
        {
          "dueDate": "2026-02-13T23:59:59Z",
          "id": "1",
          "status": "scheduled",
          "type": "futureSignatureDate"
        }
      ],
      "relatedLots": [
        "1"
      ],
      "status": "active",
      "suppliers": [
        {
          "id": "GB-COH-00984275",
          "name": "MERCER LIMITED"
        }
      ],
      "title": "Advisory Services Consultancy RFP",
      "value": {
        "amount": 45000,
        "amountGross": 54000,
        "currency": "GBP"
      }
    }
  ],
  "bids": {
    "statistics": [
      {
        "id": "1",
        "measure": "bids",
        "relatedLot": "1",
        "value": 4
      },
      {
        "id": "2",
        "measure": "finalStageBids",
        "relatedLot": "1",
        "value": 4
      },
      {
        "id": "3",
        "measure": "smeFinalStageBids",
        "relatedLot": "1",
        "value": 0
      },
      {
        "id": "4",
        "measure": "vcseFinalStageBids",
        "relatedLot": "1",
        "value": 0
      }
    ]
  },
  "buyer": {
    "id": "GB-COH-10795539",
    "name": "BORDER TO COAST PENSIONS PARTNERSHIP LIMITED"
  },
  "date": "2026-02-04T14:31:55Z",
  "id": "010053-2026",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-064722",
  "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": "PCZX-4442-DMXV",
          "scheme": "GB-PPON"
        }
      ],
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "London",
        "postalCode": "EC3R 5BU",
        "region": "UKI31",
        "streetAddress": "1 Tower Place West"
      },
      "contactPoint": {
        "email": "publicsectorwealth@mercer.com"
      },
      "details": {
        "scale": "large",
        "url": "https://www.mercer.com/",
        "vcse": false
      },
      "id": "GB-COH-00984275",
      "identifier": {
        "id": "00984275",
        "scheme": "GB-COH"
      },
      "name": "MERCER LIMITED",
      "roles": [
        "supplier"
      ]
    }
  ],
  "tag": [
    "award",
    "contract"
  ],
  "tender": {
    "description": "RFP proposal to support the Border to Coast advisory team in setting up the templates and compliance check lists to support the basis for both advisory functions. The team may also require assistance in the population of documents below: \n1. Advice documents: \n- Template reports for: annual strategic health checks \u0026 portfolio construction and proposition suitability \n- Check lists to facilitate regulatory, TAS and best practice standards \n- Appropriate compliance (including TAS) statements, disclaimers and risk statements to reduce risk to Border to Coast \n2a. IMS process: \n- Draft ISS template in compliance with the draft 2025 pensions bill and associated regulations and guidance. \n- Workshop(s) with Border to Coast to define appropriate objectives, beliefs and preferences framework to consistently translate ISS documents into an IPS that aligns with Border to Coasts systems, frameworks and proposition range. \n- Draft Investment Policy Statement \n2b. IMS role out (requirement to be confirmed after completion of stage 1 and 2.a) \n- Support in the completion of ISS and IPS documents across the 18 Partner Funds",
    "id": "DN802735",
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "id": "1",
        "status": "complete"
      }
    ],
    "procurementMethod": "limited",
    "procurementMethodDetails": "Below threshold - limited competition",
    "status": "complete",
    "title": "Advisory Consultancy Support RFP"
  }
}