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Investment Platform Consultancy Support

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
direct
Value
237840.0 GBP
Published
14 Apr 2025, 14:15
Deadline
n/a
Contract Start
11 May 2025, 23:00
Contract End
04 Aug 2025, 22:59
Category
n/a
CPV
72220000 - Systems and technical consultancy services
Region
n/a
Awarded To
Liqueo Limited
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 data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments. We wish to procure an investments and data platform to support the efficient and effective implementation of these new capabilities. The platform needs to have interoperability with our administrator and other third parties to enable reporting on the whole customer fund and the provision of these new capabilities. In support of this procurement, we require consultancy support to assist us with our selection of an appropriate system, as set out below. Border to Coast's Requirement for Consultancy Support The service provider should be able to demonstrate a strong background working with Asset Managers and Owners, including a firm understanding how these organisations operate with third party administrators/asset servicers. Additionally, experience is required in selecting and implementing this type of platform, including knowledge of public procurement processes. The support Border to Coast requires is as follows: Guidance to help prepare our Invitation to Tender for the investments and data platform procurement, including: i. feedback and input into the development of functional requirements, with the objective of helping us avoid omissions and/or ambiguity in our requirements. These requirements will be used to assess platforms. ii. Advice, based on experience of previous implementations, on identifying common pitfalls to avoid, guidance on how to manage these at this stage of investments and data platform procurement. iii. providing guidance on the achievability of our expectations implied by the tender, and the extent to which they are in line with the industry / marketplace. iv. helping us ensure vendor awareness in the market, of our Invitation to Tender, subject to complying with public procurement regulations. v. assisting with defining the scoring approach (e.g., pod breakdown, weighting focus) to proposals received from vendors. Support when reviewing tenders: i. the consultant to help us prepare a shortlist of credible vendor options from those tendering, for further review and to invite to demonstrate their system and present their tender. ii. an indication of realistic timescale expectations for implementing and configuring an investments and data platform. iii. in respect of shortlisted vendors, support to help us prepare for and review potential demonstrations/presentations from vendors and attend those demonstrations/presentations with us. iv. assisting with scoring of proposals from vendors, in line with our public procurement scoring framework and the requirements of the tender. This includes using the scoring template to score each vendor proposal, that Border to Coast would provide, and participating in scoring moderation meetings with us (which may involve onsite meetings at our Leeds office) - indicating expected availability for such meetings. v. providing focused technical support on any complexities and operating model impacts identified in the review process, in relation to any final scoring decisions.

Linked Documents

No linked documents found for this notice.

Opportunity Context

Lots

Lot 1 Status: complete

Awards

Award Title: Investment and Data Platform Consultancy Support

Raw Notice JSON

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    "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 data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.\nWe wish to procure an investments and data platform to support the efficient and effective implementation of these new capabilities. The platform needs to have interoperability with our administrator and other third parties to enable reporting on the whole customer fund and the provision of these new capabilities. In support of this procurement, we require consultancy support to assist us with our selection of an appropriate system, as set out below.\nBorder to Coast\u0027s Requirement for Consultancy Support\nThe service provider should be able to demonstrate a strong background working with Asset Managers and Owners, including a firm understanding how these organisations operate with third party administrators/asset servicers. Additionally, experience is required in selecting and implementing this type of platform, including knowledge of public procurement processes.\nThe support Border to Coast requires is as follows:\nGuidance to help prepare our Invitation to Tender for the investments and data platform procurement, including:\ni. feedback and input into the development of functional requirements, \nwith the objective of helping us avoid omissions and/or ambiguity in our requirements. These requirements will be used to assess \nplatforms.\nii. Advice, based on experience of previous implementations, on\nidentifying common pitfalls to avoid, guidance on how to manage \nthese at this stage of investments and data platform procurement.\niii. providing guidance on the achievability of our expectations implied by the tender, and the extent to which they are in line with the industry / marketplace.\niv. helping us ensure vendor awareness in the market, of our Invitation to Tender, subject to complying with public procurement regulations.\nv. assisting with defining the scoring approach (e.g., pod breakdown, \nweighting focus) to proposals received from vendors.\nSupport when reviewing tenders:\ni. the consultant to help us prepare a shortlist of credible vendor \noptions from those tendering, for further review and to invite to \ndemonstrate their system and present their tender.\nii. an indication of realistic timescale expectations for implementing and configuring an investments and data platform.\niii. in respect of shortlisted vendors, support to help us prepare for and review potential demonstrations/presentations from vendors and attend those demonstrations/presentations with us.\niv. assisting with scoring of proposals from vendors, in line with our public procurement scoring framework and the requirements of the tender. This includes using the scoring template to score each vendor proposal, that Border to Coast would provide, and participating in scoring moderation meetings with us (which may involve onsite meetings at our Leeds office) - indicating expected availability for such meetings.\nv. providing focused technical support on any complexities and \noperating model impacts identified in the review process, in relation to any final scoring decisions.",
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