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AwardedFind a Tender · award

Advisory Services Consultancy

Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LIMITED →

BuyerBORDER TO COAST PENSIONS PARTNERSHIP LIMITED
StatusAwarded
DeadlineNot published
ValueValue not published
Published2 Mar 2026

What is being bought

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: 1. Advice documents: - Template reports for: annual strategic health checks & portfolio construction and proposition suitability - Check lists to facilitate regulatory, TAS and best practice standards - Appropriate compliance (including TAS) statements, disclaimers and risk statements to reduce risk to Border to Coast 2a. IMS process: - Draft ISS template in compliance with the draft 2025 pensions bill and associated regulations and guidance. - 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. - Draft Investment Policy Statement 2b. IMS role out (requirement to be confirmed after completion of stage 1 and 2.a) - Support in the completion of ISS and IPS documents across the 18 Partner Funds

Lot details

Lot 1

No lot description published.

Statuscomplete

Comparable-procurement analytics

No usable CPV category has been published, so a comparable market set cannot yet be built.

Procurement strategy & market signals

Framework agreementNot published
Dynamic purchasing systemNot published
Competitive procurementNot published
Recurring requirementNot published
Procurement method rationaleNot published
Rationale classificationsNot published
Special regimeNot published
Covered byNot published
Submission policyNot published
Selection criteriaNot published
Risk detailsNot published

Planning & early market engagement

BudgetNot published
No-engagement rationaleNot published
Planning documents0
Planning milestones0

No planning milestones published.

Related procurements

No linked framework, prior procurement or reprocurement published.

Awards

Contracts

Advisory Services Consultancy Support RFP

Statusactive
Value£45,000

Documents & submission route

No documents are published in the current source record.

Source data inventory

Diagnostic view. “Not published” means this current release does not provide a value.

OCIDocds-h6vhtk-064722
Latest release ID018470-2026
Latest release timestampMon Mar 02 2026 13:47:52 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statuscomplete
Procurement methodlimited
Procurement method detailsBelow threshold - limited competition
Main procurement categoryNot published
Above thresholdNot published
Legal basis2023/54
Tender period: startNot published
Tender period: endNot published
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: startNot published
Award period: endNot published
Submission method detailsNot published
Submission languagesNot published
Electronic catalogue policyNot published
Total tender valueNot published
Tender lots in source1
Tender items in source0
Tender documents in source0
Awards in latest release1
Contracts in latest release1
Parties in latest release2

Notice history

DateEventReference
2 Mar 2026award, contract018470-2026
4 Feb 2026award, contract010053-2026

All source data

Unmodified official OCDS data retained by Tenderline for this procurement process.

Complete current OCDS release JSON
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Complete JSON history (2 releases)
2 Mar 2026 · 018470-2026 · award, contract
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4 Feb 2026 · 010053-2026 · award, contract
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