Asset Liability Management Model

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  },
  "tender": {
    "id": "ocds-h6vhtk-055b30",
    "lots": [
      {
        "id": "1",
        "status": "planning",
        "hasRenewal": true,
        "contractPeriod": {
          "endDate": "2031-12-07T23:59:59+00:00",
          "startDate": "2025-12-08T00:00:00+00:00",
          "maxExtentDate": "2034-12-07T23:59:59+00:00"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "additionalClassifications": [
          {
            "id": "79412000",
            "scheme": "CPV",
            "description": "Financial management consultancy services"
          }
        ]
      }
    ],
    "title": "Asset Liability Management (ALM) model procurement",
    "value": {
      "amount": 3600000,
      "currency": "GBP",
      "amountGross": 4320000
    },
    "status": "planning",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "description": "Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds.\nAs part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules.  The ALM model will utilize the current scheme actuaries' liability data as input.",
    "communication": {
      "futureNoticeDate": "2025-08-29T23:59:59+01:00"
    },
    "aboveThreshold": true,
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-COH-10795539",
      "name": "Border to Coast Pensions Partnership Limited",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKE42",
        "country": "GB",
        "locality": "Leeds",
        "postalCode": "LS1 2HJ",
        "countryName": "United Kingdom",
        "streetAddress": "5th Floor, Toronto Square, Toronto Street"
      },
      "details": {
        "url": "https://www.bordertocoast.org.uk/",
        "classifications": [
          {
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE",
            "description": "Public authority - sub-central government"
          }
        ]
      },
      "identifier": {
        "id": "10795539",
        "scheme": "GB-COH"
      },
      "contactPoint": {
        "name": "Border to Coast Procurement Team",
        "email": "procurement@bordertocoast.org.uk"
      }
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "038264-2025",
        "url": "https://www.find-tender.service.gov.uk/Notice/038264-2025",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2025-07-08T14:20:24+01:00"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2025-08-18T23:59:59+01:00",
        "description": "Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds.\nAs part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules.  The ALM model will utilize the current scheme actuaries' liability data as input."
      }
    ]
  },
  "initiationType": "tender"
}