Find a TenderAwardedContract details notice
Published 29 Sept 2025, 16:05 BST

Official UK procurement notice

Consultancy Support for Investment Platform Implementation

Official notice

Authority: BORDER TO COAST PENSIONS PARTNERSHIP LIMITED (Public body)

ServicesCompetitive flexible procedureAbove thresholdSME suitableAccelerated
Sectors: IT Services & Software (72) Delivery: UK
Published estimate£2,000,000≈ £2.0m / year · £2,400,000 inc. VAT
Submissions closed 21 Nov 2025awarded 2 Dec 2025
Awarded to STRATA FINANCIAL SERVICES CONSULTING LTD
Contract term 1 yrends 31 Dec 2026 · up to 30 Jun 2027 with extensions · starts 31 Dec 2025

What is being bought

Published requirement 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 investments data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments.

We engaged in a public procurement for the platform and are well progressed through that process. We require consultancy support to assist us with the implementation of the selected system, as set out below.

The platform needs to be integrated with our administrator and other third parties to enable us to gain efficiency benefits, manage from the perspective of the whole customer fund, and strategically implement the provision of new capabilities.

  • How the procedure runs: Border to Coast will evaluate the Responses and select a maximum of 3, highest ranking Suppliers to be taken through to the next stage of the Procurement. In the event that 2 or more Suppliers receive the same score and are placed 3rd in ranking, all such Suppliers will be invited to Stage 2 of the Procurement. Stage 2 full bids will then be assessed and supplier clarification sessions held where required.

CPV: Software implementation services

The lotProcurement structure

single lot · value published
Lot #1AwardedRenewal 1 yrPublished value£2,000,000
Contract period: 31 Dec 2025 – 31 Dec 2026 (1 yr) · up to 30 Jun 2027 with extensionsValue: £2,000,000 exc. VAT · £2,400,000 inc. VAT
Extensions: There will be the option for an additional 6 month extension after the initial 1 year term, although this is not guaranteed.

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Quality: 80%Price: 20%
Published sub-criteria (2)
  • Quality: 80%
  • Bid Price: 20%
Published award criteria (2)
  • Bid Price
  • Quality
What this means for your bid
  • Price carries 20 of 100 points: a 10% discount moves about 2 points. The method statement decides this lot, not the discount.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Competitive flexible procedure
Legal basis
UKPGA · 2023/54 Procurement Act 2023
Procurement category
Services
Notice status
Awarded
Procurement threshold
Above threshold (FTS publication)
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
Unspecified in notice
First published
29 Sept 2025, 16:05 BST
Last source update
20 Jan 2026, 10:20 GMT
Award evaluation window
Submission end – 2 Dec 2025
Authority reference
DN792383
FTS notice number
2025/S 000-072694
Accelerated
Qualifying planned procurement notice
Latest notice
Contract details notice (UK7)
Classification (CPV)
Software implementation services
Delivery area
UK
Official registry OCID
ocds-h6vhtk-05a452 Find a Tender
How it runs

Border to Coast will evaluate the Responses and select a maximum of 3, highest ranking

Suppliers to be taken through to the next stage of the Procurement. In the event that 2 or more

Suppliers receive the same score and are placed 3rd in ranking, all such Suppliers will be

invited to Stage 2 of the Procurement. Stage 2 full bids will then be assessed and supplier clarification sessions held where required.

How it was run

Official notice
Run through: portal not identified
Electronic submission allowedLanguage: EN
Requests to participate (first stage)
21 Nov 2025, 12:00 GMT
Submission deadline
21 Nov 2025, 12:00 GMT
Clarification deadline
18 Nov 2025
Submission channel
Official e-sourcing portal
Electronic submission
Allowed
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

Suppliers who have not previously submitted an expression of interest will need to register

for Proactis ProContract and respond to the ProContract Expression of Interest/Advert,

published under Opportunity ID DN792383, to automatically receive the tender documents. Log in and registration links are below:

Log in - procontract.duenorth.com/Login/Index ↗

Registration link - procontract.due-north.com/Register ↗

Timeline

29 Sept 2025 → 20 Jan 2026 · 11 dates
  1. Planning notice published386 days ago
    29 Sept 2025, 16:05 BST
  2. Market engagement346 days ago
    7 Nov 2025, 23:59 GMT

    Border to Coast have/will have initial discussions with at least 3 suppliers that are/will be non-commercial in nature. Suppliers that haven't been initially approached are still invited to bid for the ITT.

  3. Next notice expected343 days ago
    10 Nov 2025, 23:59 GMT
  4. Tender notice published343 days ago
    11 Nov 2025, 10:58 GMT
  5. Clarification questions by336 days ago
    18 Nov 2025
  6. Submission deadline333 days ago
    21 Nov 2025, 12:00 GMT
  7. Award decision expected by321 days ago
    2 Dec 2025, 23:59 GMT
  8. Assessment summaries sent321 days ago
    3 Dec 2025
  9. Standstill ends311 days ago
    12 Dec 2025, 23:59 GMT
  10. Contract starts293 days ago
    31 Dec 2025
  11. Latest notice published273 days ago
    20 Jan 2026, 10:20 GMT

Notice history

8 events · 5 releases on Find a Tender · since 29 Sept 2025
  1. Planned procurement notice published
    29 Sept 2025, 16:05 BST
    UK3
  2. Preliminary market engagement notice published
    30 Sept 2025, 16:51 BST
    UK2
  3. Tender notice published
    11 Nov 2025, 10:58 GMT
    UK4
  4. Status changed to active
    11 Nov 2025, 10:58 GMT
  5. Contract award notice published
    3 Dec 2025, 14:38 GMT
    UK6
  6. Status changed to complete
    3 Dec 2025, 14:38 GMT
  7. Contract signature expected
    15 Dec 2025, 23:59 GMT
    scheduled
  8. Contract details notice published
    20 Jan 2026, 10:20 GMT
    UK7
Routine re-releases (5)
  • 2025-09: 2 releases · 29 Sept 2025, 30 Sept 2025

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Awarded value £2,000,0001 award exc. VAT
Bids received 33 from SMEs
Contracts signed 1latest 19 Jan 2026
Awarded toValueDateStatus
STRATA FINANCIAL SERVICES CONSULTING LTDSME31 Dec 2025 – 31 Dec 2026 · up to 30 Jun 2027Extensions: There will be the option for an additional 6 month extension after the initial 1 year term, although this is not guaranteed.£2,000,0002 Dec 2025Awarded

Contracts

  • Contract 1 · STRATA FINANCIAL SERVICES CONSULTING LTDSME

    Signed
    19 Jan 2026
    Value
    £2,000,000
    Period
    20 Jan 2026 – 4 Jan 2027 · up to 4 Jul 2027 with extensions
    Status
    active
    Extensions
    Optional 6 month extension

    No agreed KPIs: Contract value not greater than £5million

Bid statistics published by the authority

BidsSMEVCSEValid bid range
3final-stage tenders · 4 at stage one30—

Contracting authority & participating public bodies

BORDER TO COAST PENSIONS PARTNERSHIP LIMITED

Contracting authorityPublic authority - sub-central government GB-COH: 10795539 · GB-PPON: PZTH-6472-NGDG 5th Floor Toronto Square, Leeds, Yorkshire & Humber, LS1 2HJContact name, email

Bidders & participating suppliers

1 commercial party on the notice

Official documents & specifications (5)

Official links; attachments are not copied

Notices published for this procedure