Published date: 13 August 2019

Last edited date: 13 August 2019

This notice was replaced on 6 March 2020

This notice does not contain the most up-to-date information about this procurement. The most recent notice is:

Awarded contract (published 6 March 2020)

Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.


Contract summary

Industry

  • Pension fund management services - 66141000

  • Financial consultancy services - 66171000

Location of contract

Any region

Value of contract

£0

Procurement reference

BTC001-DN425874-24055743

Published date

13 August 2019

Closing date

4 October 2019

Contract start date

6 January 2020

Contract end date

5 January 2024

Contract type

Service contract

Procedure type

Open procedure

Any interested supplier may submit a tender in response to an opportunity notice.

Contract is suitable for SMEs?

No

Contract is suitable for VCSEs?

No

Description

Border to Coast has recently launched its Alternatives Private Markets structure and has commenced making
capital commitments on behalf of its investors. Current assets under management are c. £1.2bn and are
expected to increase to c. £5bn over the next 3 - 5 years and c. £10bn over the longer term.
In order to support the internal investment resources, Border to Coast is seeking an advisor/consultant to
provide the following core services:
- Investment Due Diligence support
- Operational Due Diligence support
- Market and strategy research and portfolio construction support
- Investment Book of Record (IBOR) reconciliation
Border to Coast is also interested in the following ancillary services from the same advisor/consultant:
- Portfolio Analytics to support portfolio monitoring, analysis, cash flow forecasting and client reporting
- Compliance Monitoring support
- Co-Investment Due Diligence support
This contract notice relates specifically to the Procurement for Alternatives Due Diligence Provider.
The documentation required for the procurement process will be available via our procurement portal - Proactis at https://procontract.due-north.com/Login from the 13 August 2019. If you are not currently registered as a supplier, please do so now to access the RFP. We suggest one primary contact is used per organisation.
Border to Coast hosted a webinar on 6 August 2019 at 2pm BST to discuss the service requirements in more
detail and to answer questions from interested parties. Please email procurement@bordertocoast.org.uk if you
want to request a recording of the webinar.
The Invitation to Tender is being issued with this contract notice today on 13 August 2019.

More information

Previous notice about this procurement

Procurement for Alternatives Due Diligence Provider

  • Opportunity
  • Published 13 August 2019

About the buyer

Contact name

procurement@bordertocoast.org.uk

Address

5th Floor, Toronto Square
Toronto Street
Leeds
LS1 2HJ
England

Telephone

+44 1134872479

Email

procurement@bordertocoast.org.uk

Website

https://www.bordertocoast.org.uk/