II.2.2) Additional CPV code(s)
66141000
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
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. 1 200 000 000 GBP and are expected to increase to c. 5 000 000 000 GBP over the next 3-5 years and c. 10 000 000 000 GBP 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 from the 13.8.2019. 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 6.8.2019 at 2.00 p.m. 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 13.8.2019.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 48
This contract is subject to renewal: Yes
Description of renewals:
The initial contract is for a period of 4 years and is subject to an option to renew for 2 further periods of 2 years each.
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
Yes
II.2.11) Information about options
Options:
No
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No