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Contract Notice

Procurement for Third Party Administration & Depositary Services

  • First published: 01 December 2021
  • Last modified: 01 December 2021
  • Version: N/A
  • This file may not be fully accessible.

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To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

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Contents

Summary

OCID:
Published by:
Border to Coast Pensions Partnership Ltd
Authority ID:
AA78431
Publication date:
01 December 2021
Deadline date:
24 January 2022
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Border to Coast Pensions Partnership requires a single contracting entity to provide all services outlined for UK Fund, Global Funds, Custody Only assets. Services required include:

- Custody

- Depositary

- Fund Accounting

- Unit Dealing & TA

- Real Estate Investment Operations

- Front Office Property Management System

- Implementation Plan

In order to engage with this procurement, all Interested parties must complete and submit the (“Part 1”) Pre-Qualification Questionnaire (PQQ) in the first instance, which seeks responses in relation to their technical capacity or professional ability, and their economic and financial standing.

Border to Coast will evaluate the PQQ responses and select a minimum of 3, highest ranking qualified candidates. The ITN should then be completed by those suppliers (Tenderers).

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Border to Coast Pensions Partnership Ltd

N/A

5th Floor, Toronto Square, Toronto Street

Leeds

LS1 2HJ

UK

Contact person: procurement@bordertocoast.org.uk

E-mail: procurement@bordertocoast.org.uk

NUTS: UK

Internet address(es)

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

Address of the buyer profile: https://www.bordertocoast.org.uk/

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://procontract.due-north.com/Login


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://procontract.due-north.com/Login


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Economic and financial affairs

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Procurement for Third Party Administration & Depositary Services

Reference number: DN583797

II.1.2) Main CPV code

66112000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Border to Coast Pensions Partnership requires a single contracting entity to provide all services outlined for UK Fund, Global Funds, Custody Only assets.

The documentation required for the procurement process will be available via our procurement portal - Proactis at https://procontract.due-north.com/Login. If you are not currently registered as a supplier, please do so now to access the Pre Qualification Questionnaire (PQQ) and Invitation to Negotiate (ITN). We suggest one primary contact is used per organisation.

The PQQ and ITN are being issued with this notice today on 30/11/21.

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66115000

66151000

66160000

66172000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

Border to Coast Pensions Partnership requires a single contracting entity to provide all services outlined for UK Fund, Global Funds, Custody Only assets. Services required include:

- Custody

- Depositary

- Fund Accounting

- Unit Dealing & TA

- Real Estate Investment Operations

- Front Office Property Management System

- Implementation Plan

In order to engage with this procurement, all Interested parties must complete and submit the (“Part 1”) Pre-Qualification Questionnaire (PQQ) in the first instance, which seeks responses in relation to their technical capacity or professional ability, and their economic and financial standing.

Border to Coast will evaluate the PQQ responses and select a minimum of 3, highest ranking qualified candidates. The ITN should then be completed by those suppliers (Tenderers).

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: 60

This contract is subject to renewal: Yes

Description of renewals:

An initial term of five (5) years, following which Border to Coast will have the option (at not less than 12 months’ notice prior to expiry of the initial term) to extend for a further two (2) years, with a second option to extend by a further two (2 years) again (at not less than 12 months’ notice prior to expiry of the second term).

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: No

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

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Competitive procedure with negotiation

IV.1.5) Information about negotiation

The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 24/01/2022

Local time: 12:00

IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates

Date: 30/11/2021

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.4) Procedures for review

VI.4.1) Review body

Border to Coast Pensions Partnership Ltd

5th Floor, Toronto Square, Toronto Street

Leeds

LS1 2HJ

UK

E-mail: procurement@bordertocoast.org.uk

VI.5) Date of dispatch of this notice

30/11/2021

Coding

Commodity categories

ID Title Parent category
66112000 Deposit services Banking services
66151000 Financial market operational services Financial markets administration services
66172000 Financial transaction processing and clearing-house services Financial consultancy, financial transaction processing and clearing-house services
66115000 International payment transfer services Banking services
66160000 Trust and custody services Banking and investment services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
procurement@bordertocoast.org.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

0800 222 9004

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