Tender Summary

Procurement for Third Party Administration & Depositary Services

Buying Organisation

Border to Coast Pensions Partnership Ltd

Contract Value

Unknown

Suitable for SMEs

Yes

Suitable for VCSEs

Yes

Tender Description

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

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.

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).

Tender categories (products & services required)

Deposit services (CPV 66112000)
International payment transfer services (CPV 66115000)
Processing and clearing services (CPV 66133000)
Financial markets administration services (CPV 66150000)

Region

North East (UKC)

Buyer Information