UK Public Sector Contracts & Tenders

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.

Grant Thornton to provide advice on the assessment and implementation of the Client Assets (CASS) arrangements within Border to Coast - phase 1. Expected to be completed within 3 weeks with a draft report to be published by 2nd September. 3 suppliers were invited to quote.

3 year renewal contract with O2 • x34 voice & SMS recording - each @ £45 totaling £1,530 p/m • x70 airtime connections - each @ £25.23 totaling £1,916.10 p/m • 100GB shared data - £150 p/m • £56,000 hardware fund • Discounted 24 hour ROW pass: from £7.50 to £4.95 per pass Also includes voice & sms recording, airtime connections and data allowance. Includes a £56,000 fund amount which will be used to buy new mobile devices

Border to Coast Pensions Partnership is seeking a corporate communications agency to work with its Policy & Communications team. The appointed agency will act as a day-to-day extension of Border to Coast's team, helping it evolve its long-term communications strategy, spot and navigate issues that might affect the organisation or its partners, and carry out communications and public affairs activity and stakeholder engagement. The selected agency will ideally know the asset management and LGPS ecosystem and understand how regulatory, political and societal factors might impact our business. It will have experience engaging with a wide range of stakeholders and have excellent communications and thought leadership capabilities in both national and trade media (financial and business). 22 tenders were received and 3 suppliers were shortlisted to the final stage

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 become more effective and efficient, whilst being able to offer more value to our Partner Funds, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments. Border to Coast wishes to procure an Enterprise Investments platform that creates a unified and integrated data layer as the foundation that enables the efficient and effective implementation of new investments capabilities. These capabilities will be core to our ongoing delivery of strategic outcomes to our Partner Funds. The platform needs to have interoperability with our administrator and other third parties, such as Partner Fund custodians, to enable the on-going management of Border to Coast's own investment funds (including public market and private market funds). Additionally, the platform needs to enable Border to Coast to manage the 'whole customer fund' and the provision of these new capabilities. For clarity, 'whole customer fund' relates to Partner Fund holdings within their selected investment funds across multiple asset classes, inclusive of any Partner Fund assets not managed directly by Border to Coast.

Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input. The contract will cover a 6-year period, followed by a review, with the expectation that if satisfied, the contract will be extended for another 3 years (therefore 9 years in total).

RFP proposal to support the Border to Coast advisory team in setting up the templates and compliance check lists to support the basis for both advisory functions. The team may also require assistance in the population of documents below: 1. Advice documents: - Template reports for: annual strategic health checks & portfolio construction and proposition suitability - Check lists to facilitate regulatory, TAS and best practice standards - Appropriate compliance (including TAS) statements, disclaimers and risk statements to reduce risk to Border to Coast 2a. IMS process: - Draft ISS template in compliance with the draft 2025 pensions bill and associated regulations and guidance. - Workshop(s) with Border to Coast to define appropriate objectives, beliefs and preferences framework to consistently translate ISS documents into an IPS that aligns with Border to Coasts systems, frameworks and proposition range. - Draft Investment Policy Statement 2b. IMS role out (requirement to be confirmed after completion of stage 1 and 2.a) - Support in the completion of ISS and IPS documents across the 18 Partner Funds

Contract with Mercer for MercerInsight subscription, including access to Mercer Investment and Operational Due Diligence.

Initial discussions have taken place since September 2025 with at least 7 suppliers, to understand propositions available within the areas of interest to Border to Coast. This has taken the form of informal overviews and discussions of our organisation, our requirement, and the challenges with this type of transformational change to ensure successful business outcomes. In partnership with Border to Coast, our Asset Servicer, and our selected platform Provider (BlackRock Solutions), set-up and deliver the implementation programme to time, scope, and budget. Roles and responsibilities include but not limited to: - Programme/project management: Governance set-up and on-going management, ensuring strong delivery mindset and partnership approach instilled throughout the programme across all parties involved. - Workstream leadership: Drive the successful delivery of workstreams as defined by the programme. - Communications and Test planning: Oversee defining the communications and testing strategy to ensure successful delivery and embedding of this change. - Business Analysis: Facilitate effective and efficient delivery such that Border to Coast's outcomes are delivered, able to engage with SMEs and own the business analysis load to deliver the programme. The proposed team will need to have proven experience successfully implementing the platform.

Contract with Mercer for MercerInsight subscription, including access to Mercer Investment and Operational Due Diligence.

Border to Coast intends to appoint a partner organisation to support core capabilities necessary to manage its existing infrastructure and achieve its future ICT objectives. This includes the oversight of the existing infrastructure and provision of corporate ICT solutions to enable Border to Coast to operate its core business using latest technologies deployed in a modern and flexible environment. The ICT Managed Service will manage and oversee the cloud based collaborative platform to allow Border to Coast to manage and deliver its investment portfolio effectively and securely. This will include hardware infrastructure, communications, service support, cyber and data resilience capabilities. Border to Coast currently operates on a single site with circa. 180 users, and has adopted standard Microsoft 365 solutions, with additional Business Central (Finance), CRM and Data modules deployed across the business.

RFP proposal to support the Border to Coast advisory team in setting up the templates and compliance check lists to support the basis for both advisory functions. The team may also require assistance in the population of documents below: 1. Advice documents: - Template reports for: annual strategic health checks & portfolio construction and proposition suitability - Check lists to facilitate regulatory, TAS and best practice standards - Appropriate compliance (including TAS) statements, disclaimers and risk statements to reduce risk to Border to Coast 2a. IMS process: - Draft ISS template in compliance with the draft 2025 pensions bill and associated regulations and guidance. - Workshop(s) with Border to Coast to define appropriate objectives, beliefs and preferences framework to consistently translate ISS documents into an IPS that aligns with Border to Coasts systems, frameworks and proposition range. - Draft Investment Policy Statement 2b. IMS role out (requirement to be confirmed after completion of stage 1 and 2.a) - Support in the completion of ISS and IPS documents across the 18 Partner Funds

Border to Coast is seeking a strategic recruitment partner to support permanent and interim resourcing for senior and specialist roles, including senior investment positions and high- level appointments, such as Executives and Non-Executive Directors. As a growing organisation (currently 187 employees) with a small HR team, Border to Coast need a partner who can act as an extension of the HR team, providing expertise, flexibility, and innovation to help Border to Coast attract and retain exceptional talent. Border to Coast is not bound to award the contract to any provider following this procurement exercise. Should a contract be entered into, it will be on a non-exclusive basis, meaning Border to Coast may procure for the same position through a different route or supplier outside of this contract. The recruitment services must operate in line with industry standards, regulatory requirements, and Border to Coast policies. All data storage and processing must comply with the Data Protection Act 2018. Suppliers must comply with ISO27001 and Cyber Essentials or any other equivalent.

Border to Coast offers investment propositions across Public and Private asset classes that deliver investment opportunities and management to our Partner Funds. As part of our strategic plan, we intend to expand our range of services for our Partner Funds. A key capability is to enable us to support Partner Funds with their SAA and Portfolio Construction decisions. Therefore, we aim to procure an Asset Liability Management (ALM) model to support the efficient implementation of these new capabilities. The ALM model will support evaluation of scheme investment strategy and risk management, strategic investment planning, asset allocation, and scenario analysis. The core functionalities and modules of the ALM are expected to include Economic Scenario Generator and Capital Market Assumptions, capable of accurate representation of Partner Funds underlying asset classes and investment strategies, stochastic ALM projections and stress testing, and comprehensive reporting modules. The ALM model will utilize the current scheme actuaries' liability data as input. The initial contract length will be 3 years with the option of two additional 3 year extensions (9 years in total).

This is a Subscription Agreement for Lumina Learning, to be used across the organisation to enhance self awareness, collaboration and team building.

This is a Subscription Agreement for Lumina Learning, to be used across the organisation to enhance self awareness, collaboration and team building.

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 become more effective and efficient, whilst being able to offer more value to our Partner Funds, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments. Border to Coast wishes to procure an Enterprise Investments platform that creates a unified and integrated data layer as the foundation that enables the efficient and effective implementation of new investments capabilities. These capabilities will be core to our ongoing delivery of strategic outcomes to our Partner Funds. The platform needs to have interoperability with our administrator and other third parties, such as Partner Fund custodians, to enable the on-going management of Border to Coast's own investment funds (including public market and private market funds). Additionally, the platform needs to enable Border to Coast to manage the 'whole customer fund' and the provision of these new capabilities. For clarity, 'whole customer fund' relates to Partner Fund holdings within their selected investment funds across multiple asset classes, inclusive of any Partner Fund assets not managed directly by Border to Coast

icense Agreement with Moodys for Corporate & Structured Finance Instrument and Corporate & Structured Finance Organisation Data.

License Agreement with Moodys for Corporate & Structured Finance Instrument and Corporate & Structured Finance Organisation Data.