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 data within the organisation, we need to implement a platform that enables management of, and insight into, Partner Fund cross-asset investments. We wish to procure an investments and data platform to support the efficient and effective implementation of these new capabilities. The platform needs to have interoperability with our administrator and other third parties to enable reporting on the whole customer fund and the provision of these new capabilities.

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).

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. 200 users, and had adopted standard Microsoft 365 solutions, with additional Business Central (Finance), CRM and Data modules deployed across the business. Procurement Process: Suppliers will complete and submit a Pass / Fail Selection Questionnaire / Service Capability Questionnaire which will be scored. Suppliers who pass the Selection Questionnaire will then be asked to submit a full bid. Following bid evaluation and moderation, request(s) may be made for a clarification session, presentation, on site visit or site audit. There will be a final moderation following these sessions at which point the successful supplier will be identified (subject to successful completion of all due diligence requirements and a standstill period) a contract will be entered into. Total estimated value excluding VAT: £6-7m plus VAT (£7.2-8.4m including VAT).

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. The successful bidder must be able to demonstrate a strong background implementing enterprise investment and data platforms in Managers and Owners, and have a firm understanding how these organisations operate with third party administrators/asset servicers. The support Border to Coast requires is as follows: In partnership with Border to Coast, our Asset Servicer, and our selected platform provider, 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.

At Border to Coast, our purpose is to make a difference for our Partner Funds within the Local Government Pension Scheme (LGPS). Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. Border to Coast are the largest pensions asset owner in the UK and the largest asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. Border to Coast are entering a defining chapter in our journey. With our 2030 Strategy now in place and new Government standards for pooling on the horizon, we are poised to grow to £110bn of assets under management and evolve into an enhanced regulatory firm. This next phase will demand clarity, resilience, and inclusive financial and strategic leadership, including how we attract and retain senior talent. Border to Coast is undertaking a review of its recruitment delivery model in relation to the sourcing and placement of senior roles across the organisation. This includes ‘Heads of’ recruitment roles and senior positions within its Investment teams. The organisation is headquartered in Leeds and operates a hybrid working policy, with colleagues expected to work from the Leeds office “more often than not.” As such, Border to Coast is interested in engaging suppliers who can demonstrate effective candidate sourcing beyond London and Edinburgh, with strong reach into Yorkshire and the North of England. To support this review, Border to Coast is conducting a soft market testing exercise to better understand current market capabilities, approaches, and innovations in recruitment services. We are seeking input from potential suppliers on the following key requirements and areas of interest: - Regional Reach: Ability to source candidates in and around Leeds and the North of England and attract people to work at Border to Coast. - Specialism: Experience in investment management recruitment, particularly within publicly connected organisations, given our purpose. - Delivery Models: Strategic partnerships vs. multi-supplier frameworks. - Flexible Recruitment Approaches: Search-based and contingent recruitment options. - Candidate Ownership: Clarity on fee structures and candidate sourcing. - Diverse and inclusive recruitment practices and data reporting. - Candidate Management: Communication, long list selection, initial screening, onboarding support, and accessibility. - Technology Use: AI and automation in recruitment, and bias mitigation. - Social Value: Contributions to local employment, community engagement, and sustainability. - Legal & Compliance: Adherence to relevant legislation and industry standards. - Performance & Reporting: Metrics, insights, and market intelligence.

Border to Coast Pensions Partnership Limited wish to procure an enterprise risk system to support our identification, assessment, monitoring, management and reporting of our risk profile. The system should also allow Border to Coast to carry out Risk and Control Self-Assessment processes, Risk Event processes, Risk Profile report reporting (e.g. metrics relating to risk appetite), risk reporting and action tracking, etc. The tender process will be published via the Border to Coast electronic procurement portal ProContract (https://procontract.due-north.com).

As part of its reporting requirements, Border to Coast currently produces three formal reports – the Annual Report & Accounts (ARA), the Responsible Investment & Stewardship (“RIS”) Report, and the Task Force on Climate-Related Financial Disclosures (“TCFD”)/Climate Change Report. As well as meeting mandatory legal requirements, these reports are essential publications used to provide our key audiences – our Partner Funds, colleagues, suppliers, and future employees – with an update on who we are, the progress we have made, and our priorities for the future. We are looking for support for the continuing evolution of the structure and layout, design, production and presentation of all three of our three formal reports to align with industry best practice. This includes: • Project management – from concepts to completion • Content and creative concepts, including support on structure and layout • Design development • Typesetting • Proofing • Infographic design • Artworking / image retouching • Interactive PDF to be published on the Border to Coast website, and/or alternative format/s for publishing the reports digitally. The written content will initially be produced by Border to Coast although the chosen supplier will liaise with us to ensure copy and design work effectively together. Border to Coast will retain the intellectual rights of the reports. The procurement process will be managed via ProContract, bidders will need to put forward an Expression of Interest - https://procontract.due-north.com/Register to access the tender documents.

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. 200 users, and had adopted standard Microsoft 365 solutions, with additional Business Central (Finance), CRM and Data modules deployed across the business. Procurement Process: Suppliers will complete and submit a Pass / Fail Selection Questionnaire / Service Capability Questionnaire which will be scored. Suppliers who pass the Selection Questionnaire will then be asked to submit a full bid. Following bid evaluation and moderation, request(s) may be made for a clarification session, presentation, on site visit or site audit. There will be a final moderation following these sessions at which point the successful supplier will be identified (subject to successful completion of all due diligence requirements and a standstill period) a contract will be entered into. Total estimated value excluding VAT: £6-7m plus VAT (£7.2-8.4m including VAT).

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).

Partner Border to Coast Pensions Partnership to design, deliver and evaluate learning and development programmes in areas such as leadership, coaching, people management, personal development planning, mentoring, graduate development for all internal Border to Coast employees

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. The successful bidder must be able to demonstrate a strong background implementing enterprise investment and data platforms in Managers and Owners, and have a firm understanding how these organisations operate with third party administrators/asset servicers. The support Border to Coast requires is as follows: In partnership with Border to Coast, our Asset Servicer, and our selected platform provider, 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.

At Border to Coast, our purpose is to make a difference for our Partner Funds within the Local Government Pension Scheme (LGPS). Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. Border to Coast are the largest pensions asset owner in the UK and the largest asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. Border to Coast are entering a defining chapter in our journey. With our 2030 Strategy now in place and new Government standards for pooling on the horizon, we are poised to grow to £110bn of assets under management and evolve into an enhanced regulatory firm. This next phase will demand clarity, resilience, and inclusive financial and strategic leadership, including how we attract and retain senior talent. Border to Coast is undertaking a review of its recruitment delivery model in relation to the sourcing and placement of senior roles across the organisation. This includes ‘Heads of’ recruitment roles and senior positions within its Investment teams. The organisation is headquartered in Leeds and operates a hybrid working policy, with colleagues expected to work from the Leeds office “more often than not.” As such, Border to Coast is interested in engaging suppliers who can demonstrate effective candidate sourcing beyond London and Edinburgh, with strong reach into Yorkshire and the North of England. To support this review, Border to Coast is conducting a soft market testing exercise to better understand current market capabilities, approaches, and innovations in recruitment services. We are seeking input from potential suppliers on the following key requirements and areas of interest: - Regional Reach: Ability to source candidates in and around Leeds and the North of England and attract people to work at Border to Coast. - Specialism: Experience in investment management recruitment, particularly within publicly connected organisations, given our purpose. - Delivery Models: Strategic partnerships vs. multi-supplier frameworks. - Flexible Recruitment Approaches: Search-based and contingent recruitment options. - Candidate Ownership: Clarity on fee structures and candidate sourcing. - Diverse and inclusive recruitment practices and data reporting. - Candidate Management: Communication, long list selection, initial screening, onboarding support, and accessibility. - Technology Use: AI and automation in recruitment, and bias mitigation. - Social Value: Contributions to local employment, community engagement, and sustainability. - Legal & Compliance: Adherence to relevant legislation and industry standards. - Performance & Reporting: Metrics, insights, and market intelligence.

Border to Coast Pensions Partnership Limited ("Border to Coast") is an FCA regulated investment manager based in Leeds, UK managing assets on behalf of 18 Local Government Pension Scheme ("LGPS") pension funds (as of 1 April 2026). Border to Coast has investment propositions across a range of asset classes including equities, fixed income, private markets and real estate. There is a mix of internal (direct) and external (via third party managers) management across these propositions. Assets under management are currently ~£53bn and are expected to grow to ~£115bn over the next 2 - 3 years. In addition, Border to Coast is developing a series of investment capabilities to provide advisory, asset allocation and implementation services to Partner Funds. Border to Coast currently uses Bloomberg for its Order Management / Portfolio Management system ("OMS / PMS") but will be migrating to BlackRock Aladdin towards the end of 2026. Third Party Administrator ("TPA") services, including brokerage, custody and fund accounting, are provided by Northern Trust. Border to Coast wishes to procure a Futures Clearing Broker to support the implementation of its futures capability. The provider's operating model needs to be able to fully integrate with our OMS / PMS (both current and future state) and our TPA. This service will be exempt from VAT.

Border to Coast Pensions Partnership Limited ("Border to Coast") is an FCA regulated investment manager based in Leeds, UK managing assets on behalf of 18 Local Government Pension Scheme ("LGPS") pension funds (as of 1 April 2026). Border to Coast has investment propositions across a range of asset classes including equities, fixed income, private markets and real estate. There is a mix of internal (direct) and external (via third party managers) management across these propositions. Assets under management are currently ~£53bn and are expected to grow to ~£115bn over the next 2 - 3 years. In addition, Border to Coast is developing a series of investment capabilities to provide advisory, asset allocation and implementation services to Partner Funds. Border to Coast currently uses Bloomberg for its Order Management / Portfolio Management system ("OMS / PMS") but will be migrating to BlackRock Aladdin towards the end of 2026. Third Party Administrator ("TPA") services, including brokerage, custody and fund accounting, are provided by Northern Trust. Border to Coast wishes to procure a Futures Clearing Broker to support the implementation of its futures capability. The provider's operating model needs to be able to fully integrate with our OMS / PMS (both current and future state) and our TPA. The service will be VAT exempt.

An online performance database used for peer benchmarking and returns-based analysis during external investment manager selections and on an ongoing basis. The contract will be for an initial period of 3 years. There will be an option to extend by 2 additional terms of one year (3+1+1).