Contract award notice awarded to Institutional Protection Services Limited for Securities Litigation Services.
Five suppliers were approached to bid for the RFP.
Border to Coast Pensions Partnership LimitedYorkshireWAC-357362
This followed a full procurement process and the receipt of 7 submitted proposals via ProContract.
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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
Border to Coast Pensions Partnership LimitedYorkshireWAC-23637
Contract Award Notice for Transition Pathway Initiative - 3 years of £10,000 per annum commitment. TPI is a not-for-profit organisation that mostly provides a data/information service that gives investors access to the tools to assess climate risks and opportunities of their portfolios.
Border to Coast Pensions Partnership LimitedYorkshireWAC-22496
Contract Award Notice for Work Order and agreed terms with Bluesmith, the requirement incorporates a pilot / proof of concept Data Platform hosted in the Azure tenant. The platform will include Microsoft Fabric, OneLake, Purview and PowerBI.
Services to be delivered are detailed on the Work Order and include 180 days at a proposed total cost of £144,900. Work completed by Bluesmith will be invoiced on a time and materials basis and is capped at 180 days.
Border to Coast Pensions Partnership LimitedYorkshireWAC-20989
Strata to provide support with initial target operating model design for the Reporting Project.This SOW is an addendum to the contract with Strata for I&DP implementation.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-572470
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.
BORDER TO COAST PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-526077
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 PENSIONS PARTNERSHIP LIMITEDYorkshireWAC-550557