Tender

Procurement for Investment Research Services

BORDER TO COAST PENSIONS PARTNERSHIP LTD

This public procurement record has 2 releases in its history.

TenderCancellation

21 Nov 2019 at 11:50

Tender

21 Oct 2019 at 15:12

Summary of the contracting process

The procurement process for investment research services is being conducted by Border to Coast Pensions Partnership Ltd, situated in Leeds, England. This opportunity is classified under the services category, with a specific focus on market and economic research, which includes economic research services. The tender was published on 21 October 2019 and is currently in the active stage, with the tender period set to close on 25 November 2019. Interested suppliers can apply for one of several Lots, ranging from individual countries to all listed regions, with the contract expected to commence on 6 January 2020 and end on 6 January 2021.

This tender represents a significant opportunity for businesses specialising in investment research, particularly those with expertise in global and regional markets. Companies that can provide comprehensive, high-quality coverage across various geographical regions will be well-suited to compete for this contract. The open procurement method allows a diverse range of providers, making this a compelling chance for firms looking to expand their services and client base in the financial sector.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Procurement for Investment Research Services

Notice Description

Border to Coast is inviting tenders for the provision of investment research services for its internally managed investments, comprising of listed equities and fixed income products. The internal team is separated into the six regions listed below. * UK * US * Europe * Developed Asia * Emerging Markets * Japan It is Border to Coast's intention to procure investment research services that offer both global and regional coverage of the above listed regions. Applicants can apply for only one of the following Lots: Lot 1 Individual countries (e.g. UK only, USA only or France only etc.) Lot 2 A singular region, as defined in the Vendor Questionnaire, which may include multiple countries but not necessarily all countries in the defined region. Lot 3 Multiple regions as specified in the Vendor Questionnaire. Lot 4 All regions. Border to Coast seeks to appoint a combination of all country, regional and multi-regional providers, in order to provide comprehensive, high quality coverage. Given that comprehensive, high quality coverage is the priority of this procurement, the number of selected providers may vary and will be determined by the results of the procurement process only. The evaluation criteria used will be the same for each provider. For scoring purposes, the providers will be grouped and compared to other providers who applied for the same Lot(s). Not all Lots may result in a contractual award. 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 Invitation to Tender. We suggest one primary contact is used per organisation. The invitation to Tender is being issued with this contract notice today on 21 October 2019.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-34c0a58c-c9cb-4236-ad1c-a66ae9c3a205
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/b1784a2c-be2b-47a9-a865-d939d023ea85
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

79300000 - Market and economic research; polling and statistics

79311400 - Economic research services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
21 Nov 20196 years ago
Submission Deadline
25 Nov 2019Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
6 Jan 2020 - 6 Jan 2021 1-2 years
Recurrence
Not specified

Notice Status

Tender Status
Cancelled
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
BORDER TO COAST PENSIONS PARTNERSHIP LTD
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LEEDS
Postcode
LS1 2HJ
Post Town
Leeds
Country
England

Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE42 Leeds
Delivery Location
Not specified

Local Authority
Leeds
Electoral Ward
Little London & Woodhouse
Westminster Constituency
Leeds Central and Headingley

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-34c0a58c-c9cb-4236-ad1c-a66ae9c3a205-2019-11-21T11:50:59Z",
    "date": "2019-11-21T11:50:59Z",
    "ocid": "ocds-b5fd17-34c0a58c-c9cb-4236-ad1c-a66ae9c3a205",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "BTC001-DN432105-91689818",
        "title": "Procurement for Investment Research Services",
        "description": "Border to Coast is inviting tenders for the provision of investment research services for its internally managed investments, comprising of listed equities and fixed income products. The internal team is separated into the six regions listed below. * UK * US * Europe * Developed Asia * Emerging Markets * Japan It is Border to Coast's intention to procure investment research services that offer both global and regional coverage of the above listed regions. Applicants can apply for only one of the following Lots: Lot 1 Individual countries (e.g. UK only, USA only or France only etc.) Lot 2 A singular region, as defined in the Vendor Questionnaire, which may include multiple countries but not necessarily all countries in the defined region. Lot 3 Multiple regions as specified in the Vendor Questionnaire. Lot 4 All regions. Border to Coast seeks to appoint a combination of all country, regional and multi-regional providers, in order to provide comprehensive, high quality coverage. Given that comprehensive, high quality coverage is the priority of this procurement, the number of selected providers may vary and will be determined by the results of the procurement process only. The evaluation criteria used will be the same for each provider. For scoring purposes, the providers will be grouped and compared to other providers who applied for the same Lot(s). Not all Lots may result in a contractual award. 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 Invitation to Tender. We suggest one primary contact is used per organisation. The invitation to Tender is being issued with this contract notice today on 21 October 2019.",
        "datePublished": "2019-10-21T16:12:38+01:00",
        "status": "cancelled",
        "classification": {
            "scheme": "CPV",
            "id": "79300000",
            "description": "Market and economic research; polling and statistics"
        },
        "additionalClassifications": [
            {
                "scheme": "CPV",
                "id": "79311400",
                "description": "Economic research services"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "British Oversea Territories"
                    },
                    {
                        "countryName": "Channel Islands"
                    },
                    {
                        "countryName": "Europe"
                    },
                    {
                        "countryName": "Isle of Man"
                    },
                    {
                        "countryName": "Rest of the World"
                    },
                    {
                        "countryName": "United Kingdom"
                    },
                    {
                        "countryName": "British Oversea Territories"
                    },
                    {
                        "countryName": "Channel Islands"
                    },
                    {
                        "countryName": "Europe"
                    },
                    {
                        "countryName": "Isle of Man"
                    },
                    {
                        "countryName": "Rest of the World"
                    },
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2019-11-25T23:59:59Z"
        },
        "contractPeriod": {
            "startDate": "2020-01-06T00:00:00Z",
            "endDate": "2021-01-06T23:59:59Z"
        },
        "suitability": {
            "sme": false,
            "vcse": false
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/2f08db66-bf85-4ea3-902c-f7b199678649",
                "datePublished": "2019-10-21T16:12:38+01:00",
                "format": "text/html",
                "language": "en"
            },
            {
                "id": "2",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/b1784a2c-be2b-47a9-a865-d939d023ea85",
                "datePublished": "2019-11-21T11:50:59Z",
                "format": "text/html",
                "language": "en"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-CFS-124149",
            "name": "Border to Coast Pensions Partnership Ltd",
            "identifier": {
                "legalName": "Border to Coast Pensions Partnership Ltd"
            },
            "address": {
                "streetAddress": "5th Floor, Toronto Square, Toronto Street",
                "locality": "Leeds",
                "postalCode": "LS1 2HJ",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "procurement@bordertocoast.org.uk",
                "email": "procurement@bordertocoast.org.uk",
                "telephone": "+44 1134872550"
            },
            "details": {
                "url": "https://www.bordertocoast.org.uk/"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-CFS-124149",
        "name": "Border to Coast Pensions Partnership Ltd"
    }
}