Tender

Procurement for Investment Research Services

BORDER TO COAST PENSIONS PARTNERSHIP LTD

This public procurement record has 1 release in its history.

Tender

17 Dec 2019 at 16:09

Tender Notice
Summary of the contracting process

Border to Coast Pensions Partnership Ltd is currently conducting an open tender for Investment Research Services, aimed at enhancing its internally managed investments in listed equities and fixed income products. This procurement process, classified under market research services (CPV code: 79310000) and economic research services (CPV code: 79311400), is located in the United Kingdom. The tender period is set to conclude on 31st January 2020, with the contract expected to commence on 31st March 2020 and last until 30th March 2021. Applicants are required to apply for one of several specific Lots, including options for individual countries, singular regions, or multiple regions, as detailed in the accompanying Vendor Questionnaire.

This procurement presents significant opportunities for businesses specialising in investment research services, particularly those possessing expertise in diverse global and regional markets. Companies that have capabilities in economic research or market analysis across various regions—including the UK, US, and Europe—would be well-suited to participate. As Border to Coast seeks a combination of providers to ensure comprehensive coverage, this is an excellent avenue for businesses to expand their contracts within the investments sector, thereby driving growth and establishing long-term relationships with a prominent public sector authority.

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Notice Information

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 six regions listed below which corresponds to the structure of the attached excel spreadsheet titled "Vendor Questionnaire". * 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 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. Not all Lots will necessarily result in a contractual award. The nature of the services required are detailed in the Vendor Questionnaire and clause 1 of the Research Services Agreement. Should this procurement be successful, and a contractual relationship be created between Border to Coast and the successful applicants, the attached "Research Services Agreement" and "Research Services Terms" will be used. Minor amendments to these documents may be considered following the awards and any comments you have to these documents must be detailed as part of your submission where indicated within the attached Vendor Questionnaire.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/fb35a296-0470-4b8a-9e4e-b3e6ae9bd4e3
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

79310000 - Market research services

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
17 Dec 20196 years ago
Submission Deadline
31 Jan 2020Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
30 Mar 2020 - 30 Mar 2021 6-12 months
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

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

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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. 

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