--- title: "Procurement for Investment Research Services" ocid: "ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d.json" source: "Contracts Finder" current_stage: "Tender" buyer: "BORDER TO COAST PENSIONS PARTNERSHIP LTD" published: "2019-12-17" --- # Procurement for Investment Research Services Buyer: BORDER TO COAST PENSIONS PARTNERSHIP LTD Current stage: Tender OCID: ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d.json) ## Summary 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. ## Notice 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. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/fb35a296-0470-4b8a-9e4e-b3e6ae9bd4e3 | | 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 | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 17 Dec 2019 | | Submission deadline | 31 Jan 2020 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 30 Mar 2020 - 30 Mar 2021 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | BORDER TO COAST PENSIONS PARTNERSHIP LTD | | Locality | LEEDS | | Post town | Leeds | | Postcode | LS1 2HJ | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE42 Leeds | | Local authority | Leeds | | Electoral ward | Little London & Woodhouse | | Westminster constituency | Leeds Central and Headingley | | Delivery location | Not specified | ## CPV Codes ### Divisions - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 79310000 - Market research services - 79311400 - Economic research services ## Release History - 17 Dec 2019 at 16:09 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/fb35a296-0470-4b8a-9e4e-b3e6ae9bd4e3 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/fb35a296-0470-4b8a-9e4e-b3e6ae9bd4e3 17th December 2019 - Opportunity notice on Contracts Finder ## Notice URLs - https://www.bordertocoast.org.uk/ ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-99fc76a6-df43-46f5-b722-d4d3fe6e380d.json.