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II.1.1) Title
Procurement for Investment Research Services
Reference number: DN451655
II.1.2) Main CPV code
79310000
II.1.3) Type of contract
Services
II.1.4) Short description
Procurement for investment research services.
II.1.6) Information about lots
This contract is divided into lots:
Yes
Tenders may be submitted for one lot only
The contracting authority reserves the right to award contracts combining the following lots or groups of 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.
Lot No: 1
II.2.1) Title
Lot 1: Individual Countries (e.g. UK only, USA only or France only, etc.)
II.2.2) Additional CPV code(s)
79310000
79311400
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
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 6 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 1 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.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 12
This contract is subject to renewal: Yes
Description of renewals:
The initial contract is for 1 year and is subject to an option to renew for 4 further periods of 1 year each.
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.12) Information about electronic catalogues
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
Lot No: 2
II.2.2) Additional CPV code(s)
79310000
79311400
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
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 6 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 1 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.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 12
This contract is subject to renewal: Yes
Description of renewals:
The initial contract is for 1 year and is subject to an option to renew for 4 further periods of 1 year each.
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.12) Information about electronic catalogues
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
Lot No: 3
II.2.2) Additional CPV code(s)
79310000
79311400
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
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 6 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 1 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.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 12
This contract is subject to renewal: Yes
Description of renewals:
The initial contract is for 1 year and is subject to an option to renew for 4 further periods of 1 year each.
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.12) Information about electronic catalogues
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No
Lot No: 4
II.2.2) Additional CPV code(s)
79310000
79311400
II.2.3) Place of performance
NUTS code:
UK
II.2.4) Description of the procurement
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 6 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 1 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.
II.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months: 12
This contract is subject to renewal: Yes
Description of renewals:
The initial contract is for 1 year and is subject to an option to renew for 4 further periods of 1 year each.
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
No
II.2.11) Information about options
Options:
No
II.2.12) Information about electronic catalogues
Tenders must be presented in the form of electronic catalogues or include an electronic catalogue
II.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No