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II.1.1) Title
Procurement for Investment Research Services
Reference number: DN432105
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)
79300000
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 the 6 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. 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 21.10.2019.
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 a period of 1 year and is subject to an option to renew for four (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.2.13) 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.2.1) Title
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
II.2.2) Additional CPV code(s)
79300000
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 the 6 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. 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 21.10.2019.
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 service is expected to commence in January 2019 and the initial contract is for a period of 1 year and is subject to an option to renew for four (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.2.13) 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.2.1) Title
Lot 3: Multiple Regions as Specified in the Vendor Questionnaire
II.2.2) Additional CPV code(s)
79300000
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 the 6 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. 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 21.10.2019.
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 service is expected to commence in January 2019 and the initial contract is for a period of 1 year and is subject to an option to renew for four (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.2.13) 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.2.1) Title
Lot 4: All Regions
II.2.2) Additional CPV code(s)
79300000
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 the 6 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. 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 21.10.2019.
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 service is expected to commence in January 2019 and the initial contract is for a period of 1 year and is subject to an option to renew for four (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.2.13) Information about European Union funds
The procurement is related to a project and/or programme financed by European Union funds:
No