Published date: 17 December 2019

Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.


Closing: 31 January 2020

Contract summary

Industry

  • Market research services - 79310000

  • Economic research services - 79311400

Location of contract

Any region

Value of contract

£0

Procurement reference

BTC001-DN451655-42256674

Published date

17 December 2019

Closing date

31 January 2020

Contract start date

31 March 2020

Contract end date

30 March 2021

Contract type

Service contract

Procedure type

Open procedure

Any interested supplier may submit a tender in response to an opportunity notice.

Contract is suitable for SMEs?

No

Contract is suitable for VCSEs?

No

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.

About the buyer

Contact name

procurement@bordertocoast.org.uk

Address

5th Floor, Toronto Square
Toronto Street
Leeds
LS1 2HJ
United Kingdom

Telephone

+44 1134872550

Email

procurement@bordertocoast.org.uk

Website

https://www.bordertocoast.org.uk/