Tender for Investment Research Services

Tender for Investment Research Services

Lot 1: Individual Countries (e.g. UK only, USA only or France only, etc.).

United Kingdom-Leeds: Market research services

2019/S 246-606138

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Border to Coast Pensions Partnership Ltd
Postal address: 5th Floor, Toronto Square, Toronto Street
Town: Leeds
NUTS code: UK
Postal code: LS1 2HJ
Country: United Kingdom
Contact person: procurement@bordertocoast.org.uk
E-mail: procurement@bordertocoast.org.uk
Telephone: +44 1134872550
Internet address(es):Main address: https://www.bordertocoast.org.uk/

Address of the buyer profile: https://www.bordertocoast.org.uk/

I.2)Information about joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://procontract.due-north.com/Login
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://procontract.due-north.com/Login

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity

Economic and financial affairs

Section II: Object

II.1)Scope of the procurement

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.1.5)Estimated total value

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.

II.2)Description

II.2.1)Title:

Lot 1: Individual Countries (e.g. UK only, USA only or France only, etc.)

Lot No: 1

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.2.6)Estimated value

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.2.10)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
II.2.14)Additional information
II.2)Description

II.2.1)Title:

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.2.6)Estimated value

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.2.10)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
II.2.14)Additional information
II.2)Description

II.2.1)Title:

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.2.6)Estimated value

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.2.10)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
II.2.14)Additional information
II.2)Description

II.2.1)Title:

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.2.6)Estimated value

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.2.10)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
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information

IV.2.1)Previous publication concerning this procedure

Notice number in the OJ S: 2019/S 170-415434

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 31/01/2020
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender

IV.2.7)Conditions for opening of tenders

Date: 31/01/2020
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Official name: Border to Coast Pensions Partnership Ltd
Postal address: 5th Floor, Toronto Square, Toronto Street
Town: Leeds
Postal code: LS1 2HJ
Country: United Kingdom
E-mail: procurement@bordertocoast.org.uk
Telephone: +44 1134872550
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

17/12/2019