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Public tenders for fund-management

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Financialfund management

Framework Agreements for Fund Management Incorporating the Midlands Engine Investment Fund

British Business Bank | Published February 3, 2017

Framework Agreements for Fund Management Incorporating the Midlands Engine Investment Fund.

Pension fund management services

Centrale Unica di Committenza Comuni di Lainate, Arese e Malgesso | Published January 3, 2017  -  Deadline March 11, 2017

Object is the establishment of a supplementary pension fund for the staff of the Local Police Corps of the City of Lainate, as regulated by art. 208 of Legislative Decree n. 285/92 and subsequent amendments

The supplementary pension is realized through adherence to insurance instruments, bank or company formed by the open pension funds Savings Management, FIP, or PIP (Pension Funds Individual - Individual Pension Plans).

The details of the service required is indicated in the tender documents.

Pension fund management services

Landen | Published February 11, 2017  -  Deadline April 4, 2017

Landen and CPAs Countries - Managing a pension reserve in order for the board through an insurance policy to offset the increase in pension costs for its representatives.

Scottish SME Debt Fund; Provision of Fund Manager

Scottish Enterprise | Published February 15, 2017

Scottish SME Debt Fund; Provision of Fund Manager.

Accelerated fund managers services

AS "Attīstības finanšu institūcija Altum", 50103744891 | Published February 15, 2017  -  Deadline April 10, 2017

Accelerated program services for operators, pre-seed money investments and seed money investment in the form of a Client provided by the European Regional Development Fund 15 000 000 (fifteen million) EUR Estimated contract value excluding VAT (give figures only): Currency: EUR or range range: between and Currency: EUR

ESIF 2014-2020 Programme - Call for Delivery Partners

Calderdale College External Funding | Published February 8, 2016  -  Deadline December 31, 2020

We are planning to respond to the ESIF 2014-2020 Programme through bidding both as a Prime contractor and also working in partnership with other Primes and strong regional players. Our view is that the new ESIF Programme is seeking increased localisation and we can add value and strengthen partnership bids by bringing our expertise in fund management, contract administration and supply chain delivery. 

We are presently looking to engage with those interested in working with us, and this first stage is about developing and enhancing our supply chain. We do not require lengthy data at this initial stage until we are clear about the procurement process and exactly what we will be applying for, either as a Prime or supporting partner.


 | Published August 30, 2016  -  Deadline August 30, 2017

The Bulgarian Energy Efficiency and Renewable Sources Fund (“BEERSF”, the “Fund”) was established in 2005. The contract with the existing Fund Manager expires in 2016 and pursuant to a decision of the BEERSF Management Board and as per art. 87 (1) and 88 of the Bulgarian Energy Efficiency Act a new fund manager is to be selected.


The Ministry of Energy of the Republic of Bulgaria (the “Ministry”) intends to use grant funds under Grant Agreement No. 003 (the “Grant”) from the Kozloduy International Decommissioning Support Fund (the “KIDSF”), administered by the European Bank for Reconstruction and Development, to engage a suitably qualified consultant to assist the Ministry in preparing and implementing a competitive procedure for the selection of a Fund Manager for BEERSF.


The scope of the assignment of the Consultant will include:


•    Analysis of the appropriate legal framework under which the selection of a Fund Manager for BEERSF shall be implemented and recommendation of a particular type of procurement procedure;

•    Determining the body that will implement the procurement process for the selection of the Fund Manager for BEERSF and will sign the Fund Management Agreement with the selected Fund Manager;

•    Elaboration of the full package of procurement documents for the selection of a Fund Manager, including a template for the Fund Management Agreement and support in their approval from all relevant authorities;

•    Assistance in the implementation of the procurement process for the selection of a Fund Manager for BEERSF;

•    Support in the negotiations, if any, with the selected Fund Manager and in the signature of the Fund Management Agreement.


The overall budget for the assignment is 15,000 Euro.


Selection of the Consultant will be subject to the Bank's Procurement Policies and Rules, Section 5.3 (a). The proceeds of the Grant will not be used for the purpose of any payment to persons or entities, of for any import of goods, if such payment or import is prohibited by a decision of the United Nations Security Council taken under Chapter VII of the Charter of the United Nations or under a law of official regulation of the Purchaser's country.


Interested consultants may contact:

Ministry of Energy

8 Triaditsa St., Sofia 1000, Bulgaria

Zdravka Pekova

Facsimile: +359 2 980 76 30 


Information technology services

Finance Wales | Published February 7, 2017  -  Deadline March 6, 2017
72222300, 66150000, 66122000

Finance Wales (‘FW’) wishes to procure a Loan Administration System which it can use for all its products across all group members and funds to provide a consolidated view of exposure and enhanced automated credit control functionality, ensuring compliance with BACS regulations and all other relevant regulations, legislation and code of practice.

For further information about FW's requirements please see Section 11.2.4 below.

The tender will be undertaken through the FW electronic tendering profile at

Full instructions on access the eTender can be found in Section V1.3 of this notice.

FW was set up by the Welsh Government in 2001 and has now grown to include a group of 20 subsidiary companies and 5 limited partnerships. The accounting and loan administration systems currently operated by the FW group are run centrally by FW and cover the fund operating activities of all FW group members involved in fund operating activities. Users are spread across the FW group members and throughout the offices of the FW group members and this will remain the case for the new Loan Administration System. FW's head office is based in Cardiff however it has multiple offices across Wales and England. Access will be required at each office location. Currently FW offices are located in: Cardiff, Llanelli, Newtown, St Asaph, Liverpool, Manchester, Newcastle upon Tyne, Preston and Billingham (Tees Valley).

The funds administered by FW and the members of its group are either in investment mode or realisation mode. FW delivers a pivotal role by leveraging public and private support to enable Welsh businesses to access the finance they need to deliver sustainable growth and jobs. FW also provides a fund management service to funds operating in a similar fashion in the North of England, and manages the Help to Buy — Wales scheme (HTBW) through its subsidiary Help to Buy Wales Limited which issues shared equity loans to purchasers of new homes in Wales.

FW wishes to procure a Loan Administration System which users across FW's group can use for all of the products and services available from FW group members so as to provide a consolidated view of exposure and enhanced automated credit control functionality, ensuring in particular compliance with BACS regulations.

Organisations tendering to deliver the services will be required to meet minimum financial and technical selection criteria. Those minimum criteria will be set out in the Qualfication Questionnaire Guidance and related documents and suppliers should consider very carefully whether or not they can meet the same before participating in the procurement process.

Further information regarding FW's requirements and the procurement process is set out in the Qualification Questionnaire Guidance, the ITT and associated documents for this procurement process, which are available at

Any organisations interested in participating in the procurement process should access the documentation on and those organisations which consider that they are able to meet FW requirements detailed in the Qualification Questionnaire Guidance, ITT and related documentation should submit a tender response by the date set out in section IV.2.2 below.

Financial consultancy services

Berufsgenossenschaft Holz und Metall | Published February 11, 2017  -  Deadline April 3, 2017

For the administration of the funds of the client in the form of alternative investment funds in accordance with the provisions of the Social Code IV mandate a capital management company will be awarded under this tender.

The activities of the Master Fund Management Company is closely coordinated with the client and essentially includes the following tasks:

- Exercise all duties and responsibilities of a capital management company under Investment Law (KAGB) (or the applicable legal basis);

- Accounting segmentation of administered estates in at least three levels (top Virtual Fund, legal Master Fund, sub-segment);

- Advising BGHM at strategic and regulatory issues concerning the investment of BGHM;

- Provision of reports and indicators;

- Preparation of draft contracts;

- Ensuring the Fund controlling;

- Implementation of investment committee meetings.

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