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Pension fund management services

Glasgow City Council as the administering authority for the Strathclyde Pension Fund | Published August 3, 2016  -  Deadline August 29, 2016
cpvs

Pension fund management services

Climate Challenge Fund Management and Administration Services

Scottish Government | Published October 15, 2016
cpvs

Climate Challenge Fund Management and Administration Services.

Provision of Fund Management Services

North East Combined Authority | Published January 17, 2017
Winner
Maven Capital Partners UK LLP
cpvs
66122000, 66000000, 48812000

The North East Combined Authority has procured a panel of Fund Managers in the North East Local Enterprise Partnership area on behalf North East (SPV) Limited, a company owned by seven local authorities in the North East region.

The Contracting Authority:

The procurement exercise was conducted by the North East combined Authority (NECA) on behalf of the North East (SPV) Limited. The Framework agreements are agreed between the North East (SPV) Limited and the Fund Managers and have been agreed in such a way as to allow North East (SPV) Limited and other Participating Authorities to access and call-off individual fund management contracts. Where a Participating Authority wishes to call-off a contract under the Framework, the contractual relationship for any resulting contract would be between the approved Participating Authority accessing the Framework Agreement and the successful Panel Member.

The three Lots for which a Framework Panel has being created are as follows:

— Lot 1 — Fund Management Contracts awarded under this Lot will focus on Early-Stage Investment Funds.

— Lot 2 — Fund Management Contracts awarded under this Lot will focus on Later-Stage Investment Funds.

— Lot 3 — Fund Management Contracts awarded under this Lot will focus on Small Loan Funds.

The procurement exercise has been undertaken via the Competitive Procedure with Negotiation (CPN) procedure. This Framework Panel may be utilised by:

— The North East LEP Area Fund of Funds Implementing Body — to identify and procure Fund Managers for the North East LEP Area Fund of Funds programme (that will invest across all of the North East LEP geographic area).

— Any of the Participating Authorities — to identify and procure Fund Managers for Financial Instrument programmes that require FCA qualified fund managers (that will invest across all or part of the North East LEP geographic area — as specified by the relevant Participating Authority at the time of call-off).

EU Award Procedure Fund Management Agent ‘Voice’.

Haagse Inkoop Samenwerking (HIS) | Published September 15, 2015  -  Deadline October 12, 2015
cpvs
75211200, 66140000, 75112100, 75210000, 79421000

The Contract covers the delivery of the management and monitoring of the subsidy facility of Voice and the facilitation of a linking and learning process. These activities entail a number of different elements, with associated preconditions. 1. Development of a programmatic framework that substantiates the choice for groups targeted and the geographical focus in the subsidy facility. The subsidy portfolios that will be selected by the fund management agent should take place in low- and/or lower-middle income countries. To avoid fragmentation, the fund management has to propose a geographical and thematic focus of Voice. The implementation of Voice has to be limited to 3 regions and a maximum of 15 countries. Physical presence of the fund management in the proposed regions and/or countries needs to be ensured. After determining the geographical focus, context analyses and Track Records should point out which groups are the most marginalised and discriminated and which themes are relevant to these groups. The degree to which Lobby and Advocacy by the most marginalised and discriminated groups can be effective in the selected countries is an important criterion. 2. The development and implementation of a selection mechanism for proposals (either call(s) for proposals or another form of objective selection). The subsidy facility should be based on the objectives and indicators as specified in the section ‘Object of the Contract.’ These objectives and indicators should also be clearly reflected in the selection mechanism for proposals. The fund management agent is responsible for formulating clear, objective selection criteria. The fund management agent is responsible for the promotion of the fund. 3 types of Civil Society Organisations and representatives of the most marginalised and discriminated groups can be invited to submit proposals. The selection mechanisms should ensure a spread in subsidy portfolios in terms of Grounds on which groups are discriminated and/or marginalised, type of civil society organisations and theme. In the selection of the subsidy portfolios, the use of innovative methods and instruments of organisations to reach, strengthen and empower the most marginalised and discriminated groups has to be given priority. This is based on the fact that the most marginalised and discriminated groups are often not reached through more traditional ways of working. The concept of innovation is context specific. In general, innovation can concern involving non-traditional actors, making use of new technologies, engaging in different forms of partnerships, making use of academic knowledge, etc. The fund management agent and the partners of the Ministry of Foreign Affairs in the strategic partnerships for Dialogue and Dissent are not allowed to submit proposals. 3. The facilitation and stimulation of an innovative linking and learning process. The fund management agent should establish, facilitate and stimulate an innovative linking and learning process, with a focus on South-South exchange of lessons learned, knowledge and experiences (both positive, innovative experiences and negative experiences). This process should entail: — Strengthening the capacity of sub-grantees to generate and exchange lessons learned, knowledge and experiences; — Upscaling of those activities of sub-grantees that have shown positive results; — The documentation and distribution of lessons learned, knowledge and experiences. 4. (Financial) management of the fund: The fund management agent should have a sufficient legal, financial and policy framework to manage a fund of 50 000 000 EUR. The fund should be managed in such a manner that, in case of contract termination, the management can be transferred without problems to the Ministry of Foreign Affairs (or another fund management agent). 5. Monitoring, evaluation and reporting: The fund management agent should monitor the progress of the subsidy portfolios and the linking and learning process. The monitoring and evaluation system of the fund management agent should have a strong focus on qualitative monitoring. Thereby, the fund management agent should safeguard the focus on strengthening the voice of marginalised and discriminated groups through Capacity Strengthening and Empowerment. The fund management agent should report on outcome level. As such, the fund management agent should gather the information required from sub-grantees. In the framework of the Contract, by the end 2016, reporting has to be done conform IATI standards. For effective and efficient implementation of the Contract, the fund management agent should have a qualified and experienced team to manage the fund and the linking and learning process. This team should at least have the capacity and willingness to develop a subsidy facility and linking and learning process that focus on the capacity strengthening for Lobby and Advocacy and Empowerment of the most marginalised and discriminated groups in low- and lower-middle income countries. For the duration of Voice, a steering committee will be established. This steering committee provides guidance concerning the main features of the program. This committee will consist of a representative of the fund management agent of Voice, a representative of the Ministry of Foreign Affairs, a representative of the branch organisation Partos and a representative of a Civil society organisation in a low- or lower-middle income country. Dependent upon the implementation of Voice, it will be determined how often the steering committee will assemble. The steering committee will have the following tasks: — Steering the development and implementation of the main features of Voice; — Monitor the progress of the fund management on the basis of reports; — Approve the plan of allocation of available funding; — Give advice on the basis of lessons learned and outcomes of the learning process. The specific mandate of the steering committee will be determined in 2016. The fund management is not responsible for appointing members of the steering committee. The fund management agent does carry responsibility concerning the facilitation of the steering committee. More details will be provided in the Descriptive Document. For this Tender, the Ministry of Foreign Affairs has opted for the restricted procedure. The procedure is divided into 2 phases. The 1st phase is preselection. Candidates (maximum 5) who qualify for this (on the basis of this selection document) are invited to submit a bid. In the 2nd phase, the Contract will be detailed in the Descriptive Document. The Contract will in general be based on the ARVODI-2014 General Terms and Conditions. Further details of the Contract will be given in the Descriptive Document (including the request for Tenders), which will be sent to selected Candidates.

Provision of Fund Management Services to the Wales Business Fund

Finance Wales | Published September 14, 2016
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Provision of Fund Management Services to the Wales Business Fund

Provision of Fund Management Advice and Guidance for Charity Investments

The Rotherham NHS Foundation Trust | Published January 25, 2016  -  Deadline February 26, 2016
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Provision of Fund Management Advice and Guidance for Charity Investments 

Fund management system

Brabantse Ontwikkelings Maatschappij Holding BV p/a Smulders Procuremanagement | Published December 27, 2014
Winner
<CONTACT_DATA_WITHOUT_RESPONSIBLE_NAME><ORGANISATION><OFFICIALNAME>SunGard Investment Systems LLC</OFFICIALNAME></ORGANISATION><ADDRESS>1801 NE 123rd Street, Suite 400</ADDRESS><TOWN>North Miami</TOWN><POSTAL_CODE>FL 33181</POSTAL_CODE><COUNTRY VALUE="US"/><URL>www.sungard.com</URL></CONTACT_DATA_WITHOUT_RESPONSIBLE_NAME>
cpvs
48000000

The Fund management system is an (off the shelf) information system that will be implemented in the Capital department to manage investments (e.g. convertible- or subordinated loans and/or equity capital) from intake up and until exit. The total investments that will be managed have a current value of approx. 300 000 000 EUR and mainly consists of direct investments, fund investments in-house and and fund-to-fund investments, which need be checked, managed and reported using a standardized work-flow and document management system.

Provision of Fund Management Services

 | Published May 27, 2016  -  Deadline June 29, 2016
cpvs
48812000

Summary: The UK Government and EU are supportive of using Financial Instruments as public policy measures to addressmarket failure and stimulate business growth, job creation and technology development on a sustainablebasis.The North East Combined Authority (NECA) is procuring a panel of Fund Managers, on behalf of itself andstakeholders (Participating Authorities) in the North East Local Enterprise Partnership area. NECA is acting asthe Commissioning Authority under this process. A successor to the Finance for Business North East (FBNE) Fund-of-Fund programme is being establishedin the North East LEP area and this panel of Fund Managers will used by the North East LEP Area Fund ofFunds Implementing Body to select FCA qualified Fund Managers to manage the Investment Funds (sub-funds) created under this North East LEP Area Fund of Funds Programme (which will invest across the whole of theNorth East LEP area). In addition, the panel may also be used by any of the other Participating Authorities (including The North EastLEP Area Fund of Funds Implementing Body, North East Access to Finance (NEA2F), North East Finance(NEF), the North East Local Enterprise Partnership (North East LEP), Business Durham and the local authoritiesof the North East LEP area) to secure Fund Management services for other financial instrument projects whichthey want FCA qualified investment managers to deliver. The Contracting Authority: The North East Combined Authority (NECA) is the Contracting Authority for the first stage of this procurementprocess (up to the appointment of the Framework Panel). The Framework Agreements will therefore bebetween the Panel Members and NECA. The Contracting Authority will subsequently allow one or more otherParticipating Authorities to access the concluded Framework Agreement, without creating any obligation onany of them to do so. In that event, the contractual relationship for any resulting Contract would be betweenthe approved individual body (Participating Authority) accessing the Framework Agreement and the successfulPanel Member. Lot 1 – Fund Management Contracts awarded under this Lot will focus on Early-Stage Investment Funds Lot 2 – Fund Management Contracts awarded under this Lot will focus on Later-Stage Investment Funds Lot 3 – Fund Management Contracts awarded under this Lot will focus on Small Loan Funds.

Investment Fund Management- Trustees of the Assembly Menbers Pension Scheme

Northern Ireland Assembly | Published December 14, 2012  -  Deadline January 15, 2013
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Investment Fund Management- Trustees of the Assembly Menbers Pension Scheme

Pension fund management services

Hampshire County Council | Published June 10, 2015  -  Deadline July 1, 2015
cpvs
66141000

Pension fund management services

Pension fund management services

Northumberland County Council | Published March 6, 2014  -  Deadline April 17, 2014
cpvs
66141000, 66523100, 66520000

Pension fund management services

Pension fund management services.

Hertfordshire County Council | Published December 27, 2012
Winner
LGT Capital Partners Limited 35 Dover Street W1S 4NQ London UNITED KINGDOM Telephone: +44 2075290972
cpvs
66141000

Pension fund management services.

Contract for fund management and financial consultancy/investment consultancy services.

Bærum kommune | Published December 6, 2014  -  Deadline February 2, 2015
cpvs
66170000, 66100000, 66171000, 79412000

Contract for fund management and financial consultancy/investment consultancy services. See the tender documentation.

PURCH1335 Framework Agreement for Fund Management Services

University of Glasgow | Published March 2, 2016  -  Deadline April 19, 2016
cpvs
79412000, 66171000

PURCH1335 Framework Agreement for Fund Management Services.
The University is exploring the options to invest a portion of its endowment funds in an active investment style such as "Smart Beta". Assuming the University goes ahead with this strategy, it expects to appoint fund management services provider for an initial period of two years which may be extended for two periods of one year each. The University reserves the right to appoint either a single provider or multiple providers to this framework at any time based on the overall assessment of the tender and as per further development of its fund management strategy in due course. Please refer to Tender documentation for details.Tender documents available from Public Contracts Scotland
Tender returns should be submitted via Public Contracts Scotland, no paper copies will be accepted. Should paper tenders be submitted, they will be rejected. Further to this any questions or communications regarding individual tender exercises must be sent via the Public Contracts Scotland Portal. Tender queries received through any other channel will not be answered. Should users of Public Contracts Scotland have any problems with the web site they should contact website Support Desk, contact details can be found by following the ‘Contact Us’ option on the left hand menu at http://www.publiccontractsscotland.gov.uk/default.aspx
CPV: 79412000, 66171000.

Micro Fund Management Services.

North West Business Finance Limited | Published May 20, 2014
Winner
Business Finance SolutionsLee House 90 Great Bridgewater StreetManchester M15JW gary.pennington@business-finance-solutions.org.uk +44 1612454715
cpvs
66100000

Fund management services. Appointment of a fund manager to invest GBP 3m into small to medium size businesses in the North West of England. The initial investment range will be GBP 25k–50k and all funding will need to be invested by the end of 2015. The fund management contract is for a 9 year period to enable the investments to be managed out.

Implementation of the fund management of the SECO Start-up Fund

State Secretariat for Economic Affairs SECO, Private Sector Development WEIF | Published July 20, 2016  -  Deadline May 25, 2016
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Implementation of the fund management of the SECO Start-up Fund

Micro Fund Management Services.

North West Business Finance Limited | Published August 27, 2013  -  Deadline October 7, 2013
cpvs
66100000

Fund management services. NWBF would like to appoint a fund manager to invest GBP 3m into small to medium sized businesses in the North West of England. The initial investment range will be GBP 25k - GBP 50k and all funding will need to be invested by the end of 2015. The fund management contracts will be for a 9 year period to enable the investments to be managed out.

Provision of Fund Management Services

North East Combined Authority | Published May 28, 2016  -  Deadline June 30, 2016
cpvs
66122000, 66000000, 48812000, 66122000, 66130000, 66122000, 66130000, 66122000, 66000000, 48812000

Summary:

— The UK Government and EU are supportive of using Financial Instruments as public policy measures to address market failure and stimulate business growth, job creation and technology development on a sustainable basis.

— The North East Combined Authority (NECA) is procuring a panel of Fund Managers, on behalf of itself and stakeholders (Participating Authorities) in the North East Local Enterprise Partnership area. NECA is acting as the Commissioning Authority under this process.

— A successor to the Finance for Business North East (FBNE) Fund-of-Fund programme is being established in the North East LEP area and this panel of Fund Managers will used by the North East LEP Area Fund of Funds Implementing Body to select FCA qualified Fund Managers to manage the Investment Funds (sub-funds) created under this North East LEP Area Fund of Funds Programme (which will invest across the whole of the North East LEP area).

— In addition, the panel may also be used by any of the other Participating Authorities (including The North East LEP Area Fund of Funds Implementing Body, North East Access to Finance (NEA2F), North East Finance (NEF), the North East Local Enterprise Partnership (North East LEP), Business Durham and the local authorities of the North East LEP area) to secure Fund Management services for other financial instrument projects which they want FCA qualified investment managers to deliver.

The Contracting Authority:

The North East Combined Authority (NECA) is the Contracting Authority for the 1st stage of this procurement process (up to the appointment of the Framework Panel). The Framework Agreements will therefore be between the Panel Members and NECA. The Contracting Authority will subsequently allow 1 or more other Participating Authorities to access the concluded Framework Agreement, without creating any obligation on any of them to do so. In that event, the contractual relationship for any resulting Contract would be between the approved individual body (Participating Authority) accessing the Framework Agreement and the successful Panel Member.

Background:

The purpose of this procurement exercise is:

a) To select a panel of Financial Conduct Authority (FCA) authorised fund management companies with the ability to deliver early stage funds and/or later stage funds and / or small loan funds across the North East Local Enterprise Partnership (North East LEP) area (comprising: Northumberland, North Tyneside, South Tyneside, Newcastle, Gateshead, Sunderland and Durham) and;

b) To subsequently use this Framework Panel to select Fund Managers to Manage Investment Funds.

On the basis of a detailed ex-ante assessment and considerable stakeholder consultation, the 3 Lots for which a Framework Panel is being created, are as follows:

— Lot 1 — Fund Management Contracts awarded under this Lot will focus on Early-Stage Investment Funds;

— Lot 2 — Fund Management Contracts awarded under this Lot will focus on Later-Stage Investment Funds;

— Lot 3 — Fund Management Contracts awarded under this Lot will focus on Small Loan Funds.

Both Lot 1 and Lot 2 will require Fund Managers to use a variety of financial instruments and utilise their ability to potentially deploy debt, equity and mezzanine finance. Lot 3 requires Fund Managers to deploy smaller amounts of predominantly debt finance.

The procurement exercise will be undertaken via a 2-stage process, using a Competitive Procedure with Negotiation (CPN) procedure. As outlined above, the 1st stage of the process will lead to the appointment fund management companies to a Framework Panel. The 2nd stage of the process will lead to the appointment of fund management companies (selected from the Panel) to manage specific Investment Funds created under each of the 3 Lots (undertaken via a mini-competition process).

The Framework Panel may be utilised by:

— The North East LEP Area Fund of Funds Implementing Body — to identify and procure Fund Managers for the North East LEP Area Fund of Funds programme (that will invest across all of the North East LEP geographic area);

— Any of the Participating Authorities — to identify and procure Fund Managers for Financial Instrument programmes that require FCA qualified fund managers (that will invest across all or part of the North East LEP geographic area — as specified by the relevant Participating Authority at the time of call-off).

The North East LEP Area Fund of Funds Programme:

The North East LEP Area Fund of Funds programme is expected to be capitalised with circa 120 000 000 GBP of contributions from: the European Regional Development Fund 2014-2020 programme; returns generated from previous UK government and ERDF backed venture capital funds; a loan of circa 60 000 000 GBP from the European Investment Bank (EIB) and other sources of funding that may become available subsequently.

The programme will invest into a number of new venture capital and loan funds which are likely to be structured as limited partnerships and managed by independent, FCA-authorised fund management companies.

A North East LEP Area Fund of Fund Implementing Body is expected to be appointed by DCLG. The Implementing Body's responsibilities include:

— Overall project delivery and regulatory compliance responsibility;

— ERDF grant recipient and responsibility for achieving ERDF outputs and objectives;

— The monitoring and performance management of fund managers appointed under the North East LEP area Fund of Fund programme.

Once appointed, the Implementing Body will be able to use the Framework Panel procured by NECA in order to procure the North East LEP Area Fund of Fund sub-fund Managers. This will be done through mini-competitions for contract opportunities which fall under the relevant Lot. The Implementing Body will enter into Limited Liability Partnerships with the successful Fund Managers whose services are called-off under the Framework Agreements.

The precise nature and size of the investment funds to be launched under the North East LEP Area Fund of Funds programme will be communicated to fund management companies at the mini-competition stage. However, at this stage, it is anticipated that a suite of 5 funds will be created under the programme in the North East LEP area. A number of the key economic growth ‘outputs’ that are associated with the operation of the North East LEP Area Fund of Funds programme are summarised below:

Fund Size — 120 000 000 GBP;

No of Investments — Circa 630;

Jobs created — 3 700;

Private sector investment leverage — 120 000 000 GBP;

Legacy generated — 80 000 000 GBP.

Investments under the North East LEP area Fund of Fund programme (depending on the individual fund) are expected to range between 10 000 GBP and 2 000 000 GBP and most funds are expected to be between 20 000 000 GBP and 30 000 000 GBP in size. Funds created under the North East LEP Area Fund of Funds programme are likely to be able to invest in all eligible business sectors in accordance with Contracting Authority requirements and EC State aid regulation eligibility rules.

Based on the analysis undertaken for the development of the North East LEP Area Investment Strategy, 3 Framework Lots have been identified:

— Lot 1 (Early-stage funds);

— Lot 2 (Later-stage funds);

— Lot 3 (Small loan funds).

For the purposes of the North East LEP Area Fund of Fund programme only, Fund managers are expected to be permitted to manage only 1 of the investment funds procured under Lots 1 and 2. It is however possible for fund managers: (a) To bid for more than 1 Lot in order to be appointed to the framework panel for multiple Lots; and (b) Be selected to manage a fund under Lot 1 or Lot 2 as well as a fund under Lot 3.

Use of the Framework by Participating Authorities:

In addition to its use under the North East LEP Area Fund of Fund programme, the Framework may also be used by Participating Authorities to call-off fund management services in order to secure Fund Managers for other Financial Instrument (FI) projects which they want FCA qualified investment managers to deliver. At present it is not clear to what extent the Framework will be used in this way.

The relevant details of any call-off by Participating Authorities will be confirmed at the time of such call-off including: (a) The extent to which procured funds cover all or part of the North East LEP Area; and (b) The extent to which funds are able to invest in all eligible business sectors or are sector specific.

Type of Procedure:

Competitive Procedure with Negotiation;

Reservation of Right to Award without Negotiations.

Pursuant to Regulation 29 (15) the Contracting Authority reserves the right to award the framework contract on the basis of the initial tenders without conducting negotiations.

Framework Agreement for Individual Service Fund Management Services

Aberdeenshire Council | Published January 13, 2015
Winner
Enable Ltd, Barnardo's, Cornerstone, Inspire (Partnership Through Life) Ltd
cpvs
209999, 321000, 321100, 329999

The purpose of this Invitation to Tender (ITT) is to invite tenders for the provision of Individual Service Fund Management services to support individuals under Option 2 of the Self-Directed Support) (Scotland) Act 2013. It is intended that a Framework Agreement of between 4 to 6 providers shall be set-up through the process detailed in this ITT.

Framework Agreement for Individual Service Fund Management Services

Aberdeenshire Council | Published July 24, 2014  -  Deadline September 3, 2014
cpvs
209999, 321000, 321100, 329999

The purpose of this Invitation to Tender (ITT) is to invite tenders for the provision of Individual Service Fund Management services to support individuals under Option 2 of the Self-Directed Support) (Scotland) Act 2013. It is intended that a Framework Agreement of between 4 to 6 providers shall be set-up through the process detailed in this ITT.