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Contract Notice

DfE - Invest NI - Management of Co-Fund I, II and III

  • First published: 14 August 2024
  • Last modified: 14 August 2024
  • This file may not be fully accessible.

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To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

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Contents

Summary

OCID:
ocds-h6vhtk-048a2e
Published by:
Invest Northern Ireland
Authority ID:
AA20566
Publication date:
14 August 2024
Deadline date:
12 September 2024
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Invest NI is seeking to appoint a fund manager to manage and deliver CIF III for a ten-year period with an option to extend for four periods of one year each. The initial ten-year term is split into a five year investment period, followed by a five year follow on and exit period. A legal contract, by way of a Limited Partnership Agreement (“LPA”) and a Management Services Agreement (“MSA”), will govern the ten-year contract to deliver CIF III and a draft LPA and MSA will be included in the tender documents.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Invest Northern Ireland

1 Bedford St

BELFAST

BT2 7ES

UK

Contact person: SSDAdmin.CPDfinance-ni.gov.uk

E-mail: ssdadmin.cpd@finance-ni.gov.uk

NUTS: UK

Internet address(es)

Main address: https://etendersni.gov.uk/epps

Address of the buyer profile: https://etendersni.gov.uk/epps

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://etendersni.gov.uk/epps


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://etendersni.gov.uk/epps


Tenders or requests to participate must be sent to the abovementioned address


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

DfE - Invest NI - Management of Co-Fund I, II and III

Reference number: 5163499

II.1.2) Main CPV code

66100000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Invest NI is seeking to appoint a fund manager to manage and deliver CIF III for a ten-year period with an option to extend for four periods of one year each. The initial ten-year term is split into a five year investment period, followed by a five year follow on and exit period. A legal contract, by way of a Limited Partnership Agreement (“LPA”) and a Management Services Agreement (“MSA”), will govern the ten-year contract to deliver CIF III and a draft LPA and MSA will be included in the tender documents.

II.1.5) Estimated total value

Value excluding VAT: 9 685 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66000000

66122000

II.2.3) Place of performance

NUTS code:

UKN

II.2.4) Description of the procurement

Invest NI is seeking to appoint a fund manager to manage and deliver CIF III for a ten-year period with an option to extend for four periods of one year each. The initial ten-year term is split into a five year investment period, followed by a five year follow on and exit period. A legal contract, by way of a Limited Partnership Agreement (“LPA”) and a Management Services Agreement (“MSA”), will govern the ten-year contract to deliver CIF III and a draft LPA and MSA will be included in the tender documents.

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

Value excluding VAT: 9 685 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 120

This contract is subject to renewal: Yes

Description of renewals:

the option to extend for 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: Yes

Description of options:

the option to extend for 4 further periods of 1 year each.

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


III.2) Conditions related to the contract

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

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

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

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

Date: 12/09/2024

Local time: 15:00

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

EN

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

Tender must be valid until: 11/12/2024

IV.2.7) Conditions for opening of tenders

Date: 12/09/2024

Local time: 15:30

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

Suppliers not delivering. on contract requirements is. a serious matter. It means the public purse is not. getting what it is paying for. If. a Supplier fails to reach. satisfactory levels of contract. performance they will be given a specified time to. improve. If, after the specified. time, they still fail to reach. satisfactory levels of contract. performance, the matter will be escalated to. senior management in CPD for. further action. If this occurs. and their performance still. does not improve to satisfactory levels within the. specified period, it may be. regarded as an act of grave. professional misconduct. and they may be issued with a notice of Unsatisfactory. Performance and the. contract may be terminated.. The issue of a notice of. Unsatisfactory Performance will result in the Supplier being. excluded from all. procurement competitions. being undertaken by Centres. of Procurement Expertise on behalf of bodies covered by the. Northern Ireland. Procurement Policy for a period of twelve months from the. date of issue of the notice. ..

VI.4) Procedures for review

VI.4.1) Review body

The UK does not have any such bodies with responsibility for appeal/mediation procedures. Instead; any challenges are dealt with by the High Court, Commercial Division, to which proceedings may be issued regarding alleged breaches of the PCR 2015 as amended

BELFAST

UK

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:

CPD will comply with the Public Contracts Regulations 2015 and, where. appropriate, will incorporate a standstill period (i.e. a minimum of 10 calendar days) at the point information on the award of Framework. Agreement is communicated to tenderers. That notification will provide full information on the award decision. This provides time for the. unsuccessful tenderers to challenge the award decision before the framework Agreement is entered into.

VI.5) Date of dispatch of this notice

13/08/2024

Coding

Commodity categories

ID Title Parent category
66100000 Banking and investment services Financial and insurance services
66122000 Corporate finance and venture capital services Investment banking services and related services
66000000 Financial and insurance services Finance and Related Services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
ssdadmin.cpd@finance-ni.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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