Tender

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

  • Invest Northern Ireland

F02: Contract notice

Notice identifier: 2024/S 000-025541

Procurement identifier (OCID): ocds-h6vhtk-048a2e

Published 13 August 2024, 10:04am



Section one: Contracting authority

one.1) Name and addresses

Invest Northern Ireland

1 Bedford St

BELFAST

BT2 7ES

Contact

SSDAdmin.CPDfinance-ni.gov.uk

Email

ssdadmin.cpd@finance-ni.gov.uk

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

https://etendersni.gov.uk/epps

Buyer's address

https://etendersni.gov.uk/epps

one.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 above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://etendersni.gov.uk/epps

Tenders or requests to participate must be submitted to the above-mentioned address

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

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

Reference number

5163499

two.1.2) Main CPV code

  • 66100000 - Banking and investment services

two.1.3) Type of contract

Services

two.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.

two.1.5) Estimated total value

Value excluding VAT: £9,685,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 66000000 - Financial and insurance services
  • 66122000 - Corporate finance and venture capital services

two.2.3) Place of performance

NUTS codes
  • UKN - Northern Ireland

two.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.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £9,685,000

two.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.

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

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

two.2.13) Information about European Union Funds

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


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

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

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

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

Date

12 September 2024

Local time

3:00pm

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

English

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

Tender must be valid until: 11 December 2024

four.2.7) Conditions for opening of tenders

Date

12 September 2024

Local time

3:30pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.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. ..

six.4) Procedures for review

six.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

Country

United Kingdom

six.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.