Fund Advisory Services for Ambition North Wales Clean Energy Fund

Concepts

• fund advisory services for ambition north wales clean energy fund
• research and development
• llandudno junction
• fund advisory services
• fund advisor
• consultancy services
• anw fund management plan
• north wales
• overview of the key activities of the fund
• ambition north wales

Location

Isle of Anglesey: Across North Wales

Description

Ambition North Wales (ANW) is seeking to procure a Fund Advisor for two distinct stages of work. The first stage will involve assisting ANW with preparation for launch and will include input in the following key areas: Market intelligence input into the Investment Strategy and associated priorities to support finalisation of this Strategy; Developing a marketing strategy and a launch plan; Input into the ANW fund management plan, which can be defined as: a document which sets out the operational procedures for the Fund for it to be established, managed effectively, and deliver against the objectives for the Fund. It will provide an overview of the key activities of the Fund over the medium term, covering the set up and then ongoing operation and management of the Fund; Scoping the support required to enable an online application process channelled through ANW website; and Scoping any legal input or other external advisory support required for launch of the fund. The second stage will provide advisory support to operate the fund during the deployment period and it is envisaged this will be over a minimum 5-year contract period. The advisor will be responsible for sourcing investments, undertaking due diligence, developing investment business cases, and recommending investments for approval and then providing regular progress and monitoring reports on the performance of investments and the portfolio of the Fund. It should be noted that the investment strategy is a live document that has built-in flexibility to change throughout the life of the fund in response to changing market demand and conditions.

Total Quantity or Scope

Open Tender

Renewal Options

Potential for 2 year extension

CPV Codes

• 73000000 - Research and development services and related consultancy services
• 73200000 - Research and development consultancy services
• 73210000 - Research consultancy services
• 73220000 - Development consultancy services
• 73300000 - Design and execution of research and development

Indicators

• Variant bids may be considered.
• This is a one-off contract (no recurrence)
• Renewals are available.
• Professional qualifications are sought.
• Staff qualifications are relevant.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=132574. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (WA Ref:132574) The buyer considers that this contract is suitable for consortia.