Award

Warwickshire Recovery and Investment Fund: External Fund Advisory Services -Property & Infrastructure

WARWICKSHIRE COUNTY COUNCIL

This public procurement record has 2 releases in its history.

Award

23 Jun 2022 at 16:48

Tender

24 Sep 2021 at 17:55

Summary of the contracting process

The Warwickshire County Council is seeking to engage an External Fund Advisor for the Warwickshire Recovery and Investment Fund, specifically under the Property and Infrastructure pillar. This tender, titled "Warwickshire Recovery and Investment Fund: External Fund Advisory Services - Property & Infrastructure," is part of an open procurement process designed to allocate around £140 million over the next five years to support business recovery and growth within the West Midlands. The tender period was published on 24th September 2021, with a deadline for applications set for 25th October 2021. The contract is expected to commence on 9th December 2021 and will continue for an extended period until 8th December 2038.

This procurement presents significant opportunities for firms, particularly those involved in financial advisory services, property development, and infrastructure projects. Small to medium-sized enterprises (SMEs) and voluntary community and social enterprises (VCSEs) may find a conducive environment to compete for this contract, as the council is looking for tailored expertise to manage investments aimed at stimulating the local economy. Businesses that possess a strong understanding of the financial landscape in Warwickshire, along with the ability to develop and manage investment strategies, will be well-positioned to succeed in these tenders.

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Notice Title

Warwickshire Recovery and Investment Fund: External Fund Advisory Services -Property & Infrastructure

Notice Description

The Warwickshire Recovery Investment Fund (WRIF) specifically addresses a gap that has been identified in the market for access to finance. The aim is to distribute PS140 million over the next five years, offering loans and other financial investments to existing and new businesses to help their long-term recovery and growth. The WRIF will comprise of three pillars of support: * Business Investment Growth - Debt finance to growing medium and larger businesses with sound prospects (likely to be in the region of PS90 million). * Local Communities and Enterprise - Smaller loans in order to support small businesses, including start-ups and social enterprises (likely to be in the region of PS10 million). * Property and Infrastructure - Investment in commercial sites and premises to encourage businesses to invest in Warwickshire and create jobs (likely to be in the region of PS40 million). This ITT relates to the requirement for the Property and Infrastructure Pillar. Warwickshire County Council ('the Council') is seeking an External Fund Advisor to manage the Property and Infrastructure Pillar. The Property & Infrastructure Pillar is intended as a flexible investment scheme that can be deployed by the Council to help developers purchase and/or for the development of new employment land or commercial space to support the growth of Warwickshire's economy. Its focus is on creating or enhancing new or existing development that will help provide the land and premises needed to drive the future growth of our economy and will therefore be linked to supporting growth in the Council's key priority sectors. The Fund Advisor will be responsible for the the promotion, marketing and day to day administration of the activities of the Fund. It will originate and compile investment opportunities against the agreed Investment Strategy. It will undertake the necessary due diligence prior to making recommendations that support WCC's approval process prior to each investment being made. It will then be responsible for the ongoing management of this investment. Additional information: Warwickshire County Council will be using its e-tendering system (In-Tend) for the administration of this procurement process and providers must register with the system to be able to express an interest. The web address is: www.csw-jets.co.uk Registration and use of In-Tend is free. Once registered, all correspondence for this procurement process must be via the in-tend correspondence function. However, if you are unable to register with the website please email us at procurement@warwickshire.gov.uk During the course of the contract period the range and scope of these services may be subject to modification and variation to meet the changing needs and requirements of the Council, potential changes in legislation and the changing demands placed on the Council by its customers.

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-0c5cc161-d8c5-4f69-9be4-4b1175bf2da3
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/9ac87edb-0da0-4442-ae34-cff016915abf
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (above threshold)
Tender Suitability
SME, VCSE
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66000000 - Financial and insurance services

Notice Value(s)

Tender Value
£2,000,000 £1M-£10M
Lots Value
Not specified
Awards Value
£1,660,000 £1M-£10M
Contracts Value
Not specified

Notice Dates

Publication Date
23 Jun 20223 years ago
Submission Deadline
25 Oct 2021Expired
Future Notice Date
Not specified
Award Date
23 May 20223 years ago
Contract Period
31 May 2022 - 31 May 2039 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
WARWICKSHIRE COUNTY COUNCIL
Contact Name
Not specified
Contact Email
procurement@warwickshire.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
WARWICK
Postcode
CV34 4RL
Post Town
Coventry
Country
England

Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG1 Herefordshire, Worcestershire and Warwickshire
Small Region (ITL 3)
TLG13 Warwickshire CC
Delivery Location
TLG West Midlands (England)

Local Authority
Warwick
Electoral Ward
Warwick Saltisford
Westminster Constituency
Warwick and Leamington

Supplier Information

Number of Suppliers
1
Supplier Name

CBRE INDIRECT INVESTMENT SERVICES

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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