Award

Lead Sales Advisor for the Income Contingent Repayment Student Loan Monetisation Programme

DEPARTMENT FOR EDUCATION

This public procurement record has 2 releases in its history.

AwardUpdate

01 Aug 2019 at 15:27

Award

16 May 2019 at 13:48

Summary of the contracting process

The procurement process for the position of Lead Sales Advisor for the Income Contingent Repayment Student Loan Monetisation Programme has been completed by the Department for Education (DfE). This tender was classified under the industry category of Education and training services and was conducted using a selective procurement method as a call-off from a framework agreement. The contract period began on 13 March 2018 and is set to conclude on 5 June 2021. The initial tender period had an end date of 10 January 2018. The procurement activities were primarily based in London, England.

This tender presents significant opportunities for financial and advisory firms looking to expand their operations within the education sector. Businesses with expertise in financial advisement, project management, and transaction structuring, particularly large-scale firms, would be well-suited to compete for similar contracts in future monetisation programmes. Engaging in this tender process could facilitate growth and visibility for companies aiming to collaborate with the public sector on large-scale education financing initiatives.

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Notice Title

Lead Sales Advisor for the Income Contingent Repayment Student Loan Monetisation Programme

Notice Description

The Department for Education ("DfE") has commenced a programme to monetise the English Pre-Browne Income Contingent Repayment ("ICR") loan book. DfE launched the first sale of the loan book in February 2017. The process was subsequently paused following the announcement of a General Election in April 2017. This first sale was resumed on October 31st 2017 and is expected to complete by the end of 2017. Work is now commencing on a second sale targeted to complete in the second half of 2018 as the wider monetisation programme continues. This ITT is for a role critical to the current monetisation programme, starting with the execution of a second loan sale transaction: The Lead Sales Advisor. The role primarily involves: Leading on advice, transaction structuring, project management and transaction execution; acting as Arranger and; (alongside Joint Lead Managers) supporting the distribution effort in accordance with market best practice

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-45f0183c-e5d2-4bfc-8cc8-3f01df7d629e
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/71b963a3-8c95-4190-9b12-b9e5417b373c
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Call-off from a framework agreement
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

80 - Education and training services


CPV Codes

80000000 - Education and training services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
£1,950,000 £1M-£10M
Contracts Value
Not specified

Notice Dates

Publication Date
1 Aug 20196 years ago
Submission Deadline
10 Jan 2018Expired
Future Notice Date
Not specified
Award Date
1 Mar 20187 years ago
Contract Period
13 Mar 2018 - 5 Jun 2021 3-4 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
DEPARTMENT FOR EDUCATION
Contact Name
Not specified
Contact Email
esfaprocurement.help@education.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
LONDON
Postcode
SW1P 3BT
Post Town
South West London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified

Local Authority
Westminster
Electoral Ward
St James's
Westminster Constituency
Cities of London and Westminster

Supplier Information

Number of Suppliers
1
Supplier Name

BANK OF AMERICA MERRILL LYNCH

Open Contracting Data Standard (OCDS)

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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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