---
title: "Fund Advisor(s) - Lot 1 - Brexit Resilience Fund & Lot 2 - Investment Soft Loan Fund"
ocid: "ocds-b5fd17-1a003ec0-0c4d-4844-a31a-e62446829d2a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-1a003ec0-0c4d-4844-a31a-e62446829d2a"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-1a003ec0-0c4d-4844-a31a-e62446829d2a.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-1a003ec0-0c4d-4844-a31a-e62446829d2a.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "MERSEYTRAVEL"
published: "2020-09-22"
---

# Fund Advisor(s) - Lot 1 - Brexit Resilience Fund & Lot 2 - Investment Soft Loan Fund

Buyer: MERSEYTRAVEL  
Current stage: Award  
OCID: ocds-b5fd17-1a003ec0-0c4d-4844-a31a-e62446829d2a

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## Summary

The procurement process involves the Liverpool City Region Combined Authority (LCRCA) seeking to appoint Fund Advisors for two distinct objectives: the Brexit Resilience Fund and the Investment Soft Loan Fund. The tender, titled "Fund Advisor(s) - Lot 1 - Brexit Resilience Fund & Lot 2 - Investment Soft Loan Fund," is classified under financial and insurance services and is aimed at businesses based in the North West of England. The procurement method used is an open procedure, with a contract value of £2,000,000 and a minimum bid value of £700,000. The tender period concluded on 9th September 2019, while the contract commenced on 28th September 2019 and will extend until 30th September 2023.

This procurement opportunity presents significant growth potential for small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) that have expertise in financial advisory services, particularly those familiar with fund management and investment strategies. Businesses able to demonstrate relevant experience in handling public funds and providing advice on investment resilience will be well-positioned to compete for this contract, thereby enhancing their visibility and market presence within the local economy.

## Notice

The LCRCA intends to appoint a Fund Advisor(s) under: Lot 1 - support for the Brexit Resilience Fund Lot 2 - support for the inward investment soft loan fund. Interested parties are invited to bid for one or both Lots with the requirement similar for each Lot - the Lots have been split because the rules associated with the approval process are slightly different and because bidders may only have sufficient capacity to support 1 Lot.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/d24b9c0f-663c-40f9-a4db-bdc56d67b05f |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 22 Sep 2020 |
| Submission deadline | 8 Sep 2019 |
| Future notice date | Not specified |
| Award date | 27 Dec 2019 |
| Contract period | 13 Jan 2020 - 30 Sep 2023 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £2,000,000 |
| Lots value | Not specified |
| Awards value | £700,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | MERSEYTRAVEL |
| Locality | LIVERPOOL |
| Post town | Liverpool |
| Postcode | L3 1BP |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD72 Liverpool |
| Local authority | Liverpool |
| Electoral ward | Waterfront South |
| Westminster constituency | Liverpool Riverside |
| Delivery location | TLD North West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | MSIF |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 22 Sep 2020 at 16:22 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/d24b9c0f-663c-40f9-a4db-bdc56d67b05f
- 9 Aug 2019 at 14:32 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/72c26050-a856-42e8-8186-2b2834b55399

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/d24b9c0f-663c-40f9-a4db-bdc56d67b05f
  22nd September 2020 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/72c26050-a856-42e8-8186-2b2834b55399
  9th August 2019 - Opportunity notice on Contracts Finder

## Notice URLs

- http://www.liverpoolcityregion-ca.gov.uk/

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-1a003ec0-0c4d-4844-a31a-e62446829d2a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-1a003ec0-0c4d-4844-a31a-e62446829d2a.json.