--- title: "C0920 - P0701 Early market engagement for investment management solution (s)" ocid: "ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee.json" source: "Contracts Finder" current_stage: "Planning" buyer: "NATIONAL WEALTH FUND LIMITED" published: "2025-02-20" --- # C0920 - P0701 Early market engagement for investment management solution (s) Buyer: NATIONAL WEALTH FUND LIMITED Current stage: Planning OCID: ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee.json) ## Summary The National Wealth Fund Limited (NWF) is currently in the planning stage for an early market engagement regarding an investment management solution. This procurement initiative is categorised under IT software development services and aims to align with strategic priorities set by HM Treasury. The focus areas include green hydrogen, carbon capture, ports, gigafactories, and green steel, with a dedicated budget of at least £5.8 billion. The engagement process will conclude on 27th March 2025. The solutions required will support the financial and operational lifecycle of deals post-go-live, including deal booking, cashflow calculations, IFRS compliance, and risk management. This initiative is situated primarily in the regions of London, North East, and Leeds, United Kingdom. This tender offers significant growth opportunities for businesses specialising in IT software development, software-related services, and professional services linked to investment management solutions. Companies with expertise in developing software packages, consulting, and support for financial management solutions will find this engagement particularly advantageous. SMEs are encouraged to participate, providing an opportunity to collaborate with NWF on projects that encompass corporate and project finance, senior debt, mezzanine financing, guarantees, and equity investments. Additionally, firms offering tailored solutions for local authorities' strategic projects valued at £5 million or more can benefit from this engagement. ## Notice This Contract Finder Notice is supporting the following FTS Contract Notice reference 2025/S 000-006286 and as attached. The National Wealth Fund ("NWF"), successor to the UK Infrastructure Bank, has been established to drive the nation's growth by creating a stable investment environment and mobilising private capital to align with the UK Government's strategic priorities. As NWF we will support a wider range of sectors beyond infrastructure, aligning with the Government's industrial strategy. NWF have a total capital of PS27.8 billion, with at least PS5.8 billion dedicated to green hydrogen, carbon capture, ports, gigafactories, and green steel. This aligns with the principle of achieving policy objectives via sound banking. Our private sector function will provide corporate and project finance and invest across the capital structure, including senior debt, mezzanine, guarantees and equity. Our local authority function will lend to local authorities at a preferential rate for high value and strategic projects of at least PS5 million We are wholly owned and backed by HM Treasury. We are undertaking early market engagement to understand the market offerings for an investment management solution (s) which focuses on the financial and operational lifecycle of a deal post go-live, namely:- * Investment set up (booking a deal) * Output for the purposes of accounting in-line with International Financial Reporting Standards (IFRS). * Investment management of a deal (calculation of cashflow) * Investment closure (ending a deal) * The continual risk management of the deals including IFRS ECL & economic capital calculations * Professional services related to the above NWF currently has a number of tools providing these services internally. The early market engagement is now available via our Atamis e-Sourcing Portal in accordance with the instructions below. NWF is now seeking feedback via responses to a written questionnaire (Early Market Engagement Questionnaire) by the 27th March 2025 (by 16:00 UK time) To access, click on 'View our Live Opportunities' from the home page, available on the following link: https://atamis-3929.my.site.com/s/Welcome. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/3ce61f53-c96a-48f7-97d0-1273b2a4d65b | | Notice type | Market Engagement Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Not Specified | | Procurement method details | Not specified | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 20 Feb 2025 | | Submission deadline | Not specified | | Future notice date | 27 Mar 2025 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planning | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | NATIONAL WEALTH FUND LIMITED | | Locality | LEEDS | | Post town | Leeds | | Postcode | LS1 4HR | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE42 Leeds | | Local authority | Leeds | | Electoral ward | Hunslet & Riverside | | Westminster constituency | Leeds South | | Delivery location | TLC North East (England), TLI London | ## CPV Codes ### Divisions - 48 - Software package and information systems - 72 - IT services: consulting, software development, Internet and support - 98 - Other community, social and personal services ### Codes - 48517000 - IT software package - 72000000 - IT services: consulting, software development, Internet and support - 72212517 - IT software development services - 72260000 - Software-related services - 98110000 - Services furnished by business, professional and specialist organisations ## Release History - 20 Feb 2025 at 15:29 - Planning - Market Engagement Notice - https://www.contractsfinder.service.gov.uk/Notice/3ce61f53-c96a-48f7-97d0-1273b2a4d65b ## Documents - https://www.contractsfinder.service.gov.uk/Notice/3ce61f53-c96a-48f7-97d0-1273b2a4d65b 20th February 2025 - Early engagement notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/Attachment/bb255822-d183-40cc-a094-b2770a56d2c6 EME PIN Investment Management Solution (s) ## Notice URLs - https://atamis-3929.my.site.com/s/Welcome ## 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-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-52807109-23b9-4e86-b37b-587e1edabdee.json.