---
title: "C0685 - Investment Performance Operating Models"
ocid: "ocds-b5fd17-6c8b3c46-0482-46b5-9674-ac8f2e367f2f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-6c8b3c46-0482-46b5-9674-ac8f2e367f2f"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-6c8b3c46-0482-46b5-9674-ac8f2e367f2f.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-6c8b3c46-0482-46b5-9674-ac8f2e367f2f.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "UK INFRASTRUCTURE BANK LIMITED"
published: "2024-08-07"
---

# C0685 - Investment Performance Operating Models

Buyer: UK INFRASTRUCTURE BANK LIMITED  
Current stage: Award  
OCID: ocds-b5fd17-6c8b3c46-0482-46b5-9674-ac8f2e367f2f

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## Summary

The UK Infrastructure Bank Limited has awarded a contract titled "C0685 - Investment Performance Operating Models" in the category of investment banking services and related services (CPV: 66120000). The contract is set to be executed within the United Kingdom with a duration from 29 April 2024 to 20 October 2024, following a tender process that concluded on 28 April 2024. As part of the award process dated 7 August 2024, the procurement utilised a selective method involving a call-off from a framework agreement. The contract, valued at £62,700, aims to develop an operating model to monitor and assess direct equity investments for accurate financial representation, commissioned by the UK Infrastructure Bank Limited located at 2 Whitehall Quay, Leeds.

This tender presents substantial opportunities for businesses involved in financial services, particularly those with expertise in investment banking and investment performance management. Small and medium-sized enterprises (SMEs) stand to benefit greatly from such opportunities, given the suitability criteria favouring SMEs. Firms specialising in creating financial operating models, monitoring investment performance, or providing investment consultation services are well-suited to compete in such tenders, thereby enhancing their market presence and expanding their business portfolio through association with significant public infrastructure projects.

## Notice

For direct equity investments we require to have an operating model built to allow UKIB to monitor the performance of the investment and ensure it is fairly valued and correctly reflected in UKIB's financial statements.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/0bf36141-8f01-4828-af6f-69ca1fb7a8bf |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 7 Aug 2024 |
| Submission deadline | 27 Apr 2024 |
| Future notice date | Not specified |
| Award date | 27 Apr 2024 |
| Contract period | 28 Apr 2024 - 20 Oct 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £62,700 |
| Lots value | Not specified |
| Awards value | £62,700 |
| 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 | UK INFRASTRUCTURE BANK 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 | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CONSTELLIA PUBLIC |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 7 Aug 2024 at 15:18 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/0bf36141-8f01-4828-af6f-69ca1fb7a8bf

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/0bf36141-8f01-4828-af6f-69ca1fb7a8bf
  7th August 2024 - Awarded contract notice on Contracts Finder

## 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-b5fd17-6c8b3c46-0482-46b5-9674-ac8f2e367f2f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-6c8b3c46-0482-46b5-9674-ac8f2e367f2f.json.