Understand your requirements
Conduct a profiling exercise to gain a full understanding your investment needs including risk profile, income requirements, investment and performance objectives, future capital requirements, investment restrictions, ethical/socially responsible criteria and service requirements.
Recommend a procedure
There are four main types of contract award procedure under the 2015 Regulations. We can help select the best one to suit your needs, based on our experience and your specific requirements. We can run either a one or two stage process, depending on various factors.
Draft all tender documents and set timetable
All tender documents including selection questionnaires, award criteria and a detailed timetable will need to be published with the Contract Notice. We will draft these documents in consultation with you.
Run the process
Working with the Appointed Panel or Investment Committee, ensure that the process adheres to the timetable, the award criteria are honoured and procurement principles are followed throughout.
Organise and run final presentations (beauty parade)
If final presentations are used, manage the day with any further questions arising from the questionnaires correctly presented to participants. If a further offer stage is part of the process, collate and present to the Panel for final scoring and decision.
Communicate decision and provide feedback, take up references
Provide written results to finalists, adhere to the standstill period and provide specific feedback to participants where requested, take up references of winning tenderer.
Publish award notice and oversee transition of assets
Assist with the take-on process of new investment managers including transition of assets and production of Investment Policy Statement.
Regulation 84 (1) Report
Collate the required regulatory report needed for procurement records.