Fund Advisory Services for Ambition North Wales Clean Energy Fund

Concepts

• finance services
• llandudno junction
• energy related
• consultancy services
• energy management
• energy efficiency
• energy supplies and distribution
• third sector fund advisor services
• private sector fund advisor services
• fund advisor services

Location

Isle of Anglesey: North Wales

Description

We are seeking suitably qualified and experienced Fund Advisor Services for our Clean Energy Fund. Our 2025 Clean Energy Fund will aim to support initiatives across North Wales which: - help achieve renewable energy and decarbonisation targets - have an element of local ownership The Fund will also help unlock private and community investment in new energy projects Ambition North Wales is seeking to procure a competent and experienced Fund Advisor(s)* for the Third Sector and Private Sector sub-funds. The tender consists of two separate lots for the provision of the Fund Advisor services for the two sub-funds, as per: -Lot 1: Third Sector Fund Advisor services -Lot 2: Private Sector Fund Advisor services As such, bids will be received for Lot 1 and Lot 2 separately. If a bidder is bidding for both the Third Sector and Private Sector sub-fund Fund Advisor services, they will need to submit separate responses to the required technical and commercial questions for lots 1 and 2. The Fund Advisor services for Lot 1 and Lot 2 both comprise the following two distinct stages of work: -Stage 1: The first stage will involve supporting the development of the investment strategy for the sub-fund and assisting with preparation for launch. -Stage 2: The second stage will focus on advisory support to operate the sub-fund during the deployment period. Progression to stage 2 of the contract is dependent on: - 3.1.1. performance in stage 1 of the contract, and - 3.1.2. Economic Ambition Board’s approval of the Fund Investment Strategy, Fund Management Plan and Fund Communication and Engagement Strategy that will form part of Ambition North Wales’ Full Business Case submission.

Lot Division

CPV Codes

• 66170000 - Financial consultancy, financial transaction processing and clearing-house services
• 73000000 - Research and development services and related consultancy services
• 71314000 - Energy and related services
• 71314200 - Energy-management services
• 71314300 - Energy-efficiency consultancy services
• 65400000 - Other sources of energy supplies and distribution

Indicators

• This is a one-off contract (no recurrence)
• Renewals are available.
• Staff qualifications are relevant.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** Please see documents for further details NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=144060. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (WA Ref:144060) The buyer considers that this contract is suitable for consortia.