The Investment Management Consultancy Services Framework went live in November 2022 and will be available for Further Competition and Direct Award until 31st October 2026. Contracts awarded under the Framework may be let up for a maximum contract length of seven years and up to 31st October 2033 at the latest.
The Framework is split across four Lots:
- Lot 1: Investment Consultancy Services
- Lot 2: Manager/Fund Search, Selection, Monitoring and Review Services
- Lot 3: Investment Management Consultancy Related Specialist Services
- Lot 4: Investment Management Cost Monitoring and Reporting Services
There are nine providers on the Framework split across the four Lots:
Please see the Introduction Pack below for more details about the services available through the Framework:
Introduction and Joining Instructions - Download this pack if you would like to know more about the Framework. It explains the benefits of using the Framework and what services are included.
Option Form - Complete this form if you would like more information on how to use the Framework, or if you would like to sign up to use it.
Confidentiality Statement - You will need to sign and return this together with your Option Form. We can then give you access to confidential catalogues and other documentation. Signing and returning a confidentiality statement places you under no obligation to use the Framework but allows us to share the full set of documents with you.
Sample Members Access Agreement - An example of the Members Access Agreement. You will need to complete this document as an agreement between yourselves and Norfolk County Council, as the Letting Authority of the Framework. If your organisation has previously completed a Members Access Agreement for another National LGPS Framework, please contact us.
FAQS - A selection of Frequently Asked Questions regarding the Investment Management Consultancy Services Framework and the National LGPS Frameworks in general.
Press Release - A summary of the Investment Management Consultancy Services Framework.
Please contact us if you would like any further information regarding this Framework by calling 01603 306846 or emailing NationalLGPSFrameworks@norfolk.gov.uk.