AI and Automation Implementation Partner

The following conditions are mandatory, suppliers should not respond if they do not meet all the stated requirements. M1 - Investment Management Firm Experience (Mandatory Gateway) The tenderer MUST demonstrate direct and verifiable experience of having undertaken AI and/or automation implementation engagements at Investment Management Firms. For these purposes, an Investment Management Firm means an entity that manages investment portfolios on behalf of third parties in a professional capacity, including but not limited to asset managers, investment managers, AIFMs, discretionary fund managers, and LGPS asset pools. Evidence must be provided in the form of a minimum of two (2) completed case studies. Each case study must demonstrate: (a) the nature of the engagement and AI/automation solutions implemented; (b) the investment management context; (c) measurable outcomes achieved; and (d) a named reference contact at the client organisation. Tenderers that cannot provide satisfactory evidence will be excluded. This criterion is assessed FIRST - submissions that fail M1 will not be evaluated further. M2 ISO 27001 or Equivalent The tenderer must hold a current, valid ISO 27001 certification covering information security management, or demonstrate equivalent maturity through an alternative recognised framework (such as Cyber Essentials Plus or SOC 2 Type II). Evidence must be included with the tender submission. M3 Financial StandingT- he tenderer must demonstrate adequate financial standing to perform a contract of approximately £350,000. London CIV reserves the right to request audited financial statements (most recent two years). M4 The tenderer must nominate a named Senior Responsible Individual (SRI) who will be personally accountable for the quality and delivery of services. The SRI must be a senior employee or director of the tenderer. M5 The tenderer must confirm that it is not subject to any mandatory or discretionary exclusion grounds under the Procurement Act 2023, by completing and signing the Declaration of Compliance.