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CA18456 - ESNEFT 3197 Charitable Funds Investment

East Suffolk and North Essex NHS FT

This public procurement record has 1 release in its history.

Tender

14 Sep 2026 at 16:51

Tender Notice
Summary of the contracting process

East Suffolk and North Essex NHS Foundation Trust (ESNEFT) is procuring investment management and financial advice for its charitable funds. The work covers managing and advising on the Trust’s charitable investment portfolio, helping it maximise the value of donations while limiting undue risk. The existing portfolio includes ethical investment funds, property funds and a common deposit fund. This is a financial services opportunity, classified as portfolio management services (CPV 66140000), with additional financial consultancy services. ESNEFT provides hospital and community healthcare across Ipswich, Colchester, Clacton, Halstead, Harwich, Felixstowe and Aldeburgh, and the charitable funds support services and appeals across these locations. The buyer is East Suffolk and North Essex NHS Foundation Trust, based in Ipswich.

The procurement has reached tender: ESNEFT invited suppliers to express interest and submit a capability assessment, using an open procedure under the Procurement Act 2023. Suppliers passing this assessment will be invited to submit a formal tender. The deadline for expressions of interest and capability assessments is 10 October 2026 at 12 noon. The estimated contract period is 1 February 2027 to 31 January 2030. The estimated value is £277,500 including the stated currency of GBP. The Trust expects to issue the formal invitation to tender in October 2026. The top four suppliers following evaluation of their tender submissions will be invited to interview, with interviews provisionally scheduled for the afternoon of 16 November 2026. Evaluation therefore includes capability assessment, tender submissions and interview selection.

This opportunity suits investment managers, portfolio managers and financial advisers with experience of managing charitable or institutional funds. Relevant firms should be able to advise on portfolio construction, investment selection, risk management and stewardship across ethical funds, property funds and deposit-based investments. Suppliers will need to demonstrate the capability required by the Trust’s assessment and, if selected, develop a credible approach to managing charitable money for defined purposes. The requirement is marked as suitable for small and medium-sized enterprises, so specialist independent firms and smaller investment consultancies may be well placed to compete alongside larger providers. Strong experience of balancing returns, liquidity, ethical considerations and prudent risk controls would be commercially relevant to the Trust’s objectives.

How relevant is this notice?

Notice Information

Notice Title

CA18456 - ESNEFT 3197 Charitable Funds Investment

Notice Description

East Suffolk and North Essex NHS Foundation Trust (ESNEFT) is inviting qualified Suppliers to express an interest to participate in a tender exercise for; Charitable Funds Investment under the Procurement Act 2023. This expression of interest will require interested parties to: - Confirm interest - Complete and submit capability assessment attachment The Capability Assessment submitted by interested parties will be reviewed to identify appropriate Suppliers to invite to tender. Invitation to Tender (ITT) with project timelines to be issued upon successful pass of this Capability Assessment stage. The Trust will aim to issue the ITT in October 2026. The top four suppliers, based on the evaluation of their ITT submissions, will be invited to interview with the Trust. Accordingly, all suppliers should be advised that interviews are provisionally scheduled for the afternoon of 16 November 2026. As this date has been agreed with key stakeholders, it is not expected to change. East Suffolk and North Essex NHS Foundation Trust (ESNEFT) is the largest NHS organisation in its region, formed on July 1, 2018, through the merger of Colchester Hospital University NHS Foundation Trust and The Ipswich Hospital NHS Trust. ESNEFT provides comprehensive hospital and community healthcare services across multiple locations, including Colchester, Ipswich, Clacton, Halstead, Harwich, Felixstowe, and Aldeburgh. The trust offers a wide range of medical services such as acute medicine, cardiology, dermatology, emergency assessment, gastroenterology, neurology, and many more. ESNEFT is committed to delivering high-quality care and continuously improving its facilities and services to meet the needs of the local communities. Every year hundreds of individuals, community groups and businesses generously donate money to help us achieve our aims. It is our job to make sure that the money is spent carefully and for the purposes for which it was given. The ESNEFT Charity holds designated charitable funds for many of the services in the hospital as well as appeal funds. They have a duty to maximise the value it gets from public donation, but without exposure to undue levels of risk. We do not have the skills in house therefore appoint advisors to assist us with this. The Charity's existing portfolio is invested in Ethical investment funds, property funds and a common deposit fund. ESNEFT is looking to re-procure the management and advice of The Trusts Charitable Funds Investment. To access this competition: Registered: Login to https://suppliers.multiquote.com and view the opportunity CA18456. Not registered: Visit https://suppliers.multiquote.com then register and quote CA18456 as the reason for registration. Any queries please contact MultiQuote on 020 3920 8054.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/d27cadf0-d018-44ed-aaa7-0ac5402d46b4
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66140000 - Portfolio management services

66171000 - Financial consultancy services

Notice Value(s)

Tender Value
£277,500 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
14 Sep 2026Yesterday
Submission Deadline
10 Oct 20264 weeks to go
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Feb 2027 - 31 Jan 2030 3-4 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
East Suffolk and North Essex NHS FT
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
IPSWICH
Postcode
IP4 5PD
Postcode Area
Ipswich
Country
England
Major Region (ITL 1)
TLH East (England)
Basic Region (ITL 2)
TLH6 Suffolk
Small Region (ITL 3)
TLH62 Ipswich
Delivery Location
Not specified
Local Authority
Ipswich
Electoral Ward
Bixley
Westminster Constituency
Ipswich

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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