Notice Information
Notice Title
Charitable Funds Investment Management
Notice Description
Management of the Trust's charitable funds investment portfolio
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-06833d
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/034305-2026
- Current Stage
- Tender
- All Stages
- Tender
Procurement Classification
- Notice Type
- UK4 - Tender Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Below threshold - open competition
- Tender Suitability
- SME
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66120000 - Investment banking services and related services
Notice Value(s)
- Tender Value
- £90,000 Under £100K
- Lots Value
- £90,000 Under £100K
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 15 Apr 20261 weeks ago
- Submission Deadline
- 29 Apr 20264 days to go
- Future Notice Date
- Not specified
- Award Date
- Not specified
- Contract Period
- 31 May 2026 - 31 May 2029 3-4 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Active
- Lots Status
- Active
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- SOUTH TYNESIDE AND SUNDERLAND NHS FOUNDATION TRUST
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- SUNDERLAND
- Postcode
- SR4 7TP
- Post Town
- Sunderland
- Country
- England
-
- Major Region (ITL 1)
- TLC North East (England)
- Basic Region (ITL 2)
- TLC4 Northumberland, Durham and Tyne & Wear
- Small Region (ITL 3)
- TLC44 Sunderland
- Delivery Location
- TLC23 Sunderland
-
- Local Authority
- Sunderland
- Electoral Ward
- Millfield
- Westminster Constituency
- Sunderland Central
Further Information
Notice Documents
-
https://www.find-tender.service.gov.uk/Notice/034305-2026
15th April 2026 - Tender notice on Find a Tender
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
{
"tag": [
"compiled"
],
"id": "ocds-h6vhtk-06833d-2026-04-15T15:04:30+01:00",
"date": "2026-04-15T15:04:30+01:00",
"ocid": "ocds-h6vhtk-06833d",
"initiationType": "tender",
"parties": [
{
"id": "GB-NHS-R0B",
"name": "South Tyneside and Sunderland NHS Foundation Trust",
"identifier": {
"scheme": "GB-NHS",
"id": "R0B"
},
"additionalIdentifiers": [
{
"scheme": "GB-PPON",
"id": "PRTW-2132-HYWJ"
}
],
"address": {
"streetAddress": "Kayll Road",
"locality": "Sunderland",
"postalCode": "SR4 7TP",
"country": "GB",
"countryName": "United Kingdom",
"region": "UKC23"
},
"contactPoint": {
"name": "Ian Hewitson",
"email": "choice.contractsteam@nhs.net",
"telephone": "0191 5656256"
},
"roles": [
"buyer"
],
"details": {
"url": "http://www.stsft.nhs.uk",
"classifications": [
{
"id": "publicAuthorityCentralGovernment",
"scheme": "UK_CA_TYPE",
"description": "Public authority - central government"
}
]
}
}
],
"buyer": {
"id": "GB-NHS-R0B",
"name": "South Tyneside and Sunderland NHS Foundation Trust"
},
"tender": {
"id": "W211237",
"legalBasis": {
"id": "2023/54",
"scheme": "UKPGA",
"uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
},
"title": "Charitable Funds Investment Management",
"description": "Management of the Trust's charitable funds investment portfolio",
"status": "active",
"items": [
{
"id": "1",
"additionalClassifications": [
{
"scheme": "CPV",
"id": "66120000",
"description": "Investment banking services and related services"
}
],
"deliveryAddresses": [
{
"region": "UKC23",
"country": "GB",
"countryName": "United Kingdom"
}
],
"relatedLot": "1"
}
],
"value": {
"amountGross": 110000,
"amount": 90000,
"currency": "GBP"
},
"procurementMethod": "open",
"procurementMethodDetails": "Below threshold - open competition",
"mainProcurementCategory": "services",
"specialRegime": [
"lightTouch"
],
"aboveThreshold": false,
"submissionMethodDetails": "https://atamis-1928.my.site.com/s/Welcome Ref. C438187",
"submissionTerms": {
"electronicSubmissionPolicy": "allowed"
},
"tenderPeriod": {
"endDate": "2026-04-29T12:00:00+01:00"
},
"enquiryPeriod": {
"endDate": "2026-04-23T23:59:59+01:00"
},
"otherRequirements": {
"reservedParticipationLocation": {
"gazetteer": {
"scheme": "GB-ONS",
"identifiers": [
"K02000001"
]
}
}
},
"lots": [
{
"id": "1",
"status": "active",
"value": {
"amountGross": 110000,
"amount": 90000,
"currency": "GBP"
},
"selectionCriteria": {
"criteria": [
{
"description": "Active involvement of charitable funds management in NHS organisations is an essential requirement for participation in the process."
}
]
},
"suitability": {
"sme": true
},
"contractPeriod": {
"startDate": "2026-06-01T00:00:00+01:00",
"endDate": "2029-05-31T23:59:59+01:00"
},
"awardCriteria": {
"description": "1. Mandatory requirements pass/fail leading to exclusion from process if 'fail' 2. Quality element - 65% 3. Cost - 35%"
}
}
],
"documents": [
{
"id": "034305-2026",
"documentType": "tenderNotice",
"noticeType": "UK4",
"description": "Tender notice on Find a Tender",
"url": "https://www.find-tender.service.gov.uk/Notice/034305-2026",
"datePublished": "2026-04-15T15:04:30+01:00",
"format": "text/html"
}
]
},
"language": "en"
}