---
title: "Charitable Funds Investment Manager"
ocid: "ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "NHS SHARED BUSINESS SERVICES LTD (NHS SBS)"
published: "2020-02-03"
---

# Charitable Funds Investment Manager

Buyer: NHS SHARED BUSINESS SERVICES LTD (NHS SBS)  
Current stage: Tender  
OCID: ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6)  
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## Summary

The procurement process initiated by NHS Shared Business Services Ltd (NHS SBS) is for a Charitable Funds Investment Manager to oversee charitable funds management. This tender is classified under the banking and investment services industry and falls within the services category. The tender is currently in the active planning stage, with the deadline for submissions set for 17th February 2020. The contract period is scheduled to commence on 1st May 2020 and will last for two years, with the possibility of extending for up to an additional two years. The location for service delivery is in the East of England, United Kingdom, and the procurement method used for this tender is the open procedure.

This opportunity offers significant potential for businesses specialising in investment management, particularly those compliant with ethical investment frameworks, an essential requirement for this contract. Small and medium-sized enterprises (SMEs) are encouraged to apply, as the procurement process is designed to support their engagement. Firms capable of delivering banking and investment services with a firm understanding of the charitable sector would be particularly well-suited to compete and secure this contract.

## Notice

The Trust is looking to put in place a contract for a Charitable Funds Investment Manager who will manage the Charities funds. This contract is for an initial 2 years with the option for 2 x 12 month extensions making the maximum possible term 4 years. Any investment manager will need to work within the ethical framework set down by the Charity

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/943bbcaa-1b4e-4d9d-8048-7412960a5818 |
| 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 |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 3 Feb 2020 |
| Submission deadline | 17 Feb 2020 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 30 Apr 2020 - 30 Apr 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS SHARED BUSINESS SERVICES LTD (NHS SBS) |
| Locality | CAMBRIDGE |
| Post town | Cambridge |
| Postcode | CB2 0AY |
| Country | England |
| ITL 1 | TLH East (England) |
| ITL 2 | TLH4 Cambridgeshire and Peterborough |
| ITL 3 | TLH42 Cambridgeshire CC |
| Local authority | Cambridge |
| Electoral ward | Queen Edith's |
| Westminster constituency | South Cambridgeshire |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 3 Feb 2020 at 16:02 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/943bbcaa-1b4e-4d9d-8048-7412960a5818

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/943bbcaa-1b4e-4d9d-8048-7412960a5818
  3rd February 2020 - Opportunity notice on Contracts Finder
- https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=31974&B=NHSSBS
  Additional data
- https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/39
  User / Company

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-0449e5bb-847a-4477-adcd-41d100efbfc6.json.