---
title: "Provision of a Charitable Fund Investment Advisor"
ocid: "ocds-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NORTH TEES & HARTLEPOOL NHS FOUNDATION TRUST"
published: "2017-03-05"
---

# Provision of a Charitable Fund Investment Advisor

Buyer: NORTH TEES & HARTLEPOOL NHS FOUNDATION TRUST  
Current stage: Award  
OCID: ocds-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e

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## Summary

The North Tees & Hartlepool NHS Foundation Trust has awarded a contract for the "Provision of a Charitable Fund Investment Advisor" to CCLA Investment Management Limited. This procurement, classified under the financial and insurance services industry category, was conducted through an open procedure. The tender period ended on 7 February 2017, and the contract is set to commence on 9 February 2017, lasting for an initial period of 36 months, with the possibility of extension for an additional 24 months based on performance. The contract value is £120,000, and it will service the North East region of the United Kingdom.

This contract presents significant opportunities for businesses in the financial advisory and investment management sectors, particularly those specialising in charitable fund management. Given the scale and requirements of the contract, small and medium enterprises (SMEs) with relevant expertise and capability may find this an advantageous tender to pursue. With the emphasis on contract performance guiding potential extensions, this contract could not only provide steady revenue but also bolster reputation in the sector for successful firms.

## Notice

North Tees and Hartlepool NHS Foundation Trust is seeking the provision of an independent external investment advisor to manage the Trust's Charitable Fund. The contract will be for an initial 36 month period with an option, at the sole discretion of the Trust, to extend for a further 24 month period subject to satisfactory contract performance and the Trust still having the need and funding for the contract. The extension period will be in 12 month cycles. Note: The authority is using using the e-procurement portal known as Cardea to carry out this procurement process. To obtain further information record your interest on Cardea at https://www.cardea.nhs.uk/cardea/SupplierPortal.aspx

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/b7fc721e-2e55-4d5f-8761-166c4a82aa94 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 5 Mar 2017 |
| Submission deadline | 7 Feb 2017 |
| Future notice date | Not specified |
| Award date | 7 Feb 2017 |
| Contract period | 9 Feb 2017 - 9 Feb 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £120,000 |
| Lots value | Not specified |
| Awards value | £120,000 |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NORTH TEES & HARTLEPOOL NHS FOUNDATION TRUST |
| Locality | HARDWICK |
| Post town | Cleveland |
| Postcode | TS19 8PE |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC3 Tees Valley |
| ITL 3 | TLC31 Hartlepool and Stockton-on-Tees |
| Local authority | Stockton-on-Tees |
| Electoral ward | Hardwick & Salters Lane |
| Westminster constituency | Stockton North |
| Delivery location | TLC North East (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | CCLA INVESTMENT MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 5 Mar 2017 at 09:12 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/b7fc721e-2e55-4d5f-8761-166c4a82aa94

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/b7fc721e-2e55-4d5f-8761-166c4a82aa94
  5th March 2017 - Awarded contract notice on Contracts Finder
- https://www.delta-esourcing.com/delta/respondToList.html?noticeId=242358212
  Please follow this link to view the notice.

## Notice URLs

- https://www.cardea.nhs.uk/cardea/SupplierPortal.aspx

## 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-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-05e153b9-90c6-441c-9a0e-0a8e49eab37e.json.