---
title: "Investment Management"
ocid: "ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "COUNTY DURHAM AND DARLINGTON NHS FOUNDATION TRUST"
published: "2024-01-03"
---

# Investment Management

Buyer: COUNTY DURHAM AND DARLINGTON NHS FOUNDATION TRUST  
Current stage: Award  
OCID: ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09.json)

## Summary

The County Durham and Darlington NHS Foundation Trust is seeking innovative responses for an investment management service. This 36-month contract, with potential extensions, has a value of £60,000 and falls under the financial and insurance services category. The procurement method is an open procedure with a closing date for expressions of interest set for 1st September 2023. The contract period is from 24th November 2023 to 23rd November 2026.

This procurement opportunity by the County Durham and Darlington NHS Trust is suitable for small and medium-sized enterprises (SMEs) looking to provide services in the financial and insurance sector. Businesses located in the North East region of the United Kingdom are well-placed to compete in this tender. With a clear opportunity for growth, interested parties can engage directly with the trust through the provided contact details to explore collaboration possibilities.<

## Notice

County Durham and Darlington NHS Foundation Trust is seeking innovative responses for investment management service, commensurate with responsibilities of NHS Charity. This is a 36 months contract with 2 x 12 months optional extensions.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/f0b4cf83-6e98-4294-99dd-62e06ff9167d |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 3 Jan 2024 |
| Submission deadline | 1 Sep 2023 |
| Future notice date | Not specified |
| Award date | 24 Nov 2023 |
| Contract period | 24 Nov 2023 - 23 Nov 2026 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £60,000 |
| Lots value | Not specified |
| Awards value | £60,000 |
| 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 | COUNTY DURHAM AND DARLINGTON NHS FOUNDATION TRUST |
| Locality | DARLINGTON |
| Post town | Darlington |
| Postcode | DL3 6HX |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC3 Tees Valley |
| ITL 3 | TLC33 Darlington |
| Local authority | Darlington |
| Electoral ward | Pierremont |
| Westminster constituency | Darlington |
| Delivery location | TLC North East (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | BREWIN DOLPHIN |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 3 Jan 2024 at 15:08 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/f0b4cf83-6e98-4294-99dd-62e06ff9167d
- 23 Aug 2023 at 14:36 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/59fc3d4d-1419-4a28-87c6-6dcbffd92bdb

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/f0b4cf83-6e98-4294-99dd-62e06ff9167d
  3rd January 2024 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/59fc3d4d-1419-4a28-87c6-6dcbffd92bdb
  23rd August 2023 - Opportunity notice on Contracts Finder
- https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4579&Culture=en-GB

## 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-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-54311b9d-4e8e-4920-b63a-3e4857b75a09.json.