--- title: "CHARITABLE FUNDS INVESTMENT MANAGEMENT" ocid: "ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842.json" source: "Contracts Finder" current_stage: "Tender" buyer: "OXFORD HEALTH NHS FOUNDATION TRUST" published: "2018-06-22" --- # CHARITABLE FUNDS INVESTMENT MANAGEMENT Buyer: OXFORD HEALTH NHS FOUNDATION TRUST Current stage: Tender OCID: ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842.json) ## Summary The Oxford Health NHS Foundation Trust is seeking a supplier to manage its charitable funds investment, with a tender titled "CHARITABLE FUNDS INVESTMENT MANAGEMENT". This opportunity falls within the financial and insurance services industry and is located in Oxford, United Kingdom. The procurement is currently in the active tender stage, which will close on 23rd July 2018. The contract period is set to commence on 1st January 2019 and will run until 31st December 2023. This tender follows an open procurement method, specifically an open procedure below the threshold. This tender presents significant business growth opportunities for companies specialising in investment management services, particularly those with experience in managing funds for NHS or similar charities. Businesses that are authorised by the Prudential Regulation Authority (PRA) or the Financial Conduct Authority (FCA) would find this tender particularly relevant. The annual income of the Charity is around £300,000, indicating a steady demand for efficient financial management services, making this an attractive opportunity for both small and established firms in the financial services sector. ## Notice The Oxford Health Charity (charity number 1057285) sits alongside the Oxford Health NHS Foundation Trust and provides charitable funding for projects and activities which enhance the experience of patients, families, carers and staff across the Trust services. Income for the Charity comes through legacies, fundraising and donations to specific services. The Charity is managed through a Charity Committee made up of Trustees from within the Trust Executive and Non-Executive teams and the administration of day to day finances is managed by an external organisation, Kingston Smith. The main capital of the Charity is managed through a separate Investment Portfolio and this is the service that is being tendered for. The annual income of the Charity sits at approximately PS300,000 with expenditure varying depending on projects but usually in excess of the income. The current portfolio sits at approximately PS1.1 million. This may increase dependent on the addition of a restricted fund not currently invested, however, this is subject to trustee approval. Oxford Health NHS Foundation Trust (The Authority) is seeking a supplier with appropriate relevant experience of managing the investment funds of an NHS or simliar charity and that is authorised by the PRA or the FCA to provide the services required. Further eligibility and other requirements are detailed in the tender documents. Additional information: INSTRUCTIONS TO BIDDERS Suppliers Instructions How to Express Interest in this Tender~: 1. Register your company on the eSourcing portal (this is only required once) - Browse to the eSourcing Portal: https://www.nhssourcing.co.uk/OxfordHealthNHSFT/web/login.shtml and click the link to register - Accept the terms and conditions and click 'continue' - Enter your correct business and user details - Note the username you chose and click 'Save' when complete - You will shortly receive an email with your unique password (please keep this secure) 2. Express an Interest in the tender - Login to the portal with the username/password - Click the 'PQQs / ITTs Open To All Suppliers' link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) - Click on the relevant PQQ/ ITT to access the content. - Click the 'Express Interest' button at the top of the page. - This will move the PQQ /ITT into your 'My PQQs/ My ITTs' page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking 'Buyer Attachments' in the 'PQQ/ ITT Details' box 3. Responding to the tender - Click 'My Response' under 'PQQ/ ITT Details', you can choose to 'Create Response' or to 'Decline to Respond' (please give a reason if declining) - You can now use the 'Messages' function to communicate with the buyer and seek any clarification - Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT - There may be a mixture of online & offline actions for you to perform (there is detailed online help available) You must then submit your reply using the 'Submit Response' button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/955c877e-5044-4d7c-bc7b-cea583ea626e | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure (below threshold) | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 22 Jun 2018 | | Submission deadline | 23 Jul 2018 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 1 Jan 2019 - 31 Dec 2023 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £1 | | 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 | OXFORD HEALTH NHS FOUNDATION TRUST | | Locality | OXFORD | | Post town | Oxford | | Postcode | OX4 4XN | | Country | England | | ITL 1 | TLJ South East (England) | | ITL 2 | TLJ1 Berkshire, Buckinghamshire and Oxfordshire | | ITL 3 | TLJ14 Oxfordshire CC | | Local authority | Oxford | | Electoral ward | Littlemore | | Westminster constituency | Oxford East | | Delivery location | TLJ South East (England) | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66000000 - Financial and insurance services ## Release History - 22 Jun 2018 at 13:10 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/955c877e-5044-4d7c-bc7b-cea583ea626e ## Documents - https://www.contractsfinder.service.gov.uk/Notice/955c877e-5044-4d7c-bc7b-cea583ea626e 22nd June 2018 - Opportunity notice on Contracts Finder ## Notice URLs - https://www.nhssourcing.co.uk/OxfordHealthNHSFT/web/login.shtml ## 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-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-926f0bb1-76cd-4bad-be12-a6690d96e842.json.