---
title: "Provision of Investment Management of Charitable Funds Portfolio"
ocid: "ocds-b5fd17-9807127e-c243-4113-b34c-9cf0a015792a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-9807127e-c243-4113-b34c-9cf0a015792a"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-9807127e-c243-4113-b34c-9cf0a015792a.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-9807127e-c243-4113-b34c-9cf0a015792a.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "CITY HOSPITALS INDEPENDENT COMMERCIAL ENTERPRISES LTD"
published: "2021-01-26"
---

# Provision of Investment Management of Charitable Funds Portfolio

Buyer: CITY HOSPITALS INDEPENDENT COMMERCIAL ENTERPRISES LTD  
Current stage: Tender  
OCID: ocds-b5fd17-9807127e-c243-4113-b34c-9cf0a015792a

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## Summary

The City Hospitals Independent Commercial Enterprises Ltd is currently seeking proposals for the "Provision of Investment Management of Charitable Funds Portfolio." This tender, classified under CPV code 66120000 for investment banking services, is taking place in England and has a value of £100,000. The procurement method is an open procedure, with the tender period scheduled to conclude on 4th February 2021, while the contract is set to commence on 1st April 2021 and run until 31st March 2024.

This tender presents significant opportunities for businesses, particularly small and medium-sized enterprises (SMEs) and voluntary, community and social enterprises (VCSEs), to engage with the charitable sector. Companies specialising in investment management and financial services would find this contract particularly relevant, as it requires expertise in administering charitable funds. Participating in this tender could enhance a business's portfolio and reputation within the public sector, fostering growth through valuable partnerships with healthcare organisations.

## Notice

The Trust is looking for external provider to administer our Charitable Funds Investment Portfolio. All documents can be found on the Proactis Tendering Portal under the reference DN521165 via the address https://procontract.due-north.com

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/43490238-5eb8-494b-a25c-be351d15cf4b |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 26 Jan 2021 |
| Submission deadline | 4 Feb 2021 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 31 Mar 2021 - 31 Mar 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £100,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | CITY HOSPITALS INDEPENDENT COMMERCIAL ENTERPRISES LTD |
| Locality | SUNDERLAND |
| Post town | Sunderland |
| Postcode | SR4 7TP |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC44 Sunderland |
| Local authority | Sunderland |
| Electoral ward | Millfield |
| Westminster constituency | Sunderland Central |
| Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 26 Jan 2021 at 15:19 - TenderCancellation - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/43490238-5eb8-494b-a25c-be351d15cf4b
- 21 Jan 2021 at 11:44 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/5a87067c-8f5f-4b1e-a1d2-a7d10cc59aee
- 20 Jan 2021 at 15:10 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/0ac74408-b280-4700-9cbd-5a74a9510835

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/43490238-5eb8-494b-a25c-be351d15cf4b
  26th January 2021 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/5a87067c-8f5f-4b1e-a1d2-a7d10cc59aee
  21st January 2021 - Opportunity notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/0ac74408-b280-4700-9cbd-5a74a9510835
  20th January 2021 - Opportunity notice on Contracts Finder

## Notice URLs

- https://procontract.due-north.com
- https://www.stsft.nhs.uk/

## 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-b5fd17-9807127e-c243-4113-b34c-9cf0a015792a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-9807127e-c243-4113-b34c-9cf0a015792a.json.