--- title: "CA18456 - ESNEFT 3197 Charitable Funds Investment" ocid: "ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4.json" source: "Contracts Finder" current_stage: "Tender" buyer: "East Suffolk and North Essex NHS FT" published: "2026-09-14" --- # CA18456 - ESNEFT 3197 Charitable Funds Investment Buyer: East Suffolk and North Essex NHS FT Current stage: Tender OCID: ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-ba5f0326-91a7-4675-ab9c-b1c3f44b4ef4.json) ## Summary East Suffolk and North Essex NHS Foundation Trust (ESNEFT) is procuring investment management and financial advice for its charitable funds. The work covers managing and advising on the Trust’s charitable investment portfolio, helping it maximise the value of donations while limiting undue risk. The existing portfolio includes ethical investment funds, property funds and a common deposit fund. This is a financial services opportunity, classified as portfolio management services (CPV 66140000), with additional financial consultancy services. ESNEFT provides hospital and community healthcare across Ipswich, Colchester, Clacton, Halstead, Harwich, Felixstowe and Aldeburgh, and the charitable funds support services and appeals across these locations. The buyer is East Suffolk and North Essex NHS Foundation Trust, based in Ipswich. The procurement has reached tender: ESNEFT invited suppliers to express interest and submit a capability assessment, using an open procedure under the Procurement Act 2023. Suppliers passing this assessment will be invited to submit a formal tender. The deadline for expressions of interest and capability assessments is 10 October 2026 at 12 noon. The estimated contract period is 1 February 2027 to 31 January 2030. The estimated value is £277,500 including the stated currency of GBP. The Trust expects to issue the formal invitation to tender in October 2026. The top four suppliers following evaluation of their tender submissions will be invited to interview, with interviews provisionally scheduled for the afternoon of 16 November 2026. Evaluation therefore includes capability assessment, tender submissions and interview selection. This opportunity suits investment managers, portfolio managers and financial advisers with experience of managing charitable or institutional funds. Relevant firms should be able to advise on portfolio construction, investment selection, risk management and stewardship across ethical funds, property funds and deposit-based investments. Suppliers will need to demonstrate the capability required by the Trust’s assessment and, if selected, develop a credible approach to managing charitable money for defined purposes. The requirement is marked as suitable for small and medium-sized enterprises, so specialist independent firms and smaller investment consultancies may be well placed to compete alongside larger providers. Strong experience of balancing returns, liquidity, ethical considerations and prudent risk controls would be commercially relevant to the Trust’s objectives. ## Notice East Suffolk and North Essex NHS Foundation Trust (ESNEFT) is inviting qualified Suppliers to express an interest to participate in a tender exercise for; Charitable Funds Investment under the Procurement Act 2023. This expression of interest will require interested parties to: - Confirm interest - Complete and submit capability assessment attachment The Capability Assessment submitted by interested parties will be reviewed to identify appropriate Suppliers to invite to tender. Invitation to Tender (ITT) with project timelines to be issued upon successful pass of this Capability Assessment stage. The Trust will aim to issue the ITT in October 2026. The top four suppliers, based on the evaluation of their ITT submissions, will be invited to interview with the Trust. Accordingly, all suppliers should be advised that interviews are provisionally scheduled for the afternoon of 16 November 2026. As this date has been agreed with key stakeholders, it is not expected to change. East Suffolk and North Essex NHS Foundation Trust (ESNEFT) is the largest NHS organisation in its region, formed on July 1, 2018, through the merger of Colchester Hospital University NHS Foundation Trust and The Ipswich Hospital NHS Trust. ESNEFT provides comprehensive hospital and community healthcare services across multiple locations, including Colchester, Ipswich, Clacton, Halstead, Harwich, Felixstowe, and Aldeburgh. The trust offers a wide range of medical services such as acute medicine, cardiology, dermatology, emergency assessment, gastroenterology, neurology, and many more. ESNEFT is committed to delivering high-quality care and continuously improving its facilities and services to meet the needs of the local communities. Every year hundreds of individuals, community groups and businesses generously donate money to help us achieve our aims. It is our job to make sure that the money is spent carefully and for the purposes for which it was given. The ESNEFT Charity holds designated charitable funds for many of the services in the hospital as well as appeal funds. They have a duty to maximise the value it gets from public donation, but without exposure to undue levels of risk. We do not have the skills in house therefore appoint advisors to assist us with this. The Charity's existing portfolio is invested in Ethical investment funds, property funds and a common deposit fund. ESNEFT is looking to re-procure the management and advice of The Trusts Charitable Funds Investment. To access this competition: Registered: Login to https://suppliers.multiquote.com and view the opportunity CA18456. Not registered: Visit https://suppliers.multiquote.com then register and quote CA18456 as the reason for registration. Any queries please contact MultiQuote on 020 3920 8054. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/d27cadf0-d018-44ed-aaa7-0ac5402d46b4 | | 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 | 14 Sep 2026 | | Submission deadline | 10 Oct 2026 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 1 Feb 2027 - 31 Jan 2030 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £277,500 | | 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 | East Suffolk and North Essex NHS FT | | Locality | IPSWICH | | Postcode area | Ipswich | | Postcode | IP4 5PD | | Country | England | | ITL 1 | TLH East (England) | | ITL 2 | TLH6 Suffolk | | ITL 3 | TLH62 Ipswich | | Local authority | Ipswich | | Electoral ward | Bixley | | Westminster constituency | Ipswich | | Delivery location | Not specified | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66140000 - Portfolio management services - 66171000 - Financial consultancy services ## Release History - 14 Sep 2026 at 16:51 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/d27cadf0-d018-44ed-aaa7-0ac5402d46b4 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/d27cadf0-d018-44ed-aaa7-0ac5402d46b4 14th September 2026 - Opportunity notice on Contracts Finder ## Notice URLs - https://suppliers.multiquote.com ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. 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