---
title: "Provision of a Charitable Fund Investment Advisor"
ocid: "ocds-b5fd17-cab09f6a-3d3d-4e1e-aa89-c65f9dfb4e6b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-cab09f6a-3d3d-4e1e-aa89-c65f9dfb4e6b"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-cab09f6a-3d3d-4e1e-aa89-c65f9dfb4e6b.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-cab09f6a-3d3d-4e1e-aa89-c65f9dfb4e6b.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "NORTH TEES & HARTLEPOOL NHS FOUNDATION TRUST"
published: "2016-12-05"
---

# Provision of a Charitable Fund Investment Advisor

Buyer: NORTH TEES & HARTLEPOOL NHS FOUNDATION TRUST  
Current stage: Tender  
OCID: ocds-b5fd17-cab09f6a-3d3d-4e1e-aa89-c65f9dfb4e6b

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## Summary

The North Tees and Hartlepool NHS Foundation Trust is conducting a public procurement process titled "Provision of a Charitable Fund Investment Advisor." This tender falls under the financial and insurance services category and is located in the North East of the United Kingdom. Currently at the active stage of the open procurement method, the deadline for submitting bids is 4 January 2017. The contract will commence on 1 February 2017 for an initial period of 36 months, with the possibility of a 24-month extension based on performance and continued need.

This tender presents an opportunity for businesses specialising in financial advisory services, particularly those that are small and medium-sized enterprises (SMEs), to expand their offerings within the public health sector. Companies experienced in managing investment funds or providing financial consultancy to charitable organisations would be well-suited to compete for this contract. Engaging in this procurement could enhance their portfolio and foster long-term relationships with a reputable NHS trust.

## 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/7ea38cf2-dfdc-4832-b56b-a10f793fdf8b |
| 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 | 5 Dec 2016 |
| Submission deadline | 4 Jan 2017 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 1 Feb 2017 - 31 Jan 2020 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| 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 | 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) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 5 Dec 2016 at 14:00 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/7ea38cf2-dfdc-4832-b56b-a10f793fdf8b

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/7ea38cf2-dfdc-4832-b56b-a10f793fdf8b
  5th December 2016 - Opportunity notice on Contracts Finder
- https://www.delta-esourcing.com/delta/respondToList.html?noticeId=229714500
  Please follow this link to view the notice.

## Notice URLs

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

## Provenance

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