---
title: "Charitable Funds Investment Management"
ocid: "ocds-h6vhtk-06833d"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06833d"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-06833d.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-06833d.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "SOUTH TYNESIDE AND SUNDERLAND NHS FOUNDATION TRUST"
published: "2026-04-15"
---

# Charitable Funds Investment Management

Buyer: SOUTH TYNESIDE AND SUNDERLAND NHS FOUNDATION TRUST  
Current stage: Tender  
OCID: ocds-h6vhtk-06833d

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-06833d.json)

## Summary

The South Tyneside and Sunderland NHS Foundation Trust has initiated an open procurement process for the "Charitable Funds Investment Management" services to manage its charitable funds investment portfolio. This opportunity is aligned with the Central Government industry category, focusing on investment banking services. The Trust, located in Sunderland, UK, is currently at the tender stage with key dates being the submission deadline on April 29, 2026, and the enquiry period ending on April 23, 2026. The contract is set to commence on June 1, 2026, and conclude on May 31, 2029. The procurement method is open competition, below the threshold, under the 'light touch' regime, with electronic submissions accepted.

This tender presents a significant growth opportunity for businesses specialising in financial services and investment management, particularly those experienced in NHS charitable funds management. Small and medium-sized enterprises (SMEs) with such capabilities are encouraged to compete, given the tender’s suitability for SMEs. The evaluation criteria emphasise quality, with a weightage of 65%, alongside cost considerations at 35%. The active participation in NHS charitable funds management is a mandatory criterion, making this a potential growth avenue for firms poised to meet these requirements in the public health sector.

## Notice

Management of the Trust's charitable funds investment portfolio

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/034305-2026 |
| Notice type | UK4 - Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Below threshold - open competition |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Apr 2026 |
| Submission deadline | 29 Apr 2026 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 31 May 2026 - 31 May 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £90,000 |
| Lots value | £90,000 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | SOUTH TYNESIDE AND SUNDERLAND NHS FOUNDATION TRUST |
| 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 | TLC23 Sunderland |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66120000 - Investment banking services and related services

## Release History

- 15 Apr 2026 at 14:04 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/034305-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/034305-2026
  15th April 2026 - Tender notice on Find a Tender

## Notice URLs

- http://www.stsft.nhs.uk
- https://atamis-1928.my.site.com/s/Welcome
- https://atamis-1928.my.site.com/s/WelcomeRef.C438187
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## 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-h6vhtk-06833d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-06833d.json.