--- title: "ESNEFT 3197 Charitable Funds Investment" ocid: "ocds-h6vhtk-06fa7a" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06fa7a" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-06fa7a.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-06fa7a.json" source: "Find A Tender Service" current_stage: "Tender" buyer: "East Suffolk and North Essex NHS Foundation Trust" published: "2026-09-15" --- # ESNEFT 3197 Charitable Funds Investment Buyer: East Suffolk and North Essex NHS Foundation Trust Current stage: Tender OCID: ocds-h6vhtk-06fa7a [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-06fa7a) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-06fa7a.json) ## Summary East Suffolk and North Essex NHS Foundation Trust is procuring investment management and financial advice for its charitable funds. The work covers managing and advising on the Trust’s charitable investment portfolio, including ethical investment funds, property funds and a common deposit fund. The purpose is to maximise the value of donations while avoiding undue investment risk, using external advisers because the Trust does not have the required in-house skills. This is a financial services opportunity covering portfolio management, investment advice and related financial consultancy. The Trust operates hospital and community healthcare services across Colchester, Ipswich, Clacton, Halstead, Harwich, Felixstowe and Aldeburgh, and the charitable funds support services across those operations. The procurement has reached tender: the Trust invited suppliers to express interest through a selective competitive flexible procedure. The process comprises a capability assessment, invitation to tender, additional shortlisting and supplier interviews. Enquiries close at 12:00 on 25 September 2026, and expressions of interest are due by 12:00 on 10 October 2026. The intended award date is 30 December 2026. The initial contract runs from 1 February 2027 to 31 January 2030, with options for two 12-month extensions, allowing performance-based continuation until 31 January 2032. The estimated value is £277,500 excluding VAT, or £333,000 including VAT. Cost carries 60% of the evaluation, quality 30% and social value 10%. This opportunity suits qualified investment managers, wealth managers and financial advisers with experience of managing charitable or similarly governed funds. Suppliers should be able to advise on and manage diversified portfolios that include ethical investments, property funds and deposit-based products, while controlling exposure to undue risk and demonstrating sound investment governance. The Trust is seeking external capability in place of in-house expertise, so bidders should be able to provide both strategic advice and practical portfolio management. The opportunity is expressly suitable for small and medium-sized enterprises and voluntary, community or social enterprises. Economic and technical selection requirements apply. The process includes further shortlisting and supplier interviews, with the highest-ranked four tenderers expected to be interviewed. ## 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. ### Lot Information Lot 1 Renewal: 3 Years initial contract term with an option to extend for 2 x 12 month periods subject to satisfactory contract performance ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/087457-2026 | | Notice type | UK4 - Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Selective | | Procurement method details | Competitive flexible procedure | | Tender suitability | SME, VCSE | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 15 Sep 2026 | | Submission deadline | Not specified | | 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 | £277,500 | | 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 | East Suffolk and North Essex NHS Foundation Trust | | Locality | COLCHESTER | | Postcode area | Colchester | | Postcode | CO4 5JL | | Country | England | | ITL 1 | TLH East (England) | | ITL 2 | TLH3 Essex | | ITL 3 | TLH34 Essex Haven Gateway | | Local authority | Colchester | | Electoral ward | Mile End | | Westminster constituency | Colchester | | Delivery location | TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLJ South East (England), TLK South West (England) | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66140000 - Portfolio management services - 66170000 - Financial consultancy, financial transaction processing and clearing-house services ## Release History - 15 Sep 2026 at 16:13 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/087457-2026 ## Documents - https://www.find-tender.service.gov.uk/Notice/087457-2026 15th September 2026 - Tender notice on Find a Tender ## Notice URLs - https://suppliers.multiquote.com/Page/Login.aspx - https://www.esneft.nhs.uk/ - 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-06fa7a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-06fa7a.json.