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PROCUREMENT OPPORTUNITY

Charitable funds Investment advice

Royal Berkshire NHS Foundation Trust · Planned procurement notice on Find a Tender

Tender information last checkedLast checked 3 Oct 2026, 08:17.

Opportunity overview

The Royal Berkshire Charity maintains significance funds and is looking to invest these for the benefit of the charity. The charity is seeking a provider who will be able to provide advice on suitable investment opportunities for it's funds. Potential bidders will be required to have a proven track record of Charitable funds investment advice and a documented policy of ethical investments appropriate to the charitable and healthcare sectors. Bidders will be expected to be able demonstrate this as part of the selection process.

Classification

  • CPV66100000 — Banking and investment services

Lots

  • Lot 1£100k

Documents and notices

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
C433739
Status
planned
Procurement Method
open
Procurement Method Details
Open procedure
Main Procurement Category
services
Above Threshold
Yes
How to submit
Via the Atamis Portal only https://atamis-1928.lightning.force.com/
Has Recurrence
Yes

Legal basis

Id
2023/54
Scheme
UKPGA

Submission terms

Electronic Submission Policy
allowed

Languages

en

Tender Period

Ends
8 Jun 2026, 12:00

Expected award period

Ends
17 Jul 2026, 23:59

Communication

Future Notice Date
7 May 2026, 23:59

Recurrence

Dates

Entry 1
Starts
1 May 2030, 23:59

Lots and requirements

Entry 1
Id
1
Status
planned

Value

Including VAT
120,000
Amount
100,000
Currency
GBP

Contract period

Starts
1 Aug 2026, 00:00
Ends
31 Jul 2030, 23:59

Items and delivery

Item 1
Id
1
Related Lot
1

Additional Classifications

Entry 1
Scheme
CPV
Id
66100000
Description
Banking and investment services

Planning and budget

Documents

Entry 1
Id
029504-2026
Document Type
plannedProcurementNotice
Notice Type
UK3
Description
Planned procurement notice on Find a Tender
Published
31 Mar 2026, 10:58
Format
text/html

Buyer, suppliers and contacts

Organisation 1
Name
Royal Berkshire NHS Foundation Trust
Id
GB-PPON-PNTT-7613-TTHD

Identifier

Scheme
GB-PPON
Id
PNTT-7613-TTHD

Address

Street Address
London Road
Locality
Reading
Postal Code
RG1 5AN
Country
GB
Country Name
United Kingdom
Region
UKJ11

Contact

Name
Neil Dowdell
Telephone
118636637

Roles

buyer

Details

Classifications

Entry 1
Scheme
UK_CA_TYPE
Id
publicAuthorityCentralGovernment
Description
Public authority - central government

Recorded locations

  • Buyer location · Reading · UKJ11 · RG1 5AN · United Kingdom

Notice and amendment history

1 published notice version reviewed by ProcuraAxis.

1 VERSION
  1. 029504-2026Planned procurement notice on Find a Tender ·