Opportunity overview
Management of the Trust's charitable funds investment portfolio
Classification
- CPV66120000 — Investment banking services and related services
Lots
- Lot 1£90k
Documents and notices
- Tender notice on Find a TenderOpen source ↗
Tender information last checkedLast checked 2 Oct 2026, 23:02.
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
- W211237
- Status
- active
- Procurement Method
- open
- Procurement Method Details
- Below threshold - open competition
- Main Procurement Category
- services
- Above Threshold
- No
Legal basis
- Id
- 2023/54
- Scheme
- UKPGA
Special regime
lightTouch
Submission terms
- Electronic Submission Policy
- allowed
Tender Period
- Ends
- 29 Apr 2026, 12:00
Enquiry period
- Ends
- 23 Apr 2026, 23:59
Other Requirements
Reserved Participation Location
Gazetteer
- Scheme
- GB-ONS
Identifiers
K02000001
Lots and requirements
Entry 1
- Id
- 1
- Status
- active
Value
- Including VAT
- 110,000
- Amount
- 90,000
- Currency
- GBP
Selection criteria
Criteria
Criterion 1
- Description
- Active involvement of charitable funds management in NHS organisations is an essential requirement for participation in the process.
Suitability
- Sme
- Yes
Contract period
- Starts
- 1 Jun 2026, 00:00
- Ends
- 31 May 2029, 23:59
Award criteria
- Description
- 1. Mandatory requirements pass/fail leading to exclusion from process if 'fail' 2. Quality element - 65% 3. Cost - 35%
Items and delivery
Item 1
- Id
- 1
- Related Lot
- 1
Additional Classifications
Entry 1
- Scheme
- CPV
- Id
- 66120000
- Description
- Investment banking services and related services
Delivery locations
Entry 1
- Region
- UKC23
- Country
- GB
- Country Name
- United Kingdom
Published documents
Entry 1
- Id
- 034305-2026
- Document Type
- tenderNotice
- Notice Type
- UK4
- Description
- Tender notice on Find a Tender
- Published
- 15 Apr 2026, 15:04
- Format
- text/html
Buyer, suppliers and contacts
Organisation 1
- Name
- South Tyneside and Sunderland NHS Foundation Trust
- Id
- GB-NHS-R0B
Identifier
- Scheme
- GB-NHS
- Id
- R0B
Additional Identifiers
Entry 1
- Scheme
- GB-PPON
- Id
- PRTW-2132-HYWJ
Address
- Street Address
- Kayll Road
- Locality
- Sunderland
- Postal Code
- SR4 7TP
- Country
- GB
- Country Name
- United Kingdom
- Region
- UKC23
Contact
- Name
- Ian Hewitson
- Telephone
- 0191 5656256
Roles
buyer
Details
Classifications
Entry 1
- Scheme
- UK_CA_TYPE
- Id
- publicAuthorityCentralGovernment
- Description
- Public authority - central government
Recorded locations
- Buyer location · Sunderland · UKC23 · SR4 7TP · United Kingdom
- Delivery location · UKC23 · United Kingdom
Notice and amendment history
1 published notice version reviewed by ProcuraAxis.
- 1034305-2026Tender notice on Find a Tender ·