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PROCUREMENT OPPORTUNITY

ESNEFT 3197 Charitable Funds Investment

EAST SUFFOLK AND NORTH ESSEX NHS FOUNDATION TRUST · Tender notice on Find a Tender

Tender information last checkedLast checked 23 Sept 2026, 16:01.

Opportunity overview

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.

Classification

  • CPV66140000 — Portfolio management services
  • CPV66170000 — Financial consultancy, financial transaction processing and clearing-house services

Lots

  • Lot 1£277.5k

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
ESNEFT 3197
Status
active
Procurement Method
selective
Procurement Method Details
Competitive flexible procedure
Main Procurement Category
services
Above Threshold
Yes
How to submit
See Procurement portal (Multiquote) for further details under advert reference CA18456. https://suppliers.multiquote.com/Page/Login.aspx
Expression Of Interest Deadline
10 Oct 2026, 12:00

Legal basis

Id
2023/54
Scheme
UKPGA

Procedure

Features
Capability Assessment - ITT - Additional Shortlisting - Supplier Interviews

Submission terms

Electronic Submission Policy
allowed

Languages

en

Enquiry period

Ends
25 Sept 2026, 12:00

Expected award period

Ends
30 Dec 2026, 23:59

Lots and requirements

Entry 1
Id
1
Status
active
Has Renewal
Yes

Value

Including VAT
333,000
Amount
277,500
Currency
GBP

Award criteria

Criteria

Criterion 1
Type
cost
Name
Cost

Numbers

Entry 1
Number
60
Weight
percentageExact
Criterion 2
Type
quality
Name
Quality

Numbers

Entry 1
Number
30
Weight
percentageExact
Criterion 3
Type
quality
Name
Social Value

Numbers

Entry 1
Number
10
Weight
percentageExact

Second Stage

Minimum Candidates
2

Selection criteria

Criteria

Criterion 1
Type
economic
Description
See Procurement portal (Multiquote) for further details under advert reference CA18456.
Criterion 2
Type
technical
Description
See Procurement portal (Multiquote) for further details under advert reference CA18456.

Suitability

Sme
Yes
Vcse
Yes

Contract period

Starts
1 Feb 2027, 00:00
Ends
31 Jan 2030, 23:59
Max Extent Date
31 Jan 2032, 23:59

Renewal

Description
3 Years initial contract term with an option to extend for 2 x 12 month periods subject to satisfactory contract performance

Items and delivery

Item 1
Id
1
Related Lot
1

Additional Classifications

Entry 1
Scheme
CPV
Id
66140000
Description
Portfolio management services
Entry 2
Scheme
CPV
Id
66170000
Description
Financial consultancy, financial transaction processing and clearing-house services

Delivery locations

Entry 1
Region
UKC
Country
GB
Country Name
United Kingdom
Entry 2
Region
UKD
Country
GB
Country Name
United Kingdom
Entry 3
Region
UKE
Country
GB
Country Name
United Kingdom
Entry 4
Region
UKF
Country
GB
Country Name
United Kingdom
Entry 5
Region
UKG
Country
GB
Country Name
United Kingdom
Entry 6
Region
UKH
Country
GB
Country Name
United Kingdom
Entry 7
Region
UKI
Country
GB
Country Name
United Kingdom
Entry 8
Region
UKJ
Country
GB
Country Name
United Kingdom
Entry 9
Region
UKK
Country
GB
Country Name
United Kingdom

Published documents

Entry 1
Id
conflictOfInterest
Document Type
conflictOfInterest
Description
Not published
Entry 2
Id
087457-2026
Document Type
tenderNotice
Notice Type
UK4
Description
Tender notice on Find a Tender
Published
15 Sept 2026, 16:13
Format
text/html

Planning and budget

No Engagement Notice Rationale
Local engagement

Buyer, suppliers and contacts

Organisation 1
Name
EAST SUFFOLK AND NORTH ESSEX NHS FOUNDATION TRUST
Id
GB-NHS-RDE

Identifier

Scheme
GB-NHS
Id
RDE

Additional Identifiers

Entry 1
Scheme
GB-PPON
Id
PJQH-1423-GWPM

Address

Street Address
Colchester District General Hospital,Turner Road
Locality
COLCHESTER
Postal Code
CO4 5JL
Country
GB
Country Name
United Kingdom
Region
UKH34

Contact

Name
Simone Dato

Roles

buyer

Details

Classifications

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

Recorded locations

  • Buyer location · COLCHESTER · UKH34 · CO4 5JL · United Kingdom
  • Delivery location · UKC · United Kingdom
  • Delivery location · UKD · United Kingdom
  • Delivery location · UKE · United Kingdom
  • Delivery location · UKF · United Kingdom
  • Delivery location · UKG · United Kingdom
  • Delivery location · UKH · United Kingdom
  • Delivery location · UKI · United Kingdom
  • Delivery location · UKJ · United Kingdom
  • Delivery location · UKK · United Kingdom

Notice and amendment history

1 published notice version reviewed by ProcuraAxis.

1 VERSION
  1. 087457-2026Tender notice on Find a Tender ·