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OpenSME suitable

CA18456 - ESNEFT 3197 Charitable Funds Investment

East Suffolk and North Essex NHS FT

Official source
Source: Contracts Finder
Published
14 Sept 2026, 16:51
Updated
14 Sept 2026, 16:51
Deadline
20 days remainingOfficial close: 10 Oct 2026, 12:00
Value
£277,500
Location
Any region, IP4 5PD
Reference / OCID
c4ed0d4e-3b46-4e4b-8508-3ab3b6dde318
Category
Portfolio management services

Official tender information

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. To access this competition: Registered: Login to https://suppliers.multiquote.com and view the opportunity CA18456. Not registered: Visit https://suppliers.multiquote.com then register and quote CA18456 as the reason for registration. Any queries please contact MultiQuote on 020 3920 8054.

Additional Text

CPV: 66140000 Portfolio management services; 66171000 Financial consultancy services

TenderLens Summary

AI-assisted explanation

No AI provider is configured, so this explanation is built directly from official notice fields. It is not legal or procurement advice.

What they need

East Suffolk and North Essex NHS FT is seeking "CA18456 - ESNEFT 3197 Charitable Funds Investment". The published notice describes the requirement in the official description below. This explanation only restates fields present in that notice.

Who this may suit

Based only on stated fields, this may be relevant to organisations the buyer has marked as SME-suitable; suppliers working in portfolio management services; organisations able to deliver in Any region, IP4 5PD. This is not an eligibility decision.

Key requirements

  • Procedure type stated: Open.
  • The notice states this opportunity is suitable for SMEs.

Important dates

  • Published: 14 Sept 2026, 16:51.
  • Closing date: 10 Oct 2026, 12:00.
  • Contract start: 1 Feb 2027, 00:00.
  • Contract end: 31 Jan 2030, 00:00.

Contract value

£277,500

Location

Any region, IP4 5PD

What to do next

  1. Read the official notice.
  2. Confirm your organisation meets the stated requirements.
  3. Review the procurement documents.
  4. Note any clarification-question deadline if one is stated.
  5. Prepare the required submission material.

Things the notice does not make clear

  • No obvious summary fields are missing, but full requirements may still sit in attachments.

Risks to keep in mind

  • TenderLens has not read unpublished documents. Mandatory requirements may sit in attachments.
  • Do not treat this summary as legal, commercial or eligibility advice.

Bid preparation checklist

Items marked as a tender requirement come from the published notice. Suggested steps are preparation help, not mandatory requirements.

TenderLens is an independent CivicAI Labs service and is not affiliated with the UK Government. Always review the original procurement notice before making commercial decisions.