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Published 15 Apr 2026, 15:04 BST

Official UK procurement notice

Charitable Funds Investment Management

Official notice

Authority: South Tyneside and Sunderland NHS Foundation Trust (Central government)

ServicesBelow threshold - open competitionBelow thresholdLight touch regimeReserved: K02000001SME suitable
Sectors: Financial and insurance services (66) Delivery: North East (UKC23)
Published estimate£90,000≈ £30k / year · £110,000 inc. VAT
Submissions closed 29 Apr 2026
Contract term 3 yrsends 31 May 2029 · starts 1 Jun 2026

What is being bought

Published requirement description

Management of the Trust's charitable funds investment portfolio

CPV: Investment banking services and related services

The lotProcurement structure

single lot · value published
Lot #1 3 yrsSMEPublished value£90,000
Contract period: 1 Jun 2026 – 31 May 2029 (3 yrs)Value: £90,000 exc. VAT · £110,000 inc. VAT
Delivery: North EastEligibility: SME eligible
66120000 Investment banking services and related services
Pre-qualification & selection criteria (PQQ)1
  • Condition of participation

    Active involvement of charitable funds management in NHS organisations is an essential requirement for participation in the process.

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored

Lot awarding rule: 1. Mandatory requirements pass/fail leading to exclusion from process if 'fail' 2. Quality element - 65% 3. Cost - 35%

Conditions of participation1
  • Condition of participation

    Active involvement of charitable funds management in NHS organisations is an essential requirement for participation in the process.

Procedure terms & legal framework

From the official record
Procedure method
Below threshold - open competition
Legal basis
UKPGA · 2023/54 Procurement Act 2023
Procurement category
Services
Notice status
Closed
Procurement threshold
Below threshold
Regulatory regime
Light touch regime
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
Unspecified in notice
First published
15 Apr 2026, 15:04 BST
Last source update
15 Apr 2026, 15:04 BST
Authority reference
W211237
FTS notice number
2026/S 000-034305
Latest notice
Tender notice (UK4)
Classification (CPV)
Investment banking services and related services
Delivery area
North East (UKC23)
Official registry OCID
ocds-h6vhtk-06833d Find a Tender
Contract terms
Reserved participation area
K02000001

How it was run

Official notice
Run through: Atamis (Health Family) · Who buys & how to bid on Atamis
Supplier login requiredElectronic submission allowed
Access & registration note: Free · one account PER buying organisation portal · password resets come "from Salesforce.com" (check spam)
Submission deadline
29 Apr 2026, 12:00 BST
Clarification deadline
23 Apr 2026, 23:59 BST
Submission channel
Official e-sourcing portal
Electronic submission
Allowed
Detailed submission instructions & authority contactsFrom official release

atamis-1928.my.site.com/s/Welcome ↗

Ref. C438187

Timeline

15 Apr 2026 → 1 Jun 2026 · 4 dates
  1. Tender notice published195 days ago
    15 Apr 2026, 15:04 BST
  2. Clarification questions by186 days ago
    23 Apr 2026, 23:59 BST
  3. Submission deadline181 days ago
    29 Apr 2026, 12:00 BST
  4. Contract starts148 days ago
    1 Jun 2026, 00:00 BST

Notice history

1 event · 1 release on Find a Tender
  1. Tender notice published
    15 Apr 2026, 15:04 BST
    UK4

Contracting authority & participating public bodies

South Tyneside and Sunderland NHS Foundation Trust

Contracting authorityPublic authority - central government GB-NHS: R0B · GB-PPON: PRTW-2132-HYWJ Kayll Road, Sunderland, North East, SR4 7TPContact name, email, phone

Official documents & specifications (1)

Official links; attachments are not copied

Notices published for this procedure

  • Tender notice tenderTender noticeUK4Tender notice on Find a Tender