Find a TenderClosedTender notice
Published 15 Sept 2026, 16:13 BST

Official UK procurement notice

ESNEFT 3197 Charitable Funds Investment

Official notice

Authority: East Suffolk and North Essex NHS Foundation Trust (Central government)

ServicesCompetitive flexible procedureAbove thresholdSME suitableVCSE suitable
Published estimate£277,500≈ £93k / year · £333,000 inc. VAT
Submissions closed 10 Oct 2026
Contract term 3 yrsends 31 Jan 2030 · up to 31 Jan 2032 with extensions · starts 1 Feb 2027

What is being bought

Published requirement description

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.

  • How the procedure runs: Capability Assessment - ITT - Additional Shortlisting - Supplier Interviews
  • No preliminary market engagement: Local engagement

CPV: Financial consultancy, financial transaction processing and clearing-house services · Portfolio management services

The lotProcurement structure

single lot · value published
Lot #1Renewal 3 yrsSMEVCSEPublished value£277,500
Contract period: 1 Feb 2027 – 31 Jan 2030 (3 yrs) · up to 31 Jan 2032 with extensionsValue: £277,500 exc. VAT · £333,000 inc. VAT
Extensions: 3 Years initial contract term with an option to extend for 2 x 12 month periods subject to satisfactory contract performanceSecond stage: 2–null candidates invited to tender
Pre-qualification & selection criteria (PQQ)2
  • Economic & financial standing

    See Procurement portal (Multiquote) for further details under advert reference CA18456.

  • Technical & professional ability

    See Procurement portal (Multiquote) for further details under advert reference CA18456.

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
Quality: 30%Price: 60%Social value: 10%
Published sub-criteria (3)
  • Quality: 30%
  • Cost: 60%
  • Social Value: 10%
Published award criteria (3)
  • Cost
  • Quality
  • Social Value
Conditions of participation2
  • Economic & financial standing

    See Procurement portal (Multiquote) for further details under advert reference CA18456.

  • Technical & professional ability

    See Procurement portal (Multiquote) for further details under advert reference CA18456.

What this means for your bid
  • Price carries 60 of 100 points: a 10% discount moves about 6 points. This one is won on the number: sharpen the price before polishing the prose.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Competitive flexible procedure
Legal basis
UKPGA · 2023/54 Procurement Act 2023
Procurement category
Services
Notice status
Closed
Procurement threshold
Above threshold (FTS publication)
Regulatory regime
Standard
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 Sept 2026, 16:13 BST
Last source update
15 Sept 2026, 16:13 BST
Award evaluation window
Submission end – 30 Dec 2026
Authority reference
ESNEFT 3197
FTS notice number
2026/S 000-087457
Latest notice
Tender notice (UK4)
Classification (CPV)
Financial consultancy, financial transaction processing and clearing-house servicesPortfolio management services
Delivery area
North East (UKC)North West (UKD)Yorkshire & Humber (UKE)East Midlands (UKF)West Midlands (UKG)East of England (UKH)London (UKI)South East (UKJ)
+1 moreSouth West (UKK)
Official registry OCID
ocds-h6vhtk-06fa7a Find a Tender
How it runs

Capability Assessment - ITT - Additional Shortlisting - Supplier Interviews

How it was run

Official notice
Run through: MultiQuote · Who buys & how to bid on MultiQuote
Supplier login requiredElectronic submission allowedLanguage: EN
Access & registration note: Free
Requests to participate (first stage)
10 Oct 2026, 12:00 BST
Submission deadline
10 Oct 2026, 12:00 BST
Clarification deadline
25 Sept 2026, 12:00 BST
Submission channel
Official e-sourcing portal
Electronic submission
Allowed
Accepted languages
en
Detailed submission instructions & authority contactsFrom official release

See Procurement portal (Multiquote) for further details under advert reference CA18456.

suppliers.multiquote.com/Page/Login.aspx ↗

Timeline

15 Sept 2026 → 1 Feb 2027 · 5 dates
  1. Tender notice published41 days ago
    15 Sept 2026, 16:13 BST
  2. Clarification questions by31 days ago
    25 Sept 2026, 12:00 BST
  3. Submission deadline16 days ago
    10 Oct 2026, 12:00 BST
  4. Today
    26 Oct 2026
  5. Award decision expected byin 65 days
    30 Dec 2026, 23:59 GMT
  6. Contract startsin 97 days
    1 Feb 2027

Notice history

1 event · 1 release on Find a Tender
  1. Tender notice published
    15 Sept 2026, 16:13 BST
    UK4

Contracting authority & participating public bodies

EAST SUFFOLK AND NORTH ESSEX NHS FOUNDATION TRUST

Contracting authorityPublic authority - central government GB-NHS: RDE · GB-PPON: PJQH-1423-GWPM Colchester District General Hospital,Turner Road, COLCHESTER, East of England, CO4 5JLContact name, email

Official documents & specifications (1)

Official links; attachments are not copied

Notices published for this procedure

  • Tender notice tenderTender noticeUK4Tender notice on Find a Tender