Official UK procurement notice
ESNEFT 3197 Charitable Funds Investment
Authority: East Suffolk and North Essex NHS Foundation Trust (Central government)
What is being bought
Published requirement descriptionEast 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 publishedLot #1RenewalPublished value£277,500
- 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 wini
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 morei
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).
Published sub-criteria (3)
- Quality: 30%
- Cost: 60%
- Social Value: 10%
Published award criteria (3)
- Cost
- Quality
- Social Value
- 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.
- 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)
- Delivery area
- Official registry OCID
ocds-h6vhtk-06fa7aFind a Tender
- How it runs
Capability Assessment - ITT - Additional Shortlisting - Supplier Interviews
How it was run
Official notice- 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
See Procurement portal (Multiquote) for further details under advert reference CA18456.
Timeline
15 Sept 2026 → 1 Feb 2027 · 5 dates- Tender notice published41 days ago15 Sept 2026, 16:13 BST
- Clarification questions by31 days ago25 Sept 2026, 12:00 BST
- Submission deadline16 days ago10 Oct 2026, 12:00 BST
- Today26 Oct 2026
- Award decision expected byin 65 days30 Dec 2026, 23:59 GMT
- Contract startsin 97 days1 Feb 2027
Notice history
1 event · 1 release on Find a Tender- Tender notice published15 Sept 2026, 16:13 BSTUK4
Contracting authority & participating public bodies
Official documents & specifications (1)
Official links; attachments are not copiedNotices published for this procedure
- Tender notice Tender notice on Find a Tender