Charitable funds Investment advice

{
  "id": "029504-2026",
  "tag": [
    "planning"
  ],
  "date": "2026-03-31T10:58:28+01:00",
  "ocid": "ocds-h6vhtk-0678ba",
  "buyer": {
    "id": "GB-PPON-PNTT-7613-TTHD",
    "name": "Royal Berkshire NHS Foundation Trust"
  },
  "tender": {
    "id": "C433739",
    "lots": [
      {
        "id": "1",
        "value": {
          "amount": 100000,
          "currency": "GBP",
          "amountGross": 120000
        },
        "status": "planned",
        "contractPeriod": {
          "endDate": "2030-07-31T23:59:59+01:00",
          "startDate": "2026-08-01T00:00:00+01:00"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "additionalClassifications": [
          {
            "id": "66100000",
            "scheme": "CPV",
            "description": "Banking and investment services"
          }
        ]
      }
    ],
    "title": "Charitable funds Investment advice",
    "value": {
      "amount": 100000,
      "currency": "GBP",
      "amountGross": 120000
    },
    "status": "planned",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "recurrence": {
      "dates": [
        {
          "startDate": "2030-05-01T23:59:59+01:00"
        }
      ]
    },
    "awardPeriod": {
      "endDate": "2026-07-17T23:59:59+01:00"
    },
    "description": "The Royal Berkshire Charity maintains significance funds  and is looking to invest these for the benefit of the charity.\nThe charity is seeking a provider who will be able to provide advice on suitable investment opportunities for it's funds.\nPotential bidders will be required to have a proven track record of Charitable funds investment advice and a documented policy of ethical investments appropriate to the charitable and healthcare sectors.\nBidders will be expected to be able demonstrate this as part of the selection process.",
    "tenderPeriod": {
      "endDate": "2026-06-08T12:00:00+01:00"
    },
    "communication": {
      "futureNoticeDate": "2026-05-07T23:59:59+01:00"
    },
    "hasRecurrence": true,
    "aboveThreshold": true,
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "electronicSubmissionPolicy": "allowed"
    },
    "procurementMethod": "open",
    "mainProcurementCategory": "services",
    "submissionMethodDetails": "Via the Atamis Portal only https://atamis-1928.lightning.force.com/",
    "procurementMethodDetails": "Open procedure"
  },
  "parties": [
    {
      "id": "GB-PPON-PNTT-7613-TTHD",
      "name": "Royal Berkshire NHS Foundation Trust",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKJ11",
        "country": "GB",
        "locality": "Reading",
        "postalCode": "RG1 5AN",
        "countryName": "United Kingdom",
        "streetAddress": "London Road"
      },
      "details": {
        "url": "https://www.royalberkshire.nhs.uk/",
        "classifications": [
          {
            "id": "publicAuthorityCentralGovernment",
            "scheme": "UK_CA_TYPE",
            "description": "Public authority - central government"
          }
        ]
      },
      "identifier": {
        "id": "PNTT-7613-TTHD",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "name": "Neil Dowdell",
        "email": "neil.dowdell@royalberkshire.nhs.uk",
        "telephone": "118636637"
      }
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "029504-2026",
        "url": "https://www.find-tender.service.gov.uk/Notice/029504-2026",
        "format": "text/html",
        "noticeType": "UK3",
        "description": "Planned procurement notice on Find a Tender",
        "documentType": "plannedProcurementNotice",
        "datePublished": "2026-03-31T10:58:28+01:00"
      }
    ]
  },
  "initiationType": "tender"
}