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Published 15 Sept 2026, 16:13 BST
Official UK Procurement Procedure

ESNEFT 3197 Charitable Funds Investment

services
Competitive flexible procedure
Above threshold
SME suitable
VCSE suitable
Published estimate
£277,500
≈ £92,416 / year
Submission deadline
10 Oct 2026, 12:00 BST
24d 12h leftTypical competition: 1 bidThis authority · all categories · 24 months · n=95 bid reports
Clarification Cut-Off
25 Sept 2026, 12:00 BST
Tender enquiry deadline · 1 lot
Contract duration
3 yrs (with extension options)
Starts 1 Feb 2027, 00:00 GMT

What is being bought & procurement scope

Procurement Scope & Specification
Tenderline summary generated from the published notice
Executive Summary: East Suffolk and North Essex NHS Foundation Trust: "ESNEFT 3197 Charitable Funds Investment". Published status: active. Published value: £277,500. 1 published lot. Recorded submission deadline: 10 Oct 2026, 12:00 BST. Published submission portal: suppliers.multiquote.com.

Official 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.

Lots and requirements (1)

Procurement Structure
Published by the contracting authority
  • Lot 1 · #1
    Lot 1
    active
    Renewal
    Published value£277,500
    The source published no individual title or description for this lot.
    Contract period:
    1 Feb 2027 — 31 Jan 2030 (3 yrs)
    Eligibility:
    SME eligible
    VCSE eligible
    Turnover benchmark:
    ~£184,831/yr
    Options / extension:
    3 Years initial contract term with an option to extend for 2 x 12 month periods subject to satisfactory contract performance
    Pre-Qualification & Selection Criteria (PQQ)
    • Economic & Financial
      See Procurement portal (Multiquote) for further details under advert reference CA18456.
    • Technical Capacity
      See Procurement portal (Multiquote) for further details under advert reference CA18456.
    • Economic & Financial
      See Procurement portal (Multiquote) for further details under advert reference CA18456.
    • Technical Capacity
      See Procurement portal (Multiquote) for further details under advert reference CA18456.

Published award criteria & contract terms

From this notice
Only criteria and terms published on this notice. Conditions of participation in the tender pack are not inferred.
Evaluation weighting
Quality: 60
Price: 120
Social value: 20
Published as relative weights, not percentage points.
Published sub-criteria
  • Quality30
  • Quality30
  • Cost60
  • Cost60
  • Social Value10
  • Social Value10
Published terms
Contract duration3 yrs (with extension options)
Selection criteria are also published on 1 lot — see the lot list above.

Procedure terms & legal framework

Procedure methodCompetitive flexible procedureLegal basis
UKPGA · 2023/54
Procurement Act 2023
Procurement categoryservices
Notice statusOpen for tenderProcurement threshold
Above threshold
(FTS publication)
Regulatory regimeStandard commercial regime
Commercial structureStand-alone contract (No framework)Competition typeCompetitive procedureGPA WTO coveredUnspecified in notice
Recurring procurementNo (One-off requirement)First published15 Sept 2026, 16:13 BSTLast source update15 Sept 2026, 16:13 BST
Award evaluation windowSubmission end — 30 Dec 2026, 23:59 GMTClassification (CPV)Financial consultancy, financial transaction processing and clearing-house services, Portfolio management services
Delivery area
Official Registry OCIDocds-h6vhtk-06fa7a

How to participate & submission route

Authorized E-Sourcing Portal
Supplier login required
Online submission allowed
Language: EN
Open official portal workspace ↗
Access & Registration note: Free
Expression of interest (EOI)
10 Oct 2026, 12:00 BST
Tender submission deadline
10 Oct 2026, 12:00 BST
Clarification deadline
25 Sept 2026, 12:00 BST
Submission channelOfficial e-sourcing portalElectronic submissionAllowedAccepted languagesen
Participation feeFree of charge (Open access)
Detailed Submission Instructions & Authority Contacts
From official release
See Procurement portal (Multiquote) for further details under advert reference CA18456. suppliers.multiquote.com/Page/Login.aspx
Timeline
  1. Procedure published
    15 Sept 2026, 16:13 BST
  2. Clarification deadline
    25 Sept 2026, 12:00 BST
  3. Submission deadline
    10 Oct 2026, 12:00 BST

Commercial outcome and contract awards

Awards (0)No award published
Contracts (0)No contract published
Bid statisticsNo aggregate bid statistics published
Notice history
From official release and amendment events
  1. Official notice release published
    15 Sept 2026, 16:13 BST

Contracting authority & participating public bodies

East Suffolk and North Essex NHS Foundation Trust

Contracting authority
NHS & Healthcare
GB-PPON-PJQH-1423-GWPM
View buyer profile →

Official Documents & Specifications (2)

Official links; attachments are not copied
  • 15 Sept 2026, 16:13 BST
  • Conflict of interest declaration

    tender
    Conflict of interest declaration
    Notice declares: Not published
Procedure justification & pre-market engagement
Official Statement
Preliminary market engagement (PME) rationaleLocal engagement