Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, November 11 at 2:00 PM ET

Register Free →
CLEATUS
Get CLEATUS

ESNEFT 3197 Charitable Funds Investment

ESNEFT 3197International

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

East Suffolk and North Essex NHS Foundation Trust is seeking a qualified supplier to provide management and investment advice for its charitable funds under the Procurement Act 2023. The objective is to maximize the value of public donations held in designated and appeal funds, which currently include ethical investment funds, property funds, and common deposit funds, while avoiding undue risk. The contract has an estimated value of 277,500 pounds excluding VAT, with an initial three year term starting February 1, 2027, and potential extensions through January 31, 2032. The procurement follows a competitive flexible procedure beginning with a capability assessment to shortlist suppliers for an Invitation to Tender expected in October 2026. The final award will be based on a weighting of 60 percent for cost, 30 percent for quality, and 10 percent for social value. The top four suppliers from the tender stage will be invited to interviews on November 16, 2026. Interested parties, including SMEs and VCSEs, must confirm their interest and submit the required capability assessment by October 10, 2026.

General Info

Investment advice for NHS charitable funds, 277,500 pounds, three years from February 2027.

Agency

East Suffolk And North Essex Nhs Foundation Trust

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

GBR

Set-Aside

NONE

Documents

1
PDF, High priority: read this first7 pages · rfq
High

AI Contract Breakdown

Uniform Contract Format

Sign up to view the full breakdown with detailed analysis of each section.

Timeline

PhaseSolicitation
Posted

Solicitation

Ready to pursue this opportunity?

Get full access to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyEast Suffolk And North Essex Nhs Foundation Trust
Contacts1 person available
OfficeN/A
Organization / AgencyEast Suffolk And North Essex Nhs Foundation Trust
Office AddressN/A
Contacts
Simone Dato
contact@example.gov

Full Description

Show more
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.

Similar Contracts

Same NAICS industry code

NAICS: 523940
New
SLED
RFP No. 27-0011 Public Employee Retirement Systems Pension and Benefit Trust Fund Investment Consult
Solicitation # 27-0011
The Columbus Consolidated Government is soliciting proposals under RFP No. 27-0011 for professional investment consultant services to support the Public Employee Retirement Systems Pension and Benefit Trust Fund. This annual contract, intended to run for five years from April 1, 2027, through March 31, 2032, covers the Major Disability Income, Death Benefit, General Government, and Public Safety plans. The selected consultant will provide comprehensive consulting, custodial, and fiduciary services, including monthly asset allocation analysis, market projections, manager selection and due diligence, and board support such as creating orientation packages and providing training to meet O.C.G.A.§47-1-17 requirements. Additionally, the consultant must coordinate with actuaries, assist with government surveys, and handle paperwork for class action suits while adhering to ERISA and CFA Institute professional standards. Proposals will be evaluated based on the most advantageous terms to the City, with scores averaged and ranked by an evaluation committee. Applicants must submit a single PDF file via the OpenBids portal by the December 9, 2026, deadline. Required documentation includes a transmittal letter, E-Verify affidavit, conflict of interest affidavit, business license, W-9, and resumes for key account executives. The contract mandates strict adherence to the Procurement Ordinance of Columbus, Georgia, and various federal non-discrimination and labor laws. Standard payment terms are net 30 days, and the proposal must remain binding for at least 180 days from the submission date.
Columbus Consolidated Government

POSTED

1 day ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
New
SLED
RFP: Private Equity Consulting Services Search
Solicitation # RFP_Private_Equity
The Los Angeles County Employees Retirement Association (LACERA) has issued a solicitation for Private Equity Consulting Services. This opportunity, identified as RFP_Private_Equity, seeks qualified consultants to provide specialized expertise in private equity management for the organization. The performance of these services is centered in Pasadena, California. Interested vendors must submit their responses by the deadline of December 18, 2026, at 3:00 PM PT. Detailed bid documents and submission requirements are available through the official LACERA website. Prospective bidders are responsible for registering on the necessary platforms and monitoring the site for any addenda related to the solicitation.
Los Angeles County Employees Retirement Association (LACERA)

POSTED

2 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
New
SLED
Investment Advisory Services
Solicitation # 26-0136-5
The Chatham County Hospital Authority Trust is seeking a qualified, SEC-registered investment advisory firm to manage a portfolio of approximately 150 million dollars. The primary objective of the engagement is to provide fiduciary-standard guidance to support the funding of healthcare for indigent residents of Chatham County. The selected firm will be responsible for the annual review of the Investment Policy Statement, developing strategic asset allocations in compliance with Georgia law, and providing ongoing monitoring and rebalancing of investments. Key deliverables include periodic performance reports delivered within 30 days of each quarter-end and coordination with an independent custodian for asset safekeeping and performance reconciliation. Proposals for solicitation 26-0136-5 must be submitted as a single PDF via the Bonfire portal by December 2, 2026, at 5:00 p.m. EST. Evaluation will be based on the firm's qualifications, investment philosophy, performance reporting capabilities, and a minimum of three client references. The Trust requires strict adherence to fiduciary standards, including full disclosure of any regulatory actions or conflicts of interest within the last five years and a commitment to annual conflict-of-interest certifications. The selection process is managed by Jean Fleming, Director of Purchasing and Contracting, with the goal of finalizing the consultant selection in the first quarter of 2027.
Chatham County

POSTED

5 days ago

DEADLINE

in 25 days
View Details
NAICS: 523940
New
International
Lamont County - Request for Proposal - Municipal Investment Management Services
Solicitation # AB-2026-07245
Lamont County is seeking proposals from qualified proponents to provide comprehensive investment management, custody arrangements, and reporting services for its reserve funds. The selection process will prioritize the proponent capable of best fulfilling the county's specific objectives and meeting the evaluation criteria detailed within the request for proposal. This solicitation, identified as AB-2026-07245, was posted on November 2, 2026, with a response deadline of December 4, 2026. The services will be performed in Lamont County, Alberta, and primary inquiries are directed to the Chief Financial Officer, Ed Kaemingh.
Lamont County

POSTED

6 days ago

DEADLINE

in 26 days
View Details
NAICS: 523940
New
SLED
Investment Consulting Services
Solicitation # PA2270
The Dallas Fort Worth International Airport Board is seeking a qualified investment consulting firm to provide comprehensive investment consulting and discretionary investment management services for its public funds investment portfolio. This solicitation, identified as PA2270, is being conducted in accordance with the Texas Local Government Code and Government Code. The resulting contract will cover an initial three-year term, with options to renew for two additional one-year periods. The business enterprise goal for this project is set at 0 percent, requiring SBE+ certification to meet. Interested parties must submit their responses by the deadline of December 1, 2026.
Dfw International Airport

POSTED

6 days ago

DEADLINE

in 23 days
View Details
NAICS: 523940
New
SLED
Investment Advisory Services for the City of Cheyenne
Solicitation # RFP 2-27
The City of Cheyenne is soliciting proposals under RFP 2-27 from SEC-registered investment advisory firms to actively manage an investment portfolio of approximately 100 million dollars. The selected firm will be responsible for executing securities purchases and sales, providing investment advice and reporting, and reviewing the City's investment policies and procedures. All activities must comply with the laws of the State of Wyoming and the City's Investment Policy Statement, prioritizing the safety and preservation of principal, maintenance of liquidity, competitive rates of return, and local community investment. The contract is structured as a professional services agreement with an initial four-year term and two optional one-year extensions. Proposals must be submitted via a two-step process consisting of a technical proposal and a separate price proposal, with a final submission deadline of January 8, 2027. Evaluation is based on a weighted scoring system where the lowest cost receives the maximum score for the cost criterion, and the City may conduct interviews to further evaluate qualifications. Required qualifications include proof of bonding up to 5 million dollars, submission of SEC Form ADV Parts 1 and 2, and documentation of cybersecurity and disaster recovery capabilities. Selected advisers must provide detailed monthly reports covering benchmark comparisons, sector allocation, and compliance summaries.
Purchasing

POSTED

6 days ago

DEADLINE

in 2 months
View Details
NAICS: 523940
SLED
RFP-Private Equity Consultant Services
Solicitation # BPM059488
The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support the Board of Trustees for the Maryland State Retirement and Pension System. The scope of work covers private equity, private credit, private infrastructure, and private real assets, excluding real estate. The selected contractor will provide strategic consulting, deal sourcing, and due diligence, while assisting the CIO and Investment Division with goal development, risk monitoring, and the preparation of annual fund targeting and subscription pacing plans. Deliverables include regular reporting, research on specific investment issues, and attendance at Investment Committee and Board of Trustees meetings. The contract is for an initial five-year term, approximately from March 1, 2027, to February 29, 2032, with the option for two additional one-year renewals. Awarding will be based on the most advantageous proposal, evaluated through a technical ranking of good, better, or best across criteria including technical response, questionnaire answers, experience, and economic benefit to the state, followed by a financial analysis. Minimum qualifications require offerors to have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Compliance requirements include the submission of a Conflict of Interest Affidavit, adherence to commercial nondiscrimination policies, and the maintenance of professional indemnity and D&O insurance. Contractors must also comply with specific cybersecurity and remote access standards for data systems. Proposals must be submitted in two separate volumes: a technical proposal submitted electronically and a financial proposal submitted both physically and electronically. All records related to the contract must be maintained for five years following final payment.
Maryland State Retirement Agency

POSTED

10 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
SLED
RFP-Private Equity Consultant Services
Solicitation # BPM059488
The Maryland State Retirement Agency is soliciting proposals for non-discretionary private market investment consulting services to support its Private Markets Programs, which encompass private equity, private credit, private infrastructure, venture capital, and private real assets. The selected contractor will assist the CIO and Investment Division in developing strategies, conducting operational due diligence, managing a rolling three-year investment pipeline, and identifying emerging managers with less than $2 billion in assets under management. Additionally, the consultant must provide research and recommendations for the Board of Trustees and Investment Committee, including specific evaluations regarding ESG and DEI factors. The contract features an initial five-year term from 2024 to 2029, with the agency holding the option for two successive one-year renewals. Award decisions will be based on a technical and financial evaluation using a Good, Better, or Best ranking system, prioritizing the technical response to the scope of services, proposal questionnaire responses, experience and references, and economic benefit to the State of Maryland. Qualified offerors must have provided similar services to at least five public or private pensions, foundations, or endowments with combined assets under advisement of at least one billion dollars within the last five years. Strict compliance requirements include maintaining $5 million in Directors and Officers liability insurance and $3 million in Errors and Omissions/Professional Liability insurance, including cyber coverage. Contractors must submit a Conflict of Interest Affidavit and provide periodic updates to ensure ethical compliance under COMAR 21.05.08.08. All records must be maintained for five years and made available for audit by the State of Maryland. Proposals must be submitted in two separate volumes, with the technical proposal provided electronically and a redacted version submitted for Public Information Act requests.

POSTED

10 days ago

DEADLINE

in about 1 month
View Details
NAICS: 523940
SLED
Fixed Income Investment Manager
Solicitation # AIDEA27-017
The Alaska Industrial Development and Export Authority (AIDEA) is seeking qualified investment management firms to establish multiple Indefinite Delivery/Indefinite Quantity (IDIQ) contracts for alternative fixed income investment management services. The base period runs from December 16, 2026, to December 15, 2029, with three subsequent two-year options, allowing for a total duration of up to nine years. Selected firms must operate within AIDEA's designated custody accounts at U.S. Bank, as strategies requiring alternative custodial arrangements will not be accepted. Performance is measured against the Bloomberg U.S. Aggregate Bond Index, and contractors must provide deliverables including draft investment guidelines, Investment Management Agreement terms, and audit support. Awards are based on a 1,000-point evaluation system focusing on cost (400 points), methodology (200 points), experience and qualifications (150 points), project understanding (100 points), proposed staff (50 points), and an Alaska Offeror Preference (100 points). The contract does not guarantee any specific asset allocation or minimum compensation. Key requirements include certification of compliance with the AIDEA Investment Policy Statement, adherence to State of Alaska confidentiality and cybersecurity guidelines, and certification that the firm is not headquartered in a U.S. Department of State Tier 3 trafficking country. Payments are made via check or electronic transfer upon approval of deliverables by the Project Manager and Executive Director. Proposals are due by November 20, 2026.
Commerce, Community, and Economic Development

POSTED

10 days ago

DEADLINE

in 13 days
View Details
NAICS: 523940
SLED
RFP No. FIN-2610 - Investment Advisory Services
Solicitation # FIN-2610
The City of South Padre Island is soliciting proposals under RFP No. FIN-2610 for nondiscretionary portfolio management services to oversee an investment portfolio valued at approximately 60 million dollars. The selected Investment Advisor will operate in an advisory and administrative capacity, adhering to the City's Investment Policy and prioritizing safety of principal, liquidity, public trust, and yield. Eligible firms must be registered with the Securities and Exchange Commission or the Texas State Securities Board. The contract is intended to begin on January 1, 2027, and run through December 31, 2027, with an option for three additional one-year renewals. A standard services agreement will include a cancellation clause allowing either party to terminate the contract with 30 days written notice. Proposals are due by 2:00 p.m. on Tuesday, December 1, 2026, and must be submitted in sealed envelopes to the City Secretary. Submissions must include two bound originals, one copy, and one flash drive, detailing the firm's organization, key personnel credentials, and investment management approach. Award decisions will be based on best value, considering proposal price, reputation, quality of services, and the proposer's past relationship with the City. Additionally, contractors must comply with Texas Government Code Chapter 2252.908 by submitting Form 1295 for contracts requiring a governing body vote or those valued at 1 million dollars or more.
City of South Padre Island

POSTED

11 days ago

DEADLINE

in 23 days
View Details
NAICS: 523940
SLED
Investment Advisory and Due Diligence ServicesThis subcontract for Investment Advisory and Due Diligence Services supports the State University of New York University-wide Benefits Office retirement plan projects. The selected provider will perform fiduciary investment oversight and due diligence for prime contractors, focusing on the evaluation of mutual funds, annuities, and investment managers. Key responsibilities include conducting performance analysis against benchmarks using specialized research platforms and software, as well as delivering formal recommendations and quarterly investment analysis reports. Qualified candidates must possess ERISA expertise and hold a fiduciary certification to ensure compliance and professional oversight. The solicitation was posted on October 28, 2026, with a response deadline of November 27, 2026. This opportunity falls under NAICS code 523940 and is designed to maintain the integrity and performance of the university retirement plan assets.
State University of New York (SUNY)

POSTED

11 days ago

DEADLINE

in 19 days
View Details
NAICS: 523940
SLED
Retirement Plan Consultant RFP
Solicitation # 2140348
The State University of New York (SUNY) is seeking a full-service retirement plan consulting firm to serve as a fiduciary for its Defined Contribution Retirement Plans, including the ORP, VSP, VDC, and Pre-1990 plans. The selected contractor will act as a fully integrated extension of the University-wide Benefits Office, providing objective third-party investment advice, governance support, and participant engagement. The scope of work involves managing a complex multi-vendor environment consisting of four recordkeepers—TIAA, Fidelity, Corebridge, and Voya—and 62 active investment options. The contract is for an initial term of three years, with the possibility of a two-year extension. To qualify, bidders must demonstrate significant experience, including having provided similar consulting services within the last five years to at least five public or private DC plan sponsors with aggregate assets under advisement of at least one billion dollars, including at least one higher-education institution. Bidders must also be willing to assume fiduciary responsibilities, possess experience analyzing annuity contracts, and comply with New York State and federal digital accessibility regulations. The contract will be awarded based on best value, determined by a composite score of technical, cost, and presentation evaluations. Additionally, the procurement includes specific MWBE goals, with a total participation target of 30 percent, consisting of 16 percent for Minority-Owned Business Enterprises and 14 percent for Women-Owned Business Enterprises.
State University of New York (SUNY)

POSTED

11 days ago

DEADLINE

in 19 days
View Details

More opportunities from East Suffolk And North Essex Nhs Foundation Trust

Same awarding agency

NAICS: 522320
International
Transaction Processing and Clearing ServicesThis subcontract for Transaction Processing and Clearing Services supports prime contractors working on projects for the East Suffolk and North Essex NHS Foundation Trust. The scope of work involves the technical processing of financial transactions and the management of clearing-house functions, specifically focusing on the settlement of buy and sell orders as well as the oversight of asset and fund transfers. To ensure operational security and accuracy, the provider must utilize secure financial transaction gateways and clearing-house interfaces while maintaining strict compliance with UK financial clearing standards. The primary deliverables for this engagement include the successful settlement of transactions and the provision of detailed clearing reports.
Financial Transactions Processing, Reserve, and Clearinghouse Activities

POSTED

about 2 months ago

DEADLINE

N/A
View Details
NAICS: 523110
International
Financial Investment Advisory ServicesThis subcontract for Financial Investment Advisory Services provides strategic financial advice and consultancy for prime contractors working on projects for the East Suffolk and North Essex NHS Foundation Trust. The scope of work includes developing investment policy statements, analyzing market trends and risks, and advising on the legal and regulatory constraints associated with NHS charitable fund investments. To execute these duties, the provider will utilize financial modeling software and market analysis tools to deliver comprehensive investment strategy documents and risk reports. The contract requires strict adherence to professional standards, necessitating compliance with CFA, CISI, and FCA regulations. Classified under NAICS code 523110, the services are centered on supporting the financial stability and strategic growth of the trust's investment portfolios. The engagement was posted on September 15, 2026, and is managed by the East Suffolk and North Essex NHS Foundation Trust.
Investment Banking and Securities Dealing

POSTED

about 2 months ago

DEADLINE

N/A
View Details
NAICS: 523920
International
Investment Portfolio Management ServicesThis subcontract for Investment Portfolio Management Services involves the active management of charitable fund portfolios for prime contractors associated with East Suffolk and North Essex NHS Foundation Trust projects. The selected provider will be responsible for implementing investment strategies, executing financial transactions, performing portfolio rebalancing, and monitoring overall performance against established benchmarks. To ensure professional standards, the provider must utilize specialized investment management software and trading platforms. A critical requirement for this contract is that the service provider must hold valid FCA authorization. The primary deliverables include the maintenance of a managed investment portfolio and the provision of periodic performance reports to the trust. This engagement falls under NAICS code 523920 and is managed by the East Suffolk and North Essex NHS Foundation Trust.
Portfolio Management

POSTED

about 2 months ago

DEADLINE

N/A
View Details

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS