ESNEFT 3197 Charitable Funds Investment
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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.
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