Source: https://tendernation.io/opportunities/01a13c28-ca71-71ea-98dc-924a2d7f14f8/charitable-funds-investment-management closed GB open procedure Suitable for SMEs # Charitable funds investment management [Oxford Health NHS Foundation Trust](https://tendernation.io/buyers/oxford-health-nhs-foundation-trust) Estimated value £1 Published 22 Jun 2018 Deadline Closed 23 Jul 2018 ## Who can bid - Buyer says suitable for SMEs The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid. - Small contract value Valued under £135,018 including VAT, the lowest Procurement Act threshold for goods and services. - Open procedure Anyone can submit a full tender; there is no shortlisting stage. [More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses) ## About this tender The Oxford Health Charity (charity number 1057285) sits alongside the Oxford Health NHS Foundation Trust and provides charitable funding for projects and activities which enhance the experience of patients, families, carers and staff across the Trust services. Income for the Charity comes through legacies, fundraising and donations to specific services. The Charity is managed through a Charity Committee made up of Trustees from within the Trust Executive and Non-Executive teams and the administration of day to day finances is managed by an external organisation, Kingston Smith. The main capital of the Charity is managed through a separate Investment Portfolio and this is the service that is being tendered for. The annual income of the Charity sits at approximately £300,000 with expenditure varying depending on projects but usually in excess of the income. The current portfolio sits at approximately £1.1 million. This may increase dependent on the addition of a restricted fund not currently invested, however, this is subject to trustee approval. Oxford Health NHS Foundation Trust (The Authority) is seeking a supplier with appropriate relevant experience of managing the investment funds of an NHS or simliar charity and that is authorised by the PRA or the FCA to provide the services required. Further eligibility and other requirements are detailed in the tender documents. Additional information: ### INSTRUCTIONS TO BIDDERS Suppliers Instructions How to Express Interest in this Tender~: 1. Register your company on the eSourcing portal (this is only required once) - Browse to the eSourcing Portal: [nhssourcing.co.uk](https://www.nhssourcing.co.uk/OxfordHealthNHSFT/web/login.shtml) and click the link to register - Accept the terms and conditions and click 'continue' - Enter your correct business and user details - Note the username you chose and click 'Save' when complete - You will shortly receive an email with your unique password (please keep this secure) 2. Express an Interest in the tender - Login to the portal with the username/password - Click the 'PQQs / ITTs Open To All Suppliers' link. (These are Pre-Qualification Questionnaires or Invitations to Tender open to any registered supplier) - Click on the relevant PQQ/ ITT to access the content. - Click the 'Express Interest' button at the top of the page. - This will move the PQQ /ITT into your 'My PQQs/ My ITTs' page. (This is a secure area reserved for your projects only) -You can now access any attachments by clicking 'Buyer Attachments' in the 'PQQ/ ITT Details' box 3. Responding to the tender - Click 'My Response' under 'PQQ/ ITT Details', you can choose to 'Create Response' or to 'Decline to Respond' (please give a reason if declining) - You can now use the 'Messages' function to communicate with the buyer and seek any clarification - Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ ITT - There may be a mixture of online & offline actions for you to perform (there is detailed online help available) You must then submit your reply using the 'Submit Response' button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk. Read full description ## CPV classification Financial and insurance services Source Contracts Finder (UK) [View official notice](https://www.contractsfinder.service.gov.uk/notice/926f0bb1-76cd-4bad-be12-a6690d96e842) Never miss a tender like this again Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. Free to start. 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