- Lot 1A. Storage, Collection, Transportation & Destruction of Documents (C&five / VEL)
- Lot 1B. Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents (NWSSP)
- Lot 1C. Storage, Collection, Transportation & Destruction of Documents - PHW
- Lot 2. Scanning - Cardiff and Vale & Velindre
- Lot 3A. Restoration - C&five and VEL
- Lot 3B. Restoration - NWSSP
Scope
Reference
CAV-FTS-PROJECT56520
Description
Cardiff and Vale University Health Board, on behalf of other Health Boards/Trusts, are seeking to appoint one or more suppliers to establish contract(s) for the Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents.
Multiple Health Boards & Trusts across Wales have a requirement for physical document storage, archiving, scanning and restoration. The documents include medical records, clinical research records, screening slides and comprise of highly sensitive patient information that have a legal requirement to be retained for a set period. It is a requirement to retain paper records in accordance with applicable legislation (e.g. Public Records Act 1958, Access to Health Records Act 1990, Freedom of Information Act 2000, Inquiries Act 2005 and Data Protection Act 2018) as well as guidance set out in the NHS Wales Records Management Code of Practice for Health and Social Care 2022. This contract will encompass all documents that require storage, retrieval, archiving and potential scanning and or destruction.
This contract is to be managed by Cardiff and Vale, on behalf of The Trust & Health Boards including:
• Cardiff & Vale University Health Board
• Velindre University NHS Trust
• Public Health Wales Trust
• NHS Wales Shared Services Partnership
• Primary Care (IP5)
• Other Health Boards & Trusts could onboard during the life of the contract
In order to ensure the Health Board has the correct provisions, the contract will be broken down and evaluated based on 3 lots. The aim of the procurement is to award 1 or more supplier, per Health Board/Trust, per lot to ensure each Health Board/Trust can appoint the most suitable provider for their requirements.
Lot 1 - Storage, Collection, Transportation & Destruction of Documents: Approximately 122,000 boxes of documents require storage, with the potential for this number to increase or decrease within the lifetime of the contract.
Lot 2 - Scanning: Due to the ever-growing number of records requiring storage, and the digital infrastructure that is growing, Health Boards and Trust are looking to undertake a digital scanning programme and a wider adoption of electronic in the near future.
Lot 3 - Restoration: This relates to restoration of goods damaged by the following eventualities including, but not limited to: Flood, fire, natural disasters, unexpected weather events
Qualification Questionnaire: The main purpose of the Qualification is to enable Cardiff and Vale University Health Board to select suitably qualified suppliers with whom it will invite tenders with a view to becoming a supplier of the Health Board. The suppliers who pass the qualification will progress to have their Technical submission evaluation. The qualification questionnaire will be evaluated based on the criteria outlined within the 'Qualification Questionnaire'. Bidders failing to meet the criteria will be disqualified from further participation in the tender process and will be notified at point of disqualification. Qualitative and financial: 70/30.
The scoring criteria is a combination of pass/fail and scored questions. The questionnaires sheets must be completed in full. Scoring is based on the details provided in the response. Failure to provide a response may result in the bid being deemed as non-compliant. If a Bid is deemed to be non-compliant it will be rejected and disqualified from further participation in this Procurement. Pass/ Fail: Bidders must submit a written response in relation to each of the pass/fail criteria to enable the evaluation team to determine that you meet the basic requirements of the tender. Bidders who fail to provide a response that would satisfy a pass to the Health Boards requirements will not progress to the scored element of the evaluation as their Bid will be deemed as non-compliant and disqualified from further participation in the tender. Bidders will be notified at point of failure. Please note additional information on this procurement:1. The Contracting Authority reserves the right to award the contract in whole, in part or annul the tendering process and not award any contract.2. Bidders should note that they will be required to enter into terms and conditions of contract asset out in the ITT and that save for matters of clarification or consistency the Contracting Authority will not negotiate the terms.3. The Contracting Authority will not accept completed ITT's after the stated closing date.4. All documents to be priced (where applicable) in sterling and all payments made in sterling.5. All tender costs and liabilities incurred by bidders shall be the sole responsibility of the bidders.6. Prospective suppliers should note that NHS Shared Services Partnership - Procurement Services is acting on behalf of Cardiff and Vale University Local Health Board.7. Bidders wishing to participate should visit the Bravo e-tenderwales portal to gain full visibility of the tender documentation.
Total value (estimated)
- £2,500,000 excluding VAT
- £3,000,000 including VAT
Above the relevant threshold
Main procurement category
Services
CPV classifications
- 63120000 - Storage and warehousing services
Contract locations
- UKL - Wales
Lot constraints
Maximum number of lots a supplier can bid for: 3
Maximum number of lots a supplier can be awarded: 3
Description of how multiple lots may be awarded:
Health Boards/Trusts can potentially award a sole provider per lot, with suppliers being able to bid for one or more lots or Health Boards/Trusts. This route provides flexibility for each organization and provides the option for other Organisations across all Health Boards to utilise the contract should they so wish.
Not the same for all lots
Contract dates are shown in Lot sections, because they are not the same for all lots.
Lot 1A. Storage, Collection, Transportation & Destruction of Documents (C&V / VEL)
Description
Storage, Collection, Transportation & Destruction of Documents - Lot scoring for Cardiff and Vale University Health Board & Velindre University NHS Trust.
Lot value (estimated)
- £1,000,000 excluding VAT
- £1,200,000 including VAT
Contract dates (estimated)
- 1 October 2025 to 31 March 2028
- Possible extension to 31 March 2030
- 4 years, 6 months
Description of possible extension:
To be reviewed annually, invoked in annual tranches.
Same for all lots
CPV classifications and contract locations are shown in the Scope section, because they are the same for all lots.
Lot 1B. Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents (NWSSP)
Description
Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents - Primary Care Services (NWSSP) scored criteria.
Lot value (estimated)
- £500,000 excluding VAT
- £600,000 including VAT
Contract dates (estimated)
- 1 October 2025 to 31 March 2028
- Possible extension to 31 March 2030
- 4 years, 6 months
Description of possible extension:
To be invoked in annual tranches, reviewed on an annual basis.
Same for all lots
CPV classifications and contract locations are shown in the Scope section, because they are the same for all lots.
Lot 1C. Storage, Collection, Transportation & Destruction of Documents - PHW
Description
Storage, Collection, Transportation & Destruction of Documents for Public Health Wales Trust
Lot value (estimated)
- £250,000 excluding VAT
- £300,000 including VAT
Contract dates (estimated)
- 1 October 2025 to 31 March 2028
- Possible extension to 31 March 2030
- 4 years, 6 months
Description of possible extension:
To be invoked in annual tranches, to be reviewed on an annual basis.
Same for all lots
CPV classifications and contract locations are shown in the Scope section, because they are the same for all lots.
Lot 2. Scanning - Cardiff and Vale & Velindre
Description
Scanning requirement to Cardiff and Vale University Health Board and Velindre University NHS Trust.
Lot value (estimated)
- £375,000 excluding VAT
- £450,000 including VAT
Contract dates (estimated)
- 1 October 2025 to 31 March 2028
- Possible extension to 31 March 2030
- 4 years, 6 months
Description of possible extension:
To be invoked in annual tranches, to be reviewed on an annual basis.
Same for all lots
CPV classifications and contract locations are shown in the Scope section, because they are the same for all lots.
Lot 3A. Restoration - C&V and VEL
Description
Restoration - Ad hoc Lot, to be utilised as and when there is a requirement.
(N.B. - This lot may not be a requirement within the duration of the contract) for Cardiff and Vale University Health Board & Velindre University NHS Trust
Lot value (estimated)
- £200,000 excluding VAT
- £240,000 including VAT
Contract dates (estimated)
- 1 October 2025 to 31 March 2028
- Possible extension to 31 March 2030
- 4 years, 6 months
Description of possible extension:
To be invoked in annual tranches, to be reviewed on an annual basis.
Same for all lots
CPV classifications and contract locations are shown in the Scope section, because they are the same for all lots.
Lot 3B. Restoration - NWSSP
Description
Restoration - Ad hoc Lot, to be utilised as and when there is a requirement for Primary Care Services (NWSSP)
Lot value (estimated)
- £175,000 excluding VAT
- £210,000 including VAT
Contract dates (estimated)
- 1 October 2025 to 31 March 2028
- Possible extension to 31 March 2030
- 4 years, 6 months
Description of possible extension:
To be invoked in annual tranches, to be reviewed on an annual basis.
Same for all lots
CPV classifications and contract locations are shown in the Scope section, because they are the same for all lots.
Participation
Legal and financial capacity conditions of participation
Lot 1B. Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents (NWSSP)
As per tender documentation
Lot 1C. Storage, Collection, Transportation & Destruction of Documents - PHW
Lot 3B. Restoration - NWSSP
As per tender documents.
Lot 2. Scanning - Cardiff and Vale & Velindre
Lot 3A. Restoration - C&V and VEL
As per tender documents
Technical ability conditions of participation
Lot 1B. Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents (NWSSP)
As per tender documentation
Lot 1C. Storage, Collection, Transportation & Destruction of Documents - PHW
Lot 3B. Restoration - NWSSP
As per tender documents.
Lot 2. Scanning - Cardiff and Vale & Velindre
Lot 3A. Restoration - C&V and VEL
As per tender documents
Particular suitability
Lot 1A. Storage, Collection, Transportation & Destruction of Documents (C&V / VEL)
Lot 1B. Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents (NWSSP)
Lot 1C. Storage, Collection, Transportation & Destruction of Documents - PHW
Lot 2. Scanning - Cardiff and Vale & Velindre
Lot 3A. Restoration - C&V and VEL
Lot 3B. Restoration - NWSSP
- Small and medium-sized enterprises (SME)
- Voluntary, community and social enterprises (VCSE)
Submission
Enquiry deadline
22 May 2025, 2:00pm
Tender submission deadline
28 May 2025, 2:00pm
Submission address and any special instructions
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
30 June 2025
Award criteria
Lot 1A. Storage, Collection, Transportation & Destruction of Documents (C&V / VEL)
Lot 1B. Storage, Retrieval, Destruction & Scanning of Multi Health Board Documents (NWSSP)
| Name | Description | Type | Weighting |
|---|---|---|---|
| Future growth for physical storage | What is the capacity for potential future growth? This will be scored on a sliding scale, with scope for 50% growth gaining the maximum score and lower growth being allocated lower scores. |
Quality | 15.00% |
| Capacity of proposed storage site. | Bidder is expected to provide the size and capacity of the site being proposed for storage of documents. Information is to be provided regarding the operation within the site is to be detailed, i.e... |
Quality | 14.00% |
| Implementation | How will the Bidder communicate with the incumbent supplier to facilitate the implementation of the contract i.e. moving documents from the incumbent's facility to the Bidder's proposed storage... |
Quality | 13.00% |
| Retrieval and transport of documents | How will the Bidder deal with ad hoc requests for retrieval and delivery of records? |
Quality | 10.00% |
| Proposed plan for successful bidder | Once you are in possession of the documents, what is the process plan from Day 1 onwards? |
Quality | 8.00% |
| Destruction | How will the bidder handle requests for destruction of documents? N.B - Documents are only to be destroyed upon request/instruction by the Health Board/Trust. |
Quality | 8.00% |
| Foundational Economy | What level of your business is made up solely Welsh employment? If you are a Welsh based supplier (company & storage site), please provide detail of how you contribute to boosting unemployment within... |
Quality | 7.50% |
| Carbon Footprint | NHS Wales wishes to reduce the carbon footprint of its supply chains with the aim of being net zero carbon by at the latest 2030. Please provide an overview of how your organisation is working towards... |
Quality | 7.50% |
| Business continuity | Due to a natural weather event, there has been a flood and a large proportion of the documents within your storage facility have been affected by significant water damage. Please provide a detailed... |
Quality | 7.00% |
| Environment | All records must be stored in an environment that protects them from: Damp Mould Pest damage. How will the bidder ensure that documents stored are protected from the potential risks above? |
Quality | 5.00% |
| Digital presence | Does your business provide an online portal for customers to access and track their items in storage? Please note, bidders who do not have this will be allocated a lower score. |
Quality | 5.00% |
Lot 1C. Storage, Collection, Transportation & Destruction of Documents - PHW
| Name | Description | Type | Weighting |
|---|---|---|---|
| Environment | All records must be stored in an environment that protects them from: Damp Mould Pest damage. How will the bidder ensure that documents stored are protected from the potential risks above? |
Quality | 25.00% |
| Business Continuity | Due to a natural weather event, there has been a flood and a large proportion of the documents within your storage facility have been affected by significant water damage. Please provide a detailed... |
Quality | 15.00% |
| Proposed plan for successful bidder | Once you are in possession of the documents, what is the process plan from Day 1 onwards? |
Quality | 10.00% |
| Retrieval and transport of documents | How will the Bidder deal with ad hoc requests for retrieval and delivery of records? |
Quality | 10.00% |
| Foundational Economy | What level of your business is made up solely Welsh employment? If you are a Welsh based supplier (company & storage site), please provide detail of how you contribute to boosting unemployment within... |
Quality | 7.50% |
| Carbon Footprint | NHS Wales wishes to reduce the carbon footprint of its supply chains with the aim of being net zero carbon by at the latest 2030. Please provide an overview of how your organisation is working towards... |
Quality | 7.50% |
| Capacity of proposed storage site. | Bidder is expected to provide the size and capacity of the site being proposed for storage of documents. Information is to be provided regarding the operation within the site is to be detailed, i.e... |
Quality | 5.00% |
| Implementation | How will the Bidder communicate with the incumbent supplier to facilitate the implementation of the contract i.e. moving documents from the incumbent's facility to the Bidder's proposed storage... |
Quality | 5.00% |
| Future growth for physical storage | What is the capacity for potential future growth? This will be scored on a sliding scale, with scope for 50% growth gaining the maximum score and lower growth being allocated lower scores. |
Quality | 5.00% |
| Digital Presence | Does your business provide an online portal for customers to access and track their items in storage? Please note, bidders who do not have this will be allocated a lower score. |
Quality | 5.00% |
| Destruction | How will the bidder handle requests for destruction of documents? N.B - Documents are only to be destroyed upon request/instruction by the Health Board/Trust. |
Quality | 5.00% |
Lot 2. Scanning - Cardiff and Vale & Velindre
| Name | Description | Type | Weighting |
|---|---|---|---|
| Business Continuity Plans | Should a power outage occur, please detail how you will maintain 'business as usual'. If there is to be a planned and unplanned period of downtime, how will you communicate this to the service and... |
Quality | 34.00% |
| Scanning of documents | Please provide the process of scanning documents into your system, from start to finish. In what format will the document(s) be returned to the Trust? |
Quality | 17.00% |
| Capacity | How will you deal with adhoc activity/unplanned requirements for scanning? |
Quality | 17.00% |
| Cloud Storage | Bidders are required to provide detail about their cloud storage system. |
Quality | 17.00% |
| Foundational Economy | What level of your business is made up solely Welsh employment? If you are a Welsh based supplier (company & storage site), please provide detail of how you contribute to boosting unemployment within... |
Quality | 7.50% |
| Carbon Footprint | NHS Wales wishes to reduce the carbon footprint of its supply chains with the aim of being net zero carbon by at the latest 2030. Please provide an overview of how your organisation is working towards... |
Quality | 7.50% |
Lot 3A. Restoration - C&V and VEL
Lot 3B. Restoration - NWSSP
| Name | Description | Type | Weighting |
|---|---|---|---|
| Disaster Recovery Plans | What are your disaster recovery plans in response to documents in storage that have been damaged by natural and unnatural causes., i.e. flood, fire, vandalism. |
Quality | 55.00% |
| Restoration Process | What is your restoration process for documents that have been damaged due to a natural or unnatural cause? |
Quality | 25.00% |
| Foundational Economy | Are there any elements of outsourcing within your business, that are solely supplied to local businesses? What are your expansion plans for the next 5 years, providing detail of how this will provide... |
Quality | 10.00% |
| Carbon Footprint | NHS Wales wishes to reduce the carbon footprint of its supply chains with the aim of being net zero carbon by at the latest 2030. Please provide an overview of how your organisation is working towards... |
Quality | 10.00% |
Other information
Payment terms
NHS Wales NO PO NO PAY policy applies to this tender. Payments are to be made within 30 days of receipt of invoice.
Applicable trade agreements
- Government Procurement Agreement (GPA)
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Open procedure
Contracting authorities
Cardiff and Vale University Health Board
- NHS Organisation Data Service: 7A4
Woodland House
Cardiff
CF14 4HH
United Kingdom
Contact name: Bethan Dyke
Telephone: +442921500836
Email: bethan.dyke@wales.nhs.uk
Website: http://nwssp.nhs.wales/ourservices/procurement-services/
Region: UKL22 - Cardiff and Vale of Glamorgan
Organisation type: Public authority - central government
Devolved regulations that apply: Wales
NHS Wales Shared Services Partnership
- NHS Organisation Data Service: RQF
4-5 Charnwood Court, Heol Billingsley, Parc Nantgarw
Natgarw
CF15 7QZ
United Kingdom
Contact name: Bethan
Telephone: +442921500836
Email: bethan.dyke@wales.nhs.uk
Website: http://nwssp.nhs.wales/ourservices/procurement-services/
Region: UKL15 - Central Valleys
Organisation type: Public undertaking (commercial organisation subject to public authority oversight)
Devolved regulations that apply: Wales