Scope
Description
Provision of specialist advice and guidance to staff and patients regarding their financial situations and potential opportunities to maximise income.
Total value (estimated)
- £236,154 excluding VAT
- £283,384.80 including VAT
Above the relevant threshold
Contract dates (estimated)
- 1 January 2026 to 31 December 2026
- Possible extension to 31 December 2028
- 3 years
Description of possible extension:
2 x 12 month extensions pending project success and budget approval
Main procurement category
Services
CPV classifications
- 79412000 - Financial management consultancy services
- 66171000 - Financial consultancy services
- 66523000 - Pension fund consultancy services
Participation
Particular suitability
- Small and medium-sized enterprises (SME)
- Voluntary, community and social enterprises (VCSE)
Submission
Enquiry deadline
29 October 2025, 12:00pm
Tender submission deadline
7 November 2025, 12:00pm
Submission address and any special instructions
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
4 December 2025
Award criteria
| Name | Description | Type | Weighting |
|---|---|---|---|
| Quality | 70% |
Quality | 70.00% |
| Price | 30% |
Price | 30.00% |
Other information
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Open procedure
Justification for not publishing a preliminary market engagement notice
Time constraints
Contracting authority
Northumbria Healthcare NHS Foundation Trust
- Public Procurement Organisation Number: PLMV-4859-MQXP
Northumbria House, Unit 7 & 8 Silver Fox Way, Cobalt Business Park
North Shields,
NE27 0QJ
United Kingdom
Region: UKC22 - Tyneside
Organisation type: Public authority - central government