Scope
Reference
HEIW-FTS-60572
Description
Health Education and Improvement Wales (HEIW) is seeking to establish a framework agreement for the supply of psychometric and diagnostic assessments and associated services to support leadership, personal, and team development across NHS Wales
The framework agreement will cover supply of assessments which focus on the following themed areas:
Personality Trait and Type
Team Role /Team Effectiveness
360° Leadership Assessment
Personal / Leadership Development e.g. emotional intelligence, strengths, values and motivations.
Leadership Effectiveness Combination Assessment
Services may include full or self-service assessment delivery, expert practitioner feedback, coaching, workshop facilitation, and practitioner training or accreditation.
The framework will run for three years, with the option to extend for a fourth year, and will be divided into themed Lots. There is no guaranteed value or volume of work.
Suppliers interested in this opportunity should refer to the tender documents available in the ITT for full details, scope, and submission requirements.
Commercial tool
Establishes a framework
Total value (estimated)
- £400,000 excluding VAT
- £480,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 1 February 2026 to 31 January 2029
- Possible extension to 31 January 2030
- 4 years
Description of possible extension:
The Framework Agreement will be for a period of 3 years, commencing on 01 February 2026 and ending 31 January 2029, with an option to extend for a further 1 years until 31 January 2030.
Main procurement category
Services
CPV classifications
- 80000000 - Education and training services
Contract locations
- UKL - Wales
Lot 1. 1a & 1b - Personality Trait and/or Type
Description
Lot 1a. - Personality Trait /Type Assessment - Self Service
Lot 1b. - Personality Trait /Type Assessment - Full Service
Please check the Invitation to Tender and specification for more details.
Lot value (estimated)
- £80,000 excluding VAT
- £96,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 2. 2a & 2b - Team Roles /Team effectiveness
Description
2a. Team roles / team effectiveness assessment - Self Service
2b. Team roles / team effectiveness assessment - Full Service
Please check the Invitation to Tender and specification for more details.
Lot value (estimated)
- £80,000 excluding VAT
- £96,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 3. 3a & 3b - 360° Leadership Assessment
Description
3a. 360° Leadership Assessment - Self Service
3b. 360° Leadership Assessment - Full Service
Please check the Invitation to Tender and specification for more details.
Lot value (estimated)
- £80,000 excluding VAT
- £96,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 4. 4a & 4b - Personal/ Leadership Development Assessment
Description
4a. Personal/ Leadership Development Assessment - Self Service
4b. Personal/ Leadership Development Assessment - Full Service
Please check the Invitation to Tender and specification for more details.
Lot value (estimated)
- £80,000 excluding VAT
- £96,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Lot 5. 5a - Leadership Effectiveness Combination Assessment
Description
Lot 5a - Full Service
Composite individualised assessment/ report to include:
-Traits and Drivers
- Leadership Styles - 180°
- Organisational Climate/Impact - 180°
- Leadership Behaviours - 360°
Lot value (estimated)
- £80,000 excluding VAT
- £96,000 including VAT
Framework lot values may be shared with other lots
Same for all lots
CPV classifications, contract locations and contract dates are shown in the Scope section, because they are the same for all lots.
Framework
Maximum number of suppliers
Unlimited
Maximum percentage fee charged to suppliers
0%
Further information about fees
N/A
Framework operation description
Please check the Invitation to Tender for more details.
Award method when using the framework
Without competition
Contracting authorities that may use the framework
Establishing party only
Participation
Legal and financial capacity conditions of participation
Lot 1. 1a & 1b - Personality Trait and/or Type
Lot 2. 2a & 2b - Team Roles /Team effectiveness
Lot 3. 3a & 3b - 360° Leadership Assessment
Lot 4. 4a & 4b - Personal/ Leadership Development Assessment
Please check the Invitation to Tender and specification for more details.
Lot 5. 5a - Leadership Effectiveness Combination Assessment
Please refer to ITT & Specification document for further details.
Technical ability conditions of participation
Lot 1. 1a & 1b - Personality Trait and/or Type
Lot 2. 2a & 2b - Team Roles /Team effectiveness
Lot 3. 3a & 3b - 360° Leadership Assessment
Lot 4. 4a & 4b - Personal/ Leadership Development Assessment
Please check the Invitation to Tender and specification for more details.
Lot 5. 5a - Leadership Effectiveness Combination Assessment
Please refer to ITT & Specification document for further details.
Submission
Enquiry deadline
12 November 2025, 12:00pm
Tender submission deadline
19 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)
1 January 2026
Recurring procurement
Publication date of next tender notice (estimated): 9 September 2029
Award criteria
| Name | Type | Weighting |
|---|---|---|
| Commercial | Price | 60.00% |
| Technical | Quality | 40.00% |
Other information
Payment terms
Payment terms are 30 days, all invoices must be submitted electronically and in line with NHS Wales' e-Trading Specification.
Applicable trade agreements
- Government Procurement Agreement (GPA)
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Open procedure
Justification for not publishing a preliminary market engagement notice
New Framework
Contracting authority
Health Education and Improvement Wales (HEIW)
- Public Procurement Organisation Number: PRNH-7564-JLCQ
Ty Dysgu Cefn Coed, Nantgarw,
Cardiff
CF15 7QQ
United Kingdom
Contact name: Lynsey Reynolds
Email: Lynsey.Reynolds3@wales.nhs.uk
Website: http://nwssp.nhs.wales/ourservices/procurement-services/
Region: UKL15 - Central Valleys
Organisation type: Public authority - central government
Devolved regulations that apply: Wales
Other organisation
These organisations are carrying out the procurement, or part of it, on behalf of the contracting authorities.
NHS Wales Shared Services Partnership (hosted by Velindre University NHS Trust
Summary of their role in this procurement: Managing Procurement
- Public Procurement Organisation Number: PXWV-6492-CGMN
4-5 Charnwood Court
Cardiff
CF15 7QZ
United Kingdom
Contact name: Lynsey Reynolds
Email: lynsey.reynolds3@wales.nhs.uk
Website: http://nwssp.nhs.wales/ourservices/procurement-services/
Region: UKL15 - Central Valleys