Award

Improve Financial Management reporting using PowerBI

NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST

This public procurement record has 1 release in its history.

Award

11 Dec 2023 at 11:00

Award Notice
Summary of the contracting process

The Northumbria Healthcare NHS Foundation Trust has awarded a contract for the provision of financial consultancy services. The title of the procurement project is "Improve Financial Management reporting using PowerBI". The contract value is £16,150 GBP. The procurement method used was an open procedure. The contract period is from 22nd January 2024 to 20th February 2024. The tender period ended on 7th November 2023. The buying organisation is Northumbria Healthcare NHS Foundation Trust located in Newcastle Upon Tyne. The industry category is financial consultancy services.

This tender presents an opportunity for small and medium-sized enterprises (SMEs) and voluntary, community and social enterprise organisations (VCSEs) to compete. Businesses in the financial consultancy services sector would be well-suited to bid for this contract. The tender aims to improve financial management reporting across the Trust using PowerBI, requiring a team rather than an individual for on-site support. Interested businesses should ensure compliance with the procurement method details of the open procedure and align with the contract period from January to February 2024.

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Notice Information

Notice Title

Improve Financial Management reporting using PowerBI

Notice Description

We are seeking an on-site multiple weeks' worth of onsite support. We are looking to recruit a small team and not just an individual. We already have PowerBI licenses for this. Training day to summarise to be provided at the end. Background Our current reporting is from Oracle Financials. We wish to implement PowerBI to improve our Financial Management reporting across the Trust. This will include reporting from Trust Board level down to individual budget holders. We already have PowerBI licences available from our Trust IT department. The Trust is organised into Business Units with devolved financial management responsibilities. - example Business Units (BU's) are Medicine, Surgery, Corporate etc We have 2 fully-owned subsidiaries, NHFML Ltd (provides Estates, Facilities, new builds etc) and NPC Ltd (a group of GP Practices) - hence, we have 3 Orgs in Oracle: Trust, NHFM & NPC Reports are either for the Group i.e. exclude inter-company balances or for BU's which include inter-company balances Our reporting hierarchy goes from Trust to BU to Directorate to Department to Cost Centre Our typical budget holder reports are Budget / Actual / Variance for both in-month and year to date, plus WTE budget and actual in-month 1 Improve monthly Finance reporting to BU Boards Help design improved / standardised month-end BU Board / Specialty / Directorate PS / WTE reports to e.g. Medicine BU Board To include appropriate summarised info / visuals on WTE/PS/trends etc To include normalisation of previous periods by stripping out certain cost centre / subjective / PS values Setup Trustwide "base" PS / WTE data with lookups to standard hierarchies 2 Improve monthly Budget Holder reporting a) Help design improved / standardised reports to include appropriate info / visuals on WTE/PS/trends etc b) Setup daily refresh of Trustwide "base" PS / WTE data from Days 0 to 5 c) Budget holders to see only their cost centres 3 Improve Trust Board reports Setup Group BU Finance Reports to get budgets / actuals for Finance Director & details underlying this for Finance Managers 4 Train in-house "experts" in PowerBI Train up to 10 in-house staff so they can setup & amend new reports/visuals/dashboards. We are looking to have onsite support and training from the provider at Northumbria House, Unit 7/8 silverfox way, cobalt business park, Newcastle, NE27 0QJ. We are looking to have this support on site for up to one week, for any questions that may arise within the week for onsite training.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-98348f82-0430-473b-9e6d-a7a46cd94163
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/f0f87572-dd90-4077-a7f0-6d749b91c55c
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME, VCSE
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66171000 - Financial consultancy services

Notice Value(s)

Tender Value
£16,150 Under £100K
Lots Value
Not specified
Awards Value
£16,150 Under £100K
Contracts Value
Not specified

Notice Dates

Publication Date
11 Dec 20232 years ago
Submission Deadline
7 Nov 2023Expired
Future Notice Date
Not specified
Award Date
11 Dec 20232 years ago
Contract Period
22 Jan 2024 - 20 Feb 2024 30 days
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
NEWCASTLE UPON TYNE
Postcode
NE27 0QJ
Post Town
Newcastle upon Tyne
Country
England
Major Region (ITL 1)
TLC North East (England)
Basic Region (ITL 2)
TLC4 Northumberland, Durham and Tyne & Wear
Small Region (ITL 3)
TLC43 Tyneside
Delivery Location
Not specified
Local Authority
North Tyneside
Electoral Ward
Shiremoor
Westminster Constituency
Tynemouth

Supplier Information

Number of Suppliers
1
Supplier Name

TRUSTMARQUE SOLUTIONS

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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