Tender

Income Maximisation

NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST

This public procurement record has 1 release in its history.

Tender

13 Oct 2025 at 13:18

Summary of the contracting process

The Northumbria Healthcare NHS Foundation Trust is initiating a procurement process under the Open procedure for the provision of "Income Maximisation" services. This tender seeks to secure specialist advice and guidance for staff and patients concerning financial management, consultancy, and pension fund services. The process is currently in the Tender stage, with the submission deadline set for 7th November 2025. Prospective participants can make enquiries until 29th October 2025, and the award is anticipated to be finalised by 4th December 2025. The project will take place in North Shields, United Kingdom, and falls under the services industry category, specifically financial management consultancy services. The total contract value is grossly estimated at £283,384.8.

This tender provides a growth opportunity for businesses specialising in financial consultancy, especially those with expertise in income maximisation, pension fund strategies, and financial management consultancy. Small and medium-sized enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) are particularly encouraged to apply, as the tender's suitability criteria expressly include these types of organisations. Businesses that can deliver high-quality services balanced with competitive pricing, as indicated by the award criteria of 70% quality and 30% price, will be well-placed to take advantage of this opportunity. The contract is set to commence on 1st January 2026 and may extend up to four years, providing stability and potential long-term growth for successful bidders.

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Notice Title

Income Maximisation

Notice Description

Provision of specialist advice and guidance to staff and patients regarding their financial situations and potential opportunities to maximise income.

Lot Information

Lot 1

Renewal: 2 x 12 month extensions pending project success and budget approval

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05ae59
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/064802-2025
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

79 - Business services: law, marketing, consulting, recruitment, printing and security


CPV Codes

66171000 - Financial consultancy services

66523000 - Pension fund consultancy services

79412000 - Financial management consultancy services

Notice Value(s)

Tender Value
£236,154 £100K-£500K
Lots Value
£236,154 £100K-£500K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
13 Oct 20254 months ago
Submission Deadline
7 Nov 2025Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Jan 2026 - 31 Dec 2026 6-12 months
Recurrence
Not specified

Notice Status

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

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
NORTH SHIELDS,
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

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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