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Income Maximisation

Northumbria Healthcare NHS Foundation Trust

This public procurement record has 2 releases in its history.

Award

25 Sep 2026 at 15:00

UK7 - Contract Details Notice
Tender

13 Oct 2025 at 14:18

UK4 - Tender Notice
Summary of the contracting process

Northumbria Healthcare NHS Foundation Trust procured specialist income-maximisation advice and guidance for its staff and patients. The service is intended to help people understand their financial circumstances and identify opportunities to increase their income. It falls within financial consultancy services, with related financial management and pension consultancy classifications. The awarded requirement was for income-maximisation consultancy. The named buyer is the Trust; the supplied service is associated with Citizens Advice Northumberland, based in Ashington. The procurement identifies a single lot and is suitable for small and medium-sized businesses and voluntary, community and social enterprises. Its focus is a dedicated advice service for people connected with the Trust, rather than general financial consultancy for unrelated clients.

The procurement is complete and the contract was awarded to Citizens Advice Northumberland. The award date was not recorded; the contract was signed on 28 August 2026. The contract period runs from 1 September 2026 to 31 August 2027, with two optional 12-month extensions, subject to the stated renewal terms; the maximum extent is 31 August 2029. The contract is valued at £151,286.92 excluding VAT (£181,544.30 including VAT). The original estimated value was £236,154 excluding VAT (£283,384.80 including VAT). The Trust used an open procedure. It was a single-lot procurement, evaluated on quality (70%) and price (30%). The tender deadline was 7 November 2025 and the enquiry deadline was 29 October 2025.

For suppliers assessing future income-maximisation work for Northumbria Healthcare NHS Foundation Trust, this award shows demand for specialist financial advice delivered directly to staff and patients. A credible competitor would need to demonstrate the ability to understand clients’ financial circumstances, identify relevant ways to maximise income, and provide clear, specialist guidance. The contracted service places weight on face-to-face client work: the supplier is expected to spend half its time liaising with clients on site. It also requires prompt initial triage and client contact, to confirm circumstances and urgency within two working days, followed by arranging a first full advice appointment within five to ten working days. Strong evidence of service quality and responsive client delivery would be central to competing, as quality carried substantially more evaluation weight than price. The awarded provider is Citizens Advice Northumberland.

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Notice Information

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

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05ae5a
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/091078-2026
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
UK7 - Contract Details 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

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

CPV Codes

66170000 - Financial consultancy, financial transaction processing and clearing-house services

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
£151,286 £100K-£500K

Notice Dates

Publication Date
25 Sep 20261 months ago
Submission Deadline
7 Nov 2025Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Sep 2026 - 31 Aug 2027 6-12 months
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Active
Contracts Status
Active

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
NORTH SHIELDS,
Postcode
NE27 0QJ
Postcode Area
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

Citizens Advice Northumberland

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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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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