Financial Assurance Framework

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-05f47c-2026-03-18T10:14:29Z",
    "date": "2026-03-18T10:14:29Z",
    "ocid": "ocds-h6vhtk-05f47c",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PRLZ-1599-JGTT",
            "name": "NHS Business Services Authority",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PRLZ-1599-JGTT"
            },
            "address": {
                "streetAddress": "Stella House, Goldcrest Way, Newburn Riverside",
                "locality": "Newcastle upon Tyne",
                "postalCode": "NE15 8NY",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKC22"
            },
            "contactPoint": {
                "name": "Steven Saville",
                "email": "commercialservicesteam@nhsbsa.nhs.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://www.nhsbsa.nhs.uk/",
                "classifications": [
                    {
                        "id": "publicAuthorityCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - central government"
                    }
                ]
            }
        },
        {
            "id": "GB-PPON-PMQG-9965-CHZR",
            "name": "Department of Health & Social Care",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PMQG-9965-CHZR"
            },
            "address": {
                "streetAddress": "39 Victoria Street",
                "locality": "London",
                "postalCode": "SW1H 0EU",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI32"
            },
            "contactPoint": {
                "name": "Steven Saville",
                "email": "commercialservicesteam@nhsbsa.nhs.uk"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "https://www.gov.uk/government/organisations/department-of-health-and-social-care",
                "classifications": [
                    {
                        "id": "publicAuthorityCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - central government"
                    }
                ]
            }
        }
    ],
    "buyer": {
        "id": "GB-PPON-PMQG-9965-CHZR",
        "name": "Department of Health & Social Care"
    },
    "planning": {
        "milestones": [
            {
                "id": "engagement",
                "type": "engagement",
                "description": "Financial and Commercial Assurance Procurement: Request for Information (RFI) Background to the project The aim of this pre-market engagement exercise is to prepare for a potential tendering exercise to procure commercial and financial assurance advisors to support the NHS Business Services Authority (NHSBSA), both in the delivery of major transformation programmes and projects, and the ongoing development of future commercial and finance business functions. The current requirements are to provide specialist advice, assurance and support for the strategic delivery of large-scale and complex procurement and sourcing programmes. These programmes which are aligned to critical national infrastructure and to the ongoing delivery and future transformation of high-profile NHS administration services. The objectives of the RFI are to help the NHSBSA: * gain insight into the supplier market * increase knowledge and understanding of potential procurement routes available * gain understanding of how suppliers may deliver services to support our goals * gain understanding of the potential commercial and pricing models available The NHSBSA intends to deliver a presentation to interested parties on the 14th of January 2026 at 14:00-16:00 and will ask for responses to our RFI document by the 23rd of January 2026. There is a maximum of 2 representatives from any one organisation permitted to attend. Interested parties can contact Steven Saville the Commercial Lead for the aforementioned meeting link which will be delivered using Teams. The slide deck and RFI pack will be made available for interested parties to download via the Atamis e-tendering system. https://atamis.cloudforce.com/",
                "dueDate": "2026-01-23T23:59:59Z",
                "status": "scheduled"
            }
        ],
        "documents": [
            {
                "id": "082321-2025",
                "documentType": "marketEngagementNotice",
                "noticeType": "UK2",
                "description": "Preliminary market engagement notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/082321-2025",
                "datePublished": "2025-12-12T10:14:34Z",
                "format": "text/html"
            },
            {
                "id": "000947-2026",
                "documentType": "plannedProcurementNotice",
                "noticeType": "UK3",
                "description": "Planned procurement notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/000947-2026",
                "datePublished": "2026-01-07T10:37:07Z",
                "format": "text/html"
            }
        ]
    },
    "tender": {
        "id": "C422418",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Financial Assurance Framework",
        "description": "NHS Business Services Authority is seeking to procure a framework for the provision of Financial Assurance to support, both in the delivery of major Transformation programmes and projects and the on-going development of the Commercial and Finance business functions. This requirement is to provide specialist advice, assurance and support to the strategic delivery of large-scale and complex procurement and sourcing programmes which are aligned to critical national infrastructure and to the on-going delivery and future transformation of high-profile NHS administration services, while also raising the skills and expertise of the inhouse teams.",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66171000",
                        "description": "Financial consultancy services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "79411000",
                        "description": "General management consultancy services"
                    }
                ],
                "relatedLot": "1",
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amountGross": 24000000,
            "amount": 20000000,
            "currency": "GBP"
        },
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "techniques": {
            "hasFrameworkAgreement": true,
            "frameworkAgreement": {
                "maximumParticipants": 2,
                "method": "withAndWithoutReopeningCompetition",
                "periodRationale": "Whilst some of the projects that will require financial assurance from the suppliers appointed to this framework are unknown, they are likely to be complex and potentially exceed a 4-year term. Financial advisory services often support multi-phase projects (e.g. digital transformation projects) that can last 5-10 years. The continuity of advice is critical to maintain strategic direction, avoid duplication, reduce onboarding costs and allow for a robust knowledge transfer process. Successful bidding organisations are likely to develop financial models, risk assessments, and provide assurance on projects that evolve over significant time periods. A longer framework therefore allows for stable supplier relationships and improved market engagement. In addition, the 6-year term will reduce procurement overheads for both bidding organisations and the Authority and allow for economies of scale in advisory services.",
                "type": "open",
                "buyerCategories": "DHSC",
                "description": "As per tender documentation"
            }
        },
        "lots": [
            {
                "id": "1",
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-08-14T00:00:00+01:00",
                    "endDate": "2032-08-13T23:59:59+01:00",
                    "maxExtentDate": "2032-06-30T23:59:59+01:00"
                },
                "hasRenewal": true,
                "status": "active",
                "value": {
                    "amountGross": 24000000,
                    "amount": 20000000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "price",
                            "name": "PQP",
                            "description": "PQP Method as per the tender documentation",
                            "numbers": [
                                {
                                    "number": 100,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "selectionCriteria": {
                    "criteria": [
                        {
                            "type": "economic",
                            "description": "As per tender documentation"
                        },
                        {
                            "type": "technical",
                            "description": "As per tender documentation"
                        }
                    ]
                }
            }
        ],
        "communication": {
            "futureNoticeDate": "2026-02-22T23:59:59Z"
        },
        "status": "active",
        "procurementMethod": "open",
        "procurementMethodDetails": "Competitive flexible procedure",
        "procedure": {
            "isAccelerated": true,
            "acceleratedRationale": "Qualifying planned procurement notice",
            "features": "This Competitive Flexible Procedure (CFP) is designed upon using a PSQ as a first phase to down select the number of suppliers using Conditions of Participation and scored technical questions ahead of inviting final tenders via the ITT. Upon conclusion of the procurement exercise the NHS Business Services Authority (NHSBSA) will award a framework for a term of 6 years to 2 successful suppliers in accordance with Section 45 of the Procurement Act 2023."
        },
        "submissionMethodDetails": "Interested parties must register an interest and access the procurement documents via the eSourcing portal Atamis: https://health-family.force.com/s/Welcome Search within the opportunities using system reference C422418 and follow the instructions to register an interest. Once registered, Suppliers will be able to view and access the full tender documentation.",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "expressionOfInterestDeadline": "2026-03-08T12:00:00Z",
        "enquiryPeriod": {
            "endDate": "2026-04-14T12:00:00+01:00"
        },
        "awardPeriod": {
            "endDate": "2026-07-23T23:59:59+01:00"
        },
        "participationFees": [
            {
                "id": "ocds-h6vhtk-05f47c",
                "type": [
                    "win"
                ],
                "description": "N/A"
            }
        ],
        "tenderPeriod": {
            "endDate": "2026-04-20T12:00:00+01:00"
        },
        "documents": [
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest"
            },
            {
                "id": "024415-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/024415-2026",
                "datePublished": "2026-03-18T10:14:29Z",
                "format": "text/html"
            }
        ],
        "hasRecurrence": true,
        "recurrence": {
            "dates": [
                {
                    "startDate": "2032-03-18T23:59:59Z"
                }
            ]
        },
        "contractTerms": {
            "financialTerms": "As per the tender documentation"
        },
        "riskDetails": "* Changes in legislation or regulatory requirements * National policy changes affecting scope or timelines * Delays in providing data, access, or approvals Delays in external programme approvals. * Internal restructuring that may affect governance * Dependencies on other internal programmes or systems * Uncertainty in the quality or completeness of legacy data * Dependencies on other contractors or programmes * Potential changes in scope driven by external regulators Growth in the number and scale of programmes that the Authority and DHSC are required to support"
    },
    "language": "en"
}