External Finance Support

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-060280-2026-02-11T11:28:16Z",
    "date": "2026-02-11T11:28:16Z",
    "ocid": "ocds-h6vhtk-060280",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PXWV-6492-CGMN",
            "name": "NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PXWV-6492-CGMN"
            },
            "address": {
                "streetAddress": "Woodland House, Second Floor, Maes y Coed Road",
                "locality": "Cardiff",
                "postalCode": "CF14 4HH",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKL22"
            },
            "contactPoint": {
                "name": "Gracie Westlake",
                "email": "gracie.westlake@wales.nhs.uk",
                "telephone": "+442921500801"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "url": "http://nwssp.nhs.wales/ourservices/procurement-services/",
                "classifications": [
                    {
                        "id": "publicAuthoritySubCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - sub-central government"
                    },
                    {
                        "id": "GB-WLS",
                        "scheme": "UK_CA_DEVOLVED_REGULATIONS",
                        "description": "Welsh devolved regulations apply"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-56479",
            "name": "NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)",
            "identifier": {
                "legalName": "NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)"
            },
            "address": {
                "streetAddress": "Woodland House, Maes-y-coed Road",
                "locality": "Cardiff",
                "region": "UK",
                "postalCode": "CF14 4HH",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Lowri Crossman",
                "telephone": "+44 2921501500",
                "email": "Lowri.Crossman@wales.nhs.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "url": "http://nwssp.nhs.wales/ourservices/procurement-services/",
                "buyerProfile": "https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA0221",
                "classifications": [
                    {
                        "id": "BODY_PUBLIC",
                        "scheme": "TED_CA_TYPE",
                        "description": "Body governed by public law"
                    },
                    {
                        "id": "01",
                        "scheme": "COFOG",
                        "description": "General public services"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-174163",
            "name": "MCKINSEY & COMPANY INC UNITED KINGDOM",
            "identifier": {
                "legalName": "MCKINSEY & COMPANY INC UNITED KINGDOM"
            },
            "address": {
                "streetAddress": "The Post Building , 100 Museum Street",
                "locality": "London",
                "region": "UK",
                "postalCode": "WC1A1PB",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "email": "tenderadmin@mckinsey.com"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "GB-FTS-111",
            "name": "High Court",
            "identifier": {
                "legalName": "High Court"
            },
            "address": {
                "streetAddress": "Royal Courts of Justice, The Strand",
                "locality": "London",
                "postalCode": "WC2A 2LL",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 2079477501"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "id": "GB-FTS-56479",
        "name": "NHS Wales Shared Services Partnership-Procurement Services (hosted by Velindre University NHS Trust)"
    },
    "planning": {
        "milestones": [
            {
                "id": "engagement",
                "type": "engagement",
                "description": "Given the urgency of the tender, market research was undertaken directly by the end user.",
                "dateMet": "2026-01-08T00:00:00+00:00",
                "status": "met"
            }
        ],
        "documents": [
            {
                "id": "001731-2026",
                "documentType": "marketEngagementNotice",
                "noticeType": "UK2",
                "description": "Preliminary market engagement notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/001731-2026",
                "datePublished": "2026-01-09T10:42:03Z",
                "format": "text/html"
            }
        ]
    },
    "tender": {
        "id": "CAV-MIN-61737",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "External Finance Support",
        "description": "This contract commissions time-limited external support to assist Cardiff and Vale University Health Board in responding to a significant and worsening financial position while operating under Welsh Government oversight and escalation arrangements. The Health Board is forecasting a 56.2m GBP deficit in 2025/26, compared to a 27.7m GBP deficit outturn in 2024/25, and faces a material underlying financial gap in 2026/27 that cannot be addressed through business-as-usual savings alone. In the context of the 2026/27 planning round and the requirement to demonstrate a credible medium-term route to financial sustainability, the Board has agreed to commission independent support to identify the scale and nature of change required to alter the current financial trajectory. The purpose of the assignment is to develop a finite, decision-grade set of approximately five to seven high-impact options that explicitly set out what activity, services or sites would need to slow, stop, be consolidated, decommissioned or traded off in order to materially improve the financial position in 2026/27 and demonstrate a credible path to medium-term financial balance. The focus is on making the consequences of affordability explicit rather than developing narrative strategies, consensus or recommendations on preferred options. Each option must be articulated in granular operational terms, including affected services or sites, the nature of the change, workforce implications linked directly to service and activity change (including WTE impact), financial impact and phasing, delivery dependencies and constraints, and key risks and trade-offs including impacts on access, quality, safety and workforce. Options must clearly distinguish between what could realistically contribute in 2026/27 and what would deliver benefit in later years. The work will complement existing internal savings programmes, bring independent challenge and judgement, avoid optimism bias and untested productivity assumptions, and be delivered at pace within a tight timeframe. Outputs must be suitable for Board consideration and engagement with Welsh Government. The external support will provide analysis and option appraisal only, with all substantive outputs completed by no later than 31 March 2026.",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "79412000",
                        "description": "Financial management consultancy services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UK",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UKL22"
                    }
                ],
                "relatedLot": "1",
                "deliveryLocation": {
                    "description": "Cardiff"
                }
            }
        ],
        "value": {
            "amountGross": 1800000,
            "amount": 1500000,
            "currency": "GBP"
        },
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "lots": [
            {
                "id": "1",
                "contractPeriod": {
                    "startDate": "2026-02-28T00:00:00+00:00",
                    "endDate": "2026-02-28T23:59:59+00:00"
                },
                "status": "cancelled",
                "description": "This contract commissions time-limited external support to assist Cardiff and Vale University Health Board in responding to a significant and worsening financial position while operating under Welsh Government oversight and escalation arrangements. The Health Board is forecasting a 56.2m GBP deficit in 2025/26, compared to a 27.7m GBP deficit outturn in 2024/25, and faces a material underlying financial gap in 2026/27 that cannot be addressed through business-as-usual savings alone. In the context of the 2026/27 planning round and the requirement to demonstrate a credible medium-term route to financial sustainability, the Board has agreed to commission independent support to identify the scale and nature of change required to alter the current financial trajectory. The purpose of the assignment is to develop a finite, decision-grade set of approximately five to seven high-impact options that explicitly set out what activity, services or sites would need to slow, stop, be consolidated, decommissioned or traded off in order to materially improve the financial position in 2026/27 and demonstrate a credible path to medium-term financial balance. The focus is on making the consequences of affordability explicit rather than developing narrative strategies, consensus or recommendations on preferred options. Each option must be articulated in granular operational terms, including affected services or sites, the nature of the change, workforce implications linked directly to service and activity change (including WTE impact), financial impact and phasing, delivery dependencies and constraints, and key risks and trade-offs including impacts on access, quality, safety and workforce. Options must clearly distinguish between what could realistically contribute in 2026/27 and what would deliver benefit in later years. The work will complement existing internal savings programmes, bring independent challenge and judgement, avoid optimism bias and untested productivity assumptions, and be delivered at pace within a tight timeframe. Outputs must be suitable for Board consideration and engagement with Welsh Government. The external support will provide analysis and option appraisal only, with all substantive outputs completed by no later than 31 March 2026",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Technical",
                            "type": "quality",
                            "description": "60"
                        },
                        {
                            "type": "price",
                            "description": "40"
                        }
                    ]
                },
                "hasOptions": false
            }
        ],
        "communication": {
            "futureNoticeDate": "2026-01-12T23:59:59+00:00"
        },
        "status": "complete",
        "classification": {
            "scheme": "CPV",
            "id": "79412000",
            "description": "Financial management consultancy services"
        },
        "procurementMethod": "selective",
        "procurementMethodDetails": "Restricted procedure",
        "coveredBy": [
            "GPA"
        ]
    },
    "language": "en",
    "description": "This Procurement was undertaken via mini-competition and therefore, the Health Board is issuing an 4 day voluntary standstill period which is expected to end at midnight at the end of Monday 16th February 2026 that being the 4th working day after the day on which a notice is being sent by electronic means to all relevant bidders (i.e. counting the day after the sending as day 1). (WA Ref:161454)",
    "awards": [
        {
            "id": "012299-2026-CAV-MIN-61737-1",
            "relatedLots": [
                "1"
            ],
            "status": "active",
            "suppliers": [
                {
                    "id": "GB-FTS-174163",
                    "name": "MCKINSEY & COMPANY INC UNITED KINGDOM"
                }
            ]
        }
    ],
    "contracts": [
        {
            "id": "012299-2026-CAV-MIN-61737-1",
            "awardID": "012299-2026-CAV-MIN-61737-1",
            "status": "active",
            "value": {
                "amount": 600000,
                "currency": "GBP"
            },
            "dateSigned": "2026-02-10T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "1",
                "measure": "bids",
                "relatedLot": "1",
                "value": 3
            },
            {
                "id": "2",
                "measure": "smeBids",
                "relatedLot": "1",
                "value": 0
            },
            {
                "id": "3",
                "measure": "foreignBidsFromEU",
                "relatedLot": "1",
                "value": 0
            },
            {
                "id": "4",
                "measure": "foreignBidsFromNonEU",
                "relatedLot": "1",
                "value": 1
            },
            {
                "id": "5",
                "measure": "electronicBids",
                "relatedLot": "1",
                "value": 3
            }
        ]
    }
}