Award

NHSScotland Healthcare Planner Framework 2018

NSS HEALTH FACILITIES SCOTLAND

This public procurement record has 4 releases in its history.

AwardUpdate

15 May 2025 at 00:00

Award

03 Dec 2021 at 00:00

TenderUpdate

18 Jan 2019 at 00:00

Tender

10 Dec 2018 at 00:00

Summary of the contracting process

The NHSScotland Healthcare Planner Framework 2018, facilitated by NSS Health Facilities Scotland based in Edinburgh, focuses on providing extensive healthcare planning services across Scotland, structured into two distinct lots for strategic and project-specific healthcare planning. This framework is a response to the evolution in NHSScotland's organisational needs, encompassing a wide range of services to support both regional and national healthcare planning requirements. The procurement process is currently in the contract stage, with significant contractual modifications declared on 15 May 2025, extending the framework's duration up to 24 months to allow for adaptation to the evolving NHSScotland capital project pipeline. The procurement, under the service category with CPV classification 71000000, adheres to a restricted process ensuring a selective approach to supplier engagement in the UKM region.

This framework presents substantial opportunities for firms, particularly those with expertise in health service planning and programme management, to engage with NHSScotland by offering strategic insight and operational project planning. Large consultancies such as Archus, Carnall Farrar, and SMEs like Buchan + Associates and KD Health are among the suppliers who have successfully engaged in this framework, indicating the scope for both large-scale and smaller specialised firms to thrive. With the potential for further framework extensions and the integration of upcoming systemic changes, this environment fosters growth opportunities for businesses adept at navigating strategic healthcare service demands within the UK. Businesses well-suited for participation should demonstrate robust experience in healthcare planning, and the ability to strategically adapt as NHSScotland's healthcare infrastructure requirements evolve.

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Notice Title

NHSScotland Healthcare Planner Framework 2018

Notice Description

This Framework will provide Healthcare Planner (HCP) services to Framework Customers on a call off basis. The role of the HCP is varied and will include a wide range of services to NHSScotland organisations across the whole of Scotland. This new framework is to be structured as 2 separate lots to provide additional scope to meet identified changes to the requirements of NHSScotland Organisations. The proposed scope therefore takes cognisance of systemic changes (E.G. a more formalised regional dimension to clinical service planning) in addition to demographic shifts and other drivers. To meet healthcare planning requirements at national, regional and territorial board levels, the new framework will need to be able to provide strategic / whole system healthcare planning as well a programme / project specific healthcare planning. It is anticipated that organisations will be able to support either Lots or both and the specific requirements for each are clearly detailed in the SOR.

Lot Information

NHSScotland Healthcare Planner Framework (2018) Lot 1

Lot 1: Strategic Health Service / Whole System Health Service Planning. The primary focus of this lot is to provide strategic health services planning on a National and Regional Territory basis. This Framework will provide Healthcare Planner services to Framework Customers (as further described in the Statement of Requirement (SOR)) on a call-off basis. The role of the Healthcare Planner is varied and will include a wide range of services to NHSScotland organisations across the whole of Scotland. This new framework is to be structured as two separate lots to provide additional scope to meet identified changes to the requirements of NHSScotland Organisations. The proposed scope therefore takes cognisance of systemic changes (for example a more formalised North, East, and West regional dimension to clinical service planning and the national Elective Care programme) in addition to demographic shifts and other drivers. To meet healthcare planning requirements at national, regional and territorial board levels, the new framework will need to be able to provide strategic / whole system healthcare planning as well a programme / project specific healthcare planning. It is anticipated that organisations will be able to support either Lot 1 or Lot 2 or both and the specific requirements for each are clearly detailed in the SOR. In addition, the provision of business case support will be a service included in Lot 1. The requirements of NHSScotland organisations for the procurement of healthcare planning services encompass the wide spectrum of healthcare and social services provision. In order to provide the full range of consultancy expertise the framework has been divided into two distinct lots (It is acknowledged that there will be overlaps between the lots in the provision of services and also that some services may also benefit from the appointment of a Lead Advisor (LA).. ESPD Technical Envelope Section on Technical and Professional Ability - Questions 4C.1.2, 4C.2, 4C.8.1 and 4C 8.2 must be answered. The scoring and evaluation mechanism is further described in the Scoring Questions Evaluation Guidance document which is attached to the ESPD.

NHSScotland Healthcare Planner Framework (2018) Lot 1 & 2

Extension to NHSScotland Healthcare Planner lot 1 & 2 framework framework for a duration up to a maximum of 24 months. A VEAT notification was published previously. The current level of uncertainty in the future NHSScotland capital pipeline is resulting in a position of being unable to scope a successor arrangement to the current Healthcare Planner framework. There is no certainty in the type and scale of projects beyond the short term (1-2 years) focus on lower value backlog maintenance projects as part of the NHSScotland Business Continuity Planning With a replacement to the Frameworks Scotland 3 delivery model currently being scoped, any potential replacement Healthcare Planner framework will require to be linked to the final outcomes of this new construction delivery model. For example, if the new project delivery model seeks to adopt contract alliancing principles, this could result in the requirement of specific contract conditions for Healthcare Planner contracts being required which are yet unknown. Furthermore, this could result in appointment and delivery of the Healthcare Planner services moving to a more regional approach as opposed to the current national approach. The future requirements will not be able to be determined until the successor to Frameworks Scotland 3 strategy and recommendations are completed and approved. This is currently programmed for March 2026. It is anticipated, that by extending the framework by up to a maximum period for 24 months, this will allow for greater clarity around future pipeline and service needs. This should enable a future procurement to have an increased level of pipeline certainty. Due to the cancellation and pausing of projects over the last 9-12 months, combined with the reduction in activity during the pandemic between 2020-2022, the anticipated spend through Healthcare Planner framework lots has been significantly below the stated contract value within the published Contract Notice. It is therefore anticipated that any future call-off from the framework during the 24-month extension period, would still not exceed the original value in the Contract Notice. It is anticipated that the volume of activity will be limited by the current capital and financial constraints. Furthermore, the Scottish Government are currently developing the Service Reform Framework which is due for publication later in 2025 and therefore it would be sensible to understand the outcomes and recommendations to be incorporated into any new Healthcare Planner framework replacement. In the event of a significant change in the current and anticipated short term capital position and or service planning pipeline, a new procurement can commence to enable a new framework. The Framework extension will end on lot 1 - 30/04/2027 and lot 2 - 05/09/2027 or sooner if a successor arrangement is in place before that date.

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000562522
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY530399
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F20 - Modification Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure
Tender Suitability
Not specified
Awardee Scale
Large, SME

Common Procurement Vocabulary (CPV)

CPV Divisions

45 - Construction work

71 - Architectural, construction, engineering and inspection services


CPV Codes

45000000 - Construction work

71000000 - Architectural, construction, engineering and inspection services

71200000 - Architectural and related services

71210000 - Advisory architectural services

71220000 - Architectural design services

71221000 - Architectural services for buildings

71222000 - Architectural services for outdoor areas

71222100 - Urban areas mapping services

71222200 - Rural areas mapping services

71223000 - Architectural services for building extensions

71230000 - Organisation of architectural design contests

Notice Value(s)

Tender Value
£5,000,000 £1M-£10M
Lots Value
£55,000,000 £10M-£100M
Awards Value
Not specified
Contracts Value
£5,000,000 £1M-£10M

Notice Dates

Publication Date
15 May 20259 months ago
Submission Deadline
25 Jan 2019Expired
Future Notice Date
Not specified
Award Date
18 Nov 20205 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
NSS HEALTH FACILITIES SCOTLAND
Contact Name
Neil Gardiner, Steven Sanzone
Contact Email
hfsframeworkscotland@nhs.net
Contact Phone
+44 1412071820

Buyer Location

Locality
EDINBURGH
Postcode
EH12 9EB
Post Town
Edinburgh
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM13 City of Edinburgh
Delivery Location
TLM Scotland

Local Authority
City of Edinburgh
Electoral Ward
Drum Brae/Gyle
Westminster Constituency
Edinburgh South West

Supplier Information

Number of Suppliers
5
Supplier Names

ARCHUS

BUCHAN + ASSOCIATES

CARNALL FARRAR

CURRIE & BROWN

KD HEALTH

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC339719
    NHSScotland Healthcare Planner Framework 2018 - This Framework will provide Healthcare Planner (HCP) services to Framework Customers on a call off basis. The role of the HCP is varied and will include a wide range of services to NHSScotland organisations across the whole of Scotland. This new framework is to be structured as 2 separate lots to provide additional scope to meet identified changes to the requirements of NHSScotland Organisations. The proposed scope therefore takes cognisance of systemic changes (E.G. a more formalised regional dimension to clinical service planning) in addition to demographic shifts and other drivers. To meet healthcare planning requirements at national, regional and territorial board levels, the new framework will need to be able to provide strategic / whole system healthcare planning as well a programme / project specific healthcare planning. It is anticipated that organisations will be able to support either Lots or both and the specific requirements for each are clearly detailed in the SOR.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC434768
    NHSScotland Healthcare Planner Framework 2018 - This Framework will provide Healthcare Planner (HCP) services to Framework Customers on a call off basis. The role of the HCP is varied and will include a wide range of services to NHSScotland organisations across the whole of Scotland. This new framework is to be structured as 2 separate lots to provide additional scope to meet identified changes to the requirements of NHSScotland Organisations. The proposed scope therefore takes cognisance of systemic changes (E.G. a more formalised regional dimension to clinical service planning) in addition to demographic shifts and other drivers. To meet healthcare planning requirements at national, regional and territorial board levels, the new framework will need to be able to provide strategic / whole system healthcare planning as well a programme / project specific healthcare planning. It is anticipated that organisations will be able to support either Lots or both and the specific requirements for each are clearly detailed in the SOR.

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                "description": "Lot 1: Strategic Health Service / Whole System Health Service Planning. The primary focus of this lot is to provide strategic health services planning on a National and Regional Territory basis. This Framework will provide Healthcare Planner services to Framework Customers (as further described in the Statement of Requirement (SOR)) on a call-off basis. The role of the Healthcare Planner is varied and will include a wide range of services to NHSScotland organisations across the whole of Scotland. This new framework is to be structured as two separate lots to provide additional scope to meet identified changes to the requirements of NHSScotland Organisations. The proposed scope therefore takes cognisance of systemic changes (for example a more formalised North, East, and West regional dimension to clinical service planning and the national Elective Care programme) in addition to demographic shifts and other drivers. To meet healthcare planning requirements at national, regional and territorial board levels, the new framework will need to be able to provide strategic / whole system healthcare planning as well a programme / project specific healthcare planning. It is anticipated that organisations will be able to support either Lot 1 or Lot 2 or both and the specific requirements for each are clearly detailed in the SOR. In addition, the provision of business case support will be a service included in Lot 1. The requirements of NHSScotland organisations for the procurement of healthcare planning services encompass the wide spectrum of healthcare and social services provision. In order to provide the full range of consultancy expertise the framework has been divided into two distinct lots (It is acknowledged that there will be overlaps between the lots in the provision of services and also that some services may also benefit from the appointment of a Lead Advisor (LA).. ESPD Technical Envelope Section on Technical and Professional Ability - Questions 4C.1.2, 4C.2, 4C.8.1 and 4C 8.2 must be answered. The scoring and evaluation mechanism is further described in the Scoring Questions Evaluation Guidance document which is attached to the ESPD.",
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                    "criteria": [
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                            "name": "Scored Questions and Interview",
                            "description": "60"
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                            "name": "Commercial Submission",
                            "description": "40"
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                    "maximumCandidates": 5
                },
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                "contractPeriod": {
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            },
            {
                "id": "2",
                "title": "NHSScotland Healthcare Planner Framework (2018) Lot 1 & 2",
                "description": "Extension to NHSScotland Healthcare Planner lot 1 & 2 framework framework for a duration up to a maximum of 24 months. A VEAT notification was published previously. The current level of uncertainty in the future NHSScotland capital pipeline is resulting in a position of being unable to scope a successor arrangement to the current Healthcare Planner framework. There is no certainty in the type and scale of projects beyond the short term (1-2 years) focus on lower value backlog maintenance projects as part of the NHSScotland Business Continuity Planning With a replacement to the Frameworks Scotland 3 delivery model currently being scoped, any potential replacement Healthcare Planner framework will require to be linked to the final outcomes of this new construction delivery model. For example, if the new project delivery model seeks to adopt contract alliancing principles, this could result in the requirement of specific contract conditions for Healthcare Planner contracts being required which are yet unknown. Furthermore, this could result in appointment and delivery of the Healthcare Planner services moving to a more regional approach as opposed to the current national approach. The future requirements will not be able to be determined until the successor to Frameworks Scotland 3 strategy and recommendations are completed and approved. This is currently programmed for March 2026. It is anticipated, that by extending the framework by up to a maximum period for 24 months, this will allow for greater clarity around future pipeline and service needs. This should enable a future procurement to have an increased level of pipeline certainty. Due to the cancellation and pausing of projects over the last 9-12 months, combined with the reduction in activity during the pandemic between 2020-2022, the anticipated spend through Healthcare Planner framework lots has been significantly below the stated contract value within the published Contract Notice. It is therefore anticipated that any future call-off from the framework during the 24-month extension period, would still not exceed the original value in the Contract Notice. It is anticipated that the volume of activity will be limited by the current capital and financial constraints. Furthermore, the Scottish Government are currently developing the Service Reform Framework which is due for publication later in 2025 and therefore it would be sensible to understand the outcomes and recommendations to be incorporated into any new Healthcare Planner framework replacement. In the event of a significant change in the current and anticipated short term capital position and or service planning pipeline, a new procurement can commence to enable a new framework. The Framework extension will end on lot 1 - 30/04/2027 and lot 2 - 05/09/2027 or sooner if a successor arrangement is in place before that date.",
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                    "description": "As part of the Manpower assessment, bidders must confirm if they hold memberships / accreditation of professional bodies. Minimum requirements for: Healthcare Planner (lots 1 & 2) - Category A Relevant medical specific professional qualification such as GP, RGN, or other and a minimum of 10 years' post qualification experience in the provision of similar services to those defined above. Healthcare Planner (lots 1 & 2) - Category B Relevant medical academic professional qualification such as MB ChB Degree, Nursing Degree, or other and a minimum of 5 years' post qualification experience Healthcare Planner (lots 1 & 2) - Category C Relevant general academic professional qualification such as BA, BSc, MSc, or other and a minimum of 3 years' post qualification experience in the provision of similar services to those defined above. Equivalence to these qualifications is acceptable provided that the relevant qualification criteria are evidenced."
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                {
                    "type": "economic",
                    "description": "This section refers to Section B of Part IV of the ESPD (Scotland) (\"ESPD Scotland\") and covers questions 4B.4of the ESPD (Scotland) and responses will be assessed on a pass/fail basis: 4B4.1 Bidders will be required to have an average yearly turnover of a minimum of 800,000 GBP for the last 3 years based on submitted accounts for this period. 4B.4.1 Where turnover information is not available for the time period requested, the bidder will be required to state the date on which they were set up or started trading. 4B.4.1 & 3 Bidders will be required to state the value(s) for the financial ratio(s) from their last three years accounts and will be evaluated as set down in the lead Advisor Framework Economic/Financial Standing Evaluation guidance attached to this ESPD Question. 4B.6 - Qualitative Moderation - As a requirement for the financial economic and financial standing evaluation, each potential supplier must complete Question 4B.6 of the ESPD setting out the information as indicated in the instructional attachment to this question. If the combined weighted score for the ratios in 4B.4 achieved is below 3, the score may be subject to qualitative moderation based on the information provided by the potential supplier in response to 4B.6 and NSS's review of verified information relating to the potential supplier which is publicly available over the year up to the date of the ESPD submission. Such moderation may, subject to the following, result in the scores awarded being amended upwards. If following the above moderation exercise it is considered appropriate by NSS that a potential supplier should be invited to proceed to the Tender stage of this procurement exercise because in light of the further information considered by NSS, that potential supplier is considered, overall, to have evidenced adequate financial standing, then NSS may make that selection conditional upon the potential supplier providing appropriate performance and financial guarantees from relevant parent company(ies). NSS therefore reserves the right to require the provision to it of appropriate parent company financial data, and to assess risk as part of the qualitative moderation exercise on the basis of that parent company financial data (which will be assessed on the basis of the tests set out in section 3 above) is acceptable, and that a Parent Company Guarantee, in the form stipulated by NSS, would be entered into by an approved parent company or other guarantor acceptable to NSS. Potential suppliers must confirm that appropriate parent company information will be made available if sought, and that a Parent Company Guarantee in the form stipulated by NSS will be entered into as a condition of participation in the framework. Credit Scoring - NSS will credit check all potential suppliers and will use Creditsafe for these checks. Creditsafe ratings are as follows: - 71-100 Very Low Risk - 51-70 Low Risk - 30-50 Moderate Risk - 21-29 High Risk - 1-20 Very High Risk Potential Suppliers with scores within the Very High Risk and High Risk categories as defined above will not be permitted to proceed to Tender Stage unless information provided through the response to ESPD Question 4B.6 is further assessed through the prescribed moderation process and NSS make a decision to invite the potential supplier to proceed to Tender stage. Please download and read the scoring guidance document for further information.",
                    "minimum": "It is a requirement of this Framework that bidders hold, or can commit to obtaining prior to award of the Framework the forms and levels of insurance indicated below: 4B.5.1 Employer's Liability Insurance of not less than the sum of 10 million GBP in respect of any one incident; 4B.5.2 Public Liability Insurance of not less than the sum of 5 million GBP in respect of any one incident; Professional Indemnity Insurance of not less than the sum of 5 million GBP in respect of any one incident for projects."
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        "reviewDetails": "The bringing of court proceedings against the authority after the framework agreement has been entered into will not affect the framework agreement unless grounds for the imposition of special penalties under the Public Contracts (Scotland) Regulations 2015 can be established. Otherwise the remedies that may be awarded by the courts where the framework agreement has been entered into are limited to the award of damages."
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