---
title: "Improve Financial Management reporting using PowerBI"
ocid: "ocds-b5fd17-98348f82-0430-473b-9e6d-a7a46cd94163"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-98348f82-0430-473b-9e6d-a7a46cd94163"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-98348f82-0430-473b-9e6d-a7a46cd94163.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-98348f82-0430-473b-9e6d-a7a46cd94163.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST"
published: "2023-12-11"
---

# Improve Financial Management reporting using PowerBI

Buyer: NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST  
Current stage: Award  
OCID: ocds-b5fd17-98348f82-0430-473b-9e6d-a7a46cd94163

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## Summary

The Northumbria Healthcare NHS Foundation Trust has awarded a contract for the provision of financial consultancy services. The title of the procurement project is "Improve Financial Management reporting using PowerBI". The contract value is £16,150 GBP. The procurement method used was an open procedure. The contract period is from 22nd January 2024 to 20th February 2024. The tender period ended on 7th November 2023. The buying organisation is Northumbria Healthcare NHS Foundation Trust located in Newcastle Upon Tyne. The industry category is financial consultancy services.

This tender presents an opportunity for small and medium-sized enterprises (SMEs) and voluntary, community and social enterprise organisations (VCSEs) to compete. Businesses in the financial consultancy services sector would be well-suited to bid for this contract. The tender aims to improve financial management reporting across the Trust using PowerBI, requiring a team rather than an individual for on-site support. Interested businesses should ensure compliance with the procurement method details of the open procedure and align with the contract period from January to February 2024.

## Notice

We are seeking an on-site multiple weeks' worth of onsite support. We are looking to recruit a small team and not just an individual. We already have PowerBI licenses for this. Training day to summarise to be provided at the end. Background Our current reporting is from Oracle Financials. We wish to implement PowerBI to improve our Financial Management reporting across the Trust. This will include reporting from Trust Board level down to individual budget holders. We already have PowerBI licences available from our Trust IT department. The Trust is organised into Business Units with devolved financial management responsibilities. - example Business Units (BU's) are Medicine, Surgery, Corporate etc We have 2 fully-owned subsidiaries, NHFML Ltd (provides Estates, Facilities, new builds etc) and NPC Ltd (a group of GP Practices) - hence, we have 3 Orgs in Oracle: Trust, NHFM & NPC Reports are either for the Group i.e. exclude inter-company balances or for BU's which include inter-company balances Our reporting hierarchy goes from Trust to BU to Directorate to Department to Cost Centre Our typical budget holder reports are Budget / Actual / Variance for both in-month and year to date, plus WTE budget and actual in-month 1 Improve monthly Finance reporting to BU Boards Help design improved / standardised month-end BU Board / Specialty / Directorate PS / WTE reports to e.g. Medicine BU Board To include appropriate summarised info / visuals on WTE/PS/trends etc To include normalisation of previous periods by stripping out certain cost centre / subjective / PS values Setup Trustwide "base" PS / WTE data with lookups to standard hierarchies 2 Improve monthly Budget Holder reporting a) Help design improved / standardised reports to include appropriate info / visuals on WTE/PS/trends etc b) Setup daily refresh of Trustwide "base" PS / WTE data from Days 0 to 5 c) Budget holders to see only their cost centres 3 Improve Trust Board reports Setup Group BU Finance Reports to get budgets / actuals for Finance Director & details underlying this for Finance Managers 4 Train in-house "experts" in PowerBI Train up to 10 in-house staff so they can setup & amend new reports/visuals/dashboards. We are looking to have onsite support and training from the provider at Northumbria House, Unit 7/8 silverfox way, cobalt business park, Newcastle, NE27 0QJ. We are looking to have this support on site for up to one week, for any questions that may arise within the week for onsite training.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/f0f87572-dd90-4077-a7f0-6d749b91c55c |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 11 Dec 2023 |
| Submission deadline | 7 Nov 2023 |
| Future notice date | Not specified |
| Award date | 11 Dec 2023 |
| Contract period | 22 Jan 2024 - 20 Feb 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £16,150 |
| Lots value | Not specified |
| Awards value | £16,150 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NORTHUMBRIA HEALTHCARE NHS FOUNDATION TRUST |
| Locality | NEWCASTLE UPON TYNE |
| Post town | Newcastle upon Tyne |
| Postcode | NE27 0QJ |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC43 Tyneside |
| Local authority | North Tyneside |
| Electoral ward | Shiremoor |
| Westminster constituency | Tynemouth |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | TRUSTMARQUE SOLUTIONS |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 11 Dec 2023 at 11:00 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/f0f87572-dd90-4077-a7f0-6d749b91c55c

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/f0f87572-dd90-4077-a7f0-6d749b91c55c
  11th December 2023 - Awarded contract notice on Contracts Finder
- https://procontract.due-north.com/Advert?advertId=0bdae491-7972-ee11-8124-005056b64545
  Advert

## Notice URLs

- https://www.northumbria.nhs.uk

## Provenance

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