---
title: "22_10_09 Case Management Service RFI"
ocid: "ocds-b5fd17-e63819b6-8180-4c9e-9f43-2cd636cc1c63"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-e63819b6-8180-4c9e-9f43-2cd636cc1c63"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-e63819b6-8180-4c9e-9f43-2cd636cc1c63.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-e63819b6-8180-4c9e-9f43-2cd636cc1c63.json"
source: "Contracts Finder"
current_stage: "Planning"
buyer: "NHS BUSINESS SERVICES AUTHORITY"
published: "2022-10-25"
---

# 22_10_09 Case Management Service RFI

Buyer: NHS BUSINESS SERVICES AUTHORITY  
Current stage: Planning  
OCID: ocds-b5fd17-e63819b6-8180-4c9e-9f43-2cd636cc1c63

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## Summary

The NHS Business Services Authority is planning a procurement process named "22_10_09 Case Management Service RFI" in the services category. The engagement end date for this opportunity is 15th November 2022. The organization is located in Newcastle upon Tyne, England, with the postal code NE15 8NY. This tender is in the planning stage and involves requesting information for a Case Management solution.

This opportunity suits businesses offering software-related services, document management systems, document management services, document management software packages, and content management software packages. Small and medium-sized enterprises (SMEs) would find this tender particularly relevant. Interested parties can participate by responding to the RFI before the specified deadline to potentially support the NHSBSA in enhancing their Provider Assurance services through innovative solutions.

## Notice

Request for information for the provision of a Case Management solution. The solution is required to work alongside the NHSBSA's Microsoft Dynamics 365 infrastructure to produce documents from data to: * Generate documents from templates; * Build the document generation into the smartflow to execute pre or post actions; * Enable storage of generated document in Dynamics/SharePoint; * Enable generation of documents in multiple formats. * perform mass mail merge and combine all merged documents into 1 document. The NHSBSA are looking to introduce a flexible solution, underpinning business activities, to enable more agility to react to an ever-changing landscape and future proof Provider Assurance services. Through this pre-market engagement exercise we are seeking high-level input to enable us to assess the market and to inform any future investment and resulting procurement process. It would be beneficial through this exercise to determine new solutions available to continue to deliver Provider Assurance services to customers while optimising efficiencies. This invitation to participate in the RFI has been published on Contracts Finder. Suppliers who register an interest should provide a written RFI responses by 15th November 2022. Interested parties must register an interest in this RFI via https://health-family.force.com/s/Welcome (search opportunities using system reference C98638). Suppliers should note that this RFI is a market research exercise only and it is not an invitation to tender or invitation to offer an agreement.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/d24a40f1-bada-4aca-a601-62c27d8561b1 |
| Notice type | Market Engagement Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 25 Oct 2022 |
| Submission deadline | Not specified |
| Future notice date | 15 Nov 2022 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planning |
| Lots status | Not specified |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NHS BUSINESS SERVICES AUTHORITY |
| Locality | NEWCASTLE UPON TYNE |
| Post town | Newcastle upon Tyne |
| Postcode | NE15 8NY |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC4 Northumberland, Durham and Tyne & Wear |
| ITL 3 | TLC43 Tyneside |
| Local authority | Newcastle upon Tyne |
| Electoral ward | Lemington |
| Westminster constituency | Newcastle upon Tyne Central and West |
| Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 72 - IT services: consulting, software development, Internet and support

### Codes

- 48311000 - Document management software package
- 48311100 - Document management system
- 48783000 - Content management software package
- 72260000 - Software-related services
- 72512000 - Document management services

## Release History

- 25 Oct 2022 at 13:11 - Planning - Market Engagement Notice - https://www.contractsfinder.service.gov.uk/Notice/d24a40f1-bada-4aca-a601-62c27d8561b1

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/d24a40f1-bada-4aca-a601-62c27d8561b1
  25th October 2022 - Early engagement notice on Contracts Finder

## Notice URLs

- https://health-family.force.com/s/Welcome

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-e63819b6-8180-4c9e-9f43-2cd636cc1c63. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-e63819b6-8180-4c9e-9f43-2cd636cc1c63.json.
