Source: https://tendernation.io/opportunities/01a13bf2-8e1b-71e2-b140-e9917a16e8fb/provision-of-specialist-financial-advisory-support-of-the-procurement-of-a-strat

awarded GB open procedure

# Provision of Specialist Financial Advisory Support of the Procurement of a Strategic Estate Partnership

[Oxleas NHS Foundation Trust](https://tendernation.io/buyers/oxleas-nhs-foundation-trust)

Estimated value

£40,000 to £50,000

Published

18 Nov 2016

Deadline

Closed

12 Sept 2016

## Who can bid

- Small contract value

    Valued under £135,018 including VAT, the lowest Procurement Act threshold for goods and services.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

## About this tender

Oxleas NHS Foundation Trust provide a wide range of health and social care services in South East London, specialising in community health, mental health and learning disability services.

This procurement exercise seeks appoint a financial adviser to support with the competitive dialogue process for provision of its SEP.

The Trust anticipates that the following tasks are required to be undertaken and appointed supplier will be expected to provide details of what they consider to be the necessary steps to proceed as well as identify gaps in the proposed way forward / specification;

-Advice on Procurement Strategy / mobilisation meeting -ITPD Questions, Evaluation Criteria and Scoring- Vol 4 Finance section. -Review into Memorandum of Information - Vol 1,2,3 Opening Dialogue Meeting - Plenary session (1)

-Bespoke Legal Dialogue Meeting (2) - FOR INFORMATION ONLY

-Bespoke Commercial Dialogue Meeting (3) - with bidders

-Dealing with and raising Bidder Clarifications

-Evaluation of Bidders Responses

-Moderation of "evaluation scoring and rationale" of Bidder Responses

-Moderation Day (Project Team meeting - All Sections)

-Input into Bidders Feedback Letters

-Bidders Feedback Sessions

-Preparation of ITCD

-Dialogue Sessions 1 - ITPD Feedback and ITCD session

-Bespoke Financial Meeting - with bidders

-Assess readiness to close dialogue

-Input to preparation of ISFT document

-Dealing with and raising Bidder clarifications

-Evaluation of Bidder Response and clarifications

-Moderation of "evaluation scoring and rationale" of Bidder Responses

-Moderation Day (Project Team meeting - All Sections)

-Input into bidder feedback letters

-Review and Agree Selected Bidder Final Schedule

-Review and Agree Trust and Partners MSA

-Review and Agree Partnership Plan

-General support in run up to contract close

Read full description

## CPV classification

Financial consultancy services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/3e86787f-adca-11e6-9901-0019b9f3037b)

Never miss a tender like this again

Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. Free to start.

[Track tenders free](https://tendernation.io/register)

[Buyer profile Oxleas NHS Foundation Trust: past awards and live tenders](https://tendernation.io/buyers/oxleas-nhs-foundation-trust) [Sector More Financial & insurance services tenders](https://tendernation.io/sectors/financial-insurance-services)

## More tenders like this

[Financial and insurance services – Udbud af delkontrakter vedrørende administration af selvforsikringsordninger · Danish Ministry of Defence Acquisition and Logistics Organisation · 27 days left · 16 Nov 2026](https://tendernation.io/opportunities/01a156a9-9f2a-72f8-9d86-29b05755fb83/denmark-financial-and-insurance-services-udbud-af-delkontrakter-vedrorende-a) [Property insurance services – Prestations de services d’assurances · Ville de Baud (56) · 7 days left · 26 Oct 2026](https://tendernation.io/opportunities/01a156a9-eacd-7321-8a56-9e3a7fc387c0/france-property-insurance-services-prestations-de-services-dassurances) [Insurance services – Marché de service relatif à la prestation d'assurance pour les besoins de Labocéa · Labocéa · 30 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a156a9-6d89-707c-8006-6aaea9baf8b7/france-insurance-services-marche-de-service-relatif-a-la-prestation-dassura) [Health insurance services – Hospitalisatieverzekering · Gemeente Kontich · 14 days left · 3 Nov 2026](https://tendernation.io/opportunities/01a156a9-8bc1-720a-9e1f-3592335b31e6/belgium-health-insurance-services-hospitalisatieverzekering) [Damage or loss insurance services – procedura aperta EX ART. 71 del codice degli appalti (d.lgs. N. 36/2023) PER l’affidamento del servizio DI assicurazione ALL risks (patrimonio) della durata DI 24 MESI (dalle ORE 24.00 del 31/12/2026 ALLE ORE 24.00 del 31/12/2028) prorogabile DI ulteriori 24 MESI DA aggiudicare CON IL criterio dell’offerta economicamente PIÙ vantaggiosa, in modalità telematica · Comune di Piove di Sacco · 37 days left · 25 Nov 2026](https://tendernation.io/opportunities/01a156aa-174b-7271-8223-dd3559df50eb/italy-damage-or-loss-insurance-services-procedura-aperta-ex-art-71-del-codi) [Liability insurance services – Prestation d'assurance pour les besoins de la Communauté de Communes Des Savanes 2027-2030 · Communauté des communes des Savanes (973) · 32 days left · 20 Nov 2026](https://tendernation.io/opportunities/01a156a9-6375-70c6-83f3-2673aade0342/france-liability-insurance-services-prestation-dassurance-pour-les-besoins)
