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PROCUREMENT OPPORTUNITY

Surrey Heartlands Major Service Review

NHS SURREY HEARTLANDS INTEGRATED CARE BOARD · Transparency notice on Find a Tender

Tender information last checkedLast checked 30 Sept 2026, 08:01.

Opportunity overview

NHS Surrey Heartlands initiated work in 2024 to undertake a Major Service Review (MSR) - a long-term programme to ensure that health and care services across the system are organised to meet the evolving needs of the population. The initial focus was the development of a Case for Change, intended to serve as the foundation for future transformation. However, this work was paused following national financial reset announcements that required immediate attention to financial recovery and organisational change. As the system now prepares to create a new organisation with NHS Sussex, there is a strategic opportunity to reinitiate and align this work with a parallel programme already underway in NHS Sussex, supported by Carnall Farrar. NHS Sussex has completed early stages of their strategic work, including baseline analysis and draft case for change development. Aligning the NHS Surrey Heartlands programme with this existing work will enable a consistent, comparable analytical foundation across the future combined organisation and support the development of a single ten-year strategic financial plan. This shared approach will help us to enter the new organisational form with a coherent strategic narrative, underpinned by agreed financial and analytical outputs.

Awarded to

Amounts belong to published awards or contracts. Where several suppliers share one value, it is labelled as shared and is not a supplier-specific allocation.

CARNALL FARRAR LTD

Matched by number
Published award value
£216.7k
Awarded
26 Aug 2025
Award ID
1
Status
active
Identifier
GB-COH 09264497
Location
London, UKI33, W6 0NB, United Kingdom

Classification

No classification was supplied.

Lots

  • Lot 1Value not stated

Documents and notices

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
ocds-h6vhtk-058e37
Status
complete
Published risks
Key risks: Delay to delivery timeline This is a risk shared by the ICB and it's chosen delivery partner, Carnall Farrar. The ICB will implement monitoring to ensure that any Provider-side delays are minimised. However, it is possible that due to the impact of the impending merger with NHS Sussex ICB and the associated restructure, there may be delays due to the impact of lack of internal resource required to deliver the project for the ICB. In this event the ICB will extend the duration of the contract accordingly. National strategy changes This is a risk that changes to the national strategic direction, will impact the scope and timeline of this project. The ICB reserves the right to amend the scope, timeline and contract value accordingly without a further procurement procedure, under the grounds permitted for materialisation of a known risk within the PA 23.
Procurement Method
direct
Procurement Method Details
Direct award
Why this procedure was chosen
• NHS Sussex ICB has already competitively contracted Carnall Farrar (CF) to deliver the development of its system strategic plan. This includes population health needs analysis, financial modelling, and opportunity identification. • NHS Surrey Heartlands ICB is now required to undertake the same programme of work, in parallel, as both organisations are merging to form a single ICB from April 2026 covering c.3 million people. • Appointing the same supplier (CF) ensures: o Consistency and compatibility: outputs and modelling for Surrey Heartlands must be directly comparable with Sussex to create a coherent merged plan. A change of supplier would create disproportionate technical difficulties in integration, duplication of work, and risk of inconsistent methodology. o Economies of scale: CF's proposal is costed to deliver the Surrey element at a lower price because work is being delivered once across both systems. Using a different supplier would increase overall cost. o Time criticality: the joint plan is needed within 2025/26 to underpin the merger and 2026/27 planning round. Running a new procurement would delay delivery and undermine alignment. • CF also bring unique technical expertise and data access rights (including DARS and NHS data platforms) and have already mobilised for Sussex, which cannot reasonably be replicated by another supplier in the timescales required. On this basis, the conditions for direct award are satisfied under the Procurement Act 2023 as: • The services are additional/repeat to those already contracted by Sussex, and a change in supplier would result in incompatibility and disproportionate technical difficulties. • There is an absence of reasonable alternative suppliers in the immediate timeframe, given the need for joint modelling and alignment with Sussex's live work.

Legal basis

Id
2023/54
Scheme
UKPGA

Procedure reasons

Entry 1
Id
additionalRepeatExtensionPartialReplacement

Lots and requirements

Entry 1
Id
1
Status
complete

Published documents

Entry 1
Id
conflictOfInterest
Description
Not published
Document Type
conflictOfInterest

Buyer, suppliers and contacts

Organisation 1
Id
GB-NHS-QXU
Name
NHS SURREY HEARTLANDS INTEGRATED CARE BOARD

Roles

buyer

Address

Region
UKJ25
Country
GB
Locality
Woking
Postal Code
GU21 5BH
Country Name
United Kingdom
Street Address
Dukes Court, Duke Street

Details

Classifications

Entry 1
Id
publicAuthorityCentralGovernment
Scheme
UK_CA_TYPE
Description
Public authority - central government

Identifier

Id
QXU
Scheme
GB-NHS

Contact

Additional Identifiers

Entry 1
Id
PTCP-5774-GNNH
Scheme
GB-PPON
Organisation 2
Id
GB-NHS-0DF
Name
NHS South Central and West CSU
Role Details
Procurement support

Roles

procuringEntity

Address

Region
UKJ35
Country
GB
Locality
Eastleigh
Postal Code
SO50 5PB
Country Name
United Kingdom
Street Address
Omega House, 112 Southampton Road

Details

Identifier

Id
0DF
Scheme
GB-NHS

Contact

Additional Identifiers

Entry 1
Id
PXTZ-5316-XWPW
Scheme
GB-PPON
Organisation 3
Id
GB-COH-09264497
Name
CARNALL FARRAR LTD

Roles

supplier

Address

Region
UKI33
Country
GB
Locality
London
Postal Code
W6 0NB
Country Name
United Kingdom
Street Address
1 Lyric Square

Details

Vcse
No
Scale
sme
Sheltered Workshop
No
Public Service Mission Organization
No

Identifier

Id
09264497
Scheme
GB-COH

Contact

Additional Identifiers

Entry 1
Id
PGND-8159-HGBW
Scheme
GB-PPON

Award information

Award 1
Id
1
Date
27 Aug 2025, 00:00
Status
active
Has Options
Yes
Above Threshold
Yes
Main Procurement Category
services

Items

Item 1
Id
1
Related Lot
1

Delivery locations

Entry 1
Region
UKJ2
Country
GB
Country Name
United Kingdom
Entry 2
Region
UKJ2
Country
GB
Country Name
United Kingdom
Entry 3
Region
UKJ2
Country
GB
Country Name
United Kingdom

Additional Classifications

Entry 1
Id
79400000
Scheme
CPV
Description
Business and management consultancy and related services

Value

Amount
216,667
Currency
GBP
Including VAT
260,000

Options

Description
• Phase 1 (Mobilisation): Focused on scoping, engagement, and building the foundations for future analysis. It will confirm working arrangements, establish governance and working groups, and define a shared methodology and data baseline. This phase will cost no more than £50,000. • Phase 2 (Delivery): Subject to approval, this phase will deliver a full Surrey Heartlands Case for Change, including demand and financial forecasts, strategic financial modelling, and a final strategic plan. It will also identify key efficiency and investment opportunities across the system. This phase is estimated to cost £210,000 and will take place over a period of 12-16 weeks.

Documents

Entry 1
Id
051461-2025
Format
text/html
Notice Type
UK5
Description
Transparency notice on Find a Tender
Document Type
awardNotice
Published
27 Aug 2025, 09:58
Entry 2
Id
052744-2025
Format
text/html
Notice Type
UK6
Description
Contract award notice on Find a Tender
Document Type
awardNotice
Published
1 Sept 2025, 11:47

Suppliers

Supplier 1
Id
GB-COH-09264497
Name
CARNALL FARRAR LTD

Milestones

Entry 1
Id
1
Type
futureSignatureDate
Status
scheduled
Due
11 Sept 2025, 23:59

Related lots

1

Contract period

Ends
31 Mar 2026, 23:59
Starts
1 Oct 2025, 00:00

Standstill Period

Ends
10 Sept 2025, 23:59

Contracts and changes

Entry 1
Id
1
Status
active
Award ID
1
Date Signed
11 Sept 2025, 00:00
Has Options
Yes
Above Threshold
Yes

Value

Amount
216,667
Currency
GBP
Including VAT
260,000

Period

Ends
31 Mar 2026, 23:59
Starts
1 Oct 2025, 00:00

Options

Description
The initial contract for Phase 1 has a value of £49,950 and if required, phase 2 will be enacted by contract variation. The maximum value of £260,000 will therefore only be reached if both phases are enacted. • Phase 1 (Mobilisation): Focused on scoping, engagement, and building the foundations for future analysis. It will confirm working arrangements, establish governance and working groups, and define a shared methodology and data baseline. This phase will cost £49,950. • Phase 2 (Delivery): Subject to approval, this phase will deliver a full Surrey Heartlands Case for Change, including demand and financial forecasts, strategic financial modelling, and a final strategic plan. It will also identify key efficiency and investment opportunities across the system. This phase is estimated to cost £210,000 and will take place over a period of 12-16 weeks. Delay to delivery timeline This is a risk shared by the ICB and it's chosen delivery partner, Carnall Farrar. The ICB will implement monitoring to ensure that any Provider-side delays are minimised. However, it is possible that due to the impact of the impending merger with NHS Sussex ICB and the associated restructure, there may be delays due to the impact of lack of internal resource required to deliver the project for the ICB. In this event the ICB will extend the duration of the contract accordingly. National strategy changes This is a risk that changes to the national strategic direction, will impact the scope and timeline of this project. The ICB reserves the right to amend the scope, timeline and contract value accordingly without a further procurement procedure, under the grounds permitted for materialisation of a known risk within the PA 23.

Documents

Entry 1
Id
059429-2025
Format
text/html
Notice Type
UK7
Description
Contract details notice on Find a Tender
Document Type
contractNotice
Published
24 Sept 2025, 16:48

Agreed Metrics

Entry 1
Id
1
Title
KPI 1 - Delivery progress against milestones

Observations

Entry 1
Id
frequency

Period

Duration In Months
6
Entry 2
Id
2
Title
KPI 2 - Contract expenditure monitoring

Observations

Entry 1
Id
frequency

Period

Duration In Months
6
Entry 3
Id
3
Title
KPI 3 - Quality of outputs delivered

Observations

Entry 1
Id
frequency

Period

Duration In Months
6

Recorded locations

  • Buyer location · Woking · UKJ25 · GU21 5BH · United Kingdom

Notice and amendment history

1 published notice version reviewed by ProcuraAxis.

1 VERSION
  1. ocds-h6vhtk-058e37-2025-09-24T16:48:27+01:00Transparency notice on Find a Tender ·