Surrey Heartlands Major Service Review

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        "description": "\u2022\tPhase 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 \u00a350,000.\n\u2022\tPhase 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 \u00a3210,000 and will take place over a period of 12-16 weeks."
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  "buyer": {
    "id": "GB-NHS-QXU",
    "name": "NHS SURREY HEARTLANDS INTEGRATED CARE BOARD"
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    "description": "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.\nAs 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.",
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    "procurementMethodRationale": "\u2022\tNHS 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.\n\u2022\tNHS 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.\n\u2022\tAppointing the same supplier (CF) ensures:\no\tConsistency 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.\no\tEconomies of scale: CF\u0027s 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.\no\tTime 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.\n\u2022\tCF 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.\nOn this basis, the conditions for direct award are satisfied under the Procurement Act 2023 as:\n\u2022\tThe services are additional/repeat to those already contracted by Sussex, and a change in supplier would result in incompatibility and disproportionate technical difficulties.\n\u2022\tThere is an absence of reasonable alternative suppliers in the immediate timeframe, given the need for joint modelling and alignment with Sussex\u0027s live work.",
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    "riskDetails": "Key risks:\nDelay to delivery timeline\nThis is a risk shared by the ICB and it\u0027s 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. \nNational strategy changes\nThis 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.",
    "status": "complete",
    "title": "Surrey Heartlands Major Service Review"
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