Guidance for financial best practice

The NHS Trust Development Authority (NHS TDA), Monitor and NHS England jointly implemented a controls process over consultancy spend among NHS providers and NHS commissioners.

From 2 June 2015, NHS Trusts are required to secure advance approval from the NHS TDA before:

  • signing new contracts for consultancy projects over £50,000;
  • extending or varying existing contracts or incurring additional expenditure to which they are not already committed (where the total contract value exceeds £50,000).

Also, from 2 June 2015, NHS Trusts must send the NHS TDA a post implementation report on all procured and let consultancy projects, detailing the benefits and value-added of these and identifying where intellectual property of wider benefit to the NHS has been created. Where contracts are multi-year, TDA may request interim reporting.

Guidance for Trusts is available at the following links:

TDA Guidance: Consultancy spending controls to NHS Trusts

TDA-Trust Consultancy Business Case Template

FAQs and guidance for writing business cases

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