Skip to main content

We've saved some files called cookies on your device. These cookies are:

  • essential for the site to work
  • to help improve our website by collecting and reporting information on how you use it

We would also like to save some cookies to help tailor communications.

BETA
You're viewing an updated version of this service - your feedback will help us to improve it.

Contract Award Notice

Financial Management and Budgeting Systems for Schools, Academies and other Education Institutes

  • First published: 22 March 2018
  • Last modified: 22 March 2018
  • Record interest

     

  • This file may not be fully accessible.

  •  

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
Published by:
Churchmarketplace
Authority ID:
AA24508
Publication date:
22 March 2018
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Provision of Financial Management application including amongst others General Ledger, Nominal Ledger, Purchase Ledger (including purchase ordering/ requisitioning system with online approval functionality. Control, Invoice Approval), Invoice Authorisation, Supplier Payment, Sales Ledger, Bank and Cash, Credit Cards, Period-End and Year-End, Project Costing, Asset Register, Fund Management (educational trips and visits, cashless catering, PTA funds, charitable fundraising etc.), Trusts/Trading Arms, and VAT reconciliation. Including integration to Microsoft Excel and Document Management System.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting authority

I.1) Name and addresses

Churchmarketplace Ltd.

Vaughan House, 46 Francis Street, Westminster

London

SW1P 1QN

UK

Telephone: +44 2079602801

E-mail: Tender1@churchmarketplace.org.uk

NUTS: UK

Internet address(es)

Main address: www.churchmarketplace.org.uk

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.4) Type of the contracting authority

Other: National Buying Group representing customers governed by Public Law

I.5) Main activity

Other: Buying Group for Catholic Education Establishments

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Financial Management and Budgeting Systems for Schools, Academies and other Education Institutes

II.1.2) Main CPV code

48442000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Churchmarketplace continues to develop a National Procurement Strategy with the aim of promoting better buying within Catholic Education Establishments (including Academies, Schools, Further Education and Higher Education institutions) and Dioceses in England and Wales. The main aim of this strategy will be to ensure that Schools, Academies and other Education Institutes obtain the best value for money from the services and products which they purchase, in this case a Schools Financial Management System(s):

1) Financial Management (Lot 1)

2) Budgeting (Lot 2)

3) Fully integrated to include Financial Management, Budgeting, HR and Payroll (Lot 3)

Including associated systems integration services and training.

II.1.6) Information about lots

This contract is divided into lots: Yes

II.1.7) Total value of the procurement

Lowest offer: 1.00  GBP/ Highest offer: 11 000 000.00  GBP

II.2) Description

Lot No: 1

II.2.1) Title

Software for Financial Management (Lot 1)

II.2.2) Additional CPV code(s)

48440000

48441000

48812000

48443000

48444000

48517000

80500000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

England and Wales.

II.2.4) Description of the procurement

Provision of Financial Management application including amongst others General Ledger, Nominal Ledger, Purchase Ledger (including purchase ordering/ requisitioning system with online approval functionality. Control, Invoice Approval), Invoice Authorisation, Supplier Payment, Sales Ledger, Bank and Cash, Credit Cards, Period-End and Year-End, Project Costing, Asset Register, Fund Management (educational trips and visits, cashless catering, PTA funds, charitable fundraising etc.), Trusts/Trading Arms, and VAT reconciliation. Including integration to Microsoft Excel and Document Management System.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 60 %

Price / Weighting:  40 %

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 2

II.2.1) Title

Software for Budgeting (Lot 2)

II.2.2) Additional CPV code(s)

48440000

48441000

48812000

48443000

48444000

48517000

80500000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

England and Wales

II.2.4) Description of the procurement

Provision of Budgeting application including Current Budget, Revenue Budgets, Budget Development, Budget Profiling, Forecast Out-turns Holding, Forecast Out-turns Estimate, Forward Planning. The system must have the ability to model changes or create scenarios across all areas (multi scenario budget modelling for multi years / multi academy sites) and must have the ability to consolidate for the MAT. The system must have the ability to import/ export into the finance system.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 60 %

Price / Weighting:  40 %

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Lot No: 3

II.2.1) Title

Software for a Fully Integrated Financial Management, Budgeting and HR / Payroll System (Lot 3)

II.2.2) Additional CPV code(s)

48440000

48441000

48812000

48443000

48444000

48517000

80500000

79211110

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

England and Wales.

II.2.4) Description of the procurement

Provision of a fully integrated solution to include all elements of Lots 1 and 2 plus Human Resources / Payroll processing. The system must be accessible remotely for multi users incorporating authorisation and workflow for all elements and processes from budgeting, ordering, actual costs, reporting, analysis and budget forecasting. The payroll software must allow users (employees) access to enter data to inform the monthly payroll, for example absence, additional hours etc.

II.2.5) Award criteria

Quality criterion: Quality / Weighting: 65 %

Price / Weighting:  35 %

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Restricted procedure

IV.1.3) Information about a framework agreement or a dynamic purchasing system

The procurement involves the establishment of a framework agreement

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2017/S 181-370547

Section V: Award of contract

Lot No: 1

Title: Software for Financial Management (Lot 1)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Access UK Limited

Colchester

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 1

Title: Software for Financial Management (Lot 1)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

PS Financials Limited

Datchet

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 1

Title: Software for Financial Management (Lot 1)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

RM Education Ltd

Abingdon

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 1

Title: Software for Financial Management (Lot 1)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Capita Business Services Limited

London

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 1

Title: Software for Financial Management (Lot 1)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Civica UK Ltd

London

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 1

Title: Software for Financial Management (Lot 1)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Thorne Widgery Accountancy Limited

Hereford

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Software for Budgeting (Lot 2)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Orovia Group Ltd

Melton

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Software for Budgeting (Lot 2)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

PS Financials Limited

Datchet

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Software for Budgeting (Lot 2)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

School Business Services Ltd

Poole

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Software for Budgeting (Lot 2)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Thorne Widgery Accountancy Limited

Hereford

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 2

Title: Software for Budgeting (Lot 2)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Access UK Limited

Colchester

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 3

Title: Software for a Fully Integrated Financial Management, Budgeting and HR / Payroll System (Lot 3)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Civica UK Ltd

London

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 3

Title: Software for a Fully Integrated Financial Management, Budgeting and HR / Payroll System (Lot 3)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

PS FINANCIALS LIMITED

Datchet

UK

NUTS: UK

The contractor is an SME: No

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 3

Title: Software for a Fully Integrated Financial Management, Budgeting and HR / Payroll System (Lot 3)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Quidgest – Consultores de Gestão, SA

Lisbon

UK

NUTS: PT

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section V: Award of contract

Lot No: 3

Title: Software for a Fully Integrated Financial Management, Budgeting and HR / Payroll System (Lot 3)

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

04/01/2018

V.2.2) Information about tenders

Number of tenders received: 11

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Access UK Limited

Colchester

UK

NUTS: UK

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Total value of the contract/lot: Lowest offer: 1.00  GBP / Highest offer: 11 000 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.4) Procedures for review

VI.4.1) Review body

Churchmarketplace Ltd

London

UK

VI.5) Date of dispatch of this notice

20/03/2018

Coding

Commodity categories

ID Title Parent category
48443000 Accounting software package Financial analysis and accounting software package
48444000 Accounting system Financial analysis and accounting software package
48440000 Financial analysis and accounting software package Business transaction and personal business software package
48441000 Financial analysis software package Financial analysis and accounting software package
48812000 Financial information systems Information systems
48442000 Financial systems software package Financial analysis and accounting software package
48517000 IT software package Communication software package
79211110 Payroll management services Accounting services
80500000 Training services Education and training services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
Tender1@churchmarketplace.org.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.