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Contract Notice

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

  • First published: 21 September 2017
  • Last modified: 21 September 2017
  • This file may not be fully accessible.

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Contents

Summary

OCID:
Published by:
Churchmarketplace
Authority ID:
AA24508
Publication date:
21 September 2017
Deadline date:
23 October 2017
Notice type:
Contract 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 & 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 notice

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.3) Communication

Access to the procurement documents is restricted. Further information can be obtained at:

www.churchmarketplace.org.uk


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent to the abovementioned address


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.1.5) Estimated total value

Value excluding VAT: 11 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for one lot only

Maximum number of lots that may be awarded to one tenderer: 3

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 & 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

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 2

II.2.10) Information about variants

Variants will be accepted: No

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

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 2

II.2.10) Information about variants

Variants will be accepted: No

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 & 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

Price is not the only award criterion and all criteria are stated only in the procurement documents

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 48

This contract is subject to renewal: No

II.2.9) Information about the limits on the number of candidates to be invited

Envisaged minimum number: 2

II.2.10) Information about variants

Variants will be accepted: No

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 III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.2) Conditions related to the contract

III.2.2) Contract performance conditions

As detailed in the ITT.

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 with several operators.

Envisaged maximum number of participants to the framework agreement: 15

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

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 23/10/2017

Local time: 17:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.4) Procedures for review

VI.4.1) Review body

Churchmarketplace Ltd

London

UK

VI.5) Date of dispatch of this notice

18/09/2017

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.

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