Contract notice
Section I: Contracting
authority
I.1) Name and addresses
Greenshaw Learning Trust
Sutton
SM1 3DY
UK
E-mail: rneale@greenshawlearningtrust.co.uk
NUTS: UKI63
Internet address(es)
Main address: https://www.greenshawlearningtrust.co.uk
I.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge at:
https://app.panacea-software.com/greenshaw/
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be sent electronically to:
https://app.panacea-software.com/greenshaw/
I.4) Type of the contracting authority
Body governed by public law
I.5) Main activity
Education
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
GLT Finance Management System
Reference number: GLT-FMS-2024
II.1.2) Main CPV code
48442000
II.1.3) Type of contract
Supplies
II.1.4) Short description
The Greenshaw Learning Trust (GLT) wishes to enter into a contract with a Supplier to supply, implement and support a Finance Management System (FMS), for use by the Trust, all of its current schools and any future schools that join the Trust over the contract term. The Trust is seeking an agreement via competitive Tenders from suitably qualified organisations (‘Tenderers’) in response to this Invitation to Tender (ITT) for the provision of the FMS.
II.1.5) Estimated total value
Value excluding VAT:
420 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.3) Place of performance
NUTS code:
UKI63
Main site or place of performance:
Greenshaw Learning Trust, Sutton, SM1 3DY
The Trust currently operates 30 schools across the south of England.
II.2.4) Description of the procurement
Our main objective is to appoint a single provider of a Financial Management System (FMS), delivered using a software as a service (SaaS) model for use by the Trust. The Trust is keen to improve and streamline operations and workflows that would benefit from automation by using best in class products.
The Trust has also identified that along with the accounting system, Purchase Order Processing (POP) or Purchase to Pay (P2P) should be simple to operate, user friendly and fully adaptable to the Trusts current needs. Suppliers should provide detailed in-system POP/P2P and a third party P2P, similar to Compleat, Planergy, Proactis or equivalent, as an alternative. Please be advised that the third party P2P is not a scored element of this tender exercise. However, the proposal will be reviewed to consider whether the option will be instructed in preference to the in-system solution. The Trust reserves the right to instruct the third party product where the Preferred Supplier includes it, but there is no guarantee that this option will be purchased.
The Trust is looking for suppliers to provide detailed information on how they can reduce the project management burden on the Trust during the implementation stages of the contract. Full details should be provided on the ongoing account servicing, including detailed supporting reports that identify how we are using the system and identify improvement areas.
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: 64
This contract is subject to renewal: Yes
Description of renewals:
Initial Period of 5 Years 4 Months with Optional Extension of + 3 Years + 2 Years
II.2.9) Information about the limits on the number of candidates to be invited
II.2.10) Information about variants
Variants will be accepted:
Yes
II.2.11) Information about options
Options:
Yes
Description of options:
Initial Period of 5 Years 4 Months with Optional Extension of + 3 Years + 2 Years
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.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions:
Pass Pre-Qualification Questionnaire
Suitable and tested Finance Management System with proven experience and success in education
III.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
III.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
III.2) Conditions related to the contract
Section IV: Procedure
IV.1) Description
IV.1.1) Type of procedure
Open procedure
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:
28/02/2024
Local time: 12:00
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)
IV.2.7) Conditions for opening of tenders
Date:
28/02/2024
Local time: 12:30
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
Greenshaw Learning Trust
Grennell Road
Sutton
SM1 3DY
UK
E-mail: rneale@greenshawlearningtrust.co.uk
VI.5) Date of dispatch of this notice
17/01/2024