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Contract Award Notice

Accountancy Services and Automated Data Collection Development

  • First published: 13 July 2018
  • Last modified: 13 July 2018
  • Version: N/A
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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:
Department of Education
Authority ID:
AA70953
Publication date:
13 July 2018
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The Department for Education (DfE) secured agreement from Parliament to remove the academy sector from its consolidation boundary from the financial year 2016-2017 and to prepare a separate standalone Annual report and accounts (ARA) for the academy sector for the academic year 2015/16 onwards – the academies Sector annual report and accounts (SARA).

The Department for education has secured, through open competition, an organisation to assist in the production of the SARA. The existing contract expires on 8.12.2018, and the Department is seeking to secure an organisation to assist with the future production of the SARA.

The services covered by this invitation to tender form a critical part of the Department’s strategy for continuing to improve its financial reporting relating to academy trusts. At its core, our vision is for a financial reporting system where:

— the data supplied by academy trusts is used to provide a range of products and services that add value to both the individual institution and the academy sector as a whole;

— the cost to academy trusts of providing information is minimised, thereby releasing resources to invest in the provision of education;

— the Department is highly efficient and effective in delivering its reporting responsibilities to a range of stakeholders, at a time of growing numbers of academies, offering value for money for the public purse.

We are looking for proposals from individual bidders about opportunities for increasing value and reducing costs for the academies sector and the Department. However, we believe there is scope to deliver improvements in many of the following areas:

— removing process inefficiencies,

— improving systems,

— removing unnecessary requirements,

— reducing existing demands on people’s time,

— increasing insight around financial management,

— supporting better use of resources,

— increasing timeliness,

— supporting the Department to perform its financial reporting functions more effectively.

To deliver these outcomes the Department requires a supplier that is highly professional, innovative and experienced in effective implementation. The supplier will be confident in engaging with a wide range of stakeholders — sometimes with competing priorities — and able to persuade and influence in a manner consistent with the programme’s priorities. In addition, the supplier will have extensive experience in managing change — crucial to the Department’s intention to bring in-house aspects of the service over the life of this contract. These requirements will combine into a set of services and products that represent excellent value to the taxpayer, bring genuine benefit to the academy sector, whilst also allowing the Department to continue to meet its financial reporting responsibilities.

Our approach with this ITT is to be explicit about the outcomes we are seeking to achieve and the parameters within which we — and the successful supplier — will need to operate. Beyond this context, we have attempted to provide bidders with the space to develop an innovative solution that meets the Department’s objectives. We have actively avoided mandating requirements unless it is critical to the delivery of the service. We are hoping bidders use this opportunity to look strategically at what the Department is seeking to achieve and the best approach to delivering this whilst offering confidence about delivery of the stated outcomes.

A new contract will commence in June 2018, leading to services commencing in October 2018. The contract is likely to require the delivery of services to the end of June 2021, with a 1 year extension option included.

It is anticipated that the value of the contract will be approximately 7 500 000 GBP for an initial 3-year term, increasing in line with extension options. Please note these figures do not include VAT that may be applicable.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

Department of Education

Better Financial Reporting Programme, 1st Floor(Finance), Department for Education, Sanctuary Buildings, 20 Great Smith Street

London

SW1P 3BT

UK

Telephone: +44 8450194170

E-mail: Sourcinghelp@education.gov.uk

Fax: +44 2476823675

NUTS: UKJ

Internet address(es)

Main address: https://www.gov.uk/Department-for-Education

I.4) Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local subdivisions

I.5) Main activity

Education

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Accountancy Services and Automated Data Collection Development

Reference number: ITT30323

II.1.2) Main CPV code

79211000

 

II.1.3) Type of contract

Services

II.1.4) Short description

This contract forms a critical part of the Department’s strategy to continue to improve its financial reporting relating to academy trusts. We are seeking a supplier to work closely with us as we aim to deliver the academies Sector annual report and accounts (SARA) more quickly and without any audit qualifications. We also want to enhance our approach to financial reporting to deliver improvements that increase value and reduce burdens.

There are two key aspects of this contract:

— Accountancy services to support the production of the SARA for the academies sector in England. This involves making validations against and accounting adjustments of financial and non-financial data collected from each Academy Trust before consolidation for the SARA.

— Automating the collection of the data from each Academy Trust to DfE. This involves end-to-end technology transformation.

DfE is seeking to bring the majority of the services of this contract in-house over the course of the 3-year term

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 6 030 000.00  GBP

II.2) Description

II.2.2) Additional CPV code(s)

72314000

II.2.3) Place of performance

NUTS code:

UKI


Main site or place of performance:

London (some travel to other Department for Education sites may be required – Manchester, Coventry, Darlington)

II.2.4) Description of the procurement

The Department for Education (DfE) secured agreement from Parliament to remove the academy sector from its consolidation boundary from the financial year 2016-2017 and to prepare a separate standalone Annual report and accounts (ARA) for the academy sector for the academic year 2015/16 onwards – the academies Sector annual report and accounts (SARA).

The Department for education has secured, through open competition, an organisation to assist in the production of the SARA. The existing contract expires on 8.12.2018, and the Department is seeking to secure an organisation to assist with the future production of the SARA.

The services covered by this invitation to tender form a critical part of the Department’s strategy for continuing to improve its financial reporting relating to academy trusts. At its core, our vision is for a financial reporting system where:

— the data supplied by academy trusts is used to provide a range of products and services that add value to both the individual institution and the academy sector as a whole;

— the cost to academy trusts of providing information is minimised, thereby releasing resources to invest in the provision of education;

— the Department is highly efficient and effective in delivering its reporting responsibilities to a range of stakeholders, at a time of growing numbers of academies, offering value for money for the public purse.

We are looking for proposals from individual bidders about opportunities for increasing value and reducing costs for the academies sector and the Department. However, we believe there is scope to deliver improvements in many of the following areas:

— removing process inefficiencies,

— improving systems,

— removing unnecessary requirements,

— reducing existing demands on people’s time,

— increasing insight around financial management,

— supporting better use of resources,

— increasing timeliness,

— supporting the Department to perform its financial reporting functions more effectively.

To deliver these outcomes the Department requires a supplier that is highly professional, innovative and experienced in effective implementation. The supplier will be confident in engaging with a wide range of stakeholders — sometimes with competing priorities — and able to persuade and influence in a manner consistent with the programme’s priorities. In addition, the supplier will have extensive experience in managing change — crucial to the Department’s intention to bring in-house aspects of the service over the life of this contract. These requirements will combine into a set of services and products that represent excellent value to the taxpayer, bring genuine benefit to the academy sector, whilst also allowing the Department to continue to meet its financial reporting responsibilities.

Our approach with this ITT is to be explicit about the outcomes we are seeking to achieve and the parameters within which we — and the successful supplier — will need to operate. Beyond this context, we have attempted to provide bidders with the space to develop an innovative solution that meets the Department’s objectives. We have actively avoided mandating requirements unless it is critical to the delivery of the service. We are hoping bidders use this opportunity to look strategically at what the Department is seeking to achieve and the best approach to delivering this whilst offering confidence about delivery of the stated outcomes.

A new contract will commence in June 2018, leading to services commencing in October 2018. The contract is likely to require the delivery of services to the end of June 2021, with a 1 year extension option included.

It is anticipated that the value of the contract will be approximately 7 500 000 GBP for an initial 3-year term, increasing in line with extension options. Please note these figures do not include VAT that may be applicable.

II.2.5) Award criteria

Price

II.2.11) Information about options

Options: Yes

Description of options:

The Department will have sole discretion to extend the contract for a further 12 months

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

Open procedure

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

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2018/S 058-128304

Section V: Award of contract

Contract No: RD1001465

Title: Accountancy Service and Automated Data Collection

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

11/07/2018

V.2.2) Information about tenders

Number of tenders received: 3

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

V.2.3) Name and address of the contractor

Deloitte LLP

2 New Street Square

London

EC4A 3BZ

UK

NUTS: UKI

The contractor is an SME: No

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

Total value of the contract/lot: : 6 030 000.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.4) Procedures for review

VI.4.1) Review body

High Courts of Justice

London

UK

VI.4.2) Body responsible for mediation procedures

High Courts of Justice

London

UK

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:

The Contracting Authority will incorporate a minimum 10 calendar day standstill period at the point information on the award of the contracts is communicated to suppliers. Suppliers who are unsuccessful shall be informed by the Contracting Authority as soon as possible after the decision has been made as to the reasons why they were unsuccessful. If an appeal regarding the award of the contract has not been successfully resolved, The Public Contracts Regulations 2015 (SI 2015 Nº 102) provide for aggrieved parties who have been harmed or are at risk of harm by breach of the rules to take legal action. Any such action must be brought within the applicable limitation period. Where a contract has not been entered into, the Court may order the setting aside of the award decision or order the Contracting Authority to amend any document and may award damages. If the contract has been entered into the Court may, depending on the circumstances, award damages, make a declaration of ineffectiveness, order the Contracting Authority to pay a fine, and/or order that the duration of the contract be shortened. The purpose of the standstill period referred to above is to allow the parties to apply to the Courts to set aside the award decision before the contract is entered into.

VI.4.4) Service from which information about the review procedure may be obtained

Department for Education

London

UK

VI.5) Date of dispatch of this notice

11/07/2018

Coding

Commodity categories

ID Title Parent category
79211000 Accounting services Accounting and auditing services
72314000 Data collection and collation services Data-processing 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:
Sourcinghelp@education.gov.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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