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Contract Notice

Finance System

  • First published: 22 March 2023
  • Last modified: 22 March 2023

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:
ocds-h6vhtk-03b47e
Published by:
The Education and Training Foundation
Authority ID:
AA78038
Publication date:
22 March 2023
Deadline date:
21 April 2023
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The aim of this tender is to secure a new finance system including procurement functionality and which can integrate with existing systems. Full details of the requirements of the platform are set out in Part 2 of the Tender Response Document.

ETF is open to proposals from either one bidder which can both provide and implement the solution, or from bidders acting as an implementation partner for third-party software providers, or from bidders proposing the use of their own software via a preferred implementation partner. The budget provided in all bids should cover all project requirements and elements including any third-party costs.

The value of the contract across the full five years is up to 200000GBP including VAT.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

The Education and Training Foundation

Third Floor, 157 - 197 Buckingham Palace Road

London

SW1W 9SP

UK

Contact person: Commissioning and Procurement Lead

Telephone: +44 2037408280

E-mail: tenderqueries@etfoundation.co.uk

NUTS: UKI

Internet address(es)

Main address: http://www.et-foundation.co.uk

Address of the buyer profile: https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA28768

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

https://www.mytenders.co.uk


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://www.mytenders.co.uk


I.4) Type of the contracting authority

Other: Charity

I.5) Main activity

Education

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Finance System

Reference number: FIN 22/23.1

II.1.2) Main CPV code

72268000

 

II.1.3) Type of contract

Services

II.1.4) Short description

As part of its digital transformation programme and drive for improved systems, The Education and Training Foundation (ETF) have embarked on the procurement of a new finance system. The current system (Sage 200 / WAP) is no longer deemed to be sufficient to support the current structure, need for future fluidity and current reporting demands. There are also issues with how other systems within ETF communicate with the finance system, leading to potential non-compliance with finance regulations and Making Tax Digital (MTD).

The decision has been made to review the market for systems that can provide solutions to all issues and can integrate with ETF’s Azure database. This document is the initiation of that process, with a view to shortlisting a number of systems to be presented to an interview panel, with further analysis and discussion as appropriate. ETF is looking to elect one supplier as a long-term systems partner.

II.1.5) Estimated total value

Value excluding VAT: 200 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

48000000

48170000

48217000

48412000

48440000

48441000

48442000

48443000

72260000

72261000

72263000

72266000

II.2.3) Place of performance

NUTS code:

UK

II.2.4) Description of the procurement

The aim of this tender is to secure a new finance system including procurement functionality and which can integrate with existing systems. Full details of the requirements of the platform are set out in Part 2 of the Tender Response Document.

ETF is open to proposals from either one bidder which can both provide and implement the solution, or from bidders acting as an implementation partner for third-party software providers, or from bidders proposing the use of their own software via a preferred implementation partner. The budget provided in all bids should cover all project requirements and elements including any third-party costs.

The value of the contract across the full five years is up to 200000GBP including VAT.

II.2.5) Award criteria

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

II.2.6) Estimated value

Value excluding VAT: 166 667.00  GBP

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

Duration in months: 60

This contract is subject to renewal: Yes

Description of renewals:

There is a two-year optional extension period built into the five-year term.

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: 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.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

III.2.3) Information about staff responsible for the performance of the contract

Obligation to indicate the names and professional qualifications of the staff assigned to performing 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: Yes

IV.2) Administrative information

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

Date: 21/04/2023

Local time: 16:00

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

Tender must be valid until: 22/05/2023

IV.2.7) Conditions for opening of tenders

Date: 21/04/2023

Local time: 16:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at https://www.mytenders.co.uk/Search/Search_Switch.aspx?ID=228989.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.mytenders.co.uk/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

(MT Ref:228989)

VI.4) Procedures for review

VI.4.1) Review body

Public Procurement Review Service

Cabinet Office

London

UK

Telephone: +44 3450103503

E-mail: publicprocurementreview@cabinetoffice.gov.uk

Internet address(es)

URL: https://www.gov.uk/government/publications/public-procurement-review-service-scope-and-remit

VI.5) Date of dispatch of this notice

20/03/2023

Coding

Commodity categories

ID Title Parent category
48443000 Accounting software package Financial analysis and accounting software package
48170000 Compliance software package Industry specific 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
48442000 Financial systems software package Financial analysis and accounting software package
72266000 Software consultancy services Software-related services
72263000 Software implementation services Software-related services
48000000 Software package and information systems Computer and Related Services
72268000 Software supply services Software-related services
72261000 Software support services Software-related services
72260000 Software-related services Software programming and consultancy services
48412000 Tax preparation software package Investment management and tax preparation software package
48217000 Transaction-processing software package Networking software package

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:
tenderqueries@etfoundation.co.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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