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Contract Notice

HFL Education - Finance, Accounting and Management Information Systems Framework Agreement

  • First published: 09 November 2023
  • Last modified: 09 November 2023
  • Version: N/A
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Contents

Summary

OCID:
ocds-h6vhtk-041666
Published by:
Herts for Learning Ltd
Authority ID:
AA37371
Publication date:
09 November 2023
Deadline date:
07 December 2023
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.With regard to Management Information Systems the Framework aspires to provide a cloud based MIS solution where the definition of such is that "the entire MIS system is hosted offsite and accessible via any web-enabled device from any location at any time".

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Herts for Learning Ltd

Robertson House, Six Hills Way

Stevenage

SG1 2FQ

UK

Contact person: Nicola Wiley

E-mail: nicola.wiley@hfleducation.org

NUTS: UKH23

Internet address(es)

Main address: https://www.hfleducation.org/

Address of the buyer profile: https://www.hfleducation.org/

I.3) Communication

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

https://in-tendhost.co.uk/educationportal/


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

Body governed by public law

I.5) Main activity

Education

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

HFL Education - Finance, Accounting and Management Information Systems Framework Agreement

Reference number: INT-HFL007

II.1.2) Main CPV code

48000000

 

II.1.3) Type of contract

Supplies

II.1.4) Short description

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.With regard to Management Information Systems the Framework aspires to provide a cloud based MIS solution where the definition of such is that "the entire MIS system is hosted offsite and accessible via any web-enabled device from any location at any time".

II.1.5) Estimated total value

Value excluding VAT: 15 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

II.2) Description

Lot No: 1

II.2.1) Title

Cloud Based MIS and FS Solution for a Maintained Primary Phase Setting

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.With regard to Management Information Systems the Framework aspires to provide a cloud based MIS solution where the definition of such is that "the entire MIS system is hosted offsite and accessible via any web-enabled device from any location at any time".

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: 1 875 000.00  GBP

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each.

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

II.2.14) Additional information

Lot No: 2

II.2.1) Title

Cloud based MIS and FS solution for a primary phase academy setting.

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.With regard to Management Information Systems the Framework aspires to provide a cloud based MIS solution where the definition of such is that "the entire MIS system is hosted offsite and accessible via any web-enabled device from any location at any time".

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: 1 875 000.00  GBP

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

Duration in working days: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each.

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

II.2.14) Additional information

Lot No: 3

II.2.1) Title

Cloud based MIS and FS solution for a maintained secondary phase setting

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.With regard to Management Information Systems the Framework aspires to provide a cloud based MIS solution where the definition of such is that "the entire MIS system is hosted offsite and accessible via any web-enabled device from any location at any time"

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: 1 875 000.00  GBP

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each

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

II.2.14) Additional information

Lot No: 4

II.2.1) Title

Cloud based MIS and FS solution for a secondary phase academy setting.

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.With regard to Management Information Systems the Framework aspires to provide a cloud based MIS solution where the definition of such is that "the entire MIS system is hosted offsite and accessible via any web-enabled device from any location at any time".

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: 1 875 000.00  GBP

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each

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

II.2.14) Additional information

Lot No: 5

II.2.1) Title

Cloud based MIS and FS solution for MATS

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.With regard to Management Information Systems the Framework aspires to provide a cloud based MIS solution where the definition of such is that "the entire MIS system is hosted offsite and accessible via any web-enabled device from any location at any time".

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: 1 875 000.00  GBP

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each.

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

II.2.14) Additional information

Lot No: 6

II.2.1) Title

Cloud based FS solution for Single Academy Trusts across primary and sec- ondary phase settings

II.2.2) Additional CPV code(s)

48444000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.

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: 1 875 000.00  GBP

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each.

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

II.2.14) Additional information

Lot No: 7

II.2.1) Title

Cloud based FS solution for Multi Academy Trusts across primary and sec- ondary phase settings

II.2.2) Additional CPV code(s)

48444000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.

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: 1 875 000.00  GBP

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each.

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

II.2.14) Additional information

Lot No: 8

II.2.1) Title

Cloud based FS solution for maintained primary and secondary phase set- tings

II.2.2) Additional CPV code(s)

48444000

II.2.3) Place of performance

NUTS code:

UK


Main site or place of performance:

II.2.4) Description of the procurement

This Multi-Lot, Multi Supplier Framework Agreement is for Finance, Budgeting and Accounting Systems as well as Management Information Systems to be provided for Schools, Academy Trusts and Education Settings, offering a full range of functions that enable school leaders and staff to manage their settings effectively and efficiently.With regard to Finance, Budgeting and Accounting Systems the Framework aspires to provide a broad range of functionality giving schools control over their finances, from funding, income, expenditure, and capital. Core functionality must meet the DfE defined Common Basic Data Set (see functionality section with the specification) as a minimum.

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: 1 875 000.00  GBP

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

Duration in months: 48

This contract is subject to renewal: Yes

Description of renewals:

Initial period of 2 years with option to extend twice for a further 12 months each.

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

II.2.14) Additional information

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:

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.1.3) 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: 24

Justification for any framework agreement duration exceeding 4 years: not exceeding 4 years

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: 07/12/2023

Local time: 14:00

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: 6 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 07/12/2023

Local time: 14:01

Place:

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

Herts for Learning Ltd

Stevenage

UK

VI.4.3) Review procedure

Precise information on deadline(s) for review procedures:

VI.5) Date of dispatch of this notice

07/11/2023

Coding

Commodity categories

ID Title Parent category
48444000 Accounting system Financial analysis and accounting software package
48000000 Software package and information systems Computer and Related 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:
nicola.wiley@hfleducation.org
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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