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Published 14 Jul 2021, 10:24 BST

Official UK procurement notice

Corporate Software & Related Products and Services

Official notice

Authority: Crescent Purchasing Consortium Limited (Public body)·Consortium: 3 public authorities

Framework agreement9 lotsGoodsOpen procedureMax 9 lots to bidMax 9 lots per supplier
Sectors: Software Packages & ERP (48)IT Services & Software (72)Business Services & Consultancy (79) Delivery: UK
Framework ceiling (notional)Value not publishedframework ceiling, not attributable revenue
Submissions closed 14 Mar 2022awarded 5 Jul 2022
Lots 9max 9 won per supplier · max 9 to bid

What is being bought9 lots · detail below

Published requirement description

The CPC is seeking to establish a multi-provider framework agreement on behalf of CPC members for the provision of corporate Software and Related Products for a number of areas as detailed below.

The Framework Agreement will be split into 9 lots as follows:

Lot 1 – Financial Management Software

Lot 2 – Human Resource Software

Lot 3 – Payroll System Software

Lot 4 – Multi-Purpose Lot for Lots 1 -3

Lot 5 – Management Information Systems (MIS)

Lot 6 – Educational Management and Communications Software excluding MIS

Lot 7 – Project Management & Resource Planning Software

Lot 8 – Customer Relationship Management (CRM) Systems

Lot 9 – Estates Management Software including CAFM Systems

The supply of Corporate Software & Related Products and Services framework agreement is open to both Software Providers and Software Resellers that will offer additional benefits through collaborative and innovative partnerships with CPC members.

Open to CPC members and the wider public sector.

CPV: Accounting software development services · Accounting software package · Communication software package · Compliance software development services · Compliance software package · Configuration management software package · Contact management software package · Customer Relation Management software development services · Customer Relation Management software package · Document creation software package · Document management software package · Document management system · +26 more

How this framework works

From the published notice
Places
up to 110 suppliers · 7 bids on the busiest of 9 lots (0.1 per place) · 14 appointed

Lots and requirements (9)Procurement structure

9 lots · no lot values published · a supplier may bid for at most 9 and win at most 9 of them · same evaluation weights on every lot
Lot #1Financial Management SoftwareAwarded

Lot 1 – Financial Management Software

This lot is for the provision of a range of software for the purpose of Financial Management Solutions including but not limited to the following aspects of supply as required by members:

  • Financial Management Software ensuring usability and accessibility is embedded within the software
  • Accurate and reliable financial data processing and reporting
  • Provision for general ledger, forecasting/budgeting, raising of purchase orders and a fully integrated fixed asset module if required by members
  • e-Procurement: electronic ordering with the ability to authorise, issue orders by email and confirm goods received electronically
  • Associated financial management modules and or tools, including but not limited to planning / budgeting / analytics for financial requirements
  • Facility to analyse, and report, at sub-account level, for project accounting and cross Member activity
  • Proven monthly/annual close down accounting processes in line with best practice
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • “Self-serve” transactional processes fully automated to include but not limited to, raising/processing sales invoice requests, departmental budget recharges, procurement card transaction logs, adding new suppliers, direct debit mandates, expenses input/authorisation
  • Potential for supporting shared service offer for other organisations if required by members
  • Fully compatible and automated interface with other systems as required by members, which may include but are not limited to the following:
  • BACS
  • HR Software
  • Payroll Software
  • Management Information Services / Student Records Systems
  • Customer Relationship Management
  • Commitment reporting, in a format understandable to users
  • Simple to use integrated report writer capable of enabling users to produce and store high quality and visually presentable reports and allow the management accounts to be produced to a professional standard/layout
  • A facility to drill down from standard management accounts
  • The ability to store scanned images of prime documents such as purchase invoices and sales invoices which will enable users to manage their budgets
  • System security compliant with all current legislation and best practice including but not limited to two factor authentication, if required by members
  • Secure storage and legal compliance of financial information and associated data
  • Flexible coding structure, allowing changes in structures/coding to be made easily, including options for parent/subsidiary and multi company/currency, and ability to store several budgets and forecasts including but not limited to original budgets, revised budgets
  • Flexible structure, allowing changes in organisational structures including but not limited to mergers of organisations
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate
  • Compliance with all required law and financial accounting and management best practice
  • A facility to update/upgrade, allowing the member institutions to ‘’future-proof” the system.
  • Compatibility with Microsoft Office as standard to enable the uploading of journals, and download and manipulate/model information

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services are also included, please see ITT for further details.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48440000 Financial analysis and accounting software package48441000 Financial analysis software package48442000 Financial systems software package48443000 Accounting software package48812000 Financial information systems72212440 Financial analysis and accounting software development services
Lot #2Human Resource (HR) Management SoftwareAwarded

Lot 2 – Human Resource (HR) Management Software

This lot is for the provision of a range of software for the purpose of Human Resource Management Solutions including but not limited to the following aspects of supply as required by members:

  • Human Resource Software ensuring usability and accessibility is embedded within the software
  • Accurate and reliable Human Resource data processing and reporting including trip management for staff and student where required by members
  • Associated modules and or tools, including but not limited to management of personal details, training, recruitment, apprenticeship management, self-service options, and management of requirements for staff and student well-being
  • Facility to analyse, and report, at all levels, including individual, departmental, faculty and Member wide
  • Potential for supporting shared service offer for other organisations if required by members
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • Fully compatible and automated interface with other systems as required by members, which may include but are not limited to the following:
  • BACS
  • Financial Management Software
  • Payroll Software
  • Management Information Services / Student Records Systems
  • Customer Relationship Management
  • Reporting, in a format understandable to users with a simple to use integrated report writer capable of enabling users to produce and store high quality and visually presentable reports in a professional standard/layout as appropriate
  • The ability to store scanned images of prime documents including but not limited to qualification certificates and DBS documentation
  • System security compliant with all current legislation and best practice including but not limited to two factor authentication, if required by members
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate
  • Compliance with all required law and human resource management best practice
  • Secure storage and legal compliance of human resource information and associated data
  • Flexible structure, allowing changes in organisational structures to be made easily including but not limited to mergers of organisations
  • A facility to update/upgrade, allowing the member institutions to ‘’future-proof” the system
  • Compatibility with Microsoft Office as standard to enable the uploading of data, and download and manipulate/model information

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services will include but are not limited to software advice and recommendations, consultancy, legal advice and compliance, advice on potential solution offerings, handover from any existing providers, implementation and commissioning, integration with other systems, a range of on-going support including helpdesk facilities both remote and onsite as required by the member, maintenance, development and innovation, de-commissioning, and handover to future providers.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48451000 Enterprise resource planning software package72212450 Time accounting or human resources software development services72212451 Enterprise resource planning software development services
Lot #3Payroll Systems SoftwareAwarded

Lot 3 – Payroll Systems Software

This lot is for the provision of a range of software for the purpose of Payroll Systems including but not limited to the following aspects of supply as required by members:

  • Payroll System Software ensuring usability and accessibility is embedded within the software
  • Accurate and reliable human resource data processing and reporting
  • Associated modules or tools, including but not limited to Employee Details, Leavers, Sickness, Pay Deductions, Pension, Reporting and Statutory Returns
  • Potential for supporting shared service offer for other organisations if required by members
  • Facility to analyse, and report, at all levels, including individual, departmental, faculty and Member wide
  • “Self-service” transactional processes fully automated including but not limited to the ability for individuals to make changes to personnel details, address, and contract details
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • Fully compatible and automated interface with other systems as required by members, which may include but are not limited to the following:
  • BACS
  • Financial Management Software
  • Human Resources Management Software
  • Reporting, in a format understandable to users with a simple to use integrated report writer capable of enabling users to produce and store high quality and visually presentable reports in a professional standard/layout as appropriate
  • The ability to store scanned images of prime documents including but not limited to receipts
  • System security compliant with all current legislation and best practice including but not limited to two factor authentication, if required by members
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate
  • Compliance with all required law and best practice
  • Secure storage and legal compliance of human resource information and associated data
  • Flexible structure, allowing changes in organisational structures to be made easily, including but not limited to mergers of organisations
  • A facility to update/upgrade, allowing the member institutions to ‘’future-proof” the system.
  • Compatibility with Microsoft Office as standard to enable the uploading of data, and download and manipulate/model information

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services will include but are not limited to software advice and recommendations, consultancy, legal advice and compliance, advice on potential solution offerings, handover from any existing providers, implementation and commissioning, integration with other systems, a range of on-going support including helpdesk facilities both remote and onsite as required by the member, maintenance, development and innovation, de-commissioning, and handover to future providers.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48442000 Financial systems software package
Lot #4Multi-Purpose Lot (Financial Management, Human Resource Management and Payroll Software)Awarded

Lot 4 – Multi-Purpose Lot (Financial Management, Human Resource Management and Payroll Software)

This Lot is for the provision of software where a member has a requirement covering 2 or more requirements from Lot 1, 2 and / or 3 including Enterprise Resource Planning Systems (ERP).

It should however be noted where a member, has a requirement covering two or more lots, members may use the relevant individual Lots or this Lot 4 – Multi-Purpose Lot.

For clarity this lot is for the provision of a range of software for the purpose of Financial Management, Human Resource Management and or Payroll Software including but not limited to the aspects detailed in lot 1, 2 and 3.

All software procured under this lot MUST be compatible with one another unless specified by the member institution at call off.

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services will include but are not limited to software advice and recommendations, consultancy, legal advice and compliance, advice on potential solution offerings, handover from any existing providers, implementation and commissioning, integration with other systems, a range of on-going support including helpdesk facilities both remote and onsite as required by the member, maintenance, development and innovation, de-commissioning, and handover to future providers.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48410000 Investment management and tax preparation software package48440000 Financial analysis and accounting software package48441000 Financial analysis software package48442000 Financial systems software package48451000 Enterprise resource planning software package48812000 Financial information systems
Lot #5Management Information Systems (MIS)Awarded

Lot 5 – Management Information Systems (MIS)

This lot is for the provision of Management Information Systems including but not limited to the following aspects of supply as required by members:

  • Management Information Systems (MIS) ensuring usability and accessibility is embedded within the software not limited for use by primary schools, secondary schools, Multi Academy Trusts (MATs), Colleges and/or Universities.
  • Provision of tools to effectively organize, evaluate, and manage departments within an organisation or as a whole
  • Accurate and reliable Staff and Student data processing and reporting
  • Accurate and reliable communication tool with the ability to filter including but not limited to communication type and recipient including but not limited for postal, email and text message services
  • Associated modules or tools, including but not limited to Core Student Management Functions, Individual Learner Records, Student Monitoring including Absence Reporting, Safeguarding, Timetabling, Exam Management, Learner Support Management including but not limited to Apprenticeship Management and Individual Learning Plans, Student Support and Wellbeing, Curriculum Planning, Enquiry Management and Student Recruitment, Alumni Management, and Funding
  • Facility to analyse, and report, at all levels, including individual student, class, departmental, faculty and organisation wide in a format understandable to users
  • Integrated report writer capable of enabling users to produce and store high quality and visually presentable reports in a professional standard/layout as appropriate
  • Staff and student / guardian portal as required by members
  • Potential for supporting shared service offer for other organisations if required by members
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • Fully compatible and automated interface with other systems as required by members, including but not limited to Finance Software
  • The ability to store scanned images of prime documents, including but not limited to learner enrolment forms, medical forms, and individual student reports
  • System security compliant with all current legislation and best practice including but not limited to two factor authentication, if required by members
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate
  • Compliance with all required law and best practice
  • Flexible structure, allowing changes in organisational structures to be made easily, including but not limited to mergers of organisations
  • A facility to update/upgrade, allowing the member institutions to ‘’future-proof” the system
  • Compatibility with Microsoft Office as standard to enable the uploading of data, and download and manipulate/model information

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services will include but are not limited to software advice and recommendations, consultancy, legal advice and compliance, advice on potential solution offerings, handover from any existing providers, implementation and commissioning, integration with other systems, a range of on-going support including helpdesk facilities both remote and onsite as required by the member, maintenance, development and innovation, de-commissioning, and handover to future providers.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48190000 Educational software package48800000 Information systems and servers48810000 Information systems
Lot #6Educational Management and Communications Software (excluding MIS)Awarded

Lot 6 – Educational Management and Communications Software (excluding MIS)

This lot is for the provision of miscellaneous software systems for the provision of educational management and communication requirements including but not limited to:

Communications Software, and / or Appointment Scheduling Software and / or Events Management Software, Classroom Timetabling Software, Survey Software, Attendance Management Software, Admissions Software, Safeguarding Software, Apprenticeship Management Software, Alumni Management Software, Student Recruitment Software, Governor Software and Sector / Business Intelligence, Resource Software, and Document Management Software. Integration Systems that link MIS systems with other relevant software.

Please note this lot excludes full Management Information Systems (MIS) and is aimed at the provision for standalone software or as specified by members.

Systems including but are not limited to the following aspects of supply as required by members:

  • Accurate and reliable Student data processing and reporting as appropriate
  • Accurate and reliable communication tool with the ability to filter including but not limited to communication type and recipient including but not limited for postal, email and text message services
  • Circulation of newsletters, electronic forms and other communications not limited to staff, students, guardians, and governors
  • Accurate and reliable appointment and event management software to schedule events including but not limited to school trips, parent’s evenings, school assemblies, festivals, online and phone meetings with login access by students and parents / guardians as required by the member
  • Accurate and reliable survey and analysis software with the ability to filter on results or recipient type
  • Potential for supporting shared service offer for other organisations if required by members
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • Fully compatible and automated interface with other systems as required by members, including but not limited to Finance Software
  • Reporting, in a format understandable to users with a simple to use integrated report writer capable of enabling users to produce and store high quality and visually presentable reports in a professional standard/layout as appropriate software dependant and as specified by members
  • The ability to store scanned images of prime documents, including but not limited to learner enrolment forms, medical forms as appropriate
  • System security compliant with all current legislation and best practice including but not limited to two factor authentication, if required by members
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate
  • Compliance with all required law and best practice
  • Flexible structure, allowing changes in organisational structures including but not limited to mergers of organisations
  • A facility to update/upgrade, allowing the member institutions to ‘’future-proof” the system
  • Compatibility with Microsoft Office as standard to enable the uploading of data, and download and manipulate/model information

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services are also included, please see ITT for further details.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48100000 Industry specific software package48150000 Industrial control software package48190000 Educational software package48223000 Electronic mail software package48310000 Document creation software package48311000 Document management software package
Lot #7Project Management & Resource Planning SoftwareAwarded

Lot 7 – Project Management & Resource Planning Software

This lot is for the provision of Project Management Software, and Resource Planning Software Systems to support and enhance the administration and operations for members institutions.

The Software provision includes but is not limited to Project Management Software, Workflow and Resource Management Software, and Team Collaboration Software for both academic and administration use.

Systems including but are not limited to the following aspects of supply as required by members:

  • Project Management Software and/or Resource Planning Software ensuring usability and accessibility is embedded within the software with the ability to work, organise and share data, documents and files as required by members
  • Software to support and range of work methodologies and project types in line with best practice
  • Provision for software intended for time management and identification of bottlenecks as required by members
  • Effective management of workloads, assignment of projects and tasks
  • Automation and template provision to enable focus of individuals and groups to drive efficiencies
  • Potential for supporting shared service offer for other organisations
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • Fully compatible and automated interface with other systems as required by members
  • Reporting, in a format understandable to users with a simple to use integrated report writer capable of enabling users to produce and store high quality and visually presentable reports in a professional standard/layout as appropriate software dependant and as specified by members
  • The ability to store documents including but not limited to scanned images of prime documents
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate
  • Compliance with all required law and best practice
  • Flexible structure, allowing changes in organisational structures including but not limited to mergers of organisations
  • A facility to update/upgrade, allowing the member institutions to ‘’future-proof” the system
  • Compatibility with Microsoft Office as standard to enable the uploading of data, and download and manipulate/model information

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services will include but are not limited to software advice and recommendations, consultancy, legal advice and compliance, advice on potential solution offerings, handover from any existing providers, implementation and commissioning, integration with other systems, a range of on-going support including helpdesk facilities both remote and onsite as required by the member, maintenance, development and innovation, de-commissioning, and handover to future providers.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48170000 Compliance software package48190000 Educational software package48331000 Project management software package48982000 Configuration management software package
Lot #8Customer Relationship Management (CRM) SystemsAwarded

Lot 8 – Customer Relationship Management (CRM) Systems

This lot is for the provision of Customer Relationship Management (CRM) Software to support and enhance the administration and operations for members institutions including but not limited to the following aspects of supply as required by members:

  • CRM Software ensuring usability and accessibility is embedded within the software to streamline customer relationship processes
  • Provision to organise, evaluate, and standardise workflows and processes through means of including but not limited to contract management, interaction tracking, lead management, mailing integration, document management, reporting and analytics, and forecasting
  • Accurate and reliable reporting for individual business insights as required by members
  • Accurate and reliable communication tool with the ability to filter including but not limited to communication type and recipient including but not limited for postal, email and text message services
  • Associated modules or tools to include but not limited to apprenticeship management and alumni management
  • Facility to analyse, and report, at all levels, in a format understandable to users
  • Integrated report writer capable of enabling users to produce and store high quality and visually presentable reports in a professional standard/layout as appropriate
  • Potential for supporting shared service offer for other organisations if required by members
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • Fully compatible and automated interface with other systems as required by members
  • The ability to store scanned images of prime documents
  • System security compliant with all current legislation and best practice including but not limited to two factor authentication, if required by members
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate
  • Flexible structure, allowing changes in organisational structures to be made easily, including but not limited to mergers of organisations
  • A facility to update/upgrade, allowing the member institutions to ‘’future-proof” the system
  • Compatibility with Microsoft Office as standard to enable the uploading of data, and download and manipulate/model information

Member requirements will vary dependant from simple off the shelf software through to bespoke systems. Requirements may include both on premise, cloud or hybrid cloud software solutions including any related products (including but not limited to hardware and consumables), mobile applications, and related services.

Related services will include but are not limited to software advice and recommendations, consultancy, legal advice and compliance, advice on potential solution offerings, handover from any existing providers, implementation and commissioning, integration with other systems, a range of on-going support including helpdesk facilities both remote and onsite as required by the member, maintenance, development and innovation, de-commissioning, and handover to future providers.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48445000 Customer Relation Management software package72212445 Customer Relation Management software development services
Lot #9Estates Management Software including CAFM SystemsAwarded

Lot 9 – Estates Management Software including CAFM Systems

This lot is for the provision of Estates Management Software to support and enhance the administration and operations for members institutions.

The Software provision includes but is not limited to full Computer Aided Facilities Management Systems (when managed by the member institution), Estates (and IT) fault reporting software and systems including ticketing and helpdesk provision as required by members.

Accommodation and Letting Bookings Software aimed at but not limited to colleges with halls of residents. Contractor / Supplier Management, Stock Control, and Asset Management Software, Risk Management Software, COSHH Management Software, Health and Safety Software, Estates Compliance Software, Building Management Software to include but not limited to control systems for temperature, lighting and energy management, Onsite Visitor and Staff / Student Management Software, Space Management and Room Booking Software and other facilities management and estates related software.

Systems including but are not limited to the following aspects of supply as required by members:

  • Software provision to be used in an estate’s capacity ensuring ease of use with the ability to work, organise and share data, documents and files as required by members
  • Software and tools to include Computer Aided Facility Management (CAFM) software with the ability for members to plan, execute and monitor all activities involved in reactive and planned preventative maintenance, space and move management, asset management, operational facility services, room reservations and other customer services. This is aimed at where members will be managing their facility management requirements internally and not outsourcing this requirement. *
  • Other Estates software and tools for standalone requirements or as specified by members including but not limited to Estates (and IT, where provided as part of an estates requirement) fault reporting software and systems including ticketing and helpdesk provision as required by members. Accommodation Software aimed at but not limited to colleges with halls of residents. Contractor / Supplier Management, Asset Management Software, Risk Management Software, COSHH Management Software, Health and Safety Software, Estates Compliance Software, Building Management Software to include but not limited to control systems for temperature, lighting and energy management, Onsite Visitor and Staff / Student Management Software, Space Management and Room Booking Software
  • Software to support and range of work methodologies and project types in line with best practice
  • Provision for software intended for time management and identification of bottlenecks as required by members
  • Effective management of workloads, assignment of projects and tasks
  • Automation and template provision to enable focus of individuals and groups to drive efficiencies
  • Potential for supporting shared service offer for other organisations if required by members
  • “Workflow” flexibilities to include but not limited to absence management procedures
  • Fully compatible and automated interface with other systems as required by members
  • Reporting, in a format understandable to users with a simple to use integrated report writer capable of enabling users to produce and store high quality and visually presentable reports in a professional standard/layout as appropriate software dependant and as specified by members
  • The ability to store documents including but not limited to scanned images of prime documents
  • The security maintenance of the system must satisfy requirements including but not limited to segregation of duties, however there is a need to maintain the flexibility required in a large complex organisation such as a multi academy trusts and not be overly burdensome in its administration for academies, schools, colleges or as appropriate

Further further details please see the ITT.

Delivery: UK · Greater Manchester
Extensions: 48 month(s) from the commencement date, with 24 initial month(s) and option to extend 2x12 month(s)Variant bids: not allowed
48170000 Compliance software package48190000 Educational software package48311000 Document management software package48311100 Document management system48333000 Contact management software package48421000 Facilities management software package

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored · same split on all 9 lots
Quality: 70%Price: 30%
Published sub-criteria (2)
  • Customer Requirements: 70%
  • price: 30%
Published award criteria (2)
  • Customer Requirements: 70.00%
  • Price: 30.00%
Conditions of participation3
  • Suitability

    See ITT for details

  • Economic & financial standing

    See ITT for details

    Minimum: See ITT for details
  • Technical & professional ability

    See ITT for details

    Minimum: See ITT for details
What this means for your bid
  • Price carries 30 of 100 points: a 10% discount moves about 3 points. The method statement decides this lot, not the discount.
  • “Corporate Software & Related Products and Services” is a framework: the contest is a place on its panel, up to 110 suppliers, not a single contract.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Goods
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Framework agreement
Who may use this agreement
Not stated in the notice; call-off rights may be limited to the establishing authority
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
14 Jul 2021, 10:24 BST
Last source update
5 Jul 2022, 16:18 BST
Award evaluation window
14 Mar 2022 – …
Authority reference
CA9891 - CPC/JE/01/2021
FTS notice number
2022/S 000-018395
Classification (CPV)
Accounting software development servicesAccounting software packageCommunication software packageCompliance software development servicesCompliance software packageConfiguration management software packageContact management software packageCustomer Relation Management software development servicesCustomer Relation Management software packageDocument creation software package
+28 moreDocument management software packageDocument management system
Delivery area
UK
Official registry OCID
ocds-h6vhtk-02c7b4 Find a Tender
Contract terms
Performance terms

See ITT for details

Review and risk notes
Review procedure

The Contracting Authority will incorporate a minimum of a ten calendar day standstill period at the point that information on the award of contract is communicated to tenderers. If an appeal regarding the award of contract has not been successfully resolved then the Public Contract Regulations 2015, provide for aggrieved parties who have been harmed or are at risk of harm, by breach of the rules to take action in the High Court. Any such action must be brought promptly

How it was run

Official notice
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Supplier login requiredLanguage: EN
Access & registration note: Free
Appointment period ends
14 Mar 2022, 13:00 GMT
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bids opened
14 Mar 2022, 13:00 GMT
Detailed submission instructions & authority contactsFrom official release

suppliers.multiquote.com ↗

Timeline

1 Oct 2021 → 5 Jul 2022 · 4 dates
  1. Next notice expected
    1 Oct 2021, 00:00 BST
  2. Admission / appointment period endsperiod end, not a bid countdown
    14 Mar 2022, 13:00 GMT
  3. Bids opened
    14 Mar 2022, 13:00 GMT
  4. Notice published
    5 Jul 2022, 16:18 BST

Notice history

7 events · 5 releases on Find a Tender · since 10 Feb 2022
  1. Status changed to active
    10 Feb 2022, 13:54 GMT
  2. Procurement method changed
    10 Feb 2022, 13:54 GMT
  3. Deadline published: 14 Mar 2022, 13:00 GMT
    10 Feb 2022, 13:54 GMT
  4. Buyer details updated
    10 Feb 2022, 13:54 GMT
  5. Buyer details updated
    10 Mar 2022, 13:55 GMT
  6. Status changed to complete
    5 Jul 2022, 16:18 BST
  7. Buyer details updated
    5 Jul 2022, 16:18 BST
Published amendments (2 · 0 deadline changes)
WhenWhatBeforeAfterShift
—TextInformation about European Union Funds · II.2.13The procurement is related to a project and/or programme financed by European Union funds: NoThe procurement is related to a project and/or programme financed by European Union funds: This framework agreement may be used by members accessing various European Funding streams.
—TextEstimated total value · II.1.5Value excluding VAT: £10,003,226Value excluding VAT: £22,003,226

Information about European Union Funds

Value Change

Routine re-releases (5)
  • 2022-02: 1 release · 10 Feb 2022
  • 2021-07: 1 release · 14 Jul 2021

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Suppliers appointed 14admitted to the panel · see the list ↓
Bids received 7busiest of 9 lots
Contracts signed 9latest 5 Jul 2022

9 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.

Contracts

All 4 of these contracts carry the same published figure, £5,555,556, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.

  • Lot 1 – Financial Management Software

    Signed
    5 Jul 2022
    Value
    £5,555,555
    Status
    active

  • Lot 2 – Human Resource (HR) Management Software

    Signed
    5 Jul 2022
    Value
    ceiling above
    Status
    active

  • Lot 3 – Payroll Systems Software

    Signed
    5 Jul 2022
    Value
    £5,555,556
    Status
    active

  • Lot 4 – Multi-Purpose Lot (Financial Management, Human Resource Management and Payroll Software)

    Signed
    5 Jul 2022
    Value
    £5,555,556
    Status
    active

  • Lot 5 – Management Information Systems (MIS)

    Signed
    5 Jul 2022
    Value
    ceiling above
    Status
    active

  • Lot 6 – Educational Management and Communications Software (excluding MIS)

    Signed
    5 Jul 2022
    Value
    ceiling above
    Status
    active

  • Lot 7 – Project Management & Resource Planning Software

    Signed
    5 Jul 2022
    Value
    £5,555,556
    Status
    active

  • Lot 8 – Customer Relationship Management (CRM) Systems

    Signed
    5 Jul 2022
    Value
    £5,555,556
    Status
    active

  • Lot 9 – Estates Management Software including CAFM Systems

    Signed
    5 Jul 2022
    Value
    ceiling above
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Financial Management Software7bids———
2 · Human Resource (HR) Management Software5bids———
3 · Payroll Systems Software4bids———
4 · Multi-Purpose Lot (Financial Management, Human Resource Management and Payroll Software)7bids———
5 · Management Information Systems (MIS)5bids———
6 · Educational Management and Communications Software (excluding MIS)3bids———
7 · Project Management & Resource Planning Software4bids———
8 · Customer Relationship Management (CRM) Systems6bids———
9 · Estates Management Software including CAFM Systems3bids———

Contracting authority & participating public bodies

3 public bodies on the notice

Crescent Purchasing Consortium

Contracting authorityPublic bodyBody governed by public lawEducation Procurement House, Unit 23, Leslie Hough Way, Salford, UK, M6 6AJContact name, email Published organisation website ↗

Consortium members and other public bodies

Dispute resolution & review bodies

  • Crescent Purchasing Consortia Mediation body Salford

Framework contractors & participating bidders

14 commercial parties on the notice
  • AGILYX EMEA LTDFramework contractor 400 Thames Valley Park Drive, , READING, UK, RG6 1PTContact email, phone
  • Advanced Business SolutionsFramework contractor Ditton Park, Riding Court Road, Datchet, UK, SL3 9LLContact email, phone
  • Betasoft SolutionsFramework contractor 2 West Regent Street, , Glasgow, UK, G2 7DAContact email, phone
  • CARA DIGITAL LIMITEDFramework contractor The Sharp Project, Thorp Road, Manchester, UK, M40 5BJContact email, phone
  • Civica EducationFramework contractor Resource House, 169 High St, Hertfordshire , UK, WD3 1AYContact email, phone
  • Education Software Solutions LimitedFramework contractor 11 Kingsley Lodge, 13 New Cavendish Street, London, UK, W1G 9UGContact email, phone
  • FIFTH QUADRANT DATA LTDFramework contractor 85 Great Portland Street, , LONDON, UK, W1W 7LTContact email, phone
  • Insight Direct UK LtdFramework contractor The Atrium, 1 Harefield Road, London, UK, UB8 1PHContact email, phone
  • LAKE Financial SystemsFramework contractor Stable Mews, Beechwoods, Leeds, UK, LS8 2LQContact email, phone
  • MHRFramework contractor Ruddington Hall, , Ruddington, UK, NG11 6LLContact email, phone
Show 4 more suppliers
  • PANACEA SOFTWAREFramework contractor St Andrew's , 15 Short Street, LONDON, UK, SE1 8LJContact email, phone
  • TechnologyOne UK LtdFramework contractor Queen Anne House, 25-27 Broadway, Maidenhead, UK, SL6 1LYContact email, phone
  • The Anywhere CompanyFramework contractor Harmsworth House, 13-15 Bouverie Street, London, UK, EC4Y 8DPContact email, phone
  • Tribal EducationFramework contractor Kings Orchard, One Queen Street, Bristol, UK, BS2 0HQContact email, phone

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.