Find a TenderAwarded
Published 20 Mar 2023, 16:37 GMT

Official UK procurement notice

Finance System · UK public procurement notice

Official notice

Authority: The Education and Training Foundation (Public body)

ServicesOpen procedureSME suitable
Published estimate£200,000exc. VAT2.2% below published estimate
Submissions closed 12 May 2023awarded 22 Nov 2023
Awarded to Moore Stephens Insight Ltd

What is being bought

Published requirement description

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

ETF reviewed the market for systems which could provide solutions to all issues and could integrate with ETF’s Azure database. As a result of the tender process ETF has selected one supplier as a long-term systems partner.

CPV: Accounting software package · Compliance software package · Financial analysis and accounting software package · Financial analysis software package · Financial systems software package · Software consultancy services · Software implementation services · Software package and information systems · Software supply services · Software support services · Software-related services · Tax preparation software package · +1 more

The lotProcurement structure

single lot · value published
Lot #1The aim of this tender was to secure a new finance system including procurement…AwardedRenewalPublished value£166,667

The aim of this tender was to secure a new finance system including procurement functionality and which can integrate with existing systems.

Delivery: UK
Extensions: There is a two-year optional extension period built into the five-year term.Variant bids: not allowed

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
Quality: 77%Price: 18%Environmental: 5%
Published sub-criteria (7)
  • Increasing efficiencies and streamlining processes: 15%
  • Project plan: 10%
  • Project requirements: 40%
  • Support offering, capability, capacity and skills: 10%
  • Added Value: 2%
  • price: 18%
  • Equality, diversity, inclusion, and sustainability: 5%
Published award criteria (7)
  • Increasing efficiencies and streamlining processes: 15
  • Project plan: 10
  • Project requirements: 40
  • Support offering, capability, capacity and skills: 10
  • Equality, diversity, inclusion, and sustainability: 5
  • Added Value: 2
  • Price: 18
Staff
Names and qualifications of delivery staff must be submitted
What this means for your bid
  • Price carries 18 of 100 points: a 10% discount moves about 1.8 points. The method statement decides this lot, not the discount.

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

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Services
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
20 Mar 2023, 16:37 GMT
Last source update
23 Nov 2023, 10:41 GMT
Award evaluation window
21 Apr 2023 – …
Authority reference
FIN 22/23.1
FTS notice number
2023/S 000-034634
Classification (CPV)
Accounting software packageCompliance software packageFinancial analysis and accounting software packageFinancial analysis software packageFinancial systems software packageSoftware consultancy servicesSoftware implementation servicesSoftware package and information systemsSoftware supply servicesSoftware support services
+3 moreSoftware-related servicesTax preparation software package
Delivery area
UK
Official registry OCID
ocds-h6vhtk-03b47e Find a Tender

Publisher note: (MT Ref:230809)

How it was run

Official notice
Run through: mytenders · Who buys & how to bid on myTenders
Supplier login requiredLanguage: EN
Access & registration note: Free publication showcase; bidding happens on buyer portals
Submission deadline
12 May 2023, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bids opened
21 Apr 2023, 16:00 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

21 Apr 2023 → 23 Nov 2023 · 4 dates
  1. Bids opened
    21 Apr 2023, 16:00 BST
  2. Submission deadline
    12 May 2023, 12:00 BST
  3. Bids must remain valid until
    22 May 2023, 23:59 BST
  4. Notice published
    23 Nov 2023, 10:41 GMT

Notice history

2 events · 3 releases on Find a Tender · since 14 Apr 2023
  1. Deadline moved to 12 May 2023, 12:00 BST
    14 Apr 2023, 10:41 BST
    +21 days · was 21 Apr 2023, 16:00 BST
  2. Status changed to complete
    23 Nov 2023, 10:41 GMT
Published amendments (1 · 1 deadline change)
WhenWhatBeforeAfterShift
—DeadlineTime limit · IV.2.221 Apr 202312 May 2023+21 d
—Bid validityMinimum time frame during which the tenderer must maintain the tender · IV.2.622 May 202316 Jun 2023+25 d
—Bid openingConditions for opening of tenders · IV.2.721 Apr 202312 May 2023+21 d

We are extending the deadlines for both questions and tender submissions to allow bidders more time to ask questions and prepare bids due to the complex nature of our requirements, and to ensure the right stakeholders can be involved in the bid evaluation process.

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Awarded value £195,5331 contract exc. VAT
Bids received 65 from SMEs
Contracts signed 1latest 22 Nov 2023
Awarded toValueDateStatus
Moore Stephens Insight LtdSME£195,533 †—Awarded

Contracts

Bid statistics published by the authority

BidsSMEVCSEValid bid range
6bids · 6 electronic · 6 from abroad5——

Contracting authority & participating public bodies

The Education and Training Foundation

Contracting authorityPublic bodyCharityEducation Third Floor, 157 - 197 Buckingham Palace Road, London, London, SW1W 9SPContact name, email, phone Published organisation website ↗

Dispute resolution & review bodies

  • Public Procurement Review ServiceReview body LondonContact email, phone

Bidders & participating suppliers

1 commercial party on the notice

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria