Official UK procurement notice
Financial Services Framework · UK public procurement notice
Authority: Crescent Purchasing Consortium (CPC)·Consortium: 4 public authorities
What is being bought3 lots · detail below
Published requirement descriptionThe Framework will provide access to a comprehensive range of Financial Services. It is being established to meet the needs of Crescent Purchasing Consortium Members,www.thecpc.ac.uk/members/regions.php ↗ and potential members at www.get-information-schools.service.gov.uk ↗. It is also open for use by all contracting authorities across the UK public sector (and any future successors to these organisations). These include (but not limited to) central government departments and agencies, Non Departmental Public Bodies, NHS bodies, Local Authorities, Police Authorities, Emergency Services, Educational Establishments, Hospices, Registered Charities, National Parks and Registered Social Landlords. Full details of the classification of eligible end user establishments and geographical areas is available at www.dukefieldprocurement.co.uk/ojeu ↗
The Framework will be let across three Lots. There will be a maximum of 6 suppliers awarded a place on each of the three Lots.
CPV: Financial analysis and accounting software development services · Financial analysis and accounting software package · Financial and insurance services · Financial auditing services · Financial consultancy services · Financial information systems · Financial management consultancy services · Financial systems software package · Training services
How this framework works
From the published notice- Places
- up to 18 suppliers · 5 bids on the busiest of 3 lots (0.3 per place) · 4 appointed
Lots and requirements (3)Procurement structure
3 lots · all with a published value · a supplier may bid for at most 3 and win at most 3 of them · same evaluation weights on every lotEvery one of these 3 lots carries the same published figure, £15,000,000: it is the framework's maximum for the whole notice, not each lot's own budget, and no share per lot is published. The cards below say ceiling above rather than repeat it.
Lot #1Financial Services for Maintained SchoolsAwardedceiling above
This lot is designed to provide financial services to maintained school. A comprehensive suite of services will be available, including but not limited to, the following:
Strategic financial management planning and support, financial systems and accounting, financial governance, business continuity, financial training services and ad hoc consultancy services
There will be a maximum of 6 suppliers awarded a place on this framework Lot.
Lot #2Financial Services for Academies and Multi Academy TrustsAwardedceiling above
This lot is designed to provide financial services to existing academies and multi academy trusts and those converting to academy status. A comprehensive suite of services will be available, including but not limited to, the following:
Strategic financial management planning and support, financial systems and accounting, financial governance, business continuity, financial training services and ad hoc consultancy services
There will be a maximum of 6 suppliers awarded a place on this framework Lot.
Lot #3Financial Services for Further and Higher Education Establishments and Wider Public Sector OrganisationsAwardedceiling above
This Lot incorporates the provisions of both Lots 1 and 2 as they apply to public sector organisations in the wider public sector, i.e. those organisations who are not schools or Academies and Multi Academy Trusts. A comprehensive suite of services will be available, including but not limited to, the following:
Strategic financial management planning and support, financial systems and accounting, financial governance and audit, business continuity, financial training services and ad hoc consultancy services
There will be a maximum of 6 suppliers awarded a place on this framework lot.
What it takes to wini
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 morei
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).
Published award criteria (2)
- Quality: 60.00%
- Price: 40.00%
- Price carries 40 of 100 points: a 10% discount moves about 4 points. The method statement decides this lot, not the discount.
- “Financial Services Framework” is a framework: the contest is a place on its panel, up to 18 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 · 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
- 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
- 24 Mar 2021, 19:12 GMT
- Last source update
- 5 Aug 2021, 14:06 BST
- Award evaluation window
- 12 Apr 2021 – …
- Authority reference
CA8423 - CPC/DU/FIN/01- FTS notice number
2021/S 000-018900- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-0299eeFind a Tender
- Review procedure
Crescent Purchasing Consortium will incorporate a minimum 10-day standstill period at the point information on the award of contract is communicated to tenderers. Bidders who are unsuccessful shall be informed by the Contracting Authority as soon as possible after the decision is made as to the reasons why the bidder was unsuccessful. If an appeal regarding the award of the contract has not been successfully resolved, the Public Procurement Regulations provide for the aggrieved parties who have been harmed or who are at risk of harm by the breach of the rules to take action in the High Court (England, Wales and Northern Ireland). Any action must be generally brought within 3 months. If a declaration of ineffectiveness is sought, any such action must be brought within 30 days where the Contracting Authority has communicated the award of the contract and a summary of reasons to tenderers, or otherwise within 6 months of the contract being entered into. 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 the 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.
Publisher note: CPC Internal Reference Number is CPC/DU/FIN/01. The framework is being delivered by Crescent Purchasing Limited through Crescent Purchasing Consortium and its partners Dukefield Procurement Limited (who are a subsidiary of Dukefield Limited). Dukefield Procurement Limited are acting as agents of Crescent Purchasing Consortium in the development and on-going contract management of this framework. The Contracting Authority will be using an e-tendering system to conduct the procurement exercise. To access the procurement documentation suppliers must register their company details on the Sourcing Cloud system at https://suppliers.multiquote.com, the tender is available from the Opportunities menu on the login page of the site. The Contracting Authority shall not be under any obligation to accept the lowest tender or indeed any tender. Crescent Purchasing Consortium expressly reserves the rights: (a) To terminate the procurement process and not to award any contract as a result of the procurement process at any time; (b) To make whatever changes it may see fit to the content and structure of the procurement as detailed within the tender documentation; (c) To award a contract covering only part of the consortium's requirements if explicitly detailed within the tender documentation; (d) To disqualify any organisation from the process that canvasses any employee of the Contracting Authority during the procurement process or standstill period if applicable; (e) Seek clarifications to tender responses on the basis that any clarification sought will not confer any undue competitive advantage in the favour of any supplier from whom such clarifications are being sought; (f) Where the Contracting Authority can evidence that there is a conflict of interest, either personal or in consideration of any organisation bidding for the contract, the Contracting Authority shall have the explicit right to immediately exclude that person or organisation from the tender process entirely; (g) Where the Contracting Authority has engaged in any pre-market soft testing prior to the commencement of the procurement process, the Contracting Authority reserves the right to name any organisation that has been involved in these discussions and release any and all specifications / discussion documents to the market where appropriate to the subject matter of this procurement. (h) The Contracting Authority will not be liable for any costs incurred by tenderers. (i) The value of the framework provided in section II.1.5 is only an estimate and the Contracting Authority will not guarantee any business through this framework agreement; and (j) The Contracting Authority wishes to establish a Framework Agreement open for use by all Public Sector Bodies as stated in II.1.4. Tenderers should note, in reference to Section IV.1.3), Envisaged maximum number of participants to the framework: Where, following the evaluation of bids, more than one Tenderer is tied with the same final evaluation score and are ranked in the last supplier award position within a particular Lot, each of these tenderers shall be deemed to occupy the last Framework Agreement contract award position for the purpose of calculating the maximum number of Suppliers under the framework Lot. The Contracting Authority will award a Framework Agreement to additional Tenderers beyond the stated maximum number on any particular Lot, where their final evaluation score (s) is within 0.5 % of the last placed position only. For the avoidance of doubt, the last placed position in respect of each Lot of this framework is 6th place on each of the three framework Lots. Therefore on a lot by lot basis, Tenderers within 0.5 %, along with the Tenderer in last placed position, shall be deemed to occupy the last Framework Agreement contract award position for each respective lot.
How it was run
Official notice- Appointment period ends
- 12 Apr 2021, 12:00 BST
- Submission channel
- {"electronicSubmission","written"}
- Accepted languages
- en
- Bids opened
- 12 Apr 2021, 12:00 BST
Timeline
12 Apr 2021 → 5 Aug 2021 · 3 dates- Admission / appointment period endsperiod end, not a bid countdown12 Apr 2021, 12:00 BST
- Bids opened12 Apr 2021, 12:00 BST
- Notice published5 Aug 2021, 14:06 BST
Notice history
5 events · 4 releases on Find a Tender · since 27 Jul 2021- Published value published: £45,000,00027 Jul 2021, 18:14 BST
- Status changed to active27 Jul 2021, 18:14 BST
- Procurement method changed27 Jul 2021, 18:14 BST
- Deadline moved to 12 Apr 2021, 12:00 BST27 Jul 2021, 18:14 BST-11 days · was 23 Apr 2021, 12:00 BST
- Status changed to complete5 Aug 2021, 14:06 BST
Published amendments (2 · 2 deadline changes)
| When | What | Before | After | Shift |
|---|---|---|---|---|
| — | TextDescription of the procurement · II.2.4 | This Lot incorporates the provisions of both Lots 1 and 2 as they apply to public sector organisations in the wider public sector, i.e. those organisations who are not schools or Academies and Multi Academy Trusts. A comprehensive suite of services will be available, including but not limited to, the following: Strategic financial management planning and support, financial systems and accounting, … | This Lot incorporates the provisions of both Lots 1 and 2 as they apply to the relevant needs and expectations of organisations in the wider public sector, i.e., Colleges and Universities and other wider public sector bodies such as those organisations outside the education sector including the NHS, Local Government, Central Government, Blue Light Organisations etc. A comprehensive suite of servi… | |
| — | Bid openingConditions for opening of tenders · IV.2.7 | 12 Apr 2021 | 23 Apr 2021 | +11 d |
| — | TextTitle · II.2.1 | Lot 3 - Financial Services for Wider Public Sector Organisations | Lot 3 - Financial Services for Further and Higher Education Establishments and Wider Public Sector Organisations | |
| — | DeadlineTime limit for receipt of projects or requests to participate · IV.2.2 | 12 Apr 2021 | 23 Apr 2021 | +11 d |
| — | Bid openingConditions for opening of tenders · IV.2.7 | 12 Apr 2021 | 23 Apr 2021 | +11 d |
| — | DeadlineTime limit for receipt of tenders or requests to participate · IV.2.2 | 12 Apr 2021 | 23 Apr 2021 | +11 d |
Contract Amendment
Extension
Routine re-releases (4)
- 2021-03: 1 release · 24 Mar 2021
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast3 suppliers are admitted to this framework without individual award values or dates, see the supplier list below.
Contracts
All 3 of these contracts carry the same published figure, £15,000,000, the framework's maximum for the whole notice, not each contract's own value. They are not eleven separate sums.
Lot 1 - Financial Services for Maintained Schools
- Signed
- 5 Aug 2021
- Value
- ceiling above
- Status
- active
Lot 2 - Financial Services for Academies and Multi Academy Trusts
- Signed
- 5 Aug 2021
- Value
- ceiling above
- Status
- active
Lot 3 - Financial Services for Further and Higher Education Establishments and Wider Public Sector Organisations
- Signed
- 5 Aug 2021
- Value
- ceiling above
- Status
- active
Bid statistics published by the authority
| Lot | Bids | SME | VCSE | Valid bid range |
|---|---|---|---|---|
| 1 · Financial Services for Maintained Schools | 5bids | — | — | — |
| 2 · Financial Services for Academies and Multi Academy Trusts | 5bids | — | — | — |
| 3 · Financial Services for Further and Higher Education Establishments and Wider Public Sector Organisations | 3bids | — | — | — |
Contracting authority & participating public bodies
4 public bodies on the noticeConsortium members and other public bodies
- Dukefield Procurement LimitedContracting authority
- EducationContracting authority
- Public SectorContracting authority
Dispute resolution & review bodies
- Crescent Purchasing ConsortiumMediation bodyReview bodyReview contact point
Framework contractors & participating bidders
4 commercial parties on the notice- Beever and StruthersFramework contractor
- Bishop Fleming LLPFramework contractor
- EPM LtdFramework contractor
- SAAF EducationFramework contractor
Official documents & specifications (2)
Official links; attachments are not copiedTender pack and attachments
- Economic and financial selection criteria
- Technical selection criteria