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Published 17 Feb 2022, 14:22 GMT

Official UK procurement notice

CAT Financial Management System

Official notice

Authority: Community Academies Trust (Education)

3 lotsGoodsOpen procedureSME suitable
Sectors: Software Packages & ERP (48) Delivery: UK
Awarded value£947,0003 contracts · exc. VAT
Submissions closed 11 Mar 2022awarded 25 Apr 2022
Awarded to Solutions for Accounting Ltd., IMP Software Ltd3 awards
Contract term 10 yrs 4 moends 31 Aug 2032 · extension options published · starts 9 May 2022

What is being bought3 lots · detail below

Published requirement description

Community Academies Trust (the Trust) wishes to enter into a contract with a Supplier or Suppliers to supply, implement and support a Financial Management System (FMS), for use by the Trust and all of its current and future Academies. The trust considers that a successful FMS is made up of 3 integrated and inter-dependant parts:1. A purchase order processing (POP) system to raise orders and potentially post invoices2. A finance system (FS) to record and report on financial transactions3. Budget planning software (BPS) to allow the trust to monitor performance against budget and model future years budget scenarios.

CPV: Financial systems software package

Lots and requirements (3)Procurement structure

3 lots · no lot values published
Lot #1Purchase Order Processing (POP)AwardedRenewal 10 yrs 4 mo
Contract period: 9 May 2022 – 31 Aug 2032 (10 yrs 4 mo)
Delivery: UK
Extensions: The maximum contract duration will be ten and a half (10.5) years. The initial term of the Contract shall be for a period of 5.5 years with an option of up to one 3-year extension and one further 2-year extensions, making a maximum contract duration of ten and a half (10.5) years including extensionsVariant bids: not allowed
48442000 Financial systems software package
Lot #2Finance SystemAwardedRenewal 10 yrs 4 mo
Contract period: 9 May 2022 – 31 Aug 2032 (10 yrs 4 mo)
Delivery: UK
Extensions: The maximum contract duration will be ten and a half (10.5) years. The initial term of the Contract shall be for a period of 5.5 years with an option of up to one 3-year extension and one further 2-year extensionsVariant bids: not allowed
48442000 Financial systems software package
Lot #3Budget Planning Software(BPS)AwardedRenewal 10 yrs 4 mo
Contract period: 9 May 2022 – 31 Aug 2032 (10 yrs 4 mo)
Delivery: UK
Extensions: The maximum contract duration will be ten and a half (10.5) years. The initial term of the Contract shall be for a period of 5.5 years with an option of up to one 3-year extension and one further 2-year extensions, making a maximum contract duration of ten and a half (10.5) years including extensionsVariant bids: not allowed
48442000 Financial systems software package

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
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
No (one-off requirement)
First published
17 Feb 2022, 14:22 GMT
Last source update
11 May 2022, 15:42 BST
Award evaluation window
11 Mar 2022 – …
Authority reference
CAT0001
FTS notice number
2022/S 000-012289
Classification (CPV)
Financial systems software package
Delivery area
UK
Official registry OCID
ocds-h6vhtk-031853 Find a Tender

How it was run

Official notice
Submission deadline
11 Mar 2022, 12:00 GMT
Submission channel
{"written"}
Accepted languages
en
Bids opened
11 Mar 2022, 12:00 GMT

Timeline

11 Mar 2022 → 11 May 2022 · 5 dates
  1. Submission deadline
    11 Mar 2022, 12:00 GMT
  2. Bids opened
    11 Mar 2022, 12:00 GMT
  3. Bids must remain valid until
    29 Apr 2022, 23:59 BST
  4. Contract starts
    9 May 2022, 00:00 BST
  5. Notice published
    11 May 2022, 15:42 BST

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    11 May 2022, 15:42 BST

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 3
Awarded value £947,0003 contracts exc. VAT
Bids received 2020 from SMEs
Contracts signed 3latest 25 Apr 2022
Awarded toValueDateStatus
Lot 1 · Purchase Order Processing (POP)1 award
Solutions for Accounting Ltd.SME——Awarded
Lot 2 · Finance System1 award
Solutions for Accounting Ltd.SMEFinance System (FS)——Awarded
Lot 3 · Budget Planning Software(BPS)1 award
IMP Software LtdSME——Awarded

Contracts

  • Purchase Order Processing (POP) · Solutions for Accounting Ltd.SME

    Signed
    25 Apr 2022
    Value
    £125,000
    Period
    … – 31 Aug 2032
    Status
    active

  • Finance System (FS) · Solutions for Accounting Ltd.SME

    Signed
    25 Apr 2022
    Value
    £527,000
    Period
    … – 31 Aug 2032
    Status
    active

  • Budget Planning Software (BPS) · IMP Software LtdSME

    Signed
    25 Apr 2022
    Value
    £295,000
    Period
    … – 31 Aug 2032
    Status
    active

Bid statistics published by the authority

LotBidsSMEVCSEValid bid range
1 · Purchase Order Processing (POP)8bids · 8 electronic · 1 from abroad8——
2 · Finance System7bids · 7 electronic7——
3 · Budget Planning Software(BPS)5bids · 5 electronic5——

Contracting authority & participating public bodies

Community Academies Trust

Contracting authorityEducationBody governed by public lawEducation b77 4ls, Tamworth, UKContact email Published organisation website ↗

Bidders & participating suppliers

2 commercial parties on the notice

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.