Official UK procurement notice
Supply of a Finance Management System
Authority: Worthing Homes Limited (Public body)
What is being bought
Published requirement description- Supply and implementation of software covering all aspects of financial operations, including a P2P offer and Expense management
- Provision of qualified project and technical resource to deliver the solution, including design and deployment, as well as support for data migration, testing and training
- Support for process optimisation and supplying the required interfaces to Worthing Homes's other systems
- Support and maintenance, including hosting of the service
- Ongoing development of the software
CPV: IT services: consulting, software development, Internet and support
The lotProcurement structure
single lot · no lot value publishedLot #1We wish to procure a Contract for the provision of a complete solution for our finance…Awarded
We wish to procure a Contract for the provision of a complete solution for our finance operations. The scope includes:
- Supply and implementation of software covering all aspects of financial operations, for example;
o Case management and workflow for approvals, queries, or issue resolution
o Expenses management (workflows, approvals, payment)
o Purchase to Pay with automated links to budgets, with GRN, invoice matching, and payment
o A portal for suppliers to be registered, maintain up to date details, and ac-cess capabilities including raising queries, submitting invoices and automatic updates on payment status
o Project Accounting for capital spend and other investments
o Management accounts for report distribution
o Making Tax Digital including the ability to manage partial exemptions
o Chart of Accounts
o Accounts Payable / Receivable
o Cash management
o General Ledger
o Journals
o Creditor Management
o Bank Reconciliation
- The successful providers will provide qualified project and technical resource to deliver the solution, including design and deployment, as well as support for data migration, testing and training.
- Implementation includes support for process optimisation and supplying the required interfaces to our other systems, for example Civica’s Cx Housing Management System and those supporting Property Development.
- Support and maintenance will include:
o Hosting of the system (we wish to move away from an ‘on-premises’ de-livery model).
o Implementation of system upgrades, with testing and training environments
o Ensuring continuity of access to the system, including robust and secure back-up arrangements.
o Prompt resolution of system failures or any difficulties in the operation of the system that are due to the system.
o Ensuring security of the system from data loss, malware, and virus at-tacks etc.
- Ongoing development of the software to offer new capabilities as well as maintain alignment to regulation. Additional information: Ideally we wish to procure:
- A ‘Commercial off the Shelf’ product
- A solution with a single ‘look and feel’
- A system that is easy to use
- A system with a modern underlying ‘technical architecture’ supporting digital services
- Web services integration capabilities
- Integration with Microsoft’s Office365
- Workflow capabilities to enable process development
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 sub-criteria (7)
- Functional Requirements: 25%
- Non-Functional Requirements: 15%
- Professional Services: 10%
- Service and Support: 10%
- Account Management: 5%
- Demonstrations: 15%
- price: 20%
Published award criteria (7)
- Functional Requirements: 25
- Non-Functional Requirements: 15
- Professional Services: 10
- Service and Support: 10
- Account Management: 5
- Demonstrations: 15
- Price: 20
- Price carries 20 of 100 points: a 10% discount moves about 2 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
- Unspecified in notice
- Recurring procurement
- Unspecified in notice
- First published
- 12 Jan 2023, 11:30 GMT
- Last source update
- 12 Jan 2023, 11:30 GMT
- FTS notice number
2023/S 000-000934- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-0396d7Find a Tender
Publisher note: (MT Ref:228450)
Commercial outcome & contract awards
Published awards, contracts and bid statistics, not a forecast| Awarded to | Value | Date | Status |
|---|---|---|---|
| Xledger ltdSME | £187,000 † | — | Awarded |
Contracts
Contract 000934-2023-1 · Xledger ltdSME
- Signed
- 20 Dec 2022
- Value
- £187,000
- Status
- active
Bid statistics published by the authority
| Bids | SME | VCSE | Valid bid range |
|---|---|---|---|
| 6bids · 6 electronic · 6 from abroad | 0 | — | — |
Contracting authority & participating public bodies
Dispute resolution & review bodies
- Public Procurement Review ServiceReview body
Bidders & participating suppliers
1 commercial party on the notice- XledgerAwarded supplier
Official documents & specifications
Official links; attachments are not copiedNo document links were published on the notice.