Contract

Supply of a Finance Management System

  • Worthing Homes Limited

F03: Contract award notice

Notice identifier: 2023/S 000-000934

Procurement identifier (OCID): ocds-h6vhtk-0396d7

Published 12 January 2023, 11:30am



Section one: Contracting authority

one.1) Name and addresses

Worthing Homes Limited

Davison House, North Street

Worthing

BN11 1ER

Contact

Neville Brown

Email

neville.brown@itica.com

Telephone

+44 7771810621

Country

United Kingdom

NUTS code

UKJ27 - West Sussex (South West)

Internet address(es)

Main address

www.worthing-homes.org.uk

Buyer's address

https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA20962

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Housing and community amenities


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Supply of a Finance Management System

two.1.2) Main CPV code

  • 72000000 - IT services: consulting, software development, Internet and support

two.1.3) Type of contract

Services

two.1.4) Short description

1. Supply and implementation of software covering all aspects of financial operations, including a P2P offer and Expense management

2. 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

3. Support for process optimisation and supplying the required interfaces to Worthing Homes's other systems

4. Support and maintenance, including hosting of the service

5. Ongoing development of the software

two.1.6) Information about lots

This contract is divided into lots: No

two.1.7) Total value of the procurement (excluding VAT)

Value excluding VAT: £187,000

two.2) Description

two.2.2) Additional CPV code(s)

  • 72000000 - IT services: consulting, software development, Internet and support

two.2.3) Place of performance

NUTS codes
  • UKJ27 - West Sussex (South West)
Main site or place of performance

Worthing, West Sussex

two.2.4) Description of the procurement

We wish to procure a Contract for the provision of a complete solution for our finance operations. The scope includes:

1. 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

2. 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.

3. 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.

4. 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.

5. Ongoing development of the software to offer new capabilities as well as maintain alignment to regulation.

two.2.5) Award criteria

Quality criterion - Name: Functional Requirements / Weighting: 25

Quality criterion - Name: Non-Functional Requirements / Weighting: 15

Quality criterion - Name: Professional Services / Weighting: 10

Quality criterion - Name: Service and Support / Weighting: 10

Quality criterion - Name: Account Management / Weighting: 5

Quality criterion - Name: Demonstrations / Weighting: 15

Price - Weighting: 20

two.2.11) Information about options

Options: No

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

Ideally we wish to procure:

1. A ‘Commercial off the Shelf’ product

2. A solution with a single ‘look and feel’

3. A system that is easy to use

4. A system with a modern underlying ‘technical architecture’ supporting digital services

5. Web services integration capabilities

6. Integration with Microsoft’s Office365

7. Workflow capabilities to enable process development


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

four.2) Administrative information

four.2.1) Previous publication concerning this procedure

Notice number: 2022/S 022-226638


Section five. Award of contract

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

20 December 2022

five.2.2) Information about tenders

Number of tenders received: 6

Number of tenders received from SMEs: 0

Number of tenders received from tenderers from other EU Member States: 0

Number of tenders received from tenderers from non-EU Member States: 6

Number of tenders received by electronic means: 6

The contract has been awarded to a group of economic operators: No

five.2.3) Name and address of the contractor

Xledger

4th Floor, Tower Wharf, Cheese lane

Bristol

BS2 0JJ

Telephone

+44 1174573293

Country

United Kingdom

NUTS code
  • UK - United Kingdom
The contractor is an SME

No

five.2.4) Information on value of contract/lot (excluding VAT)

Initial estimated total value of the contract/lot: £600,000

Total value of the contract/lot: £187,000


Section six. Complementary information

six.3) Additional information

(MT Ref:228450)

six.4) Procedures for review

six.4.1) Review body

Public Procurement Review Service

Cabinet Office

London

Email

publicprocurementreview@cabinetoffice.gov.uk

Telephone

+44 3450103503

Country

United Kingdom

Internet address

https://www.gov.uk/government/publications/public-procurement-review-service-scope-and-remit