Section one: Contracting authority
one.1) Name and addresses
Greenshaw Learning Trust
Sutton
SM1 3DY
rneale@greenshawlearningtrust.co.uk
Country
United Kingdom
NUTS code
UKI63 - Merton, Kingston upon Thames and Sutton
Internet address(es)
Main address
https://www.greenshawlearningtrust.co.uk
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
https://app.panacea-software.com/greenshaw/
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://app.panacea-software.com/greenshaw/
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Education
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
GLT Finance Management System
Reference number
GLT-FMS-2024
two.1.2) Main CPV code
- 48442000 - Financial systems software package
two.1.3) Type of contract
Supplies
two.1.4) Short description
The Greenshaw Learning Trust (GLT) wishes to enter into a contract with a Supplier to supply, implement and support a Finance Management System (FMS), for use by the Trust, all of its current schools and any future schools that join the Trust over the contract term. The Trust is seeking an agreement via competitive Tenders from suitably qualified organisations (‘Tenderers’) in response to this Invitation to Tender (ITT) for the provision of the FMS.
two.1.5) Estimated total value
Value excluding VAT: £420,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.3) Place of performance
NUTS codes
- UKI63 - Merton, Kingston upon Thames and Sutton
Main site or place of performance
Greenshaw Learning Trust, Sutton, SM1 3DY
The Trust currently operates 30 schools across the south of England.
two.2.4) Description of the procurement
Our main objective is to appoint a single provider of a Financial Management System (FMS), delivered using a software as a service (SaaS) model for use by the Trust. The Trust is keen to improve and streamline operations and workflows that would benefit from automation by using best in class products.
The Trust has also identified that along with the accounting system, Purchase Order Processing (POP) or Purchase to Pay (P2P) should be simple to operate, user friendly and fully adaptable to the Trusts current needs. Suppliers should provide detailed in-system POP/P2P and a third party P2P, similar to Compleat, Planergy, Proactis or equivalent, as an alternative. Please be advised that the third party P2P is not a scored element of this tender exercise. However, the proposal will be reviewed to consider whether the option will be instructed in preference to the in-system solution. The Trust reserves the right to instruct the third party product where the Preferred Supplier includes it, but there is no guarantee that this option will be purchased.
The Trust is looking for suppliers to provide detailed information on how they can reduce the project management burden on the Trust during the implementation stages of the contract. Full details should be provided on the ongoing account servicing, including detailed supporting reports that identify how we are using the system and identify improvement areas.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
64
This contract is subject to renewal
Yes
Description of renewals
Initial Period of 5 Years 4 Months with Optional Extension of + 3 Years + 2 Years
two.2.10) Information about variants
Variants will be accepted: Yes
two.2.11) Information about options
Options: Yes
Description of options
Initial Period of 5 Years 4 Months with Optional Extension of + 3 Years + 2 Years
two.2.13) Information about European Union Funds
The procurement is related to a project and/or programme financed by European Union funds: No
Section three. Legal, economic, financial and technical information
three.1) Conditions for participation
three.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
List and brief description of conditions
Pass Pre-Qualification Questionnaire
Suitable and tested Finance Management System with proven experience and success in education
three.1.2) Economic and financial standing
Selection criteria as stated in the procurement documents
three.1.3) Technical and professional ability
Selection criteria as stated in the procurement documents
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.2.2) Time limit for receipt of tenders or requests to participate
Date
28 February 2024
Local time
12:00pm
four.2.4) Languages in which tenders or requests to participate may be submitted
English
four.2.6) Minimum time frame during which the tenderer must maintain the tender
Duration in months: 3 (from the date stated for receipt of tender)
four.2.7) Conditions for opening of tenders
Date
28 February 2024
Local time
12:30pm
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.4) Procedures for review
six.4.1) Review body
Greenshaw Learning Trust
Grennell Road
Sutton
SM1 3DY
rneale@greenshawlearningtrust.co.uk
Country
United Kingdom