Tender

CAT Financial Management System

  • Community Academies Trust

F02: Contract notice

Notice identifier: 2022/S 000-004535

Procurement identifier (OCID): ocds-h6vhtk-031853

Published 17 February 2022, 2:22pm



Section one: Contracting authority

one.1) Name and addresses

Community Academies Trust

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Tamworth

Email

enquiries@communityacademiestrust.org

Country

United Kingdom

NUTS code

UK - United Kingdom

Internet address(es)

Main address

www.communityacademiestrust.org

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://www.in-tendhost.co.uk/educationportal/aspx/Home

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted to the above-mentioned address

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

CAT Financial Management System

Reference number

CAT0001

two.1.2) Main CPV code

  • 48442000 - Financial systems software package

two.1.3) Type of contract

Supplies

two.1.4) Short 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.

two.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for all lots

two.2) Description

two.2.1) Title

Purchase Order Processing (POP)

Lot No

1

two.2.2) Additional CPV code(s)

  • 48442000 - Financial systems software package

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

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.

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

Start date

9 May 2022

End date

31 August 2032

This contract is subject to renewal

Yes

Description of renewals

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 extensions

two.2.10) Information about variants

Variants will be accepted: No

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) Description

two.2.1) Title

Finance System

Lot No

2

two.2.2) Additional CPV code(s)

  • 48442000 - Financial systems software package

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

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.

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

Start date

9 May 2022

End date

31 August 2032

This contract is subject to renewal

Yes

Description of renewals

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

two.2.10) Information about variants

Variants will be accepted: No

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) Description

two.2.1) Title

Budget Planning Software(BPS)

Lot No

3

two.2.2) Additional CPV code(s)

  • 48442000 - Financial systems software package

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

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.

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

Start date

9 May 2022

End date

31 August 2032

This contract is subject to renewal

Yes

Description of renewals

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 extensions

two.2.10) Information about variants

Variants will be accepted: No

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


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: Yes

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

11 March 2022

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

Tender must be valid until: 29 April 2022

four.2.7) Conditions for opening of tenders

Date

11 March 2022

Local time

12:00pm


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

Community Academies Trust

Tamworth

Country

United Kingdom