Section one: Contracting authority
one.1) Name and addresses
The Education and Training Foundation
Third Floor, 157 - 197 Buckingham Palace Road
London
SW1W 9SP
Contact
Commissioning and Procurement Lead
tenderqueries@etfoundation.co.uk
Telephone
+44 2037408280
Country
United Kingdom
NUTS code
UKI - London
Internet address(es)
Main address
http://www.et-foundation.co.uk
Buyer's address
https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA28768
one.2) Information about joint procurement
The contract is awarded by a central purchasing body
one.3) Communication
The procurement documents are available for unrestricted and full direct access, free of charge, at
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
one.4) Type of the contracting authority
Other type
Charity
one.5) Main activity
Education
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Finance System
Reference number
FIN 22/23.1
two.1.2) Main CPV code
- 72268000 - Software supply services
two.1.3) Type of contract
Services
two.1.4) Short description
As part of its digital transformation programme and drive for improved systems, The Education and Training Foundation (ETF) have embarked on the procurement of a new finance system. The current system (Sage 200 / WAP) is no longer deemed to be sufficient to support the current structure, need for future fluidity and current reporting demands. There are also issues with how other systems within ETF communicate with the finance system, leading to potential non-compliance with finance regulations and Making Tax Digital (MTD).
The decision has been made to review the market for systems that can provide solutions to all issues and can integrate with ETF’s Azure database. This document is the initiation of that process, with a view to shortlisting a number of systems to be presented to an interview panel, with further analysis and discussion as appropriate. ETF is looking to elect one supplier as a long-term systems partner.
two.1.5) Estimated total value
Value excluding VAT: £200,000
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 48000000 - Software package and information systems
- 48170000 - Compliance software package
- 48217000 - Transaction-processing software package
- 48412000 - Tax preparation software package
- 48440000 - Financial analysis and accounting software package
- 48441000 - Financial analysis software package
- 48442000 - Financial systems software package
- 48443000 - Accounting software package
- 72260000 - Software-related services
- 72261000 - Software support services
- 72263000 - Software implementation services
- 72266000 - Software consultancy services
two.2.3) Place of performance
NUTS codes
- UK - United Kingdom
two.2.4) Description of the procurement
The aim of this tender is to secure a new finance system including procurement functionality and which can integrate with existing systems. Full details of the requirements of the platform are set out in Part 2 of the Tender Response Document.
ETF is open to proposals from either one bidder which can both provide and implement the solution, or from bidders acting as an implementation partner for third-party software providers, or from bidders proposing the use of their own software via a preferred implementation partner. The budget provided in all bids should cover all project requirements and elements including any third-party costs.
The value of the contract across the full five years is up to 200000GBP including VAT.
two.2.5) Award criteria
Price is not the only award criterion and all criteria are stated only in the procurement documents
two.2.6) Estimated value
Value excluding VAT: £166,667
two.2.7) Duration of the contract, framework agreement or dynamic purchasing system
Duration in months
60
This contract is subject to renewal
Yes
Description of renewals
There is a two-year optional extension period built into the five-year term.
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 three. Legal, economic, financial and technical information
three.1) Conditions for participation
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
three.2) Conditions related to the contract
three.2.3) Information about staff responsible for the performance of the contract
Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract
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
Originally published as:
Date
21 April 2023
Local time
4:00pm
Changed to:
Date
12 May 2023
Local time
12:00pm
See the change notice.
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: 22 May 2023
four.2.7) Conditions for opening of tenders
Date
21 April 2023
Local time
4:00pm
Section six. Complementary information
six.1) Information about recurrence
This is a recurrent procurement: No
six.3) Additional information
NOTE: To register your interest in this notice and obtain any additional information please visit the myTenders Web Site at https://www.mytenders.co.uk/Search/Search_Switch.aspx?ID=228989.
The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.mytenders.co.uk/sitehelp/help_guides.aspx.
Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.
(MT Ref:228989)
six.4) Procedures for review
six.4.1) Review body
Public Procurement Review Service
Cabinet Office
London
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