Contract

Financial Planning, Forecasting and Budgeting Solution

  • Financial Services Compensation Scheme

F03: Contract award notice

Notice identifier: 2023/S 000-010082

Procurement identifier (OCID): ocds-h6vhtk-036761

Published 6 April 2023, 10:05am



Section one: Contracting authority

one.1) Name and addresses

Financial Services Compensation Scheme

Beaufort House, 15 St. Botolph Street

London

EC3A 7QU

Email

Procurement@fscs.org.uk

Telephone

+44 2073758194

Country

United Kingdom

Region code

UK - United Kingdom

Internet address(es)

Main address

https://www.fscs.org.uk

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Economic and financial affairs


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Financial Planning, Forecasting and Budgeting Solution

two.1.2) Main CPV code

  • 48000000 - Software package and information systems

two.1.3) Type of contract

Supplies

two.1.4) Short description

FSCS has procured Financial Planning, Forecasting and Budgeting solution. The new solution would support the business to do the following: •Prepare regular forecasts and annual budgets of all cost and revenue accounts in a simple and easily updatable manner; •Prepare regular forecasts of non-financial information e.g. headcount and claims volumes; •Monitor actuals against budget and forecasts enabling management to easily identify, understand and report variances; •Allocation of costs (actuals and forecast) to several categories e.g. for activity-based costing analysis and to various funding categories for levy calculations; and •Report to senior management, Board and externally. This includes licences, implementation and annual support and maintenance

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: £1,224,880

two.2) Description

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom
Main site or place of performance

UNITED KINGDOM

two.2.4) Description of the procurement

FSCS has procured Financial Planning, Forecasting and Budgeting solution. The new solution would support the business to do the following: •Prepare regular forecasts and annual budgets of all cost and revenue accounts in a simple and easily updatable manner; •Prepare regular forecasts of non-financial information e.g. headcount and claims volumes; •Monitor actuals against budget and forecasts enabling management to easily identify, understand and report variances; •Allocation of costs (actuals and forecast) to several categories e.g. for activity-based costing analysis and to various funding categories for levy calculations; and •Report to senior management, Board and externally. This includes licences, implementation and annual support and maintenance

two.2.5) Award criteria

Quality criterion - Name: Functionality / Weighting: 12

Quality criterion - Name: Demonstration / Weighting: 24

Quality criterion - Name: Implementation / Weighting: 9

Quality criterion - Name: Service Level Management / Weighting: 6

Quality criterion - Name: Integration / Weighting: 6

Quality criterion - Name: Performance / Weighting: 3

Quality criterion - Name: Key Contracting Principles / Weighting: 19

Cost criterion - Name: Price / Weighting: 30

two.2.11) Information about options

Options: Yes

Description of options

This includes the option to extend for a further period of 2 years and then subsequent two 12- month contract extensions.

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.2.1) Previous publication concerning this procedure

Notice number: 2022/S 000-025402


Section five. Award of contract

Contract No

FSCS 419

Title

Finance Planning, Forecasting, Budgeting Solution

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

2 April 2023

five.2.2) Information about tenders

Number of tenders received: 9

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

five.2.3) Name and address of the contractor

Tagetik UK Limited

145 London Road

Kingston Upon Thames

KT2 6SR

Country

United Kingdom

NUTS code
  • UK - United Kingdom
National registration number

06775429

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: £1,224,880

Total value of the contract/lot: £1,224,880


Section six. Complementary information

six.3) Additional information

To view this notice, please click here:

https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=773477614" target="_blank">https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=773477614

GO Reference: GO-202345-PRO-22483333

six.4) Procedures for review

six.4.1) Review body

The Royal Court of Justice

The Strand

London

Country

United Kingdom