Contract

CAT Financial Management System

  • Community Academies Trust

F03: Contract award notice

Notice identifier: 2022/S 000-012289

Procurement identifier (OCID): ocds-h6vhtk-031853

Published 11 May 2022, 3:42pm



Section one: Contracting authority

one.1) Name and addresses

Community Academies Trust

b77 4ls

Tamworth

Email

enquiries@communityacademiestrust.org

Country

United Kingdom

NUTS code

UK - United Kingdom

Internet address(es)

Main address

www.communityacademiestrust.org

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

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

Value excluding VAT: £947,000

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

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

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

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: No

four.2) Administrative information

four.2.1) Previous publication concerning this procedure

Notice number: 2022/S 000-004535


Section five. Award of contract

Contract No

CAT0001

Lot No

1

Title

Purchase Order Processing (POP)

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

25 April 2022

five.2.2) Information about tenders

Number of tenders received: 8

Number of tenders received from SMEs: 8

Number of tenders received from tenderers from other EU Member States: 1

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 8

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

five.2.3) Name and address of the contractor

Solutions for Accounting Limited

Nottingham

Country

United Kingdom

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

Yes

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

Initial estimated total value of the contract/lot: £250,000

Total value of the contract/lot: £125,000


Section five. Award of contract

Contract No

CAT0001

Lot No

2

Title

Finance System (FS)

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

25 April 2022

five.2.2) Information about tenders

Number of tenders received: 7

Number of tenders received from SMEs: 7

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

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 7

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

five.2.3) Name and address of the contractor

Solutions for Accounting Limited

Nottingham

Country

United Kingdom

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

Yes

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

Initial estimated total value of the contract/lot: £400,000

Total value of the contract/lot: £527,000


Section five. Award of contract

Contract No

CAT0001

Lot No

3

Title

Budget Planning Software (BPS)

A contract/lot is awarded: Yes

five.2) Award of contract

five.2.1) Date of conclusion of the contract

25 April 2022

five.2.2) Information about tenders

Number of tenders received: 5

Number of tenders received from SMEs: 5

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

Number of tenders received from tenderers from non-EU Member States: 0

Number of tenders received by electronic means: 5

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

five.2.3) Name and address of the contractor

IMP Software

Exeter

Country

United Kingdom

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

Yes

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

Initial estimated total value of the contract/lot: £220,000

Total value of the contract/lot: £295,000


Section six. Complementary information

six.4) Procedures for review

six.4.1) Review body

Community Academies Trust

Tamworth

Country

United Kingdom