Section one: Contracting authority
one.1) Name and addresses
BRUNEL PENSION PARTNERSHIP LIMITED
5th Floor, 101 Victoria Street
BRISTOL
BS16PU
Contact
Chris Smedley
procurementsubmission.brunel@brunelpp.org
Country
United Kingdom
Region code
UKK11 - Bristol, City of
Justification for not providing organisation identifier
Not on any register
Internet address(es)
Main address
https://www.brunelpensionpartnership.org
one.3) Communication
Access to the procurement documents is restricted. Further information can be obtained at
https://www.brunelpensionpartnership.org
Additional information can be obtained from the above-mentioned address
Tenders or requests to participate must be submitted electronically via
https://www.brunelpensionpartnership.org
one.4) Type of the contracting authority
Body governed by public law
one.5) Main activity
Other activity
Brunel is the discretionary investment manager for ten local authority pension funds.
Section two: Object
two.1) Scope of the procurement
two.1.1) Title
Finance System for Brunel Pension Partnership
two.1.2) Main CPV code
- 48442000 - Financial systems software package
two.1.3) Type of contract
Supplies
two.1.4) Short description
Brunel requires a supplier to provide a Finance System which needs to meet a range of requirements to support Brunel's financial management and reporting needs.
two.1.6) Information about lots
This contract is divided into lots: No
two.2) Description
two.2.2) Additional CPV code(s)
- 48443000 - Accounting software package
two.2.3) Place of performance
NUTS codes
- UKK - South West (England)
two.2.4) Description of the procurement
Brunel requires a finance system to support its financial management and reporting needs. The system will primarily be for use by Brunel's Finance team, with wider access to the organisation for purchase order and goods received notes.
The finance system must be capable of the following:
Cloud-based vendor-managed solution with critical support access 24x7.
Multi-currency capabilities.
Provide export, drill down and drill back capabilities into Microsoft Excel.
Multi-year & cross year reporting.
Real time dashboards with key business metrics and report snapshots.
Support production of statutory financial accounts with compliance to UK GAAP.
Support creation of corporate tax returns and analysis, including VAT MTD submissions.
Provide departmental reporting, and support budgeting and forecast variance analysis.
Management and processing of purchase orders, goods received notes, payment of invoices, bank reconciliations, BACS payments, production of sales invoices and expenses sign-off.
Ability to upload transactions via csv upload.
Fixed asset management including asset process accounting automation and real time asset reporting.
Access to sandbox environment.
Access to online learning training services.
Ability to support future growth with modular approach for areas such as planning and budgeting, payroll and procurement.
Able to integrate with BACS software (e.g. Bottomline) as a bureau via automated process.
Bank feed facility to pull transactions for bank reconciliation.
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
36
This contract is subject to renewal
Yes
Description of renewals
The contracting authority's current expectation is that the contract will have an initial term of 36 months, with an option for the contracting authority to extend the contract by up to 24
months, resulting in a maximum potential contract term of
60 months. However, the contracting authority reserves the right to reconsider this prior to issuing the Invitation to Tender
two.2.9) Information about the limits on the number of candidates to be invited
Envisaged minimum number: 3
Maximum number: 8
two.2.10) Information about variants
Variants will be accepted: No
two.2.11) Information about options
Options: Yes
Description of options
The contracting authority's current expectation is that the contract will have an initial term of 36 months, with an option for the contracting authority to extend the contract by up to 24
months, resulting in a maximum potential contract term of
60 months. However, the contracting authority reserves the right to reconsider this prior to issuing the Invitation to Tender
two.2.14) Additional information
Tenderers who express their interest will be issued with a selection questionnaire (SQ). Responses to the SQ will be evaluated against the criteria detailed in the SQ and suppliers who are successfully selected to continue through to the invitation to tender (ITT) phase will be issued with the ITT Pack.
Tenderers wishing to express their interest should provide their full company name and address and most suitable contact details
Section four. Procedure
four.1) Description
four.1.1) Type of procedure
Competitive procedure with negotiation
four.1.5) Information about negotiation
The contracting authority reserves the right to award the contract on the basis of the initial tenders without conducting negotiations
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
8 July 2024
Local time
10:00am
four.2.4) Languages in which tenders or requests to participate may be submitted
English
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
Brunel Pension Partnership Limited
5th Floor, 101 Victoria Street
Bristol
BS1 6PU
procurementsubmission.brunel@brunelpp.org
Country
United Kingdom