Tender

Financial Management Software for a Housing and Care Provider

  • Bournemouth Churches Housing Association

F02: Contract notice

Notice identifier: 2023/S 000-023634

Procurement identifier (OCID): ocds-h6vhtk-03ef44

Published 11 August 2023, 5:03pm



Section one: Contracting authority

one.1) Name and addresses

Bournemouth Churches Housing Association

The Factory 14 Alder Hills

Poole

BH12 4AS

Contact

Brendan Trobe

Email

btrobe@pfh.co.uk

Country

United Kingdom

NUTS code

UKJ - South East (England)

Internet address(es)

Main address

https://www.bcha.org.uk/

Buyer's address

https://in-tendhost.co.uk/procurementforhousing

one.3) Communication

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

https://in-tendhost.co.uk/procurementforhousing

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://in-tendhost.co.uk/procurementforhousing

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

one.4) Type of the contracting authority

Other type

Charitable registered society under the Co-operative and Community Benefit Societies Act 2014

one.5) Main activity

Housing and community amenities


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Financial Management Software for a Housing and Care Provider

Reference number

PfHCon/00000563

two.1.2) Main CPV code

  • 48400000 - Business transaction and personal business software package

two.1.3) Type of contract

Supplies

two.1.4) Short description

Bournemouth Churches Housing Association is seeking a supplier of modern a finance system to enable it to effectively manages its purchasing and finances. The system should utilise the latest cloud hosted technology and be web-based, accessible from a modern browser. The high level requirements are:1. Fully compliant with industry best practices, including retention of documents and data storage under the Data Protection Act and GDPR,2. Offers a multi-entity accounting platform with intercompany posting, comprehensive auditing facilities, and interfaces with Microsoft 365 for Single Sign-On (SSO),3. Features a budgeting and forecasting module, along with invoice processing, purchase order workflow, and bank reconciliation capabilities,4. Provides financial forecasting, incorporates OCR Invoice processing (or similar technology) for automated invoice handling,5. Allows users to query data and create new reports using a report builder tool.

two.1.5) Estimated total value

Value excluding VAT: £250,000

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
  • 48440000 - Financial analysis and accounting software package

two.2.3) Place of performance

NUTS codes
  • UKJ - South East (England)

two.2.4) Description of the procurement

The high level requirements are:1. Fully compliant with industry best practices, including retention of documents and data storage under the Data Protection Act and GDPR,2. Offers a multi-entity accounting platform with intercompany posting, comprehensive auditing facilities, and interfaces with Microsoft 365 for Single Sign-On (SSO),3. Features a budgeting and forecasting module, along with invoice processing, purchase order workflow, and bank reconciliation capabilities,4. Provides financial forecasting, incorporates OCR Invoice processing (or similar technology) for automated invoice handling,5. Allows users to query data and create new reports using a report builder tool.

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

60

This contract is subject to renewal

Yes

Description of renewals

The contract may be extended by an additional two (2) years.

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.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions

As detailed in the Invitation to Tender

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.2.2) Contract performance conditions

As detailed in the Invitation to Tender


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 September 2023

Local time

12:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.7) Conditions for opening of tenders

Date

11 September 2023

Local time

12:00pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: Yes

Estimated timing for further notices to be published: 5 Years

six.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

six.4) Procedures for review

six.4.1) Review body

Public Procurement Review Service

London

Email

publicprocurementreview@cabinetoffice.gov.uk

Country

United Kingdom