Scope
Reference
WCST01.20
Description
1. This tender opportunity has been issued by Westcountry Schools Trust ("the Trust") and Contractors are invited to tender for the provision of a HR System and Fully Managed Payroll Service ("the Service").
Total value (estimated)
- £1,050,000 excluding VAT
- £1,260,000 including VAT
Above the relevant threshold
Contract dates (estimated)
- 26 February 2026 to 25 February 2029
- Possible extension to 25 February 2033
- 7 years
Description of possible extension:
the option of one further 2 year extension with a further option of two further one year extensions (3+2+1+1)
Options
The right to additional purchases while the contract is valid.
To include: -additional optional HR Modules and Commissionable Services. -ability to include additional schools to the payroll and HR system should additional schools join the Trust. -ability to include a trading subsidiary to the payroll and HR system should the Trust add this to their organisational structure.
Main procurement category
Services
CPV classifications
- 79631000 - Personnel and payroll services
- 48450000 - Time accounting or human resources software package
- 79211110 - Payroll management services
Contract locations
- IE053 - South-West
Participation
Legal and financial capacity conditions of participation
A financial appraisal will be based upon a credit check Insurance a. Employer's (Compulsory) Liability Insurance = £5m b. Public Liability Insurance = £10m c.Professional Indemnity = £1m d. Cyber Insurance = £1m
Technical ability conditions of participation
Provide upto 3 relevant previous contract examples. To constitute a pass, the contract examples provided shall be relevant to the requirement, with a sufficient level of detail that provides confidence in the Tenderer's established past experience in similar and relevant projects/contracts. The contracts must be within the education sector and similar complexity. Tenderers confirm they have or be committed to have in place at point of contract signature: 1) Be supported by ISO27001 or Cyber Essentials (or equivalent) accreditation. 2) Accredited with the Chartered Institute of Payroll Professionals (CIPP),Payroll Assurance Scheme or equivalent.
Particular suitability
Small and medium-sized enterprises (SME)
Submission
Enquiry deadline
12 January 2026, 12:00pm
Tender submission deadline
12 January 2026, 12:00pm
Submission address and any special instructions
Tenders may be submitted electronically
Yes
Languages that may be used for submission
English
Award decision date (estimated)
13 February 2026
Recurring procurement
Publication date of next tender notice (estimated): 1 November 2032
Award criteria
| Name | Description | Type | Weighting |
|---|---|---|---|
| Fully Inclusive Annual Service Cost | Fully Inclusive Annual Service Cost |
Cost | 30% |
| Service Provision | Service Provision |
Quality | 20% |
| Service Delivery | Service Delivery |
Quality | 20% |
| Expertise?Experience | Expertise?Experience |
Quality | 10% |
| Quality of Service | Quality of Service |
Quality | 10% |
| Implementation Cost | Implementation Cost |
Cost | 5% |
| Tables C-F Annual Service Costs for Different Employee Bandings | Tables C-F Annual Service Costs for Different Employee Bandings |
Cost | 5% |
Other information
Payment terms
The Trust requires the following payment profile: a. Table A Implementation Costs i. 25% invoiced upon Contract Signature ii. 25% invoiced upon completion of the build iii. 25% following completion of testing iv. 25% following go live plus 1 month b. Table B All Inclusive Cost i. 1st Month Invoice in Arrears following the end of the month after Go Live. ii. The invoice will be the cost per payslip under Table B * by the actual number of payslips processed. c. Commissionable Items i. Charged post Go Live in arrears, separately itemised in the All-Inclusive Cost Monthly Invoice d. Optional Add-Ons i. Additional Functionality Implementation. Charged against the same breakdown model as Table A ii. Additional Functionality Annual Cost - Charged annually in advance. e. All pricing is fixed for the contract duration including extensions, subject to CPI inflation which can be applied each year on the anniversary of Contract Commencement. Contract Invoicing The Contractor shall operate the Service efficiently and provide a commercial solution that offers best value to the Trust, proactively assessing where efficiencies can be made and discussing these and their cost benefits with the Trust. The Contractor shall submit invoices and associated documentation by email and in accordance with the Terms and Conditions of the contract. Invoicing will be monthly, in arrears from the end of the previous month. Costs of providing new schools to the Trust will be based upon a price per payslip. Where, during a monthly period, it has been identified, and agreed, that adjustments are required (in respect of service credits, additional works, errors or omissions), these will be taken account of within the invoice for the following month.
Description of risks to contract performance
Compliance & Regulatory Risks Failure to meet GDPR, HMRC, LGPS, and TPS standards can lead to legal penalties and reputational damage. Incorrect pension contributions or PAYE submissions may result in fines and audit failures. Data Security & Confidentiality Outsourcing introduces vulnerabilities in handling sensitive employee data (payroll, medical records). Breaches or mismanagement of data by the provider could expose the Trust to GDPR liabilities. Operational Risks Poor integration between HR and payroll systems can cause duplication, errors, and delays in pay runs. Lack of robust validation controls may lead to inaccurate data entry and compliance failures. Vendor Performance Risks Service gaps or delays in resolving critical payroll issues can disrupt staff payments and erode trust. Limited oversight and dependency on the provider for system updates and maintenance. Integration Failures Poor HR-Payroll integration leads to manual work, errors, and compliance penalties. Education-Specific Compliance Challenges PAYE and HMRC real-time reporting. Teachers' Pension Scheme (TPS) and Local Government Pension Scheme (LGPS) compliance. Auto-enrolment and minimum wage adherence for term-time staff.
Applicable trade agreements
- Government Procurement Agreement (GPA)
Conflicts assessment prepared/revised
Yes
Procedure
Procedure type
Open procedure
Justification for not publishing a preliminary market engagement notice
The requirements are not complex or niche and the Contracting Authority already has an understanding of what they want the service to deliver and the market is known.
Contracting authority
Westcountry Schools Trust
- Public Procurement Organisation Number: PNBN-1791-PQND
Harford Rd
Ivybridge
PL21 0JA
United Kingdom
Email: josie.medforth@phplaw.co.uk
Region: UKK43 - Devon CC
Organisation type: Public authority - central government
Other organisation
These organisations are carrying out the procurement, or part of it, on behalf of the contracting authorities.
PHP Law LLP
Summary of their role in this procurement: Tender support for the buyer
- Public Procurement Organisation Number: PPRM-9434-VNYQ
Unit 3 The Brutus Centre Station Road Totnes
Totnes
TQ9 5RW
United Kingdom
Contact name: Josie Medforth
Email: josie.medforth@phplaw.co.uk
Region: UKK43 - Devon CC