Microsoft Dynamics 365 Quote to Cash Tender

Microsoft Dynamics 365 Quote to Cash Tender

To configure the Dynamics system to complete the sell side ‘Quote to Invoice’ process flows that run from end to end.

United Kingdom-Bristol: Systems consultancy services

2020/S 213-523087

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Official name: Jisc
National registration number: 56579
Postal address: 4 Portwall Lane
Town: Bristol
NUTS code: UK UNITED KINGDOM
Postal code: BS1 6NB
Country: United Kingdom
Contact person: Tony Claxton
E-mail: tony.claxton@jisc.ac.uk
Telephone: +44 1235822230
Internet address(es):
Main address: https://www.jisc.ac.uk
Address of the buyer profile: https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/87175

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=35167&B=JISC
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=35167&B=JISC
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Other type: National Education and Research Network Provider

I.5)Main activity

Education

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Jisc D365 Finance System Quote to Cash

 

Reference number: Proc1285

II.1.2)Main CPV code

72246000 Systems consultancy services

II.1.3)Type of contract

Services

II.1.4)Short description:

 

The overall goal of the consulting activity resulting from this ‘Invitation to Tender’ is, in conjunction with colleagues using our Salesforce CRM system, to configure the dynamics system to complete the sell side ‘Quote to Invoice’ process flows that run from end to end across both. We plan to enact this with 5-6 typical Jisc services only during this engagement and then to replicate the onboarding work on the remaining 100+ services ourselves.

We have a further requirement to facilitate the storage and billing of expense contracts, both as a standalone capability plus another where we need to ingest detail related to billable network assets and to pay the corresponding suppliers.

 

II.1.5)Estimated total value

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description

II.2.2)Additional CPV code(s)

72266000 Software consultancy services

II.2.3)Place of performance

NUTS code: UK UNITED KINGDOM

II.2.4)Description of the procurement:

 

Since August 2018 (start of that financial year for Jisc), our accounts system has been a cloud version of Microsoft Dynamics 365 Finance and Operations, Enterprise Edition. Having implemented it with System Integrator Columbus Global Ltd inside 4 months, it is currently running as a minimum viable system; ledgers, banking, credit control but with most sales functionality disabled. We have been primarily relying on transactions using free text invoices on the sell side, and with payment journals to service suppliers. It has later had some custom integrations added to act as a pricing and invoicing back end for the Jisc Collections ‘LSM’ License Subscription Manager website. More recently we’ve enabled purchasing functionality on the platform and are in the throes of rolling out basic purchasing and call-off functionality across the company.

The overall goal of the consulting activity resulting from this ‘Invitation to Tender’ is, in conjunction with colleagues using our Salesforce CRM system, to configure the Dynamics system to complete the sell side ‘Quote to Invoice’ process flows that run from end to end across both. We plan to enact this with 5-6 typical Jisc services only during this engagement and then to replicate the onboarding work on the remaining 100+ services ourselves.

We have a further requirement to facilitate the storage and billing of expense contracts, both as a standalone capability plus another where we need to ingest detail related to billable network assets and to pay the corresponding suppliers.

 

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 7
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 30/11/2020
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

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

English

IV.2.6)Minimum time frame during which the tenderer must maintain the tender

Duration in months: 6 (from the date stated for receipt of tender)

IV.2.7)Conditions for opening of tenders

Date: 30/11/2020
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Official name: Jisc Services Ltd
Postal address: 4 Portwall Lane
Town: Bristol
Postal code: BS1 6NB
Country: United Kingdom
E-mail: Procurement@Jisc.ac.uk

VI.5)Date of dispatch of this notice:

28/10/2020