Purchase of Finance System

Purchase of Finance System

The University of Lincoln is seeking to purchase a Finance Solution capable of delivering the organisations regulatory commitments (e.g. HMRC / HEFCE compliant reporting) and effectively managing the University’s financial processes.

United Kingdom-Lincoln: Financial analysis and accounting software package

2014/S 176-310302

Contract notice

Supplies

Directive 2004/18/EC

Section I: Contracting authority

I.1)Name, addresses and contact point(s)

University of Lincoln
Brayford Pool
Contact point(s): Please do not contact the University of Lincoln directly to request involvement in this opportunity. All necessary pre-qualification documentation and the associated Supplier Briefing Pack is to be obtained only via the University”s e-tendering site at https://in-tendhost.co.uk/lincoln
For the attention of: Sally Hopkin, Procurement Manager, Enabling the Business
LN6 7TS Lincoln
UNITED KINGDOM
Telephone: +44 1522886619
E-mail: shopkin@lincoln.ac.uk

Internet address(es):

General address of the contracting authority: www.lincoln.ac.uk

Address of the buyer profile: https://in-tendhost.co.uk/lincoln/aspx/Home

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Type of the contracting authority

Body governed by public law

I.3)Main activity

Education

I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract

II.1)Description

II.1.1)Title attributed to the contract by the contracting authority:

ITTO546A/Finance System.

II.1.2)Type of contract and location of works, place of delivery or of performance

Supplies
Purchase

NUTS code UKF30

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

The University of Lincoln is seeking to purchase a Finance Solution capable of delivering the organisations regulatory commitments (e.g. HMRC / HEFCE compliant reporting) and effectively managing the University’s financial processes to include:
— Management Accounting
— Financial Accounting and Tax
— Budget Management
— Procure to Payment
— Sourcing (optional module)
— Accounts Receivable
— Treasury Management
— eCommerce
The solution must be able to support the financial management needs of the University now and in the future. The University currently has circa 14 000 students and 2 000 staff across a number of campuses, including distance learning students and international students.
The successful solution provider will provide the solution, manage implementation of the solution into the University (including data migration from the existing solution) and maintain and support the solution for the life of the contract, including managing delivery of any solution upgrades.
The solution must be capable of interfacing with a number of the University’s core systems including but not limited to:
— HR / Payroll solution,
— Student Management solution,
—Estates Management solution (Planon).

II.1.6)Common procurement vocabulary (CPV)

48440000484900004844400048443000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): yes

II.1.8)Lots

This contract is divided into lots: no

II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

The supplier will be required to provide a financial management solution to deliver financial management and reporting in line with external regulatory regimes.
Proposed solutions will be assessed against the published requirement and evaluation criteria.

II.2.2)Information about options

Options: yes
Description of these options: Option to extend the contract term up to an additional 5 years in total.

II.2.3)Information about renewals

This contract is subject to renewal: yes

II.3)Duration of the contract or time limit for completion

Duration in months: 60 (from the award of the contract)

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

The contracting authority reserves the right to require deposits, guarantees, bonds or other forms of appropriate security. Further details will be provided in the Invitation to Tender if such securities are required.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Details will be set out in the Invitation to Tender or Contract documents.

III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

The contracting authority reserves the right to require groupings of separate economic operators as a consortium to take a particular legal form or to require a single economic operator to take primary liability or to require each operator to undertake joint and several liability (if relevant).

III.1.4)Other particular conditions

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: Conditions relating to environmental and social requirements of the contracting authority may be included in this contract.
III.2)Conditions for participation

III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: The qualification criteria are set out in the pre-qualification questionnaire (PQQ) which can be obtained from the electronic tendering portal address in section I.1.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: The information and documentation required is set out in the PQQ which can be obtained from the electronic tendering portal address in section I.1. The contracting authority will not consider any request to participate unless it is accompanied by a completed PQQ.
Minimum level(s) of standards possibly required: These are set our in the PQQ.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met:
The information and documentation required is set out in the PQQ which can be obtained from the electronic tendering portal address in section I.1. The contracting authority will not consider any request to participate unless it is accompanied by a completed PQQ.
Minimum level(s) of standards possibly required:
These are set our in the PQQ.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession
III.3.2)Staff responsible for the execution of the service

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Restricted

IV.1.2)Limitations on the number of operators who will be invited to tender or to participate

Envisaged minimum number 5: and maximum number 7
Objective criteria for choosing the limited number of candidates: Information regarding pre-qualification and selection is set out in the pre-qualification questionnaire (PQQ) which can be obtained from the electronic tendering portal referred to in section I.1 of this notice.
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information

IV.3.1)File reference number attributed by the contracting authority:

ITTO546A

IV.3.2)Previous publication(s) concerning the same contract

no

IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document

Time limit for receipt of requests for documents or for accessing documents: 13.10.2014 – 09:00
Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

6.10.2014 – 09:00
IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

English.
IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no

VI.3)Additional information

The information and/or documents for this opportunity are only available by visiting the e-tendering portal referred to in I.1 of this notice and accessing the Tenders tab and clicking on current. If you have not already done so, you will need to register on this site to access the Supplier Briefing Pack and the pre-qualification questionnaire.

If you are already registered you will not need to register again, simply use your existing user-name and password. If you have any questions on how to use this website please contact the In-Tend Support Team via support@in-tend.com or call them on +44 8455578079 or +44 1144070065.

The right is reserved not to proceed or not to enter into any contract for the whole or part of the proposed procurement.
The University of Lincoln will not be liable for any costs incurred by any person or organisation expressing an interest in tendering for this opportunity.

VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: The Contracting Authority will incorporate a minimum 10 calendar day standstill period following electronic notification (minimum of 15 calendar days for any other means of communication) to applicants of the award decision.
This notification will provide the information that tenderers are legally entitled to regarding the award decision. The standstill period provides time for unsuccessful tenderers to challenge the award decision before the contract is entered into. The Public Contracts Regulations 2006 (as amended) provide aggrieved parties who have been harmed or are at risk of harm by a breach of the rules to take action in the High Court (England, Wales and Northern Ireland).
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice:

9.9.2014