UK-London: financial analysis and accounting software package

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Summary

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Threshold: 
OJEU
Main activities: 
Housing and community amenities
NUTS Code: 
Type: 
Contract notice
Market: 
Service contract
Award criteria: 
The most economic tender
Published: 
Friday, September 21, 2012
Deadline: 
Tuesday, October 16, 2012 - 12:00
Tender ID: 
2012/S 182-298989

Directive 2004/18/EC

Section I: Contracting authority

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

    For the attention of: Ariana Beatty
    The Governors of the Peabody Trust
    45, Westminster Bridge Road
    London
    SE1 7JB
    UNITED KINGDOM
    Email: tender.contracts@peabody.org.uk
    Tel: +44 2070214133
    Fax: +44 2070214011

    Internet address(es):

    General address of the contracting authority: http://www.peabody.org.uk/

    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:
    For the attention of: Telephone: E-mail: Fax: Internet address: The Governors of the Peabody Trust
    45, Westminster Bridge Road
    The Company Secretary
    SE1 7JB London
    UNITED KINGDOM
    +44 2070214000
    tender.contracts@peabody.org.uk
    +44 2070214011
    http://www.peabody.org.uk/
  • I.2) Type of the contracting authority

    Body governed by public law

  • I.3) Main activity

    Housing and community amenities

  • 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:

      Finance Systems.

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

      Services

      Service category No 7: Computer and related services

      Main site or location of works, place of delivery or of performance: London area within M25.

      NUTS code UKI

    • 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

      Not provided

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

      Peabody wishes to procure a suite of Finance Systems compatible with Peabody's infrastructure that will interface with Peabody's other key systems. Together the systems will be adaptable to change as Peabody continues to grow and develop. Peabody requires the provision of on-going system support and product maintenance services for the entire life cycle of contract.

      Peabody will consider submission of one or more Lots from each bidder.

    • II.1.6) Common procurement vocabulary (CPV)

      48440000

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

      The contract is covered by the Government Procurement Agreement (GPA): no

    • II.1.8) Lots

      This contract is divided into lots: yes

      Tenders may be submitted for one or more lots

    • II.1.9) Information about variants

      Variants will be accepted: yes

  • II.2) Quantity or scope of the contract

    • II.2.1) Total quantity or scope:

      Estimated value excluding VAT: 475 000,00 GBP

    • II.2.2) Information about options

      Options: no

    • II.2.3) Information about renewals

      This contract is subject to renewal: no

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

    Duration in months: 72 (from the award of the contract)

Information about lots

  • Lot No: 1

    • Lot title: Sun Systems upgrade

  • 1) Short description

    Peabody currently uses SunSystems 4.3.3 (24 concurrent user licences) for the financial management of eight companies, making use of the Sales, Purchasing, Asset Management, Corporate Allocations and General Ledger functions. Peabody is looking to implement the upgrade of its current SunSystems 4.3.3 and Q&A 10.0.5 systems to the latest version of Infor 10 Financials Business (SunSystems) including Q&A. In addition to the systems above Peabody potentially require the Infor ION suite including.

    Pulse Connect for SunSystems, EIF Studio, Workspace and Infor Q&A Web parts designer. Peabody require the provision of services to develop or assist with the development of various interfaces with Infor10 (SunSystems) potentially including, but not limited to, Peabody’s Housing Management system (QL), payment systems, and supplier relationship management.

    Peabody requires the provision of on-going system support and product maintenance services for the entire life cycle of contract.

  • 2) Common procurement vocabulary (CPV)

    48440000

  • 3) Quantity or scope

    Peabody currently uses SunSystems 4.3.3 (24 concurrent user licences) for the financial management of eight companies, making use of the Sales, Purchasing, Asset Management, Corporate Allocations and General Ledger functions. Peabody is looking to implement the upgrade of its current SunSystems 4.3.3 and Q&A 10.0.5 systems to the latest version of Infor 10 Financials Business (SunSystems) including Q&A. In addition to the systems above Peabody potentially require the Infor ION suite including Pulse Connect for SunSystems, EIF Studio, Workspace and Infor Q&A Web parts designer. Peabody require the provision of services to develop or assist with the development of various interfaces with Infor10 (SunSystems) potentially including, but not limited to, Peabody’s Housing Management system (QL), payment systems, and supplier relationship management.

    Peabody requires the provision of on-going system support and product maintenance services for the entire life cycle of contract.

    Estimated value excluding VAT: 0,00 GBP

  • 4) Indication about different date for duration of contract or starting/completion

    Not provided

  • 5) Additional information about lots

    Peabody will consider submission of one or more Lots from each bidder.

  • Lot No: 2

    • Lot title: Purchase to Pay system

  • 1) Short description

    Peabody currently uses the Proactis 2009 Purchase to Pay system to produce purchase orders for all expenditure not processed via the housing management system. Peabody are looking to re-implement or replace the current system with one that will potentially provide near or real-time reference data, transactional and budgets checking integrations with Infor 10 Financials (SunSystems).

    Peabody requires the provision of on-going system support and product maintenance services for the entire life cycle of contract.

  • 2) Common procurement vocabulary (CPV)

    48440000

  • 3) Quantity or scope

    Peabody currently uses the Proactis 2009 Purchase to Pay system to produce purchase orders for all expenditure not processed via the housing management system. Peabody are looking to re-implement or replace the current system with one that will potentially provide near or real-time reference data, transactional and budgets checking integrations with Infor 10 Financials (SunSystems).

    Peabody requires the provision of on-going system support and product maintenance services for the entire life cycle of contract.

    Estimated value excluding VAT: 0,00 GBP

  • 4) Indication about different date for duration of contract or starting/completion

    Not provided

  • 5) Additional information about lots

    Peabody will consider submission of one or more Lots from each bidder.

  • Lot No: 3

    • Lot title: Budget and forecasting system

  • 1) Short description

    Peabody requires a Budgeting and Forecasting system with a proven record of integration with Infor 10 (SunSystem Financials) to support the delivery of efficient services to the business, achievement of business objectives and meeting financial management controls and regulations. Peabody requires the provision of on-going system support and product maintenance services for the entire life cycle of contract.

  • 2) Common procurement vocabulary (CPV)

    48440000

  • 3) Quantity or scope

    Peabody requires a Budgeting and Forecasting system with a proven record of integration with Infor 10 (SunSystem Financials) to support the delivery of efficient services to the business, achievement of business objectives and meeting financial management controls and regulations. Peabody requires the provision of on-going system support and product maintenance services for the entire life cycle of contract.

    Estimated value excluding VAT: 0,00 GBP

  • 4) Indication about different date for duration of contract or starting/completion

    Not provided

  • 5) Additional information about lots

    Peabody will consider submission of one or more Lots from each bidder.

Section III: Legal, economic, financial and technical information

  • III.1) Conditions relating to the contract

    • III.1.1) Deposits and guarantees required:

      Peabody reserves the right to require guarantees from parent companies or other forms of security.

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

      Not provided

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

      Not provided

    • III.1.4) Other particular conditions

      The performance of the contract is subject to particular conditions: no

  • III.2) Conditions for participation

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

      Not provided

    • III.2.2) Economic and financial ability

      Not provided

    • III.2.3) Technical capacity

      Not provided

    • III.2.4) Information about reserved contracts

      Not provided

  • III.3) Conditions specific to services contracts

    • III.3.1) Information about a particular profession

      Execution of the service is reserved to a particular profession: no

    • III.3.2) Staff responsible for the execution of the service

      Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

  • IV.1) Type of procedure

    • IV.1.1) Type of procedure

      competitive dialogue

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

      Envisaged minimum number 9

      Objective criteria for choosing the limited number of candidates: The process will be set out in the contract documents. Potential suppliers should note that Peabody intends to use successive stages under the Competitive Dialogue process. Potential suppliers expressing an interest will be invited to submit a prequalification questionnaire which will be evaluated by Peabody using selection criteria set out in the contract documents. Peabody intends to invite a minimum of three (for each Lot) potential suppliers to submit detailed solutions. Peabody intends to invite a minimum of two (for each Lot) potential suppliers to participate in Dialogue and will then invite candidates to submit Best & Final Offers.

    • IV.1.3) Reduction of the number of operators during the negotiation or dialogue

      Recourse to staged procedure to gradually reduce the number of solutions to be discussed or tenders to be negotiated yes

  • 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:

      PEA1472

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

      no

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

      Not provided

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

      16.10.2012 - 12:00

    • IV.3.5) Date of dispatch of invitations to tender or to participate to selected candidates

      Not provided

    • 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

      Not provided

    • IV.3.8) Conditions for opening tenders

      Not provided

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

    Peabody reserves the right to cancel the procurement at any time & not to proceed with the award of any contract at any stage of the procurement process.

    Peabody anticipates to Invite the pre-qualified bidders to participate in Competitive Dialogue in November 2012.

  • VI.4) Procedures for appeal

    • VI.4.1) Body responsible for appeal procedures

      Royal Courts of Justice
      Strand
      London
      WC2A 2LL
      UNITED KINGDOM
      Tel: +44 207-947600

      Body responsible for mediation procedures

      Royal Courts of Justice
      Strand
      London
      WC2A 2LL
      UNITED KINGDOM
    • VI.4.2) Lodging of appeals

      Precise information on deadline(s) for lodging appeals: Peabody shall comply with the requirements of regulations 29A and 32 of the Public Contracts Regulations 2006 (which incorporates Directive 2004/12/EC into English law) as amended to incorporate the requirements of the Remedies Directive (2007/66/EC) where notifying economic operators of the outcome of this procurement.

    • VI.4.3) Service from which information about the lodging of appeals may be obtained

      The Cabinet Office
      70 Whitehall
      London
      SW1A 2AS
      UNITED KINGDOM
  • VI.5) Date of dispatch of this notice:

    17.9.2012