Notice Information
Notice Title
Future Finance, Finance & Research Grant Costing System - UOE/2015/007
Notice Description
The University of Exeter is looking to procure a Finance and Research Grant Costing system. In recent years, the University has experienced a period of unprecedented success and growth in revenues and reputation; achieving UK top 10 status and membership of the Russell Group. The University's strategy to 2020 and beyond is to strive towards becoming a global top 100 University. To achieve the University strategy, a programme of transformation is being undertaken which will implement a new operating model and new ways of working for our staff. The systems change component of the Future Finance Project refers to much more than replacing the core finance system. Finance outputs are delivered from a range of finance systems that talk to each other. Over the years these have developed incrementally and without over-arching design. As a result they are used inefficiently and inappropriately. A core objective of the Future Finance project is to simplify our technology infrastructure, procuring a finance system that can seamlessly integrate with key existing business applications. We are looking for a Supplier who can support the University during the following project stages: Design (Workshops) Build (Functional/ Technical Specs) Testing (Unit/SIT/ UAT) Change Management Training i.e. Train the Trainer Implementation Post-implementation support (Warranty, 1st, 2nd, 3rd line support) We are looking for a system to support us in the following areas: o Finance o Sales to Cash * Accounts Receivable * Bank Reconciliation * Cash Management * Sales Order Processing* * Insurance Administration* * Investment Management o Procure to Pay * Accounts Payable * Purchase Order Processing* * Online Expenses* * Purchasing Card Capability* * Stock/ Inventory Management* o Record to Report * General Ledger * Income & Expenditure * Management Accounting * Fixed Assets o Research Accounting * Research Grant Management* * Research Grant Master File * Pre and Post Award Management o Project Accounting * Project Definition * Project Elements * Project Costing o Budget, Planning & Forecasting * Budget, Preparation & Management * Budget, Planning & Forecasting * Audit o Non-Functional Requirements * Interfaces * Licences * Infrastructure * Security * Support * Authentication & Access o Key Requirements across all Work streams * Chart of Accounts * Ledgers & Modules * Document Management * Reporting * Tax * We are also looking to explore the capabilities of the following requirements but these will be dependent on solution capabilities, integration capabilities and budget impact. We are also looking to procure a procurement solution in a separate tender exercise in the coming months and would like to explore the capabilities of the Finance System and integration methodology to help inform us whe... Additional information: Suppliers are required to register their interest for the relevant tender documents (e.g. PQQ, ITT, RFQ) on the University of Exeter's electronic tendering 'In-Tend' system (http://in-tendhost.co.uk/universityofexeter/asp/home.asp ). All documents relating to this procurement (e.g. PQQ/ITT/RFQ) will be released via the 'In-Tend' only. Suppliers must go to http://in-tendhost.co.uk/universityofexeter/asp/home.asp to express and interest against the specific opportunity as stated on this contract notice. The procurement exercise is entirely managed via this 'In-Tend' portal and only registering on http://in-tendhost.co.uk/universityofexeter/asp/home.asp will ensure that you receive all the relevant information and follow-up document. Registration on 'In-Tend' is free of charge to potential suppliers. Funding Type (WEFO or EU) : University of Exeter Funding Description This agreement is expected to be solely funded by the University of Exeter. All responses must be prepared in UK pounds sterling and all payments will be made in the same. Is a Recurrent Procurement Type? : No https://in-tendhost.co.uk/universityofexeter/aspx/
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-704ac80f-adc8-11e6-9901-0019b9f3037b
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/560aaf8c-4f1e-428b-afe7-d61c81f306bd
- Current Stage
- Tender
- All Stages
- Tender
Procurement Classification
- Notice Type
- Tender Notice
- Procurement Type
- Standard
- Procurement Category
- Goods
- Procurement Method
- Not Specified
- Procurement Method Details
- Tender Suitability
- SME
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
48 - Software package and information systems
-
- CPV Codes
48440000 - Financial analysis and accounting software package
Notice Value(s)
- Tender Value
- £1,417,000 £1M-£10M
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 18 Nov 20169 years ago
- Submission Deadline
- 29 Jun 2015Expired
- Future Notice Date
- Not specified
- Award Date
- Not specified
- Contract Period
- 24 Feb 2016 - 31 Jul 2024 Over 5 years
- Recurrence
- Not specified
Notice Status
- Tender Status
- Active
- Lots Status
- Not Specified
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- UNIVERSITY OF EXETER
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- DEVON
- Postcode
- EX4 4QH
- Post Town
- Exeter
- Country
- England
-
- Major Region (ITL 1)
- TLK South West (England)
- Basic Region (ITL 2)
- TLK4 Devon
- Small Region (ITL 3)
- TLK43 Devon CC
- Delivery Location
- TLK South West (England)
-
- Local Authority
- Exeter
- Electoral Ward
- Duryard and St James
- Westminster Constituency
- Exeter
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/560aaf8c-4f1e-428b-afe7-d61c81f306bd
29th May 2015 - Opportunity notice on Contracts Finder -
https://in-tendhost.co.uk/universityofexeter/aspx/
Additional information on how to apply for this contract
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.
{
"tag": [
"compiled"
],
"id": "ocds-b5fd17-704ac80f-adc8-11e6-9901-0019b9f3037b-2016-11-18T20:17:15Z",
"date": "2016-11-18T20:17:15Z",
"ocid": "ocds-b5fd17-704ac80f-adc8-11e6-9901-0019b9f3037b",
"language": "en",
"initiationType": "tender",
"tender": {
"id": "UOE/2015/007",
"title": "Future Finance, Finance & Research Grant Costing System - UOE/2015/007",
"description": "The University of Exeter is looking to procure a Finance and Research Grant Costing system. In recent years, the University has experienced a period of unprecedented success and growth in revenues and reputation; achieving UK top 10 status and membership of the Russell Group. The University's strategy to 2020 and beyond is to strive towards becoming a global top 100 University. To achieve the University strategy, a programme of transformation is being undertaken which will implement a new operating model and new ways of working for our staff. The systems change component of the Future Finance Project refers to much more than replacing the core finance system. Finance outputs are delivered from a range of finance systems that talk to each other. Over the years these have developed incrementally and without over-arching design. As a result they are used inefficiently and inappropriately. A core objective of the Future Finance project is to simplify our technology infrastructure, procuring a finance system that can seamlessly integrate with key existing business applications. We are looking for a Supplier who can support the University during the following project stages: Design (Workshops) Build (Functional/ Technical Specs) Testing (Unit/SIT/ UAT) Change Management Training i.e. Train the Trainer Implementation Post-implementation support (Warranty, 1st, 2nd, 3rd line support) We are looking for a system to support us in the following areas: o Finance o Sales to Cash * Accounts Receivable * Bank Reconciliation * Cash Management * Sales Order Processing* * Insurance Administration* * Investment Management o Procure to Pay * Accounts Payable * Purchase Order Processing* * Online Expenses* * Purchasing Card Capability* * Stock/ Inventory Management* o Record to Report * General Ledger * Income & Expenditure * Management Accounting * Fixed Assets o Research Accounting * Research Grant Management* * Research Grant Master File * Pre and Post Award Management o Project Accounting * Project Definition * Project Elements * Project Costing o Budget, Planning & Forecasting * Budget, Preparation & Management * Budget, Planning & Forecasting * Audit o Non-Functional Requirements * Interfaces * Licences * Infrastructure * Security * Support * Authentication & Access o Key Requirements across all Work streams * Chart of Accounts * Ledgers & Modules * Document Management * Reporting * Tax * We are also looking to explore the capabilities of the following requirements but these will be dependent on solution capabilities, integration capabilities and budget impact. We are also looking to procure a procurement solution in a separate tender exercise in the coming months and would like to explore the capabilities of the Finance System and integration methodology to help inform us whe... Additional information: Suppliers are required to register their interest for the relevant tender documents (e.g. PQQ, ITT, RFQ) on the University of Exeter's electronic tendering 'In-Tend' system (http://in-tendhost.co.uk/universityofexeter/asp/home.asp ). All documents relating to this procurement (e.g. PQQ/ITT/RFQ) will be released via the 'In-Tend' only. Suppliers must go to http://in-tendhost.co.uk/universityofexeter/asp/home.asp to express and interest against the specific opportunity as stated on this contract notice. The procurement exercise is entirely managed via this 'In-Tend' portal and only registering on http://in-tendhost.co.uk/universityofexeter/asp/home.asp will ensure that you receive all the relevant information and follow-up document. Registration on 'In-Tend' is free of charge to potential suppliers. Funding Type (WEFO or EU) : University of Exeter Funding Description This agreement is expected to be solely funded by the University of Exeter. All responses must be prepared in UK pounds sterling and all payments will be made in the same. Is a Recurrent Procurement Type? : No https://in-tendhost.co.uk/universityofexeter/aspx/",
"datePublished": "2015-05-29T11:26:51+01:00",
"status": "active",
"classification": {
"scheme": "CPV",
"id": "48440000",
"description": "Financial analysis and accounting software package"
},
"items": [
{
"id": "1",
"deliveryAddresses": [
{
"postalCode": "EX44QH"
},
{
"region": "South West",
"countryName": "United Kingdom"
}
]
}
],
"minValue": {
"amount": 670000,
"currency": "GBP"
},
"value": {
"amount": 1417000,
"currency": "GBP"
},
"tenderPeriod": {
"endDate": "2015-06-29T23:59:59+01:00"
},
"contractPeriod": {
"startDate": "2016-02-24T00:00:00Z",
"endDate": "2024-07-31T23:59:59+01:00"
},
"suitability": {
"sme": true,
"vcse": false
},
"mainProcurementCategory": "goods",
"documents": [
{
"id": "1",
"documentType": "tenderNotice",
"description": "Opportunity notice on Contracts Finder",
"url": "https://www.contractsfinder.service.gov.uk/Notice/560aaf8c-4f1e-428b-afe7-d61c81f306bd",
"datePublished": "2015-05-29T11:26:51+01:00",
"format": "text/html",
"language": "en"
},
{
"id": "2",
"documentType": "tenderNotice",
"description": "Additional information on how to apply for this contract",
"url": "https://in-tendhost.co.uk/universityofexeter/aspx/"
}
]
},
"parties": [
{
"id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/xTJy93Ss",
"name": "UNIVERSITY OF EXETER",
"identifier": {
"legalName": "UNIVERSITY OF EXETER",
"scheme": "GB-SRS",
"id": "sid4gov.cabinetoffice.gov.uk/xTJy93Ss"
},
"address": {
"streetAddress": "Queens Drive, Exeter",
"locality": "Devon",
"postalCode": "EX44QH",
"countryName": "United Kingdom"
},
"contactPoint": {
"name": "Emma Raddon",
"email": "e.raddon@ex.ac.uk",
"telephone": "01392661000"
},
"roles": [
"buyer"
]
}
],
"buyer": {
"id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/xTJy93Ss",
"name": "UNIVERSITY OF EXETER"
}
}