Notice Information
Notice Title
C/REF 00000546
Notice Description
Brief Description of purchase: Gartner research has developed a standard reference model for the key phases in IPD workflow. HE's key functionality is, in relation to AP and AR: Ingestion 1. Extract invoice and credit PDFs from emails (must have) 2. Recognise and consolidate supporting documentation with the original invoice e.g. invoice + excel usage report and attach both to the registered document (nice to have) 3. Recognise and separate individual invoices/credits where email contains multiple attachments (must have) Document Classification 1. Identify between invoices and credits and handle differently (must have) 2. Not processing anything which isn't an invoice or credit note e.g. statement, reminder letter, order confirmation (must have - see 1) Data Extraction 1. Recognise text on invoice regardless of position, orientation, text colour, font (type or handwritten) (must have) 2. Recognise relevant invoice information from email content e.g. PO number quoted in email (nice to have) Validation 1. Check document compliance i.e. PO, VAT reg number, correct company name etc (must have) 2. Compare supplier information e.g. bank details from the invoice against supplier information held on the finance system (must have) 3. Exceptions list for human intervention including reason(s) per document e.g. non-compliance, missing information (must have) 4. Flag/classify invoices with queries vs those perfect for onward processing e.g. duplicate invoice, bank details don't match, PO complete/invalid (must have) Integration 1. Populate Integra data fields (must have) 2. Data transfer to Integra via flat file (must have) 3. Attaching document images in Integra (must have) In relation to assessment criteria for a platform which meets our requirements, HE has further suggested that the following factors are taken into account: 1. Flat file capability 2. A solution which demonstrated flexible and high quality, efficient handling of diverse document types - information in different places, handwritten, light text etc 3. Ease of use and training 4. Support for human to handle exceptions - user experience 5. Detailed proof concept 6. Exceptions handling capability 7. Replicated across multiple entities with different rules
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/4862008f-0af3-436c-b19a-e52d02d3cf96
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Direct
- Procurement Method Details
- Single tender action (below threshold)
- Tender Suitability
- SME
- Awardee Scale
- SME
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66170000 - Financial consultancy, financial transaction processing and clearing-house services
Notice Value(s)
- Tender Value
- £16,500 Under £100K
- Lots Value
- Not specified
- Awards Value
- £16,500 Under £100K
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 26 Feb 20241 years ago
- Submission Deadline
- 19 Feb 2024Expired
- Future Notice Date
- Not specified
- Award Date
- 21 Feb 20242 years ago
- Contract Period
- 21 Feb 2024 - 20 Apr 2024 1-6 months
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Not Specified
- Awards Status
- Active
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- HISTORIC ENGLAND LIMITED
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- SWINDON
- Postcode
- SN2 2EH
- Post Town
- Swindon
- Country
- England
-
- Major Region (ITL 1)
- TLK South West (England)
- Basic Region (ITL 2)
- TLK7 Gloucestershire and Wiltshire
- Small Region (ITL 3)
- TLK71 Swindon
- Delivery Location
- Not specified
-
- Local Authority
- Swindon
- Electoral Ward
- Mannington and Western
- Westminster Constituency
- Swindon South
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/4862008f-0af3-436c-b19a-e52d02d3cf96
26th February 2024 - Awarded contract notice on Contracts Finder
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.
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