Award

Statement reconciliation

NHS WALES SHARED SERVICES PARTNERSHIP

This public procurement record has 2 releases in its history.

Award

17 Jun 2024 at 00:00

Tender

22 Dec 2023 at 00:00

Summary of the contracting process

The public procurement contracting process is being carried out by the NHS Wales Shared Services Partnership, based in Cardiff, UK. The procurement is for Statement Reconciliation services in the Health industry category. The tender, titled "Statement Reconciliation", has reached the award stage as of 17th June 2024. Fiscal Technologies Ltd has been awarded the contract worth £29,990 GBP, signed on 15th March 2024. The procurement method used is the Open Procedure.

This tender for Statement Reconciliation services by the NHS Wales Shared Services Partnership presents business growth opportunities to firms providing software solutions for automating invoice matching processes. Companies offering tools to streamline reconciliation tasks and reduce manual workload would be well-suited to compete in this tender. The procurement method being open allows for a competitive bidding process, with a focus on quality as a key award criterion alongside price considerations.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Statement reconciliation

Notice Description

Statement reconciliation- Invoice matching to remove duplicates or solve

Lot Information

Lot 1

Statement reconciliation software to match invoices to the correct purchase order number in order to automate processes and reduce workload on individual teams.

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-135799
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=135799
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

75 - Administration, defence and social security services


CPV Codes

75100000 - Administration services

Notice Value(s)

Tender Value
£160,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
£29,990 Under £100K

Notice Dates

Publication Date
17 Jun 20241 years ago
Submission Deadline
22 Jan 2024Expired
Future Notice Date
Not specified
Award Date
15 Mar 20241 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Complete
Awards Status
Not Specified
Contracts Status
Active

Contracting Authority (Buyer)

Main Buyer
NHS WALES SHARED SERVICES PARTNERSHIP
Contact Name
Libby Roberts, Shannon Mason
Contact Email
libby.roberts2@wales.nhs.uk, shannon.mason@wales.nhs.uk
Contact Phone
+44 1443848585

Buyer Location

Locality
CARDIFF
Postcode
CF14 4HH
Post Town
Cardiff
Country
Wales

Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL51 Central Valleys and Bridgend
Delivery Location
Not specified

Local Authority
Rhondda Cynon Taf
Electoral Ward
Taff's Well
Westminster Constituency
Cardiff North

Supplier Information

Number of Suppliers
1
Supplier Name

FISCAL TECHNOLOGIES

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

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-kuma6s-135799-2024-06-17T00:00:00Z",
    "date": "2024-06-17T00:00:00Z",
    "ocid": "ocds-kuma6s-135799",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-7",
            "name": "NHS Wales Shared Services Partnership",
            "identifier": {
                "legalName": "NHS Wales Shared Services Partnership"
            },
            "address": {
                "streetAddress": "Woodlands House, Maes-Y-Coed Road",
                "locality": "Cardiff",
                "region": "UK",
                "postalCode": "CF14 4HH"
            },
            "contactPoint": {
                "name": "Libby Roberts",
                "email": "Libby.Roberts2@wales.nhs.uk",
                "url": "https://etenderwales.bravosolution.co.uk/home.html"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "07",
                        "description": "Health",
                        "scheme": "COFOG"
                    }
                ],
                "url": "http://nwssp.nhs.wales/ourservices/procurement-services/"
            }
        },
        {
            "id": "org-2",
            "name": "High Court",
            "identifier": {
                "legalName": "High Court"
            },
            "address": {
                "streetAddress": "Royal Courts of Justice, The Strand",
                "locality": "London",
                "postalCode": "WC2A 2LL"
            },
            "contactPoint": {
                "telephone": "+44 2079477501"
            },
            "roles": [
                "reviewBody"
            ]
        },
        {
            "id": "org-26",
            "name": "NHS Wales Shared Services Partnership",
            "identifier": {
                "legalName": "NHS Wales Shared Services Partnership"
            },
            "address": {
                "streetAddress": "4-5 Charnwood Court,, Heol Billingsley, Parc Nantgarw",
                "locality": "Cardiff",
                "region": "UK",
                "postalCode": "CF15 7QZ"
            },
            "contactPoint": {
                "name": "Shannon Mason",
                "email": "shannon.mason@wales.nhs.uk",
                "telephone": "+44 1443848585"
            },
            "roles": [
                "buyer",
                "reviewBody"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    },
                    {
                        "id": "07",
                        "description": "Health",
                        "scheme": "COFOG"
                    },
                    {
                        "id": "Regional or local authority",
                        "scheme": "TED_CA_TYPE"
                    }
                ],
                "url": "http://www.procurement.wales.nhs.uk"
            }
        },
        {
            "id": "org-43",
            "name": "Fiscal Technologies Ltd",
            "identifier": {
                "legalName": "Fiscal Technologies Ltd"
            },
            "address": {
                "streetAddress": "10 Beacontree Plaza, Gillette Way",
                "locality": "Reading",
                "region": "UK",
                "postalCode": "RG20BS"
            },
            "roles": [
                "supplier"
            ],
            "details": {
                "scale": "large"
            }
        },
        {
            "id": "org-3",
            "name": "High Court",
            "identifier": {
                "legalName": "High Court"
            },
            "address": {
                "streetAddress": "Royal Courts of Justice, The Strand",
                "locality": "London",
                "postalCode": "WC2A 2LL"
            },
            "contactPoint": {
                "telephone": "+44 2079477501"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "name": "NHS Wales Shared Services Partnership",
        "id": "org-26"
    },
    "tender": {
        "id": "ocds-kuma6s-135799-tender-142259-NWSSP-OJEU-54567",
        "title": "Statement reconciliation",
        "description": "Statement reconciliation- Invoice matching to remove duplicates or solve",
        "status": "complete",
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "UK"
                    },
                    {
                        "region": "UK"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amount": 160000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "https://etenderwales.bravosolution.co.uk/home.html",
        "tenderPeriod": {
            "endDate": "2024-01-22T12:00:00Z"
        },
        "awardPeriod": {
            "startDate": "2024-01-22T12:00:00Z"
        },
        "documents": [
            {
                "id": "DEC461447",
                "documentType": "contractNotice",
                "title": "Statement reconciliation",
                "description": "Statement reconciliation- Invoice matching to remove duplicates or solve",
                "url": "https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=DEC461447",
                "format": "text/html"
            },
            {
                "id": "economic",
                "documentType": "economicSelectionCriteria"
            },
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            },
            {
                "id": "JUN481305",
                "documentType": "awardNotice",
                "title": "Statement reconciliation",
                "description": "Statement reconciliation- Invoice matching to remove duplicates or solve",
                "url": "https://www.sell2wales.gov.wales/search/show/search_view.aspx?ID=JUN481305",
                "format": "text/html"
            }
        ],
        "lots": [
            {
                "id": "1",
                "description": "Statement reconciliation software to match invoices to the correct purchase order number in order to automate processes and reduce workload on individual teams.",
                "status": "complete",
                "hasOptions": false,
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "contractPeriod": {
                    "durationInDays": 720
                },
                "hasRenewal": false,
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Quality",
                            "description": "60"
                        },
                        {
                            "type": "price",
                            "description": "40"
                        }
                    ]
                }
            }
        ],
        "bidOpening": {
            "date": "2024-01-22T12:00:00Z"
        },
        "contractTerms": {
            "hasElectronicPayment": true,
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "classification": {
            "id": "75100000",
            "scheme": "CPV"
        },
        "reviewDetails": "Precise information on deadline(s) for review procedures: NHS Wales Shared Services Partnership on behalf of Cardiff and Vale University Local Health Board will allow a minimum 10 calendar day standstill period between notifying the award decision and awarding the contract. Unsuccessful tenderers and applicants are entitled to receive reasons for the decision, including the characteristics and relative advantages of the winning bid and the reasons why the tenderer/applicant was unsuccessful. Should additional information be required it should be requested of the addressee in section I.1. Aggrieved parties who have been harmed or are at risk of harm by breach of the procurement rules have the right to take action in the High Court (England and Wales). Any such action is subject to strict time limits in accordance with the Public Contracts (Amendments) Regulations 2015.",
        "hasRecurrence": false,
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "coveredBy": [
            "GPA"
        ]
    },
    "language": "EN",
    "description": "(WA Ref:142259)",
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.sell2wales.gov.wales/v1?lang=cy/Notice?id=ocds-kuma6s-135799"
        }
    ],
    "noticetype": "OJEU - F3 - Contract Award Notice",
    "awards": [
        {
            "id": "ocds-kuma6s-135799-award-142259-29",
            "suppliers": [
                {
                    "id": "org-43",
                    "name": "Fiscal Technologies Ltd"
                }
            ],
            "relatedLots": [
                "1"
            ]
        }
    ],
    "contracts": [
        {
            "id": "ocds-kuma6s-135799-award-142259-29",
            "awardID": "ocds-kuma6s-135799-award-142259-29",
            "status": "active",
            "value": {
                "amount": 29990,
                "currency": "GBP"
            },
            "dateSigned": "2024-03-15T00:00:00Z"
        }
    ],
    "relatedProcesses": [
        {
            "id": "1",
            "relationship": [
                "planning"
            ],
            "scheme": "EU-OJ",
            "identifier": "2023/S 000-037782"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "ocds-kuma6s-135799-bidsstatistic-142259-113",
                "measure": "bids",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "ocds-kuma6s-135799-bidsstatistic-142259-114",
                "measure": "smeBids",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "ocds-kuma6s-135799-bidsstatistic-142259-115",
                "measure": "foreignBidsFromEU",
                "value": 3,
                "relatedLot": "1"
            },
            {
                "id": "ocds-kuma6s-135799-bidsstatistic-142259-116",
                "measure": "foreignBidsFromNonEU",
                "value": 0,
                "relatedLot": "1"
            },
            {
                "id": "ocds-kuma6s-135799-bidsstatistic-142259-117",
                "measure": "electronicBids",
                "value": 3,
                "relatedLot": "1"
            }
        ]
    }
}