---
title: "C/REF 00000546"
ocid: "ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "HISTORIC ENGLAND LIMITED"
published: "2024-02-26"
---

# C/REF 00000546

Buyer: HISTORIC ENGLAND LIMITED  
Current stage: Award  
OCID: ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325

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## Summary

The award was made by HISTORIC ENGLAND LIMITED for the consultancy advice on Intelligent Document Processing (IDP) for finance. The contract value amounts to £16,500 GBP. The procurement method used was a direct procurement with a single tender action (below threshold). The tender period ended on 19th February 2024, and the contract will be valid from 21st February 2024 to 20th April 2024. The procurement process took place in Swindon, United Kingdom, under the financial consultancy, financial transaction processing, and clearing-house services category.

This opportunity is well-suited for small and medium-sized enterprises (SMEs) looking to provide specialised consultancy services in finance. Businesses adept at Intelligent Document Processing solutions and financial data handling are encouraged to compete. HISTORIC ENGLAND LIMITED as the buying organisation seeks innovative solutions that can efficiently handle diverse document types and provide detailed proofs of concept. The contract represents a chance for businesses to engage with a reputable entity and potentially expand their client base in the financial services sector.

## Notice

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/4862008f-0af3-436c-b19a-e52d02d3cf96 |
| 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 |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 26 Feb 2024 |
| Submission deadline | 19 Feb 2024 |
| Future notice date | Not specified |
| Award date | 21 Feb 2024 |
| Contract period | 21 Feb 2024 - 20 Apr 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £16,500 |
| Lots value | Not specified |
| Awards value | £16,500 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | HISTORIC ENGLAND LIMITED |
| Locality | SWINDON |
| Post town | Swindon |
| Postcode | SN2 2EH |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK7 Gloucestershire and Wiltshire |
| ITL 3 | TLK71 Swindon |
| Local authority | Swindon |
| Electoral ward | Mannington and Western |
| Westminster constituency | Swindon South |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | SSG ADVISORY |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66170000 - Financial consultancy, financial transaction processing and clearing-house services

## Release History

- 26 Feb 2024 at 15:17 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/4862008f-0af3-436c-b19a-e52d02d3cf96

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/4862008f-0af3-436c-b19a-e52d02d3cf96
  26th February 2024 - Awarded contract notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-e8886ec3-7b83-4a25-b1a5-95bcfe42c325.json.