Shaw Consulting Ltd: Software as a Service Finance Solution

UK-Chester: Information technology services.
Section I: Contracting Authority
      I.1) Name and addresses
             Muir Group Housing Association Ltd
             80 Lightfoot Street, Hoole, Chester, CH2 3AL, United Kingdom
             Tel. +44 7722067596, Email: chris.shaw@shawc.co.uk
             Contact: Email or Phone
             Main Address: https://www.muir.org.uk/, Address of the buyer profile: https://www.shawc.co.uk
             NUTS Code: UKD63
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: No.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-Chester:-Information-technology-services./2B5AH895G7
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Housing and community amenities

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: Software as a Service Finance Solution       
      Reference Number: Not provided
      II.1.2) Main CPV Code:
      72222300 - Information technology services.

      II.1.3) Type of contract: SERVICES
      II.1.4) Short description: The provision of a Software as a Service Finance Solution to include all the required implementation and transformation services.       
      II.1.5) Estimated total value:
      Value excluding VAT: 1       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      48440000 - Financial analysis and accounting software package.
      
      II.2.3) Place of performance:
      UKD63 Cheshire West and Chester
      
      II.2.4) Description of procurement: Muir Group are looking to replace their existing, on Premise Sun Accounts system with a Software as a Service Solution.

The scope of this project comprises the following requirements of the SAAS Solution for 15 core finance users and 150 staff across the business for self service.
- financial ledgers (general, purchase, sales, and cashbook).
- flexible, user friendly reporting capability.
- budgeting and financial planning functionality.
- purchase to pay solution (purchase order processing); and
- flexible, robust, and simple functionality to integrate with other systems e.g. principally Civica Cx, Keystone, RAM, SDS Proval & Sequel, AllPay and other line of business systems.

The high-level requirements for the fully integrated, single supplier SaaS solution are detailed below:

- General Ledger
- Project Accounting
- Purchase Ledger
- Sales Ledger & Debt Management
- Cashbook & Bank
- VAT
- Fixed Assets
- Budget Planning & Forecasting
- P2P
- Self Service
- Mobile Working
- Workflow
- Reporting & Dashboards
- Search Facilities

The appointed supplier must work with Muir Groups internal team to ensure the proposed solution transforms the way they currently work and that it is successfully adopted by all users of the business. As part of delivering the new SaaS solution, you must work with Muir Group to design and implement a new Chart of Accounts.
      II.2.5) Award criteria:
            Price is not the only award criterion and all criteria are stated only in the procurement documents            
      II.2.6) Estimated value:
      Value excluding VAT: Not provided       
      Currency: Not provided       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 60       
      This contract is subject to renewal: Yes       
      Description of renewals: The contract will include a break clause in year 2 and could include further extensions of 24 months after the first 5 years. 5 years / 60 months will start after the system has gone live. Any extension will be dependent on the satisfactory performance of the delivered solution and suppliers services.
      
      II.2.10) Information about variants:
      Variants will be accepted: No
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: To respond to this opportunity please click here: https://www.delta-esourcing.com/respond/PF928WC7ST       


Section III: Legal, Economic, Financial And Technical Information
   III.1) Conditions for participation
      III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
      List and brief description of conditions:          
      The following are Pass / Fail.

1.the supplier’s proposed project managers must be certified in an internationally recognised project management methodology e.g. PRINCE2, Agile.
2.Your organisation must be ISO9001:2015 certified or have an equivalent quality management system.
3.Your organisation must be compliant with UK GDPR requirements and registered with the ICO.
4.Your organisation must be ISO27001 certified or have an equivalent security certification.    
      III.1.2) Economic and financial standing       
      List and brief description of selection criteria:
      1. Please provide your yearly turnover in the business area covered by the contract and ensure you provide 3 financial years of information.

2. You must self-certify that you have or will obtain before the contract commences the minimum insurance levels detailed below:

3. The minimum level of economic and financial standing and / or the minimum financial threshold will be assessed by Link by performing a Dunn & Bradstreet credit check, a score of average (or its equivalent) or above will be classed as a pass; anything below average (or its equivalent) will be a fail.    
      Minimum level(s) of standards possibly required (if applicable) :       
      Minimum Insurance Levels
 Employer’s (Compulsory) Liability Insurance = £10 million
 Public Liability Insurance = £5 million
 Professional Indemnity Insurance = £5 million
 Product Liability Insurance = £5 million

Dunn & Bradstreet Check Minimum Levels:
 a score of average (or its equivalent) or above will be classed as a pass; anything below average (or its equivalent) will be a fail.    
      III.1.3) Technical and professional ability
      List and brief description of selection criteria:       
      1. You must provide a minimum of 3 examples of public service contracts over the last 3 years which are identical to the requirements that
Muir Group are requesting.
2. The proposed solution must be integrated to Microsoft Azure Active Directory to provide single sign on (SSO) using pass through credentials.
3. The proposed solution should have the capability to be seamlessly integrated, bi-directionally with Muir Group’s core business systems through a published set of APIs.
4. The solution must be accessible from any location, across any device type, and accessed through a web browser and not requiring any locally installed client or plugin for the browser.
5. The proposed solution has a responsive design i.e. it will resize the screens to the type of device (Laptop, Smartphone, Tablet) it is using automatically.
6. The solution must be a true SaaS solution and not a privately hosted solution or an on-premise solution.
7. The solution must be fully integrated, from a single provider and use just one backend database.
8. The supplier of the proposed solution must be certified by the software vendor at the highest available level e.g. Gold, Platinum, etc.    
      Minimum level(s) of standards possibly required (if applicable) :          
      all requirements stated above are pass / fail requirements.
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
      III.2.1) Information about a particular profession    
      Reference to the relevant law, regulation or administrative provision:          
      Not Provided    
      III.2.2) Contract performance conditions          
      Not Provided          
      III.2.3) Information about staff responsible for the performance of the contract
      Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No

Section IV: Procedure
   IV.1) Description OPEN
      IV.1.1) Type of procedure: Open   
   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement - NO    
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: No       
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 20/08/2021 Time: 17:00
            
      IV.2.4) Languages in which tenders or requests to participate may be submitted: English,       
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender: Not Provided      
      IV.2.7) Conditions for opening of tenders:
         Date: 23/08/2021
         Time: 09:00
         Place:
         Virtually
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted No       
   Electronic payment will be used No       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://www.delta-esourcing.com/tenders/UK-UK-Chester:-Information-technology-services./2B5AH895G7

To respond to this opportunity, please click here:
https://www.delta-esourcing.com/respond/2B5AH895G7
   VI.4) Procedures for review
   VI.4.1) Review body:
             Muir Group Housing Association
       80 Lightfoot Street, Hoole, Chester, CH2 3AL, United Kingdom
   VI.4.2) Body responsible for mediation procedures:
Not provided
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
Not provided
   VI.5) Date Of Dispatch Of This Notice: 02/07/2021

Annex A