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bespoke procurement services
Our bespoke procurement services provide you with access to experienced practitioners, promptly and efficiently meeting your needs when required.
Explore now
Explore our latest energy updates
We know that securing energy contracts can be a complex and difficult process, but we are here to help you. Explore our Energy Hub to find help and guidance, latest updates and more.
Explore now

Financial and Accounting Management Software Framework - 1095, Lot 3

Our dedicated team is here to support you with the provision of financial and accounting management software covering a range of functions for the public sector. From revenues and benefits software to workforce management software, we can offer a range of services to support many financial and accounting processes.
Employee working in finance

Details

Lot 3 is the provision of financial and accounting management software to automate and support the financial and accounting processes, covering the entire report-to-record cycle within an organisation, using technologies that are currently available and those which will evolve through the lifetime of the Framework.

Solutions may include:
• Financial and Accounting management software to enable automated processes which support finance workflows and activities
• Revenues and benefits software to support digital citizen services and access including council tax management, business rates, housing benefit and local welfare management including calculating, processing, billing, collection, recovery, administration, and associated management 
• Workforce management software to plan and manage workforce demands 
• Grant funding management software 

Each lot  is inclusive of software applications, services and supplementary hardware which can be tailored to meet your specific requirements and provide you with a delivery of standalone, or full service solutions, using technologies that are currently available and those which evolve throughout the lifetime of the framework agreement. As well as having the option to direct award, customers also have the option to carryout a further competition where multi-lot call-offs are permittable, enabling you to combine two or more of the above lots and obtain all your software application solution needs in 1 single procurement.

 
Documents

The framework documents and templates are all available to download from the 'Document' tab above. Please complete and return the NDA Access Agreement if you would like sight of the tender documents including specification, terms and conditions, criteria etc. On submission to YPO, please confirm what further information you require from the team and we will be happy to assist. Direct Award and Further Competition guidance is also provided separately within the ‘Document’ tab.

 

Contracting authority call-off period

YPO haven’t set a minimum or maximum length for any call-offs created by contracting authorities. Contracting authorities can create an agreed call-off based on the term they believe will suit their requirements. How to call-off YPO have completed a fully compliant process to allow our customers easy call-offs via direct award or further competition, through any of the awarded suppliers on all lots. To call off this agreement you may consider;
•  Direct Award - Award direct to a chosen supplier on the permittable lots based on cost, or cost and quality
•  Further competition - Evaluate suppliers based on criteria relevant to your organisation
Please ensure to follow any internal policies and the current Public Contract Regulations and refer to the user guide, under the heading ‘How to call off the framework’ for considerations and top tips when choosing your procurement route.

Providers

There are 3 awarded suppliers on Lot 3, with a total of 18 awarded suppliers across the 12 lots, 55% of which are SME’S, providing a great mix of providers who can deliver high quality services to the whole of the public sector.


Key Facts on this Framework

Period:
21 February 2023 - 20 February 2027
Extension Opportunities:
1 x 24 month extension available after initial 2 years (20th February 2027)
Contract Notice:
2022/S 0000-027908
Award Notice:
2023/S 000-005916
Geographic Coverage:
National

Free support available

The route to market for this solution is either a direct award or further competition and our experienced team are on hand to help you through every step of the process – offering practical advice and support when you need it.

Our free support includes:

Direct award support

   • Assessment of your needs and advice on the best approach
   • Market and supplier insights
   • Technical know-how on how to procure specific service, works or product
   • Compliance with the PCR2015
   • Assistance in the completion of the documentation
   • Advice on the call-off terms and conditions
   • Advice on the KPIs
   • Assistance with or management of the supplier pre-engagement

Further competition support

    • Assistance with or management of the supplier pre-engagement
    • Assistance and guidance in the drafting of the documentation, including the provision of template documents
    • Advice on the specification, including the provision of anonymised specifications
    • Advice on the award criteria, including sustainability to ensure compliance
    • Advertising the further competition on YPO’s e-tendering portal – ProContract, and full administration of the process, including clarification log management
             There are three ways to run a further competition via ProContract
                  1. YPO can administer the full end-to-end further competition process
                  2. Request temporary access to ProContract and run the further competition yourself or with our support
                  3. If you're a current user of ProContract you can access and use our solutions directly without our involvement. View the 'How to access YPO’s frameworks directly' user guide.
    • Running or supporting the evaluation process
    • Moderation of the evaluation process
    • Drafting/checking award and rejection letters, including provision of template documents


Standard documents available

   • Further competition template
   • 
Specification examples
   • Award questions examples
   • Pricing matrix
   • Award and rejection letters
   • Call-off contract terms and conditions

 

Making your working life simpler with YPO

We know just how important it is to have the most up-to-date and innovative equipment and systems for your organisation. In this video, we depict the use of various technologies (systems and equipment) that can be procured through YPO frameworks:



 

- Chess ICT Limited

 

- Civica UK Ltd

 

- Insight Direct (UK) Ltd

Find out more

Thank you for your interest in our framework offering. YPO's team of procurement experts are here to help you put compliant contracts into place quickly and easily. Please fill out the form below and a member of the team will be in touch shortly.