Westcountry Schools Trust Provision of HR System & Payroll Service

{
  "buyer": {
    "id": "GB-PPON-PNBN-1791-PQND",
    "name": "Westcountry Schools Trust"
  },
  "date": "2025-11-24T18:24:40Z",
  "id": "076666-2025",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-05e7db",
  "parties": [
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Totnes",
        "postalCode": "TQ9 5RW",
        "region": "UKK43",
        "streetAddress": "Unit 3 The Brutus Centre Station Road Totnes"
      },
      "contactPoint": {
        "email": "josie.medforth@phplaw.co.uk",
        "name": "Josie Medforth"
      },
      "id": "GB-PPON-PPRM-9434-VNYQ",
      "identifier": {
        "id": "PPRM-9434-VNYQ",
        "scheme": "GB-PPON"
      },
      "name": "PHP Law LLP",
      "roleDetails": "Tender support for the buyer",
      "roles": [
        "procuringEntity",
        "processContactPoint"
      ]
    },
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Ivybridge",
        "postalCode": "PL21 0JA",
        "region": "UKK43",
        "streetAddress": "Harford Rd"
      },
      "contactPoint": {
        "email": "josie.medforth@phplaw.co.uk"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - central government",
            "id": "publicAuthorityCentralGovernment",
            "scheme": "UK_CA_TYPE"
          }
        ]
      },
      "id": "GB-PPON-PNBN-1791-PQND",
      "identifier": {
        "id": "PNBN-1791-PQND",
        "scheme": "GB-PPON"
      },
      "name": "Westcountry Schools Trust",
      "roles": [
        "buyer"
      ]
    }
  ],
  "planning": {
    "noEngagementNoticeRationale": "The requirements are not complex or niche and the Contracting Authority already has an understanding of what they want the service to deliver and the market is known."
  },
  "tag": [
    "tender"
  ],
  "tender": {
    "aboveThreshold": true,
    "awardPeriod": {
      "endDate": "2026-02-13T23:59:59Z"
    },
    "contractTerms": {
      "financialTerms": "The Trust requires the following payment profile: a. Table A Implementation Costs i. 25% invoiced upon Contract Signature ii. 25% invoiced upon completion of the build iii. 25% following completion of testing iv. 25% following go live plus 1 month b. Table B All Inclusive Cost i. 1st Month Invoice in Arrears following the end of the month after Go Live. ii. The invoice will be the cost per payslip under Table B * by the actual number of payslips processed. c. Commissionable Items i. Charged post Go Live in arrears, separately itemised in the All-Inclusive Cost Monthly Invoice d. Optional Add-Ons i. Additional Functionality Implementation. Charged against the same breakdown model as Table A ii. Additional Functionality Annual Cost \u2013 Charged annually in advance. e. All pricing is fixed for the contract duration including extensions, subject to CPI inflation which can be applied each year on the anniversary of Contract Commencement. Contract Invoicing The Contractor shall operate the Service efficiently and provide a commercial solution that offers best value to the Trust, proactively assessing where efficiencies can be made and discussing these and their cost benefits with the Trust. The Contractor shall submit invoices and associated documentation by email and in accordance with the Terms and Conditions of the contract. Invoicing will be monthly, in arrears from the end of the previous month. Costs of providing new schools to the Trust will be based upon a price per payslip. Where, during a monthly period, it has been identified, and agreed, that adjustments are required (in respect of service credits, additional works, errors or omissions), these will be taken account of within the invoice for the following month."
    },
    "coveredBy": [
      "GPA"
    ],
    "description": "1. This tender opportunity has been issued by Westcountry Schools Trust (\u201cthe Trust\u201d) and Contractors are invited to tender for the provision of a HR System and Fully Managed Payroll Service (\u201cthe Service\u201d).",
    "documents": [
      {
        "description": "Not published",
        "documentType": "conflictOfInterest",
        "id": "conflictOfInterest"
      },
      {
        "datePublished": "2025-11-24T18:24:40Z",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "format": "text/html",
        "id": "076666-2025",
        "noticeType": "UK4",
        "url": "https://www.find-tender.service.gov.uk/Notice/076666-2025"
      }
    ],
    "enquiryPeriod": {
      "endDate": "2026-01-12T12:00:00+00:00"
    },
    "hasRecurrence": true,
    "id": "WCST01.20",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Personnel and payroll services",
            "id": "79631000",
            "scheme": "CPV"
          },
          {
            "description": "Time accounting or human resources software package",
            "id": "48450000",
            "scheme": "CPV"
          },
          {
            "description": "Payroll management services",
            "id": "79211110",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "country": "IE",
            "countryName": "Ireland",
            "region": "IE053"
          }
        ],
        "id": "LOT-0000",
        "relatedLot": "LOT-0000"
      }
    ],
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "description": "Service Provision",
              "name": "Service Provision",
              "numbers": [
                {
                  "number": 20,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "description": "Service Delivery",
              "name": "Service Delivery",
              "numbers": [
                {
                  "number": 20,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "description": "Expertise?Experience",
              "name": "Expertise?Experience",
              "numbers": [
                {
                  "number": 10,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "description": "Quality of Service",
              "name": "Quality of Service",
              "numbers": [
                {
                  "number": 10,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "description": "Fully Inclusive Annual Service Cost",
              "name": "Fully Inclusive Annual Service Cost",
              "numbers": [
                {
                  "number": 30,
                  "weight": "percentageExact"
                }
              ],
              "type": "cost"
            },
            {
              "description": "Implementation Cost",
              "name": "Implementation Cost",
              "numbers": [
                {
                  "number": 5,
                  "weight": "percentageExact"
                }
              ],
              "type": "cost"
            },
            {
              "description": "Tables C-F Annual Service Costs for Different Employee Bandings",
              "name": "Tables C-F Annual Service Costs for Different Employee Bandings",
              "numbers": [
                {
                  "number": 5,
                  "weight": "percentageExact"
                }
              ],
              "type": "cost"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2029-02-25T23:59:59Z",
          "maxExtentDate": "2033-02-25T23:59:59Z",
          "startDate": "2026-02-26T00:00:00Z"
        },
        "hasOptions": true,
        "hasRenewal": true,
        "id": "LOT-0000",
        "options": {
          "description": "To include: -additional optional HR Modules and Commissionable Services. -ability to include additional schools to the payroll and HR system should additional schools join the Trust. -ability to include a trading subsidiary to the payroll and HR system should the Trust add this to their organisational structure."
        },
        "renewal": {
          "description": "the option of one further 2 year extension with a further option of two further one year extensions (3+2+1+1)"
        },
        "selectionCriteria": {
          "criteria": [
            {
              "description": "A financial appraisal will be based upon a credit check Insurance a. Employer\u2019s (Compulsory) Liability Insurance = \u00a35m b. Public Liability Insurance = \u00a310m c.Professional Indemnity = \u00a31m d. Cyber Insurance = \u00a31m",
              "type": "economic"
            },
            {
              "description": "Provide upto 3 relevant previous contract examples. To constitute a pass, the contract examples provided shall be relevant to the requirement, with a sufficient level of detail that provides confidence in the Tenderer\u2019s established past experience in similar and relevant projects/contracts. The contracts must be within the education sector and similar complexity. Tenderers confirm they have or be committed to have in place at point of contract signature: 1) Be supported by ISO27001 or Cyber Essentials (or equivalent) accreditation. 2) Accredited with the Chartered Institute of Payroll Professionals (CIPP),Payroll Assurance Scheme or equivalent.",
              "type": "technical"
            }
          ]
        },
        "status": "active",
        "suitability": {
          "sme": true
        },
        "value": {
          "amount": 1050000,
          "amountGross": 1260000,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "services",
    "procurementMethod": "open",
    "procurementMethodDetails": "Open procedure",
    "recurrence": {
      "dates": [
        {
          "startDate": "2032-11-01T23:59:59Z"
        }
      ]
    },
    "riskDetails": "Compliance \u0026 Regulatory Risks Failure to meet GDPR, HMRC, LGPS, and TPS standards can lead to legal penalties and reputational damage. Incorrect pension contributions or PAYE submissions may result in fines and audit failures. Data Security \u0026 Confidentiality Outsourcing introduces vulnerabilities in handling sensitive employee data (payroll, medical records). Breaches or mismanagement of data by the provider could expose the Trust to GDPR liabilities. Operational Risks Poor integration between HR and payroll systems can cause duplication, errors, and delays in pay runs. Lack of robust validation controls may lead to inaccurate data entry and compliance failures. Vendor Performance Risks Service gaps or delays in resolving critical payroll issues can disrupt staff payments and erode trust. Limited oversight and dependency on the provider for system updates and maintenance. Integration Failures Poor HR\u2013Payroll integration leads to manual work, errors, and compliance penalties. Education-Specific Compliance Challenges PAYE and HMRC real-time reporting. Teachers\u2019 Pension Scheme (TPS) and Local Government Pension Scheme (LGPS) compliance. Auto-enrolment and minimum wage adherence for term-time staff.",
    "status": "active",
    "submissionMethodDetails": "https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=100063\u0026TID105322\u0026B=",
    "submissionTerms": {
      "electronicSubmissionPolicy": "allowed",
      "languages": [
        "en"
      ]
    },
    "tenderPeriod": {
      "endDate": "2026-01-12T12:00:00+00:00"
    },
    "title": "Westcountry Schools Trust Provision of HR System \u0026 Payroll Service",
    "value": {
      "amount": 1050000,
      "amountGross": 1260000,
      "currency": "GBP"
    }
  }
}