A Fully Integrated Grants Management, Financial Management, Human Resource Management, Inventory and Procurement Management System

Concepts

• financial analysis and accounting
• woking
• time accounting or human resources
• procurement software
• software package

Location

Description

The Institute requires a fully integrated Grants Management, Financial Management, Human Resource Management, Inventory and Procurement Management System or integrated ERP System. The requirements are to be met by a reliable, single sign-on (active directory), integrated system and will include migration, transition, training, implementation and ongoing support and maintenance. The Institute will seek a live system commencement date of 1st April 2025 for fully tested systems and processes. The key areas for implementation of a new system include: • Grants management capabilities including grant concept, grant proposal / application; grant submission; grant funding; grant management and grant close. The solution must be able to allocate a scientists salary cost across multiple projects and flow into / update in, the relevant project budgets. • Financial management capabilities including full economic costing (overhead absorption); accounts payable; accounts receivable; fixed assets; general ledger; project ledger; sales ledger, purchase ledger, expenses planning; budgeting; forecasting; and cash management. • Human resource management capabilities including recruitment; working terms and conditions; attendance and absence; information and records; transfers; employee relations; legal cases; occupational health; immigration visa's; housing; learning and development; job evaluation and grading; performance management, reward, and recognition; exit process; time and attendance; and employee self-service. • Inventory capabilities. • Procurement management capabilities including raising requisitions; processing purchase orders; punch-out to supplier websites; receipting goods and services; managing supplier returns; dangerous goods; identifying orders >£10k (quotes); identifying orders; stores; inventory; and specialised shipping. • Self-service capabilities including the ability for end users to access items to action; personal data; team calendar; pay details; HR details; expenses; procurement; training; and professional details. • Chart of Accounts structure or alternate concept. • Labour distribution capabilities including the ability to allocate end users (specifically scientist) across multiple projects. • Workflow capabilities in Finance, HR, Payroll, Procurement, Grants, Self-service, COA, Reporting, Approvals and Project Module. • Internal and external reporting capabilities across all areas of grants management; financial management; human resource management; payroll; procurement management, self-service, COA, reporting and project module. • Approvals management across all areas of grants management; financial management; human resource management; inventory; procurement management, self-service, COA, reporting and project module. All ITT Responses must be submitted to the Institute via email to pirbrighttenders@pirbright.ac.uk. See attached documentation.

CPV Codes

• 48440000 - Financial analysis and accounting software package
• 48450000 - Time accounting or human resources software package
• 48490000 - Procurement software package

Indicators

• Contract is suitable for SMEs.

Other Information

Invitation to Tender document Procurement ITT Final.docx SQ Selection Questionnaire A - SQ Selection Questionnaire.docx Scope of requirements Finance B - Scope of ERP Requirements - Finance.xlsx Scope of requirements Grants B - Scope of ERP Requirements - Grants.xlsx Scope of requirements HR B - Scope of ERP Requirements - HR.xlsx Scope of requirements Procurement and Inventory B - Scope of ERP Requirements - Procurement & Inventory.xlsx Scope of General requirements C - Scope of General Requirements.xlsx ERP Demonstration scoring sheet D - ERP Demonstration Scoring Sheet.xlsx ERP Pricing E - ERP Pricing.xlsx