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02 Contract Notice

Provision of Electronic Document and Records Management (EDRM) System

  • First published: 29 July 2021
  • Last modified: 02 December 2021
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Contents

Summary

OCID:
ocds-kuma6s-112795
Published by:
Tai Tarian Ltd
Authority ID:
AA1087
Publication date:
29 July 2021
Deadline date:
01 December 2021
Notice type:
02 Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

As part of its transformation plan, Tai Tarian is seeking to issue a Contract for the provision of a full and comprehensive Electronic Document and Records Management (EDRM) System. Tai Tarian owns and manages approximately 9000 homes throughout the Neath Port Talbot region and employs approximately 550 staff. There are multiple documents relevant to every property, tenancy and employee that need to be stored and maintained in accordance with internal and statutory data storage regulations. The system must be suitable for all areas of the business and integrate with our existing core business systems (QL Housing, QL Finance and Jane HR) and be able to integrate with alternative systems should these change in the future. Additionally, the system must integrate with Microsoft products including MS 365. The solution must allow for easy storage and retrieval of documents, including the ability to store and access documents via mobile devices from any location. CPV: 48311100, 72512000, 79996100, 48311000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Tai Tarian Ltd

Ty Gwyn, Brunel Way, Baglan Energy Park

Neath

SA11 2FP

UK

Telephone: +44 1639505890

E-mail: procurement@taitarian.co.uk

NUTS: UK

Internet address(es)

Main address: http://www.taitarian.co.uk

Address of the buyer profile: https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA1087

I.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge at:

www.sell2wales.gov.wales


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

www.sell2wales.gov.wales


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

Provision of Electronic Document and Records Management (EDRM) System

Reference number: 927

II.1.2) Main CPV code

48311100

 

II.1.3) Type of contract

Supplies

II.1.4) Short description

As part of its transformation plan, Tai Tarian is seeking to issue a Contract for the provision of a full and comprehensive Electronic Document and Records Management (EDRM) System.

Tai Tarian owns and manages approximately 9000 homes throughout the Neath Port Talbot region and employs approximately 550 staff. There are multiple documents relevant to every property, tenancy and employee that need to be stored and maintained in accordance with internal and statutory data storage regulations.

The system must be suitable for all areas of the business and integrate with our existing core business systems (QL Housing, QL Finance and Jane HR) and be able to integrate with alternative systems should these change in the future. Additionally, the system must integrate with Microsoft products including MS 365. The solution must allow for easy storage and retrieval of documents, including the ability to store and access documents via mobile devices from any location.

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

72512000

79996100

48311000

II.2.3) Place of performance

NUTS code:

UKL17

II.2.4) Description of the procurement

As part of its transformation plan, Tai Tarian is seeking to issue a Contract for the provision of a full and comprehensive Electronic Document and Records Management (EDRM) System.

Tai Tarian owns and manages approximately 9000 homes throughout the Neath Port Talbot region and employs approximately 550 staff. There are multiple documents relevant to every property, tenancy and employee that need to be stored and maintained in accordance with internal and statutory data storage regulations.

The system must be suitable for all areas of the business and integrate with our existing core business systems (QL Housing, QL Finance and Jane HR) and be able to integrate with alternative systems should these change in the future. Additionally, the system must integrate with Microsoft products including MS 365. The solution must allow for easy storage and retrieval of documents, including the ability to store and access documents via mobile devices from any location.

Scope

Replacement of current EDRMS and migration of documents from the existing system to the new system. Cleansing of the data during the migration to ensure compliance with data retention rules (e.g. documents that should not be retained should be deleted). Importing of additional documents held electronically in other areas including on shared and personal network drives.

II.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

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 be awarded for a period of 5 years, with an option to extend for a further 5 x 1 year periods.

II.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: 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

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

III.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents


III.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


III.2) Conditions related to the contract

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

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

IV.2.2) Time limit for receipt of tenders or requests to participate

Date: 28/09/2021

Local time: 12:00

IV.2.4) Languages in which tenders or requests to participate may be submitted

EN

IV.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 4 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 28/09/2021

Local time: 13:00

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.2) Information about electronic workflows

Electronic invoicing will be accepted

Electronic payment will be used

VI.3) Additional information

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=112795.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

Under the terms of this contract the successful supplier(s) will be required to deliver Community Benefits in support of the authority’s economic and social objectives. Accordingly, contract performance conditions may relate in particular to social and environmental considerations. The Community Benefits included in this contract are:

Tai Tarian is committed to contributing to the social, economic and environmental well-being of the wider community. Consequently Community Benefits clauses will be a mandatory contract clause. Therefore, as a minimum requirement, Tenderers will have to agree that community benefits will become part of the contract, if a Tenderer does not agree to this, then the Tenderer will be rejected.

This means, as part of their tender response, Tenderers are asked to set out how they will deliver ‘community benefits’ through the contract by completing the ‘Menu of Options’ which will form their Community Benefits Plan, attached as Appendix 3.

Tai Tarian will be adopting the “core approach” as part of this procurement process. This means the Community Benefits Plan will be evaluated and scored as part of the tender process. However, contractual clauses will set out the specific targets for delivery, to be agreed within 60 days of commencement of the contract.

(WA Ref:112795)

VI.4) Procedures for review

VI.4.1) Review body

High Court

Royal Courts of Justice, The Strand

London

WC2A 2LL

UK

Telephone: +44 2079477501

VI.5) Date of dispatch of this notice

29/07/2021

Coding

Commodity categories

ID Title Parent category
72512000 Document management services Computer-related management services
48311000 Document management software package Document creation software package
48311100 Document management system Document management software package
79996100 Records management Business organisation services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
29 July 2021
Deadline date:
01 December 2021 00:00
Notice type:
02 Contract Notice
Authority name:
Tai Tarian Ltd
Publication date:
20 September 2021
Notice type:
14 Corrigendum
Authority name:
Tai Tarian Ltd
Publication date:
02 December 2021
Notice type:
03 Contract Award Notice - Incomplete Procedure
Authority name:
Tai Tarian Ltd

About the buyer

Main contact:
procurement@taitarian.co.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
20/09/2021 14:32
Notice date(s) changed
IV.2.2) Time limit
Old date: 28/09/2021 12:00
New date: 08/10/2021 12:00

IV.2.7) Conditions for opening of tenders
Old date: 28/09/2021 13:00
New date: 08/10/2021 14:00

Due to a review of transformation projects currently being carried out in Tai Tarian, we have decided to change the procurement timetable for this project. We have therefore extended the Return Date for tender submissions to Friday 8th October 2021, to allow interested bidders more time to submit their bids. An updated ITT will be published with a new Indicative Timetable shortly.
20/09/2021 14:33
Question and Answers deadline change
The deadline for submission of questions through the online Q&A function has been changed as below.
Old question submission deadline: 16/09/2021 12:00
New question submission deadline: 28/09/2021 12:00
Please ensure that you have submitted all questions before the new date.
20/09/2021 14:34
REPLACED FILE: ITT Provision of Electronic Document and Records Management (EDRM) System - Ref 927
ITT Provision of EDRM System - Ref 927 - updated version 20.09.21
02/12/2021 14:49
Notice Cancelled
This notice has been cancelled. The original deadline date of 08/10/2021 is no longer applicable.

To all Tenderers,

Please see important notice below in relation to the Invitation to Tender for the Provision of Electronic Document and Records Management (EDRM) System – Ref 927.

As stated in the Invitation to Tender, Tai Tarian reserves the right to cancel the Invitation to Tender at any time during the procurement process.

Therefore, Tai Tarian hereby exercises its right to cancel the Invitation to Tender at this stage in the procurement process, on the basis that during the evaluation it has become clear to Tai Tarian that the existing scope and specification no longer meets our current requirements for an EDRM system. Since the commencement of the procurement process, Tai Tarian has implemented an organisation wide adoption of M365 and we are cancelling our Invitation to Tender at this stage to investigate and scope the full capability of M365 for document management.

I would like to take this opportunity to thank you for the time and resource you have invested in responding to this invitation and I hope our decision on this occasion will not preclude you from participating in any future procurement that may be of interest to you.

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Q&A

Ask the buyer any questions you may have relating to this notice. To ask the buyer a question or questions please click the "View Questions and Answers" button.

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

xlsx
xlsx48.31 KB
This file may not be accessible.
xlsx
xlsx22.32 KB
This file may not be accessible.

Replaced documents


0800 222 9004

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.

We welcome calls in Welsh.