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Contract Notice

Procurement of Legal Services Case Management System

  • First published: 17 February 2018
  • Last modified: 17 February 2018
  • Version: N/A
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Contents

Summary

OCID:
Published by:
Tewkesbury Borough Council
Authority ID:
AA22427
Publication date:
17 February 2018
Deadline date:
20 March 2018
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

The contracting authority, Tewkesbury Borough Council, is the host authority for a shared legal service between Tewkesbury Borough Council, Cheltenham Borough Council and Gloucester City Council, which is known as “One Legal”. The authority is conducting a procurement using the open procedure in accordance with the public contracts Regulations 2015 for the purpose of acquiring a case management system with the following capabilities:

— enable the sharing of data and documents between approved users,

— automatic compilation of complex legal documentation,

— usage of standard documentation; templates, forms and e-mails using case data and defined prompts,

— support comprehensive case management, with document production and court bundling and incorporating features such as key dates, parties and financial information,

— achieve consistency of file management and improve record keeping across the department, allowing users to easily search for cases, e-mails, documents for matters in progress,

— manage and report on performance such as caseloads, matter types including the provision of coherent and reliable management information for One Legal's management team, and for clients, through standard reports,

— provide billing and costs projections,

— record high risk and conflict of interest matters,

— develop and utilise workflows to support case management processes, facilitate more efficient working, and allow supervisors to monitor and control compliance with regulatory and practice management requirements,

— enable mobile and remote working,

— support one legal in meeting the law society’s practice management standards (Lexcel) if adopted by one legal,

— adapt to evolving business needs.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Tewkesbury Borough Council

Council Offices, Gloucester Road

Tewkesbury

GL20 5TT

UK

Contact person: Miss Sophie Hunt

E-mail: Sophie.Hunt@tewkesbury.gov.uk

NUTS: UKK1

Internet address(es)

Main address: https://www.tewkesbury.gov.uk/

I.3) Communication

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

https://www.tewkesbury.gov.uk/selling-to-the-council


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://www.tewkesbury.gov.uk/selling-to-the-council


Tenders or requests to participate must be sent to the abovementioned address


I.4) Type of the contracting authority

Regional or local authority

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Procurement of Legal Services Case Management System

Reference number: LTD/22099

II.1.2) Main CPV code

48100000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Procurement of a case management system for the use of one legal, the shared legal service for Tewkesbury, Cheltenham and Gloucester Councils.

II.1.5) Estimated total value

Value excluding VAT: 300 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

48310000

48000000

48219300

48330000

II.2.3) Place of performance

NUTS code:

UKK13


Main site or place of performance:

At the council offices, Tewkesbury and also the offices of Cheltenham Borough Council, Cheltenham and Gloucester City Council, Gloucester.

II.2.4) Description of the procurement

The contracting authority, Tewkesbury Borough Council, is the host authority for a shared legal service between Tewkesbury Borough Council, Cheltenham Borough Council and Gloucester City Council, which is known as “One Legal”. The authority is conducting a procurement using the open procedure in accordance with the public contracts Regulations 2015 for the purpose of acquiring a case management system with the following capabilities:

— enable the sharing of data and documents between approved users,

— automatic compilation of complex legal documentation,

— usage of standard documentation; templates, forms and e-mails using case data and defined prompts,

— support comprehensive case management, with document production and court bundling and incorporating features such as key dates, parties and financial information,

— achieve consistency of file management and improve record keeping across the department, allowing users to easily search for cases, e-mails, documents for matters in progress,

— manage and report on performance such as caseloads, matter types including the provision of coherent and reliable management information for One Legal's management team, and for clients, through standard reports,

— provide billing and costs projections,

— record high risk and conflict of interest matters,

— develop and utilise workflows to support case management processes, facilitate more efficient working, and allow supervisors to monitor and control compliance with regulatory and practice management requirements,

— enable mobile and remote working,

— support one legal in meeting the law society’s practice management standards (Lexcel) if adopted by one legal,

— adapt to evolving business needs.

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: 300 000.00  GBP

II.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36

This contract is subject to renewal: Yes

Description of renewals:

The contract will have the option of a twenty four month extension at the contracting authority's discretion.

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.2.2) Contract performance conditions

In accordance with the contracting a uthorities terms and conditions of contract which are included in the procurement documents.

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: 20/03/2018

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

Tender must be valid until: 04/12/2018

IV.2.7) Conditions for opening of tenders

Date: 21/03/2018

Local time: 10:00

Place:

Council Offices, Gloucester, Tewkesbury, Glos, GL20 5TT.

Information about authorised persons and opening procedure:

Tenders shall be opened in accordance with the Contracting Authority's contract procedure rules i.e. by at least one officer nominated by the one Legal, and the Procurement Adviser or their nominated officer. An immediate record shall be made of the Tenders received including names, amount of tender and the date and time of opening.

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.4) Procedures for review

VI.4.1) Review body

High Court of Justice, Royal Courts of Justice

Strand, London

London

WC2A 2LL

UK

VI.5) Date of dispatch of this notice

15/02/2018

Coding

Commodity categories

ID Title Parent category
48219300 Administration software package Miscellaneous networking software package
48310000 Document creation software package Document creation, drawing, imaging, scheduling and productivity software package
48100000 Industry specific software package Software package and information systems
48330000 Scheduling and productivity software package Document creation, drawing, imaging, scheduling and productivity software package
48000000 Software package and information systems Computer and Related Services

Delivery locations

ID Description
100 UK - All

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.

About the buyer

Main contact:
Sophie.Hunt@tewkesbury.gov.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

0800 222 9004

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Rydym yn croesawu galwadau'n Gymraeg.

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