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Contract Notice

SaaS Housing, Repairs, Asset Management and Finance System Tender

  • First published: 14 March 2024
  • Last modified: 14 March 2024
  • Version: N/A
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Contents

Summary

OCID:
ocds-h6vhtk-04483e
Published by:
WATMOS Community Homes
Authority ID:
AA21001
Publication date:
14 March 2024
Deadline date:
15 April 2024
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Watmos are looking to replace their existing Housing (Capita Open Housing), and Finance solution (Open Accounts) with a modern, integrated Housing, Assets, Compliance, Repairs and Finance Solution which is delivered as Software as a Service solution which is either a single solution or is integrated into 3rd party solution(s) which provides those capabilities.

The tender is split into three LOTs and tenderers must bid for just one of those LOTs.

- Lot 1: SaaS Housing, Repairs, Compliance, and Asset Management.

- Lot 2: SaaS Finance Solution.

- Lot 3: Housing, Repairs, Compliance, Asset Management and Finance Solution as detailed in Sections 5 and 6

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Watmos Community Homes

116–120 Lichfield Street

Walsall

WS1 1SZ

UK

Contact person: Email or Phone

Telephone: +44 7722067596

E-mail: chris.shaw@shawc.co.uk

NUTS: UKG3

Internet address(es)

Main address: https://www.watmos.org.uk/

Address of the buyer profile: https://www.shawc.co.uk

I.3) Communication

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

https://www.delta-esourcing.com/tenders/UK-UK-Walsall:-Software-package-and-information-systems./NG2M3Z5D62


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://www.delta-esourcing.com/tenders/UK-UK-Walsall:-Software-package-and-information-systems./NG2M3Z5D62


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


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

SaaS Housing, Repairs, Asset Management and Finance System Tender

II.1.2) Main CPV code

48000000

 

II.1.3) Type of contract

Supplies

II.1.4) Short description

Watmos are looking to replace their existing Housing (Capita Open Housing), and Finance solution (Open Accounts) with a modern, integrated Housing, Assets, Compliance, Repairs and Finance Solution which is delivered as Software as a Service solution which is either a single solution or is integrated into 3rd party solution(s) which provides those capabilities.

The tender is split into three LOTs and tenderers must bid for just one of those LOTs.

- Lot 1: SaaS Housing, Repairs, Compliance, and Asset Management.

- Lot 2: SaaS Finance Solution.

- Lot 3: Housing, Repairs, Compliance, Asset Management and Finance Solution as detailed in Sections 5 and 6

II.1.5) Estimated total value

Value excluding VAT: 1 000 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: Yes

Tenders may be submitted for one lot only

The contracting authority reserves the right to award contracts combining the following lots or groups of lots:

LOT 3 is a combination of LOT 1 and LOT 2.

II.2) Description

Lot No: LOT 1

II.2.1) Title

SaaS Housing, Repairs, Compliance, Asset Management Solution

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UKG3


Main site or place of performance:

West Midlands

II.2.4) Description of the procurement

An Integrated Housing, Repairs, Compliance, and Assets Solution which is provided as Software as a Service, that is fully managed and maintained by the supplier.

The solution must provide:

Allocations and Waiting Lists Management, including Nominations.

Asset Management

Asset Management Compliance

CRM / Case Management

Data Warehouse to enable Watmos to integrate to Power-Bi

Forms Designer to be able to create new and amend existing

Housing Management

Inbuilt Dashboards

Mobile Working across all areas of your proposed solution

Open APIs

Portals (Customer, Contractor, and other Stakeholders)

Proactive / Predictive Arrears Management

Repairs Management & Contractor Management

Service Charges

Workflow Designer to be able to create new and amend existing

Workforce Scheduling for any team e.g. Assets, Housing, Repairs, etc.

II.2.5) Award criteria

Criteria below:

Quality criterion: Quality / Weighting: 70

Cost criterion: Total cost of ownership of the solution over 8 years. / Weighting: 30

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

Duration in months: 96

This contract is subject to renewal: Yes

Description of renewals:

A possible extension of a further 4 years in 24-month increments.

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

Lot No: 2

II.2.1) Title

SaaS Finance Solution

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UKG3


Main site or place of performance:

West Midlands

II.2.4) Description of the procurement

SaaS Finance Solution that is fully managed and maintained by the supplier which provides:

General Ledger

Project Accounting

Purchase Ledger

Purchase Order Processing

Sales Ledger & Debt Management

Cash Book & Bank

VAT

Fixed Assets and Component Accounting

Budget Planning & Forecasting

Forms Designer to be able to create new and amend existing

Inbuilt Dashboards

Open APIs

Self Service

Workflow Designer to be able to create new and amend existing

II.2.5) Award criteria

Criteria below:

Quality criterion: Quality / Weighting: 70

Cost criterion: Total cost of ownership of the solution over 8 years. / Weighting: 30

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

Duration in months: 96

This contract is subject to renewal: Yes

Description of renewals:

A possible extension of a further 4 years in 24-month increments

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

Lot No: 3

II.2.1) Title

SaaS Housing, Repairs, Compliance, Asset Management, and Finance Solution

II.2.2) Additional CPV code(s)

48000000

II.2.3) Place of performance

NUTS code:

UKG3


Main site or place of performance:

West Midlands

II.2.4) Description of the procurement

An Integrated Housing, Repairs, Compliance, Assets and Finance Solution which is provided as Software as a Service, that is fully managed and maintained by the supplier.

The solution must provide:

Allocations and Waiting Lists Management, including Nominations.

Asset Management

Asset Management Compliance

CRM / Case Management

Data Warehouse to enable Watmos to integrate to Power-Bi

Forms Designer to be able to create new and amend existing

Housing Management

Inbuilt Dashboards

Mobile Working across all areas of your proposed solution

Open APIs

Portals (Customer, Contractor, and other Stakeholders)

Proactive / Predictive Arrears Management

Repairs Management & Contractor Management

Service Charges

Workflow Designer to be able to create new and amend existing

Workforce Scheduling for any team e.g. Assets, Housing, Repairs, etc.

General Ledger

Project Accounting

Purchase Ledger

Purchase Order Processing

Sales Ledger & Debt Management

Cash Book & Bank

VAT

Fixed Assets and Component Accounting

Budget Planning & Forecasting

Self Service

II.2.5) Award criteria

Criteria below:

Quality criterion: SaaS Housing, Repairs, Compliance, and Asset Management Quality / Weighting: 70

Quality criterion: SaaS Finance System Quality / Weighting: 70

Cost criterion: Total cost of ownership of the solution over 8 years. / Weighting: 60

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

Duration in months: 96

This contract is subject to renewal: Yes

Description of renewals:

A possible extension of a further 4 years in 24-month increments

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.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

List and brief description of conditions:

N/A

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

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: No

IV.2) Administrative information

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

Date: 15/04/2024

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: 6 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 15/04/2024

Local time: 12:05

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.3) Additional information

The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.

For more information about this opportunity, please visit the Delta eSourcing portal at:

<a href="https://www.delta-esourcing.com/tenders/UK-UK-Walsall:-Software-package-and-information-systems./NG2M3Z5D62" target="_blank">https://www.delta-esourcing.com/tenders/UK-UK-Walsall:-Software-package-and-information-systems./NG2M3Z5D62</a>

To respond to this opportunity, please click here:

<a href="https://www.delta-esourcing.com/respond/NG2M3Z5D62" target="_blank">https://www.delta-esourcing.com/respond/NG2M3Z5D62</a>

GO Reference: GO-2024313-PRO-25489281

VI.4) Procedures for review

VI.4.1) Review body

Watmos Community Homes

116–120 Lichfield Street

Walsall

WS1 1SZ

UK

VI.5) Date of dispatch of this notice

13/03/2024

Coding

Commodity categories

ID Title Parent category
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:
chris.shaw@shawc.co.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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