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02 Contract Notice

Invitation to tender for a Case Management Solution (CMS)

  • First published: 01 September 2017
  • Last modified: 01 September 2017

Contents

Summary

OCID:
ocds-kuma6s-069320
Published by:
Public Services Ombudsman for Wales - Ombwdsmon Gwasanaethau Cyhoeddus Cymru
Authority ID:
AA39790
Publication date:
01 September 2017
Deadline date:
13 October 2017
Notice type:
02 Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

IT Services: Provision of a Case Management Software solution CPV: 72000000, 72000000.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

Public Services Ombudsman for Wales

1 Ffordd yr Hen Gae, Pencoed

Bridgend

CF35 5LJ

UK

Telephone: +44 1656641156

E-mail: ITC@Ombudsman-wales.org.uk

NUTS: UKL

Internet address(es)

Main address: http://www.ombudsman-wales.org.uk

Address of the buyer profile: http://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA39790

I.2) Joint procurement

The contract is awarded by a central purchasing body

I.3) Communication

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

https://www.sell2wales.gov.wales/


Additional information can be obtained from the abovementioned address


Tenders or requests to participate must be sent electronically to:

https://www.sell2wales.gov.wales/


Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at:

https://www.sell2wales.gov.wales/


I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

General public services

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Invitation to tender for a Case Management Solution (CMS)

II.1.2) Main CPV code

72000000

 

II.1.3) Type of contract

Services

II.1.4) Short description

IT Services: Provision of a Case Management Software solution

II.1.5) Estimated total value

Value excluding VAT: 200 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

72000000

II.2.3) Place of performance

NUTS code:

UKL


Main site or place of performance:

Pencoed, Bridgend, Wales, UK

II.2.4) Description of the procurement

The provision of a case management system software solution and supported annual licence for use for multiple users (up to 100) and annual maintenance and support, along with ad hoc design developments to accommodate possible process changes during the term of the contract.

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

Start: 01/11/2017

End: 31/03/2021

This contract is subject to renewal: Yes

Description of renewals:

Following an initial 5-6 month design phase, the contract for the provision of the software solution is for an initial 3 year contract with options for annual extensions for a further 2 years

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:

In the United Kingdom, the economic operator may be requested to provide a certificate from the Registrar of Companies stating that he is certified as incorporated or registered or, where he is not so certified, a certificate stating that the person concerned has declared on oath that he is engaged in the profession in a specific place under a given business name.

Please see http://www.legislation.gov.uk/uksi/2015/102/schedule/5/made for requirements of non UK companies.

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: 13/10/2017

Local time: 17:00

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

EN

CY

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

Duration in months: 2 (from the date stated for receipt of tender)

IV.2.7) Conditions for opening of tenders

Date: 16/10/2017

Local time: 10:00

Place:

Public Services Ombudsman for Wales, 1 Ffordd Yr Hen Gae, Bridgend CF35 5LJ

Information about authorised persons and opening procedure:

The nominated procurement panel

Section VI: Complementary information

VI.1) Information about recurrence

This is a recurrent procurement: No

VI.2) Information about electronic workflows

Electronic ordering will be used

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 http://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=69320.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at http://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.

(WA Ref:69320)

VI.4) Procedures for review

VI.4.1) Review body

Public Services Ombudsman for Wales

1 Ffordd yr Hen Gae, Pencoed

Bridgend

CF35 5LJ

UK

Telephone: +44 3007900203

Fax: +44 1656641199

Internet address(es)

URL: http://www.ombudsman-wales.org.uk

VI.5) Date of dispatch of this notice

30/08/2017

Coding

Commodity categories

ID Title Parent category
72000000 IT services: consulting, software development, Internet and support Computer and Related Services

Delivery locations

ID Description
1017 Bridgend and Neath Port Talbot
1022 Cardiff and Vale of Glamorgan
1015 Central Valleys (Merthyr Tydfil, Rhondda Cynon Taf)
1013 Conwy and Denbighshire
1020 East Wales
1023 Flintshire and Wrexham
1016 Gwent Valleys (Torfaen, Blaenau Gwent, Caerphilly)
1012 Gwynedd
1011 Isle of Anglesey
1021 Monmouthshire and Newport
1024 Powys
1014 South West Wales (Carmarthenshire, Pembrokeshire, Ceredigion)
1018 Swansea
100 UK - All
1000 WALES
1010 West Wales and The Valleys

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:
01 September 2017
Deadline date:
13 October 2017 00:00
Notice type:
02 Contract Notice
Authority name:
Public Services Ombudsman for Wales - Ombwdsmon Gwasanaethau Cyhoeddus Cymru
Publication date:
11 February 2019
Notice type:
03 Contract Award Notice - Successful Supplier(s)
Authority name:
Public Services Ombudsman for Wales - Ombwdsmon Gwasanaethau Cyhoeddus Cymru

About the buyer

Main contact:
ITC@Ombudsman-wales.org.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
20/09/2017 16:01
ADDED FILE: Additional Q&A
Q'submitted vial email. Please ask any more Qs via this sell2Wales portal. Thank you
30/10/2017 09:47
tender decision timetable
Unfortunately, there may be a delay in us reaching the tender decision. Please note that we will contact all suppliers over the next few weeks when a tender decision has been made, or to invite for interview so there is no need to send emails chasing the decision. We apologies for the delay.
19/12/2017 13:43
Apologies for the delay
Unfortunately, we will not be in a position to complete our assessment of all the tenders until early in January, at which time we will contact all applicants. We apologise for the delay.

08/01/2018 11:42
Update note: For all applicants for Case management system tender
Please accept our apologies for the delay in assessing your tenders. We will hopefully be in a position to finalise our shortlist and contact all candidates before Friday 12th January.

All shortlisted and non shortlisted candidates will be contacted before this date. Feedback will be provided upon request after the completion of the tender exercise and following appointment of the successful candidate.

All successfully shortlisted candidates will be invited to attend our offices in Pencoed on either Monday 29th January or Tuesday 30th January, to present an overview of the case management system they plan to provide, plus also attend a panel interview.

Each shortlisted candidate will be required to:
• (1 Hour) Present to an extended panel (approximately 15 staff members representative of the various departments / teams within the organisation) an overview of what case management system they plan to provide and how this meets the specifications in the tender document, and / or provide examples of functionality of existing similar systems they have previously provided to other clients. This presentation should be available in electronic format and should last no longer than 50 minutes with an additional 10 minutes for any Q&A relating to the presentation.
• (45 minutes) Each shortlisted candidate will then have a break / rest period of 45 minutes
• (1 Hour) Each shortlisted candidate will then attend a panel interview.

The available dates / times are as follows (these are for information and planning purposes only and may be subject to minor change). Each shortlisted candidate will be informed of the relevant date / time they have been allocated at the time of the invite.

Slot A: Monday 29th January 2018 AM
• Attend premises: 09:45
• Presentation: 10:00
• Break 11:00
• Panel Interview 11:45
• Finish 12:45

Slot B: Monday 29th January 2018 PM
• Attend premises: 13:45
• Presentation: 14:00
• Break 15:00
• Panel Interview 15:45
• Finish 16:45

Slot C: Tuesday 30th January 2018 AM
• Attend premises: 09:45
• Presentation: 10:00
• Break 11:00
• Panel Interview 11:45
• Finish 12:45


Slot D: Tuesday 30th January 2018 PM
• Attend premises: 13:45
• Presentation: 14:00
• Break 15:00
• Panel Interview 15:45
• Finish 16:45
19/01/2018 15:51
All applicants contacted via email 19 January 2018
All applicants have been sent an email on 19 January 2018 informing them of the status of their application. Please email john.young@ombudsman-wales.org.uk if you have not received this.

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

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Replaced documents

There are no previous versions of these documents.


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