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ClosedFind a Tender · UK4

Business Systems Refresh Programme

Buyer: Cartrefi Conwy Cyfyngedig →

Participate on sell2wales.gov.wales ↗External submission platform

BuyerCartrefi Conwy Cyfyngedig
StatusClosed
Deadline10 Nov 2025
Value£3,992,000
Published13 Oct 2025

What is being bought

Cartrefi Conwy is an independent not-for-profit Registered Social Landlord (RSL). We formed as result of the transfer of around 3,800 homes from Conwy County Borough Council in 2008. Since the transferred homes have been under our ownership and management we have invested heavily in their refurbishment to bring them up to the Welsh Housing Quality Standard. We will continue to maintain our homes to this high standard in the future. In 2015 Cartrefi Conwy established Creating Enterprise C.I.C. as a wholly owned subsidiary which operates as a social enterprise.” Find out more about us, including our recently published Together Corporate Plan and other background information by visiting https://cartreficonwy.org/ Following a strategic review of existing IT systems, it became clear that it will not be possible for us to achieve our strategic ambitions using the existing mix of systems, processes and information. The business systems refresh programme is underway and has full approval from the Executive and Board. Its objectives include: 1. Improved service offerings to residents, including digital / self-service, leading to increased satisfaction ratings 2. The solution / system will allow resource to be more focused on customer-facing activity and enhance the “one team” ethos 3. Data and processes to be standardised and automated to make it easier for staff to work, be proactive, productive and collaborate 4. Moving closer to OVOTT, and making data available, transparent and easier to access / use, creating a 360° view of customers and assets 5. Improved management of operational risk and compliance 6. Access to the necessary data to inform asset investment decision making 7. Appropriate use of spreadsheets 8. Availability of system capabilities and performance not dependent on location or access method 9. Enable workflows and reports to be built more easily, not necessarily by IT Our objective is to achieve live operation of at least the first tranche of new capability within 12 months from Contract signature. In addition, we have identified other objectives for the new HMS / PMS / AMS / FMS, and we wish to procure: 1. ‘Commercial off the Shelf’ product sets only requiring configuration or parameterisation, not customisation, to meet our needs. 2. Solutions with a single ‘look and feel’ to the User Interface across all system ‘modules’ 3. A system that is easy to use, requiring minimal ‘clicks’ or steps to navigate around or use the system. (Note that ease of use is a key negative with the current systems.) 4. A system with a modern underlying ‘technical architecture’, with in-built mobility (‘mobile first’ as a design principle), automation / workflows, and digital capabilities. 5. Superior integration capabilities to enable easy data sharing with other systems, and technically straightforward adoption of emerging and future technologies. 6. Integration with Microsoft’s Office365 suite of capabilities. 7. Capabilities that can enable us easily to build processes (workflows) to support other areas of our operation. Not achieving these objectives, or a sub-optimal version of them, represents downstream technical, commercial and operational risk to us. As such, these elements will be explored in detail at ITT stage and form a critical part of our evaluation of a Potential Supplier’s capability to meet these objectives. Our requirements are detailed in the ITT documents. Note that we will not accept responses from Potential Suppliers for part solutions, the scope of each Lot can be considered as a single ‘solution’. However, that does not preclude partnering with third-parties to deliver the overall solution. We want a long-term partnership with the successful provider(s), the Contract will be for a period of 10 years with the option to extend annually up to a further 5 years at Cartrefi’s sole discretion. The Contract values given in this Tender Notice reflect a 15-year term.

Delivery location

UKL13, GB · UKL13, GB · UKL13, GB · UKL13, GB

Categories

Software package and information systems 48000000

Lot details

Housing Management System (HMS)

Supply and implementation of software covering all aspects of housing operations, for example; o Lettings and allocations o Tenancy management, including CRM / Contact Management o Case and workload management o Revenue and debt management, including service charges o Workforce mobility o Digital and self-service capabilities including customer portal / app o Automation and end-to-end workflow o Dashboards and management information.

Statusactive
Value£1,757,000
Contract periodFrom 1 Jul 2026 to 30 Jun 2036
SME suitabilitySuitable for SMEs

Award criteria
Lot 1 HMS - Quality — Quality of the bid - details in the Instructions to Tenderers Part 1 (85%)
Lot 1 HMS - Price — Price of the bid - details in the Instructions to Tenderers Part 1 (15%)

Property Management System (PMS)

Supply and implementation of software covering all aspects of propert management, for example; o Reactive repairs including scheduling and job management o Voids management (property aspects) o Workforce mobility o Digital and self-service capabilities including customer portal / app o Automation and end-to-end workflow o Dashboards and management information.

Statusactive
Value£1,002,000
Contract periodFrom 1 Jul 2026 to 30 Jun 2036
SME suitabilitySuitable for SMEs

Award criteria
Lot 2 PMS - Quality — Quality of the bid - details in the Instructions to Tenderers Part 1 (85%)
Lot 2 PMS - Price — Price of the bid - details in the Instructions to Tenderers Part 1 (15%)

Asset Management System (AMS)

Supply and implementation of software covering all aspects of asset management, for example; o Strategic asset management o Servicing and compliance o Planned maintenance o Workforce mobility o Digital and self-service capabilities including customer portal / app o Automation and end-to-end workflow o Dashboards and management information.

Statusactive
Value£530,000
Contract periodFrom 1 Jul 2026 to 30 Jun 2036
SME suitabilitySuitable for SMEs

Award criteria
Lot 3 AMS - Quality — Quality of the bid - details in the Instructions to Tenderers Part 1 (85%)
Lot 3 AMS - Price — Price of the bid - details in the Instructions to Tenderers Part 1 (15%)

Finance Management System (FMS)

Supply and implementation of software covering all aspects of financial operations, for example; o Case management and workflow for approvals, queries, or issue resolution o Expenses management (workflows, approvals, payment) o Purchase to Pay with automated links to budgets, with GRN, invoice matching, and payment o A portal for suppliers to be registered, maintain up to date details, and ac-cess capabilities including raising queries, submitting invoices and auto-matic updates on payment status o Project Accounting for capital spend and other investments o Management accounts for report distribution o Making Tax Digital including the ability to manage partial exemptions o CIS o Chart of Accounts o Accounts Payable / Receivable o Cash management o General Ledger o Journals o Creditor Management o Bank Reconciliation.

Statusactive
Value£703,000
Contract periodFrom 1 Jul 2026 to 30 Jun 2036
SME suitabilitySuitable for SMEs

Award criteria
Lot 4 FMS - Quality — Quality of the bid - details in the Instructions to Tenderers Part 1 (85%)
Lot 4 FMS - Price — Price of the bid - details in the Instructions to Tenderers Part 1 (15%)

What is included

ItemCategoryQuantity
1Software package and information systemsNot published
2Software package and information systemsNot published
3Software package and information systemsNot published
4Software package and information systemsNot published

Comparable-procurement analytics

Benchmarked against retained Find a Tender procedures with CPV division 48. The category anchor is Software package and information systems (48000000); this is a deliberately broad market comparator. The comparison is shown at several levels rather than pretending one company or region is always the best benchmark.

Comparison setProceduresReported bids per procedureNamed award suppliersPrice evidence
Market: CPV division 483,9481 median · 6.5 average (1,334 of 3,948 with a bid count)1.6 average (1,539 of 3,948 with named award suppliers)Not published
Same buyer0Not publishedNot publishedNot published
Delivery region: UKL13131 median · 1 average (1 of 13 with a bid count)1 average (1 of 13 with named award suppliers)Not published
Similar published value (0.5×–2×)248Not publishedNot publishedNot published

“Reported bids” is an official aggregate, sometimes reported per lot; it is the closest available competition measure. “Named award suppliers” are winners, not all applicants.

Price-outcome signal

Not enough comparable procedures currently publish both a GBP tender value and a usable lowest-valid-bid value to calculate a responsible price-reduction benchmark. Tenderline deliberately does not infer a saving from named award suppliers or from missing award values.

Procurement strategy & market signals

Framework agreementNot published
Dynamic purchasing systemNot published
Competitive procurementNot published
Recurring requirementNot published
Procurement method rationaleNot published
Rationale classificationsNot published
Special regimeNot published
Covered byNot published
Submission policyallowed
Selection criteriaNot published
Risk detailsNot published

Planning & early market engagement

BudgetNot published
No-engagement rationaleNot published
Planning documents0
Planning milestones0

No planning milestones published.

Related procurements

No linked framework, prior procurement or reprocurement published.

Source data inventory

Diagnostic view. “Not published” means this current release does not provide a value.

OCIDocds-h6vhtk-0564f2
Latest release ID064916-2025
Latest release timestampMon Oct 13 2025 15:27:02 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLhttps://www.find-tender.service.gov.uk/Notice/064916-2025
Tender statusactive
Procurement methodselective
Procurement method detailsCompetitive flexible procedure
Main procurement categorygoods
Above thresholdYes
Legal basis2023/54
Tender period: startNot published
Tender period: endNot published
Expression of interest deadline2025-11-10T12:00:00+00:00
Enquiry deadline2025-11-03T17:00:00+00:00
Award period: startNot published
Award period: end2026-06-10T23:59:59+01:00
Submission method detailshttps://www.sell2wales.gov.wales
Submission languagesen
Electronic catalogue policyNot published
Total tender value£3,992,000
Tender lots in source4
Tender items in source4
Tender documents in source8
Awards in latest release0
Contracts in latest release0
Parties in latest release1

Notice history

DateEventReference
13 Oct 2025tender064916-2025
23 Jul 2025planning042533-2025

All source data

Unmodified official OCDS data retained by Tenderline for this procurement process.

Complete current OCDS release JSON
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        "id": "3",
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        "value": {
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        "status": "active",
        "options": {
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        "renewal": {
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        "hasOptions": true,
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        "description": "Supply and implementation of software covering all aspects of asset management, for example;\no\tStrategic asset management\no\tServicing and compliance\no\tPlanned maintenance\no\tWorkforce mobility\no\tDigital and self-service capabilities including customer portal / app\no\tAutomation and end-to-end workflow\no\tDashboards and management information.",
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        "suitability": {
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        "awardCriteria": {
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              "description": "See PSQ"
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          ]
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      },
      {
        "id": "4",
        "title": "Finance Management System (FMS)",
        "value": {
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          "currency": "GBP",
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        "status": "active",
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        "hasOptions": true,
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        "description": "Supply and implementation of software covering all aspects of financial operations, for example;\no\tCase management and workflow for approvals, queries, or issue resolution\no\tExpenses management (workflows, approvals, payment)\no\tPurchase to Pay with automated links to budgets, with GRN, invoice matching, and payment\no\tA portal for suppliers to be registered, maintain up to date details, and ac-cess capabilities including raising queries, submitting invoices and auto-matic updates on payment status\no\tProject Accounting for capital spend and other investments\no\tManagement accounts for report distribution\no\tMaking Tax Digital including the ability to manage partial exemptions\no\tCIS\no\tChart of Accounts\no\tAccounts Payable / Receivable\no\tCash management\no\tGeneral Ledger\no\tJournals\no\tCreditor Management\no\tBank Reconciliation.",
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    "title": "Business Systems Refresh Programme",
    "value": {
      "amount": 3992000,
      "currency": "GBP",
      "amountGross": 4790400
    },
    "status": "active",
    "documents": [
      {
        "id": "L-4",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348782",
        "description": "The instructions document sets out Cartrefi’s Contracting requirements, general policy requirements, and the general tender conditions relating to this procurement process.",
        "documentType": "biddingDocuments"
      },
      {
        "id": "L-8",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348895",
        "description": "The Procurement Specific Questionnaire (PSQ) has been designed to help Cartrefi ensure that suppliers share the right information when participating in a procurement. This is separate from the formal tender submission (on how the supplier proposes to meet the tender requirements). \nPlease note: Do not complete or submit responses to Parts 2 – 4 at the PSQ stage of the process.  Cartrefi will invite shortlisted suppliers to submit an Initial ITT at the appropriate time. ",
        "documentType": "biddingDocuments"
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      {
        "id": "L-9",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348874",
        "description": "Lot 1 (HMS) specific documents Parts 2, 3 and 4 ",
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        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348875",
        "description": "Lot 2 (PMS) specific documents Parts 2, 3 and 4 ",
        "documentType": "biddingDocuments"
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        "id": "L-11",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348876",
        "description": "Lot 3 (AMS) specific documents Parts 2, 3 and 4 ",
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        "description": "Lot 4 (FMS) specific documents Parts 2, 3 and 4 ",
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      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
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    "awardPeriod": {
      "endDate": "2026-06-10T23:59:59+01:00"
    },
    "description": "Cartrefi Conwy is an independent not-for-profit Registered Social Landlord (RSL). We formed as result of the transfer of around 3,800 homes from Conwy County Borough Council in 2008.\nSince the transferred homes have been under our ownership and management we have invested heavily in their refurbishment to bring them up to the Welsh Housing Quality Standard.  We will continue to maintain our homes to this high standard in the future.\nIn 2015 Cartrefi Conwy established Creating Enterprise C.I.C. as a wholly owned subsidiary which operates as a social enterprise.”\nFind out more about us, including our recently published Together Corporate Plan and other background information by visiting https://cartreficonwy.org/ \nFollowing a strategic review of existing IT systems, it became clear that it will not be possible for us to achieve our strategic ambitions using the existing mix of systems, processes and information.\nThe business systems refresh programme is underway and has full approval from the Executive and Board.  Its objectives include:\n1.\tImproved service offerings to residents, including digital / self-service, leading to increased satisfaction ratings\n2.\tThe solution / system will allow resource to be more focused on customer-facing activity and enhance the “one team” ethos\n3.\tData and processes to be standardised and automated to make it easier for staff to work, be proactive, productive and collaborate \n4.\tMoving closer to OVOTT, and making data available, transparent and easier to access / use, creating a 360° view of customers and assets\n5.\tImproved management of operational risk and compliance\n6.\tAccess to the necessary data to inform asset investment decision making\n7.\tAppropriate use of spreadsheets\n8.\tAvailability of system capabilities and performance not dependent on location or access method \n9.\tEnable workflows and reports to be built more easily, not necessarily by IT\nOur objective is to achieve live operation of at least the first tranche of new capability within 12 months from Contract signature.\nIn addition, we have identified other objectives for the new HMS / PMS / AMS / FMS, and we wish to procure:\n1.\t‘Commercial off the Shelf’ product sets only requiring configuration or parameterisation, not customisation, to meet our needs.\n2.\tSolutions with a single ‘look and feel’ to the User Interface across all system ‘modules’\n3.\tA system that is easy to use, requiring minimal ‘clicks’ or steps to navigate around or use the system.  (Note that ease of use is a key negative with the current systems.)\n4.\tA system with a modern underlying ‘technical architecture’, with in-built mobility (‘mobile first’ as a design principle), automation / workflows, and digital capabilities.\n5.\tSuperior integration capabilities to enable easy data sharing with other systems, and technically straightforward adoption of emerging and future technologies.\n6.\tIntegration with Microsoft’s Office365 suite of capabilities.\n7.\tCapabilities that can enable us easily to build processes (workflows) to support other areas of our operation.\nNot achieving these objectives, or a sub-optimal version of them, represents downstream technical, commercial and operational risk to us.  As such, these elements will be explored in detail at ITT stage and form a critical part of our evaluation of a Potential Supplier’s capability to meet these objectives. \nOur requirements are detailed in the ITT documents. Note that we will not accept responses from Potential Suppliers for part solutions, the scope of each Lot can be considered as a single ‘solution’. However, that does not preclude partnering with third-parties to deliver the overall solution.   \nWe want a long-term partnership with the successful provider(s), the Contract will be for a period of 10 years with the option to extend annually up to a further 5 years at Cartrefi’s sole discretion.  The Contract values given in this Tender Notice reflect a 15-year term.",
    "contractTerms": {
      "financialTerms": "To be agreed as part of negotiation and contract"
    },
    "enquiryPeriod": {
      "endDate": "2025-11-03T17:00:00+00:00"
    },
    "aboveThreshold": true,
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "electronicSubmissionPolicy": "allowed"
    },
    "procurementMethod": "selective",
    "mainProcurementCategory": "goods",
    "submissionMethodDetails": "https://www.sell2wales.gov.wales",
    "procurementMethodDetails": "Competitive flexible procedure",
    "expressionOfInterestDeadline": "2025-11-10T12:00:00+00:00"
  },
  "parties": [
    {
      "id": "GB-PPON-PVDN-9226-PHMZ",
      "name": "Cartrefi Conwy Cyfyngedig",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKL13",
        "country": "GB",
        "locality": "Conwy",
        "postalCode": "LL22 8LJ",
        "countryName": "United Kingdom",
        "streetAddress": "Morfa Gele - Cae Eithin"
      },
      "details": {
        "url": "https://www.cartreficonwy.org",
        "classifications": [
          {
            "id": "publicUndertaking",
            "scheme": "UK_CA_TYPE",
            "description": "Public undertaking"
          },
          {
            "id": "GB-WLS",
            "scheme": "UK_CA_DEVOLVED_REGULATIONS",
            "description": "Welsh devolved regulations apply"
          }
        ]
      },
      "identifier": {
        "id": "PVDN-9226-PHMZ",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "name": "Martin Joy",
        "email": "martin.joy@itica.com",
        "telephone": "+447768792754"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}
Complete JSON history (2 releases)
13 Oct 2025 · 064916-2025 · tender
{
  "id": "064916-2025",
  "tag": [
    "tender"
  ],
  "date": "2025-10-13T16:27:02+01:00",
  "ocid": "ocds-h6vhtk-0564f2",
  "buyer": {
    "id": "GB-PPON-PVDN-9226-PHMZ",
    "name": "Cartrefi Conwy Cyfyngedig"
  },
  "tender": {
    "id": "ocds-h6vhtk-0564f2",
    "lots": [
      {
        "id": "1",
        "title": "Housing Management System (HMS)",
        "value": {
          "amount": 1757000,
          "currency": "GBP",
          "amountGross": 2108400
        },
        "status": "active",
        "options": {
          "description": "Additional functionality provided as part of the service offer "
        },
        "renewal": {
          "description": "5 annual renewals "
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "Supply and implementation of software covering all aspects of housing operations, for example;\no\tLettings and allocations\no\tTenancy management, including CRM / Contact Management\no\tCase and workload management\no\tRevenue and debt management, including service charges\no\tWorkforce mobility\no\tDigital and self-service capabilities including customer portal / app\no\tAutomation and end-to-end workflow\no\tDashboards and management information.",
        "secondStage": {
          "minimumCandidates": 5
        },
        "suitability": {
          "sme": true
        },
        "awardCriteria": {
          "criteria": [
            {
              "name": "Lot 1 HMS - Quality",
              "type": "quality",
              "numbers": [
                {
                  "number": 85,
                  "weight": "percentageExact"
                }
              ],
              "description": "Quality of the bid - details in the Instructions to Tenderers Part 1"
            },
            {
              "name": "Lot 1 HMS - Price",
              "type": "price",
              "numbers": [
                {
                  "number": 15,
                  "weight": "percentageExact"
                }
              ],
              "description": "Price of the bid - details in the Instructions to Tenderers Part 1"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2036-06-30T23:59:59+01:00",
          "startDate": "2026-07-01T00:00:00+01:00",
          "maxExtentDate": "2041-06-30T23:59:59+01:00"
        },
        "selectionCriteria": {
          "criteria": [
            {
              "type": "economic",
              "description": "See Procurement Specific Questionnaire (PSQ)"
            },
            {
              "type": "technical",
              "description": "See PSQ"
            }
          ]
        }
      },
      {
        "id": "2",
        "title": "Property Management System (PMS)",
        "value": {
          "amount": 1002000,
          "currency": "GBP",
          "amountGross": 1202400
        },
        "status": "active",
        "options": {
          "description": "Additional functionality provided as part of the service offer "
        },
        "renewal": {
          "description": "5 annual renewals"
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "Supply and implementation of software covering all aspects of propert management, for example;\no\tReactive repairs including scheduling and job management\no\tVoids management (property aspects)\no\tWorkforce mobility\no\tDigital and self-service capabilities including customer portal / app\no\tAutomation and end-to-end workflow\no\tDashboards and management information.",
        "secondStage": {
          "minimumCandidates": 5
        },
        "suitability": {
          "sme": true
        },
        "awardCriteria": {
          "criteria": [
            {
              "name": "Lot 2 PMS - Quality",
              "type": "quality",
              "numbers": [
                {
                  "number": 85,
                  "weight": "percentageExact"
                }
              ],
              "description": "Quality of the bid - details in the Instructions to Tenderers Part 1"
            },
            {
              "name": "Lot 2 PMS - Price ",
              "type": "price",
              "numbers": [
                {
                  "number": 15,
                  "weight": "percentageExact"
                }
              ],
              "description": "Price of the bid - details in the Instructions to Tenderers Part 1"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2036-06-30T23:59:59+01:00",
          "startDate": "2026-07-01T00:00:00+01:00",
          "maxExtentDate": "2041-06-30T23:59:59+01:00"
        },
        "selectionCriteria": {
          "criteria": [
            {
              "type": "economic",
              "description": "See Procurement Specific Questionnaire (PSQ)"
            },
            {
              "type": "technical",
              "description": "See PSQ"
            }
          ]
        }
      },
      {
        "id": "3",
        "title": "Asset Management System (AMS)",
        "value": {
          "amount": 530000,
          "currency": "GBP",
          "amountGross": 636000
        },
        "status": "active",
        "options": {
          "description": "Additional functionality provided as part of the service offer "
        },
        "renewal": {
          "description": "5 annual renewals "
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "Supply and implementation of software covering all aspects of asset management, for example;\no\tStrategic asset management\no\tServicing and compliance\no\tPlanned maintenance\no\tWorkforce mobility\no\tDigital and self-service capabilities including customer portal / app\no\tAutomation and end-to-end workflow\no\tDashboards and management information.",
        "secondStage": {
          "minimumCandidates": 5
        },
        "suitability": {
          "sme": true
        },
        "awardCriteria": {
          "criteria": [
            {
              "name": "Lot 3 AMS - Quality",
              "type": "quality",
              "numbers": [
                {
                  "number": 85,
                  "weight": "percentageExact"
                }
              ],
              "description": "Quality of the bid - details in the Instructions to Tenderers Part 1"
            },
            {
              "name": "Lot 3 AMS - Price",
              "type": "price",
              "numbers": [
                {
                  "number": 15,
                  "weight": "percentageExact"
                }
              ],
              "description": "Price of the bid - details in the Instructions to Tenderers Part 1"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2036-06-30T23:59:59+01:00",
          "startDate": "2026-07-01T00:00:00+01:00",
          "maxExtentDate": "2041-06-30T23:59:59+01:00"
        },
        "selectionCriteria": {
          "criteria": [
            {
              "type": "economic",
              "description": "See Procurement Specific Questionnaire (PSQ)"
            },
            {
              "type": "technical",
              "description": "See PSQ"
            }
          ]
        }
      },
      {
        "id": "4",
        "title": "Finance Management System (FMS)",
        "value": {
          "amount": 703000,
          "currency": "GBP",
          "amountGross": 843600
        },
        "status": "active",
        "options": {
          "description": "Additional functionality provided as part of the service offer "
        },
        "renewal": {
          "description": "5 annual renewals"
        },
        "hasOptions": true,
        "hasRenewal": true,
        "description": "Supply and implementation of software covering all aspects of financial operations, for example;\no\tCase management and workflow for approvals, queries, or issue resolution\no\tExpenses management (workflows, approvals, payment)\no\tPurchase to Pay with automated links to budgets, with GRN, invoice matching, and payment\no\tA portal for suppliers to be registered, maintain up to date details, and ac-cess capabilities including raising queries, submitting invoices and auto-matic updates on payment status\no\tProject Accounting for capital spend and other investments\no\tManagement accounts for report distribution\no\tMaking Tax Digital including the ability to manage partial exemptions\no\tCIS\no\tChart of Accounts\no\tAccounts Payable / Receivable\no\tCash management\no\tGeneral Ledger\no\tJournals\no\tCreditor Management\no\tBank Reconciliation.",
        "secondStage": {
          "minimumCandidates": 5
        },
        "suitability": {
          "sme": true
        },
        "awardCriteria": {
          "criteria": [
            {
              "name": "Lot 4 FMS - Quality",
              "type": "quality",
              "numbers": [
                {
                  "number": 85,
                  "weight": "percentageExact"
                }
              ],
              "description": "Quality of the bid - details in the Instructions to Tenderers Part 1"
            },
            {
              "name": "Lot 4 FMS - Price",
              "type": "price",
              "numbers": [
                {
                  "number": 15,
                  "weight": "percentageExact"
                }
              ],
              "description": "Price of the bid - details in the Instructions to Tenderers Part 1"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2036-06-30T23:59:59+01:00",
          "startDate": "2026-07-01T00:00:00+01:00",
          "maxExtentDate": "2041-06-30T23:59:59+01:00"
        },
        "selectionCriteria": {
          "criteria": [
            {
              "type": "economic",
              "description": "See Procurement Specific Questionnaire (PSQ)"
            },
            {
              "type": "technical",
              "description": "See PSQ"
            }
          ]
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKL13",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "48000000",
            "scheme": "CPV",
            "description": "Software package and information systems"
          }
        ]
      },
      {
        "id": "2",
        "relatedLot": "2",
        "deliveryAddresses": [
          {
            "region": "UKL13",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "48000000",
            "scheme": "CPV",
            "description": "Software package and information systems"
          }
        ]
      },
      {
        "id": "3",
        "relatedLot": "3",
        "deliveryAddresses": [
          {
            "region": "UKL13",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "48000000",
            "scheme": "CPV",
            "description": "Software package and information systems"
          }
        ]
      },
      {
        "id": "4",
        "relatedLot": "4",
        "deliveryAddresses": [
          {
            "region": "UKL13",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "48000000",
            "scheme": "CPV",
            "description": "Software package and information systems"
          }
        ]
      }
    ],
    "title": "Business Systems Refresh Programme",
    "value": {
      "amount": 3992000,
      "currency": "GBP",
      "amountGross": 4790400
    },
    "status": "active",
    "documents": [
      {
        "id": "L-4",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348782",
        "description": "The instructions document sets out Cartrefi’s Contracting requirements, general policy requirements, and the general tender conditions relating to this procurement process.",
        "documentType": "biddingDocuments"
      },
      {
        "id": "L-8",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348895",
        "description": "The Procurement Specific Questionnaire (PSQ) has been designed to help Cartrefi ensure that suppliers share the right information when participating in a procurement. This is separate from the formal tender submission (on how the supplier proposes to meet the tender requirements). \nPlease note: Do not complete or submit responses to Parts 2 – 4 at the PSQ stage of the process.  Cartrefi will invite shortlisted suppliers to submit an Initial ITT at the appropriate time. ",
        "documentType": "biddingDocuments"
      },
      {
        "id": "L-9",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348874",
        "description": "Lot 1 (HMS) specific documents Parts 2, 3 and 4 ",
        "documentType": "biddingDocuments"
      },
      {
        "id": "L-10",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348875",
        "description": "Lot 2 (PMS) specific documents Parts 2, 3 and 4 ",
        "documentType": "biddingDocuments"
      },
      {
        "id": "L-11",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348876",
        "description": "Lot 3 (AMS) specific documents Parts 2, 3 and 4 ",
        "documentType": "biddingDocuments"
      },
      {
        "id": "L-12",
        "url": "https://www.sell2wales.gov.wales/Assets/NoticeBuilder_FileDownload.aspx?id=348877",
        "description": "Lot 4 (FMS) specific documents Parts 2, 3 and 4 ",
        "documentType": "biddingDocuments"
      },
      {
        "id": "conflictOfInterest",
        "description": "Not published",
        "documentType": "conflictOfInterest"
      },
      {
        "id": "064916-2025",
        "url": "https://www.find-tender.service.gov.uk/Notice/064916-2025",
        "format": "text/html",
        "noticeType": "UK4",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "datePublished": "2025-10-13T16:27:02+01:00"
      }
    ],
    "procedure": {
      "features": "The procedure description and steps are contained in the Instructions to Tenderers (Part1 of the full documentation set)"
    },
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "awardPeriod": {
      "endDate": "2026-06-10T23:59:59+01:00"
    },
    "description": "Cartrefi Conwy is an independent not-for-profit Registered Social Landlord (RSL). We formed as result of the transfer of around 3,800 homes from Conwy County Borough Council in 2008.\nSince the transferred homes have been under our ownership and management we have invested heavily in their refurbishment to bring them up to the Welsh Housing Quality Standard.  We will continue to maintain our homes to this high standard in the future.\nIn 2015 Cartrefi Conwy established Creating Enterprise C.I.C. as a wholly owned subsidiary which operates as a social enterprise.”\nFind out more about us, including our recently published Together Corporate Plan and other background information by visiting https://cartreficonwy.org/ \nFollowing a strategic review of existing IT systems, it became clear that it will not be possible for us to achieve our strategic ambitions using the existing mix of systems, processes and information.\nThe business systems refresh programme is underway and has full approval from the Executive and Board.  Its objectives include:\n1.\tImproved service offerings to residents, including digital / self-service, leading to increased satisfaction ratings\n2.\tThe solution / system will allow resource to be more focused on customer-facing activity and enhance the “one team” ethos\n3.\tData and processes to be standardised and automated to make it easier for staff to work, be proactive, productive and collaborate \n4.\tMoving closer to OVOTT, and making data available, transparent and easier to access / use, creating a 360° view of customers and assets\n5.\tImproved management of operational risk and compliance\n6.\tAccess to the necessary data to inform asset investment decision making\n7.\tAppropriate use of spreadsheets\n8.\tAvailability of system capabilities and performance not dependent on location or access method \n9.\tEnable workflows and reports to be built more easily, not necessarily by IT\nOur objective is to achieve live operation of at least the first tranche of new capability within 12 months from Contract signature.\nIn addition, we have identified other objectives for the new HMS / PMS / AMS / FMS, and we wish to procure:\n1.\t‘Commercial off the Shelf’ product sets only requiring configuration or parameterisation, not customisation, to meet our needs.\n2.\tSolutions with a single ‘look and feel’ to the User Interface across all system ‘modules’\n3.\tA system that is easy to use, requiring minimal ‘clicks’ or steps to navigate around or use the system.  (Note that ease of use is a key negative with the current systems.)\n4.\tA system with a modern underlying ‘technical architecture’, with in-built mobility (‘mobile first’ as a design principle), automation / workflows, and digital capabilities.\n5.\tSuperior integration capabilities to enable easy data sharing with other systems, and technically straightforward adoption of emerging and future technologies.\n6.\tIntegration with Microsoft’s Office365 suite of capabilities.\n7.\tCapabilities that can enable us easily to build processes (workflows) to support other areas of our operation.\nNot achieving these objectives, or a sub-optimal version of them, represents downstream technical, commercial and operational risk to us.  As such, these elements will be explored in detail at ITT stage and form a critical part of our evaluation of a Potential Supplier’s capability to meet these objectives. \nOur requirements are detailed in the ITT documents. Note that we will not accept responses from Potential Suppliers for part solutions, the scope of each Lot can be considered as a single ‘solution’. However, that does not preclude partnering with third-parties to deliver the overall solution.   \nWe want a long-term partnership with the successful provider(s), the Contract will be for a period of 10 years with the option to extend annually up to a further 5 years at Cartrefi’s sole discretion.  The Contract values given in this Tender Notice reflect a 15-year term.",
    "contractTerms": {
      "financialTerms": "To be agreed as part of negotiation and contract"
    },
    "enquiryPeriod": {
      "endDate": "2025-11-03T17:00:00+00:00"
    },
    "aboveThreshold": true,
    "submissionTerms": {
      "languages": [
        "en"
      ],
      "electronicSubmissionPolicy": "allowed"
    },
    "procurementMethod": "selective",
    "mainProcurementCategory": "goods",
    "submissionMethodDetails": "https://www.sell2wales.gov.wales",
    "procurementMethodDetails": "Competitive flexible procedure",
    "expressionOfInterestDeadline": "2025-11-10T12:00:00+00:00"
  },
  "parties": [
    {
      "id": "GB-PPON-PVDN-9226-PHMZ",
      "name": "Cartrefi Conwy Cyfyngedig",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKL13",
        "country": "GB",
        "locality": "Conwy",
        "postalCode": "LL22 8LJ",
        "countryName": "United Kingdom",
        "streetAddress": "Morfa Gele - Cae Eithin"
      },
      "details": {
        "url": "https://www.cartreficonwy.org",
        "classifications": [
          {
            "id": "publicUndertaking",
            "scheme": "UK_CA_TYPE",
            "description": "Public undertaking"
          },
          {
            "id": "GB-WLS",
            "scheme": "UK_CA_DEVOLVED_REGULATIONS",
            "description": "Welsh devolved regulations apply"
          }
        ]
      },
      "identifier": {
        "id": "PVDN-9226-PHMZ",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "name": "Martin Joy",
        "email": "martin.joy@itica.com",
        "telephone": "+447768792754"
      }
    }
  ],
  "language": "en",
  "initiationType": "tender"
}
23 Jul 2025 · 042533-2025 · planning
{
  "id": "042533-2025",
  "tag": [
    "planning"
  ],
  "date": "2025-07-23T17:27:53+01:00",
  "ocid": "ocds-h6vhtk-0564f2",
  "buyer": {
    "id": "GB-COH-IP030457",
    "name": "Cartrefi Conwy Cyfyngedig"
  },
  "tender": {
    "id": "ocds-h6vhtk-0564f2",
    "lots": [
      {
        "id": "1",
        "status": "planning",
        "hasRenewal": true,
        "suitability": {
          "sme": true
        },
        "contractPeriod": {
          "endDate": "2036-03-31T23:59:59+01:00",
          "startDate": "2026-04-01T00:00:00+01:00",
          "maxExtentDate": "2041-03-31T23:59:59+01:00"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKL",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "48000000",
            "scheme": "CPV",
            "description": "Software package and information systems"
          }
        ]
      }
    ],
    "title": "Business Systems Refresh Programme",
    "value": {
      "amount": 2500000,
      "currency": "GBP",
      "amountGross": 3000000
    },
    "status": "planning",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "description": "Cartrefi Conwy Cyfyngedig is preparing to undertake a significant Business Systems Refresh Programme to support our corporate transformation agenda. Fundamental to success is refreshing and modernising our core business systems, including the procurement, implementation and ongoing support of new solutions to support business capabilities in Housing Management; Property Services (Repairs, Assets and Compliance); and, Finance Ledger. The procurement will comprise an appropriate number of Lots.\nWe are inviting suppliers to participate in a pre-market engagement exercise, the purpose of which is to:\n•\tInform the market of our upcoming requirements\n•\tGauge supplier interest and capability\n•\tHelp shape our procurement strategy.\nWe encourage all interested suppliers with relevant experience and solutions to register their interest and participate in this early dialogue.",
    "communication": {
      "futureNoticeDate": "2025-09-15T23:59:59+01:00"
    },
    "aboveThreshold": true,
    "mainProcurementCategory": "goods"
  },
  "parties": [
    {
      "id": "GB-COH-IP030457",
      "name": "Cartrefi Conwy Cyfyngedig",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKL13",
        "country": "GB",
        "locality": "Abergele",
        "postalCode": "LL22 8LJ",
        "countryName": "United Kingdom",
        "streetAddress": "Morfa Gele - North Wales Business Park Cae Eithin"
      },
      "details": {
        "url": "https://cartreficonwy.org/",
        "classifications": [
          {
            "id": "publicUndertaking",
            "scheme": "UK_CA_TYPE",
            "description": "Public undertaking"
          },
          {
            "id": "GB-WLS",
            "scheme": "UK_CA_DEVOLVED_REGULATIONS",
            "description": "Welsh devolved regulations apply"
          }
        ]
      },
      "identifier": {
        "id": "IP030457",
        "scheme": "GB-COH"
      },
      "contactPoint": {
        "name": "Martin Joy",
        "email": "martin.joy@itica.com",
        "telephone": "07768792754"
      }
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "042533-2025",
        "url": "https://www.find-tender.service.gov.uk/Notice/042533-2025",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2025-07-23T17:27:53+01:00"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2025-08-31T23:59:59+01:00",
        "description": "Each participant will be issued with a questionnaire prior to an individual  1to1 online Teams or Zoom meeting where the questionnaire response will be discussed and further information about the procurement and business objectives will be shared.\nSession dates and further information will be issued as required.\nThe key outcomes of the PME will be shared with all participants apart from information that has been agreed as commercially sensitive or confidential.\nThis Notice does not constitute a call for competition and should not be assumed as creating a contract or agreement. Further, Cartrefi Conwy Cyfyngedig has no liability for any costs, however incurred, by those attending the PME sessions or involvement in the subsequent procurement process."
      }
    ]
  },
  "initiationType": "tender"
}