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AwardedFind a Tender · award

Performance Tools and Enablers Project

Buyer: Financial Ombudsman Service →

BuyerFinancial Ombudsman Service
StatusAwarded
DeadlineNot published
ValueValue not published
Published20 Mar 2024

What is being bought

The Financial Ombudsman Service recently launched productivity and workflow solutions to part of its workforce. These solutions were successfully delivered by Advantiq Solutions Limited via a project awarded through an existing Framework Agreement. The project included a significant discovery and process improvement phase prior to development. The Financial Ombudsman Service is now entering into contractual arrangements with Advantiq Solutions Limited to further develop these solutions. The contract will be for a term of 12 months. The contract is to develop and enhance a workflow management solution and a performance management tool using the Microsoft Power Platform.

Delivery location

UKI42

Categories

Software programming and consultancy services 72200000Data services 72300000IT services: consulting, software development, Internet and support 72000000

Lot details

Lot 1

The supplier will provide enhancements to the existing workflow solution to capture skills and activities as well as a dashboard to display performance. The services to be delivered are: 1. A Power App to capture activities completed by the Financial Ombudsman Service employees. 2. A Power BI Dashboard to display a summary of employee activity. 3. A Power App to capture individual Financial Ombudsman Service employee skills. 4. A Virtual Agent and Power Automate flow to allocate work to employees. 5. A Power BI Dashboard to display a summary of skills and automatically allocate work to employees. 6. Enhancements to the existing Investigator auto-allocation solution. 7. Thought leadership to drive connectivity and synergies across the COO, Transformation and IT teams. The works consist of the repetition of similar services delivered under a previous contract that concluded in the last year, and the works and services are in conformity with a basic project for which the original contract was awarded following a competitive procedure.

Award criteria
quality — 100

What is included

ItemCategoryQuantity
1Software programming and consultancy services, Data servicesNot published

Comparable-procurement analytics

Benchmarked against retained Find a Tender procedures with CPV division 72. The category anchor is Software programming and consultancy services (72200000); 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 7210,5392 median · 15.4 average (4,162 of 10,539 with a bid count)2 average (5,053 of 10,539 with named award suppliers)Not published
Same buyer45 median · 4.7 average (3 of 4 with a bid count)1 average (4 of 4 with named award suppliers)Not published
Delivery region: UKI4268 median · 8 average (1 of 6 with a bid count)1 average (3 of 6 with named award suppliers)Not 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 rationaleWe are awarding a contract via a VEAT notice to widen the scope of these solutions and leverage the knowledge gained from the discovery and process improvement phase to our current supplier, Advantiq, without prior publication on the government’s Contract Finder website because: 1) Specialised Expertise: Advantiq possesses unique knowledge crucial for the project, which cannot be easily found in the market. This includes expertise of processes integral to the Service’s operations and how specific technology can add value. 2) Cost Efficiency: It is economically advantageous to continue with Advantiq due to the whole life cost considerations, including the costs of transitioning to a new supplier, training, and system integration, outweighing the benefits of switching. 3) Risk Mitigation: The direct award to Advantiq significantly reduces the risk associated with project delivery. Given its intimate familiarity with our IT estate and the critical nature of the systems involved, engaging Advantiq directly ensures continuity, reduces the learning curve, and mitigates the risk of delays or project failure. 4) Innovation Partnership: The Service seeks to establish an innovation partnership where Advantiqs’s research and development capabilities are crucial for co-developing a new and innovative solutions that cannot be met by existing market solutions. 5) Continuity of Service: Awarding to Advantiq is necessary to ensure continuity of a critical service, where changing suppliers could lead to unacceptable risks or service gaps. 6) Compatibility and Integration: The project requires compatibility with existing systems or services that only Advantiq can provide effectively, ensuring seamless integration without the risk of operational disruptions. 7) Time-Sensitive Project Delivery: The solutions serve as foundational capability for follow on projects. The urgency of the project timelines necessitates a partner who can mobilise quickly and efficiently. Advantiq’s existing knowledge and experience with the Service enable us to commence work immediately, ensuring that critical deadlines are met without compromising on quality or strategic objectives. 8) The protection of exclusive intellectual property rights. In addition the whole life cost of moving to a new supplier will be higher because: • There was a significant ramp-up phase during the original project to integrate internal and external teams and transfer knowledge of the Financial Ombudsman Service’s process and extensive products. As such we’d to need to invest in additional time and resource to get a new supplier up to speed. • Moving to a new supplier / solution may cause outage of the existing solution. As the solution underpins the Financial Ombudsman Service’s performance management framework this leads to significant risks. • Not leveraging the knowledge and investment made in the original solution would not provide value for money for our customers Given the current work already delivered by Advantiq, achieving better value for money via a competition process is not considered economically viable.
Rationale classificationsThe procurement falls outside the scope of application of the directive
Special regimeNot published
Covered byNot published
Submission policyNot published
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.

Awards

Contracts

009050-2024-1

Statusactive
Value£1,500,000

Documents & submission route

No documents are published in the current source record.

Source data inventory

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

OCIDocds-h6vhtk-044add
Latest release ID009050-2024
Latest release timestampWed Mar 20 2024 15:00:18 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statuscomplete
Procurement methodlimited
Procurement method detailsAward procedure without prior publication of a call for competition
Main procurement categoryservices
Above thresholdNot published
Legal basis32014L0024
Tender period: startNot published
Tender period: endNot published
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: startNot published
Award period: endNot published
Submission method detailsNot published
Submission languagesNot published
Electronic catalogue policyNot published
Total tender valueNot published
Tender lots in source1
Tender items in source1
Tender documents in source0
Awards in latest release1
Contracts in latest release1
Parties in latest release3

Notice history

DateEventReference
20 Mar 2024award, contract009050-2024

All source data

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

Complete current OCDS release JSON
{
  "id": "009050-2024",
  "tag": [
    "award",
    "contract"
  ],
  "date": "2024-03-20T15:00:18Z",
  "ocid": "ocds-h6vhtk-044add",
  "buyer": {
    "id": "GB-FTS-21382",
    "name": "Financial Ombudsman Service"
  },
  "awards": [
    {
      "id": "009050-2024-1",
      "status": "active",
      "suppliers": [
        {
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          "name": "Advantiq Solutions Limited"
        }
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        "description": "The supplier will provide enhancements to the existing workflow solution to capture skills and activities as well as a dashboard to display performance. The services to be delivered are:\n1.\tA Power App to capture activities completed by the Financial Ombudsman Service employees.\n2.\tA Power BI Dashboard to display a summary of employee activity.\n3.\tA Power App to capture individual Financial Ombudsman Service employee skills.\n4.\tA Virtual Agent and Power Automate flow to allocate work to employees.\n5.\tA Power BI Dashboard to display a summary of skills and automatically allocate work to employees.\n6.\tEnhancements to the existing Investigator auto-allocation solution.\n7.\tThought leadership to drive connectivity and synergies across the COO, Transformation and IT teams.\nThe works consist of the repetition of similar services delivered under a previous contract that concluded in the last year, and the works and services are in conformity with a basic project for which the original contract was awarded following a competitive procedure.",
        "awardCriteria": {
          "criteria": [
            {
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    "title": "Performance Tools and Enablers Project",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "The Financial Ombudsman Service recently launched productivity and workflow solutions to part of its workforce. These solutions were successfully delivered by Advantiq Solutions Limited via a project awarded through an existing Framework Agreement. The project included a significant discovery and process improvement phase prior to development.\nThe Financial Ombudsman Service is now entering into contractual arrangements with Advantiq Solutions Limited to further develop these solutions. The contract will be for a term of 12 months. \nThe contract is to develop and enhance a workflow management solution and a performance management tool using the Microsoft Power Platform.",
    "classification": {
      "id": "72000000",
      "scheme": "CPV",
      "description": "IT services: consulting, software development, Internet and support"
    },
    "procurementMethod": "limited",
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    "procurementMethodDetails": "Award procedure without prior publication of a call for competition",
    "procurementMethodRationale": "We are awarding a contract via a VEAT notice to widen the scope of these solutions and leverage the knowledge gained from the discovery and process improvement phase to our current supplier, Advantiq, without prior publication on the government’s Contract Finder website because:\n1)\tSpecialised Expertise: Advantiq possesses unique knowledge crucial for the project, which cannot be easily found in the market. This includes expertise of processes integral to the Service’s operations and how specific technology can add value.\n2)\tCost Efficiency: It is economically advantageous to continue with Advantiq due to the whole life cost considerations, including the costs of transitioning to a new supplier, training, and system integration, outweighing the benefits of switching.\n3)\tRisk Mitigation: The direct award to Advantiq significantly reduces the risk associated with project delivery. Given its intimate familiarity with our IT estate and the critical nature of the systems involved, engaging Advantiq directly ensures continuity, reduces the learning curve, and mitigates the risk of delays or project failure.\n4)\tInnovation Partnership: The Service seeks to establish an innovation partnership where Advantiqs’s research and development capabilities are crucial for co-developing a new and innovative solutions that cannot be met by existing market solutions.\n5)\tContinuity of Service: Awarding to Advantiq is necessary to ensure continuity of a critical service, where changing suppliers could lead to unacceptable risks or service gaps.\n6)\tCompatibility and Integration: The project requires compatibility with existing systems or services that only Advantiq   can provide effectively, ensuring seamless integration without the risk of operational disruptions.\n7)\tTime-Sensitive Project Delivery: The solutions serve as foundational capability for follow on projects. The urgency of the project timelines necessitates a partner who can mobilise quickly and efficiently. Advantiq’s existing knowledge and experience with the Service enable us to commence work immediately, ensuring that critical deadlines are met without compromising on quality or strategic objectives.\n8)     The protection of exclusive intellectual property rights. \nIn addition the whole life cost of moving to a new supplier will be higher because:\n•\tThere was a significant ramp-up phase during the original project to integrate internal and external teams and transfer knowledge of the Financial Ombudsman Service’s process and extensive products. As such we’d to need to invest in additional time and resource to get a new supplier up to speed.\n•\tMoving to a new supplier / solution may cause outage of the existing solution. As the solution underpins the Financial Ombudsman Service’s performance management framework this leads to significant risks.\n•\tNot leveraging the knowledge and investment made in the original solution would not provide value for money for our customers\nGiven the current work already delivered by Advantiq, achieving better value for money via a competition process is not considered economically viable.",
    "procurementMethodRationaleClassifications": [
      {
        "id": "D_OUTSIDE_SCOPE",
        "scheme": "TED_PT_AWARD_CONTRACT_WITHOUT_CALL",
        "description": "The procurement falls outside the scope of application of the directive"
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  },
  "parties": [
    {
      "id": "GB-FTS-21382",
      "name": "Financial Ombudsman Service",
      "roles": [
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      "address": {
        "region": "UKI42",
        "locality": "London",
        "postalCode": "E14 9SR",
        "countryName": "United Kingdom",
        "streetAddress": "Exchange Tower, Harbour Exchange Square,"
      },
      "details": {
        "url": "https://www.financial-ombudsman.org.uk/",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
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          {
            "id": "04",
            "scheme": "COFOG",
            "description": "Economic affairs"
          }
        ]
      },
      "identifier": {
        "legalName": "Financial Ombudsman Service"
      },
      "contactPoint": {
        "name": "Troy Martin",
        "email": "procurement.enquiries@financial-ombudsman.org.uk"
      }
    },
    {
      "id": "GB-FTS-108530",
      "name": "Advantiq Solutions Limited",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UKI31",
        "locality": "London",
        "countryName": "United Kingdom"
      },
      "details": {
        "scale": "sme"
      },
      "identifier": {
        "legalName": "Advantiq Solutions Limited"
      }
    },
    {
      "id": "GB-FTS-3518",
      "name": "Financial Conduct Authority",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "London",
        "postalCode": "E20 1JN",
        "countryName": "United Kingdom",
        "streetAddress": "12 Endeavour Square"
      },
      "identifier": {
        "legalName": "Financial Conduct Authority"
      }
    }
  ],
  "language": "en",
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      "value": {
        "amount": 1500000,
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      "awardID": "009050-2024-1",
      "dateSigned": "2024-02-21T00:00:00Z"
    }
  ],
  "initiationType": "tender"
}
Complete JSON history (1 releases)
20 Mar 2024 · 009050-2024 · award, contract
{
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  "buyer": {
    "id": "GB-FTS-21382",
    "name": "Financial Ombudsman Service"
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  "tender": {
    "id": "ocds-h6vhtk-044add",
    "lots": [
      {
        "id": "1",
        "hasOptions": false,
        "description": "The supplier will provide enhancements to the existing workflow solution to capture skills and activities as well as a dashboard to display performance. The services to be delivered are:\n1.\tA Power App to capture activities completed by the Financial Ombudsman Service employees.\n2.\tA Power BI Dashboard to display a summary of employee activity.\n3.\tA Power App to capture individual Financial Ombudsman Service employee skills.\n4.\tA Virtual Agent and Power Automate flow to allocate work to employees.\n5.\tA Power BI Dashboard to display a summary of skills and automatically allocate work to employees.\n6.\tEnhancements to the existing Investigator auto-allocation solution.\n7.\tThought leadership to drive connectivity and synergies across the COO, Transformation and IT teams.\nThe works consist of the repetition of similar services delivered under a previous contract that concluded in the last year, and the works and services are in conformity with a basic project for which the original contract was awarded following a competitive procedure.",
        "awardCriteria": {
          "criteria": [
            {
              "name": "quality",
              "type": "cost",
              "description": "100"
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    "items": [
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          {
            "id": "72200000",
            "scheme": "CPV",
            "description": "Software programming and consultancy services"
          },
          {
            "id": "72300000",
            "scheme": "CPV",
            "description": "Data services"
          }
        ]
      }
    ],
    "title": "Performance Tools and Enablers Project",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "The Financial Ombudsman Service recently launched productivity and workflow solutions to part of its workforce. These solutions were successfully delivered by Advantiq Solutions Limited via a project awarded through an existing Framework Agreement. The project included a significant discovery and process improvement phase prior to development.\nThe Financial Ombudsman Service is now entering into contractual arrangements with Advantiq Solutions Limited to further develop these solutions. The contract will be for a term of 12 months. \nThe contract is to develop and enhance a workflow management solution and a performance management tool using the Microsoft Power Platform.",
    "classification": {
      "id": "72000000",
      "scheme": "CPV",
      "description": "IT services: consulting, software development, Internet and support"
    },
    "procurementMethod": "limited",
    "mainProcurementCategory": "services",
    "procurementMethodDetails": "Award procedure without prior publication of a call for competition",
    "procurementMethodRationale": "We are awarding a contract via a VEAT notice to widen the scope of these solutions and leverage the knowledge gained from the discovery and process improvement phase to our current supplier, Advantiq, without prior publication on the government’s Contract Finder website because:\n1)\tSpecialised Expertise: Advantiq possesses unique knowledge crucial for the project, which cannot be easily found in the market. This includes expertise of processes integral to the Service’s operations and how specific technology can add value.\n2)\tCost Efficiency: It is economically advantageous to continue with Advantiq due to the whole life cost considerations, including the costs of transitioning to a new supplier, training, and system integration, outweighing the benefits of switching.\n3)\tRisk Mitigation: The direct award to Advantiq significantly reduces the risk associated with project delivery. Given its intimate familiarity with our IT estate and the critical nature of the systems involved, engaging Advantiq directly ensures continuity, reduces the learning curve, and mitigates the risk of delays or project failure.\n4)\tInnovation Partnership: The Service seeks to establish an innovation partnership where Advantiqs’s research and development capabilities are crucial for co-developing a new and innovative solutions that cannot be met by existing market solutions.\n5)\tContinuity of Service: Awarding to Advantiq is necessary to ensure continuity of a critical service, where changing suppliers could lead to unacceptable risks or service gaps.\n6)\tCompatibility and Integration: The project requires compatibility with existing systems or services that only Advantiq   can provide effectively, ensuring seamless integration without the risk of operational disruptions.\n7)\tTime-Sensitive Project Delivery: The solutions serve as foundational capability for follow on projects. The urgency of the project timelines necessitates a partner who can mobilise quickly and efficiently. Advantiq’s existing knowledge and experience with the Service enable us to commence work immediately, ensuring that critical deadlines are met without compromising on quality or strategic objectives.\n8)     The protection of exclusive intellectual property rights. \nIn addition the whole life cost of moving to a new supplier will be higher because:\n•\tThere was a significant ramp-up phase during the original project to integrate internal and external teams and transfer knowledge of the Financial Ombudsman Service’s process and extensive products. As such we’d to need to invest in additional time and resource to get a new supplier up to speed.\n•\tMoving to a new supplier / solution may cause outage of the existing solution. As the solution underpins the Financial Ombudsman Service’s performance management framework this leads to significant risks.\n•\tNot leveraging the knowledge and investment made in the original solution would not provide value for money for our customers\nGiven the current work already delivered by Advantiq, achieving better value for money via a competition process is not considered economically viable.",
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