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Published 13 Mar 2024, 16:05 GMT

Official UK procurement notice

SaaS Housing, Repairs, Asset Management and Finance System Tender

Official notice

Authority: Watmos Community Homes (Public body)

3 lotsGoodsOpen procedureMax 1 lot to bid
Sectors: Software Packages & ERP (48) Delivery: West Midlands (UKG3)
Published estimate£1,000,000total for 3 lots
Submissions closed 15 Apr 2024
Lots 3max 1 to bid

What is being bought3 lots · detail below

Published requirement 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

CPV: Software package and information systems

Lots and requirements (3)Procurement structure

3 lots · no lot values published · a supplier may bid for at most 1 of them · evaluation weights differ by lot
Lot #1SaaS Finance SolutionRenewal

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

Delivery: West Midlands · West Midlands
Extensions: A possible extension of a further 4 years in 24-month incrementsVariant bids: not allowed
48000000 Software package and information systems
Lot #2SaaS Housing, Repairs, Compliance, Asset Management, and Finance SolutionRenewal

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

Delivery: West Midlands · West Midlands
Extensions: A possible extension of a further 4 years in 24-month incrementsVariant bids: not allowed
48000000 Software package and information systems
Lot #3SaaS Housing, Repairs, Compliance, Asset Management SolutionRenewal

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.

Delivery: West Midlands · West Midlands
Extensions: A possible extension of a further 4 years in 24-month increments.Variant bids: not allowed
48000000 Software package and information systems

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored

Lots publish different evaluation splits; there is no single procedure weighting.

LotQualityPriceSplit
1 · SaaS Finance Solution7030
2 · SaaS Housing, Repairs, Compliance, Asset Management, and Finance Solution14060
3 · SaaS Housing, Repairs, Compliance, Asset Management Solution7030
Lot distribution rule: LOT 3 is a combination of LOT 1 and LOT 2.
Conditions of participation1
  • Suitability

    N/A

What this means for your bid
  • Price carries 30–60 points depending on the lot; most lots put it at 30 points.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Goods
Notice status
Closed
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Unspecified in notice
Recurring procurement
No (one-off requirement)
First published
13 Mar 2024, 16:05 GMT
Last source update
13 Mar 2024, 16:05 GMT
Award evaluation window
15 Apr 2024 – …
FTS notice number
2024/S 000-008075
Classification (CPV)
Software package and information systems
Delivery area
West Midlands (UKG3)
Official registry OCID
ocds-h6vhtk-04483e Find a Tender

Publisher note: 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

How it was run

Official notice
Run through: Delta eSourcing · Who buys & how to bid on Delta
Public notice page · account needed to bidLanguage: EN
Access & registration note: Free Select account; no DUNS asked at signup
Submission deadline
15 Apr 2024, 12:00 BST
Submission channel
{"electronicSubmission","written"}
Accepted languages
en
Bid validity
180 days from the deadline
Bids opened
15 Apr 2024, 12:05 BST
Detailed submission instructions & authority contactsFrom official release

www.delta-esourcing.com/tenders/UK-UK-Walsal… ↗

Timeline

13 Mar 2024 → 15 Apr 2024 · 3 dates
  1. Notice published
    13 Mar 2024, 16:05 GMT
  2. Submission deadline
    15 Apr 2024, 12:00 BST
  3. Bids opened
    15 Apr 2024, 12:05 BST

Contracting authority & participating public bodies

Watmos Community Homes

Contracting authorityPublic bodyBody governed by public lawHousing and community amenities 116–120 Lichfield Street, Walsall, West Midlands, WS1 1SZContact name, email, phone Published organisation website ↗

Official documents & specifications (2)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria
  • Technical selection criteriatenderTechnical selection criteria