Tender

CRM/ CMS Cloud Solution

YSS

This public procurement record has 1 release in its history.

Tender

30 Mar 2022 at 10:42

Summary of the contracting process

The procurement process involves YSS, a charity based in Worcester, UK, seeking a CRM/Case Management cloud solution to enhance their services for vulnerable individuals. This tender is currently active and falls under the IT services category, with a total value of £35,000. The open tender period is set to close on 19 April 2022, at 12:00, and emphasizes the provision of a comprehensive cloud-based solution that includes features such as dashboards, case management, and integration with existing systems, along with support and training for at least 12 months.

This opportunity presents significant growth potential for businesses specialising in IT consulting, software development, and cloud solutions. Companies with expertise in migrating services to cloud-based systems, particularly those familiar with case management applications and integration capabilities, would be well-suited to compete. Additionally, firms that can offer ongoing support and training will enhance their appeal to YSS and contribute to their mission of better serving vulnerable communities.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

CRM/ CMS Cloud Solution

Notice Description

To migrate YSS from their current system and way of working to a cloud-based CRM/ Case Management System. Currently, YSS use a mixture of MS Access databases, Excel and Word documents to manage the delivery of multiple services to some of society's most vulnerable individuals. YSS will require a solution that delivers the following: Dashboards and reporting Accounts/ Contacts Case Management Website Integration - form capture Participant Recruitment & Lifecycle Programme/ Project Delivery SharePoint integration Training on the solution Support for a minimum of 12 months

Lot Information

Lot 1

To migrate YSS from their current system and way of working to a cloud-based CRM/ Case Management System. Currently, YSS use a mixture of MS Access databases, Excel and Word documents to manage the delivery of multiple services to some of society's most vulnerable individuals. YSS will require a solution that delivers the following: Dashboards and reporting Accounts/ Contacts Case Management Website Integration - form capture Participant Recruitment & Lifecycle Programme/ Project Delivery SharePoint integration Training on the solution Support for a minimum of 12 months

Renewal: The contract can be renewed and is up for discussion after the first 12 months.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-0327e4
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/008521-2022
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support


CPV Codes

72000000 - IT services: consulting, software development, Internet and support

72212000 - Programming services of application software

Notice Value(s)

Tender Value
£35,000 Under £100K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
30 Mar 20223 years ago
Submission Deadline
19 Apr 2022Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
YSS
Contact Name
Anna Wykurz
Contact Email
anna.wykurz@yss.org.uk
Contact Phone
+44 1905730780

Buyer Location

Locality
WORCESTER
Postcode
WR3 8TJ
Post Town
Worcester
Country
England

Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG1 Herefordshire, Worcestershire and Warwickshire
Small Region (ITL 3)
TLG12 Worcestershire CC
Delivery Location
TLG1 Herefordshire, Worcestershire and Warwickshire

Local Authority
Worcester
Electoral Ward
Claines
Westminster Constituency
Worcester

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-0327e4-2022-03-30T11:42:03+01:00",
    "date": "2022-03-30T11:42:03+01:00",
    "ocid": "ocds-h6vhtk-0327e4",
    "description": "(MT Ref:225834)",
    "initiationType": "tender",
    "tender": {
        "id": "ocds-h6vhtk-0327e4",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "CRM/ CMS Cloud Solution",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "72000000",
            "description": "IT services: consulting, software development, Internet and support"
        },
        "mainProcurementCategory": "services",
        "description": "To migrate YSS from their current system and way of working to a cloud-based CRM/ Case Management System. Currently, YSS use a mixture of MS Access databases, Excel and Word documents to manage the delivery of multiple services to some of society's most vulnerable individuals. YSS will require a solution that delivers the following: Dashboards and reporting Accounts/ Contacts Case Management Website Integration - form capture Participant Recruitment & Lifecycle Programme/ Project Delivery SharePoint integration Training on the solution Support for a minimum of 12 months",
        "value": {
            "amount": 35000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "1",
                "description": "To migrate YSS from their current system and way of working to a cloud-based CRM/ Case Management System. Currently, YSS use a mixture of MS Access databases, Excel and Word documents to manage the delivery of multiple services to some of society's most vulnerable individuals. YSS will require a solution that delivers the following: Dashboards and reporting Accounts/ Contacts Case Management Website Integration - form capture Participant Recruitment & Lifecycle Programme/ Project Delivery SharePoint integration Training on the solution Support for a minimum of 12 months",
                "contractPeriod": {
                    "durationInDays": 360
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The contract can be renewed and is up for discussion after the first 12 months."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "72212000",
                        "description": "Programming services of application software"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKG1"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "submissionMethod": [
            "written"
        ],
        "documents": [
            {
                "id": "technical",
                "documentType": "technicalSelectionCriteria"
            }
        ],
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "tenderPeriod": {
            "endDate": "2022-04-19T12:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ],
            "bidValidityPeriod": {
                "durationInDays": 30
            }
        },
        "awardPeriod": {
            "startDate": "2022-04-19T12:00:00+01:00"
        },
        "bidOpening": {
            "date": "2022-04-19T12:00:00+01:00"
        },
        "hasRecurrence": false,
        "contractTerms": {
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        }
    },
    "parties": [
        {
            "id": "GB-FTS-48340",
            "name": "YSS",
            "identifier": {
                "legalName": "YSS",
                "id": "4024428"
            },
            "address": {
                "streetAddress": "Blackpole Trading Estate West",
                "locality": "Worcester",
                "region": "UK",
                "postalCode": "WR3 8TJ",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Anna Wykurz",
                "telephone": "+44 1905730780",
                "email": "anna.wykurz@yss.org.uk",
                "url": "https://www.yss.org.uk/news/itt-for-crm"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "url": "https://www.yss.org.uk/",
                "buyerProfile": "https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA43083",
                "classifications": [
                    {
                        "scheme": "TED_CA_TYPE",
                        "description": "Charity"
                    },
                    {
                        "scheme": "COFOG",
                        "id": "10",
                        "description": "Social protection"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-103",
            "name": "Public Procurement Review Service",
            "identifier": {
                "legalName": "Public Procurement Review Service"
            },
            "address": {
                "streetAddress": "Cabinet Office",
                "locality": "London",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "telephone": "+44 3450103503",
                "email": "publicprocurementreview@cabinetoffice.gov.uk"
            },
            "roles": [
                "reviewBody"
            ],
            "details": {
                "url": "https://www.gov.uk/government/publications/public-procurement-review-service-scope-and-remit"
            }
        }
    ],
    "buyer": {
        "id": "GB-FTS-48340",
        "name": "YSS"
    },
    "language": "en"
}