Award

Expenses Management Platform Requirements

CAREERS WALES

This public procurement record has 2 releases in its history.

Summary of the contracting process

Careers Wales, a public sector organisation based in Cardiff, has awarded a contract to Mobile Dynamics Limited for the provision of an expenses management platform. This procurement falls under the services category, specifically focusing on office and computing machinery, software packages, and IT services. The award stage process concluded on 18th November 2024, with the contract spanning approximately 3 years at an estimated value of £100,000, extendable by an additional year. The awarded contract aims to address the inefficiencies in processing staff expense claims, which will streamline operations and enhance oversight of expenditures.

This tender presents a significant growth opportunity for businesses specialising in software development, IT consulting, and cloud-based service solutions. Companies equipped with the capability to provide a scalable and compliant expenses management platform, particularly those offering web-based SaaS solutions with mobile app integrations, are well-suited for such contracts. The requirement for compliance with data protection regulations and integration with Microsoft 365 and Azure for single sign-on underscores the need for sophisticated and secure technological infrastructure, opening doors for innovative tech firms to showcase their strengths and gain a foothold in the public sector domain.

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

Expenses Management Platform Requirements

Notice Description

Careers Wales is a public sector organisation that provides careers information, advice and guidance to people of all ages in Wales. We help our customers to make informed choices about their education, training and work options. We have a network of offices and centres across Wales, and we deliver our services through various channels, including face-to-face, telephone, webchat, email and social media.As part of our operations, we have to manage the expenses claims of our staff members, who often travel to different locations and incur various costs, such as mileage, accommodation, meals, parking, etc. Our manual systems to process these claims is inefficient, time-consuming, error-prone and costly. We are looking for a new expenses management platform that can automate and streamline our expenses processes, and provide us with better visibility and oversight of our spend.Careers Wales workforce consists of approx. 600 staff and process approx. 300 claims per month.Contract value: PS100,000 approximately, over a 3 year period, with a 1 year extension.1. Tenders for this work can be submitted in Welsh2. Tenders submitted in Welsh will not be treated less favourably than those submitted in English.3. The closing dates for the Tender will be the same for those submitted in Welsh and English4. The timetable for responding to the bids in Welsh will be the same as those submitted in English

Publication & Lifecycle

Open Contracting ID
ocds-kuma6s-144345
Publication Source
Sell2Wales
Latest Notice
https://www.sell2wales.gov.wales/search/search_switch.aspx?ID=144345
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
S2W Notice - Website Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

30 - Office and computing machinery, equipment and supplies except furniture and software packages

48 - Software package and information systems

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


CPV Codes

30000000 - Office and computing machinery, equipment and supplies except furniture and software packages

48000000 - Software package and information systems

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

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
18 Nov 20241 years ago
Submission Deadline
21 Oct 2024Expired
Future Notice Date
Not specified
Award Date
18 Nov 20241 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
CAREERS WALES
Contact Name
Mr Paul Powell
Contact Email
Not specified
Contact Phone
+44 2920846578

Buyer Location

Locality
CARDIFF
Postcode
CF10 2HH
Post Town
Cardiff
Country
Wales

Major Region (ITL 1)
TLL Wales
Basic Region (ITL 2)
TLL5 South East Wales
Small Region (ITL 3)
TLL52 Cardiff and Vale of Glamorgan
Delivery Location
Not specified

Local Authority
Cardiff
Electoral Ward
Cathays
Westminster Constituency
Cardiff South and Penarth

Supplier Information

Number of Suppliers
1
Supplier Name

MOBILE DYNAMICS

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-kuma6s-144345-2024-11-18T13:10:59Z",
    "date": "2024-11-18T13:10:59Z",
    "ocid": "ocds-kuma6s-144345",
    "initiationType": "tender",
    "parties": [
        {
            "id": "org-32",
            "name": "Careers Wales",
            "address": {
                "streetAddress": "Unit 4 Churchill House, 17 Churchill Way,",
                "locality": "CARDIFF",
                "postalCode": "CF10 2HH"
            },
            "contactPoint": {
                "name": "Mr Paul Powell",
                "telephone": "+44 2920846578",
                "url": "http://www.careerswales.gov.wales"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "BODY_PUBLIC",
                        "description": "Body governed by public law",
                        "scheme": "TED_CA_TYPE"
                    }
                ]
            }
        },
        {
            "id": "org-52",
            "name": "Careers Wales",
            "address": {
                "streetAddress": "Unit 4 Churchill House, 17 Churchill Way,",
                "locality": "CARDIFF",
                "postalCode": "CF10 2HH"
            },
            "contactPoint": {
                "name": "Mr Paul Powell",
                "telephone": "+44 2920846578",
                "url": "http://www.careerswales.gov.wales"
            },
            "roles": [
                "buyer"
            ]
        },
        {
            "id": "org-80",
            "name": "Mobile Dynamics Limited",
            "address": {
                "streetAddress": "4Th Floor, The Anchorage, 34 Bridge Street,",
                "locality": "Reading",
                "postalCode": "RG1 2LU"
            },
            "roles": [
                "supplier"
            ]
        }
    ],
    "buyer": {
        "name": "Careers Wales",
        "id": "org-52"
    },
    "tender": {
        "id": "ocds-kuma6s-144345-tender-146112",
        "title": "Expenses Management Platform Requirements",
        "description": "Careers Wales is a public sector organisation that provides careers information, advice and guidance to people of all ages in Wales. We help our customers to make informed choices about their education, training and work options. We have a network of offices and centres across Wales, and we deliver our services through various channels, including face-to-face, telephone, webchat, email and social media.As part of our operations, we have to manage the expenses claims of our staff members, who often travel to different locations and incur various costs, such as mileage, accommodation, meals, parking, etc. Our manual systems to process these claims is inefficient, time-consuming, error-prone and costly. We are looking for a new expenses management platform that can automate and streamline our expenses processes, and provide us with better visibility and oversight of our spend.Careers Wales workforce consists of approx. 600 staff and process approx. 300 claims per month.Contract value: PS100,000 approximately, over a 3 year period, with a 1 year extension.1. Tenders for this work can be submitted in Welsh2. Tenders submitted in Welsh will not be treated less favourably than those submitted in English.3. The closing dates for the Tender will be the same for those submitted in Welsh and English4. The timetable for responding to the bids in Welsh will be the same as those submitted in English",
        "procurementMethod": "open",
        "mainProcurementCategory": "services",
        "submissionMethodDetails": "https://www.sell2wales.gov.wales",
        "tenderPeriod": {
            "endDate": "2024-10-21T12:00:00Z"
        },
        "eligibilityCriteria": "We are seeking a new expenses management platform that can provide us with the following features and functionalities:Essential RequirementsHosting: The product must be web based SaaS / Cloud hosted, with data stored in the UK/EEA locale to ensure compliance with Careers Wales data protection and security regulations. An accompanying mobile app is desirable.Accessibility:The platform should conform to the Web Content Accessibility Guidelines - WCAG 2.xUser Experience:The platform must be user friendly, and offer a web-based and mobile interface (desirable), to allow staff members to easily and conveniently upload and submit their receipts and claims, and track their status and progress. It must integrate with Azure to support Single Sign-on, and with Microsoft 365 (Outlook/Excel) to facilitate data exchange and communication.The initial stage of input should have a mechanism for highlighting errors to the employee user based on travel policy parameters (such as allowable expenses for food, total annual mileage limits and home to work journeys). It should validate and verify the claims and receipts, and check for any errors, inconsistencies, duplicates, or anomalies. It should also flag any claims that exceed the limits or thresholds, or that do not comply with the expenses policy and rules.Approval Flow:It must manage an approval flow, and allow staff members to select their line managers (or alternative line manager in case of absence) approvers, and send them notifications and reminders. It should also allow line managers to review and approve or reject the claims, and provide feedback or comments.Where possible, it should include an acknowledgement sent to the employee to state that the Manager has authorised and submitted their claim.Reporting and Analytics:It should provide dashboards or reports suite to allow staff, managers and the finance department to see the status of claims.It should allow the finance department to report, filter, sort, and export claims data (in CSV format to allow import to our payroll system) by various criteria, such as categories, periods, departments, or individuals. It should report on the types and amounts of claims, such as mileage, hotels, meals, etc. It should also identify and highlight the top spenders, and the areas of improvement or savings.Support and implementation: The provider should offer a demonstration of the product and proof of concept trial.Transparent and competitive pricing.Prompt and reliable support is essential.The provider should offer onboarding training and documentation to ensure a smooth and successful implementation and adoption.",
        "awardPeriod": {
            "endDate": "2024-11-18T00:00:00Z"
        },
        "documents": [
            {
                "id": "ocds-kuma6s-144345-document-144345-SEP491422-1",
                "title": "Questions",
                "url": "https://www.sell2wales.gov.wales/Notice/Download/DocumentDownload.aspx?id=SEP491422&idx=1",
                "datePublished": "2024-09-23T14:59:48Z",
                "dateModified": "2024-09-23T14:59:48Z",
                "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document"
            }
        ],
        "communication": {
            "atypicalToolUrl": "https://www.sell2wales.gov.wales"
        },
        "additionalClassifications": [
            {
                "id": "30000000",
                "description": "Office and computing machinery, equipment and supplies except furniture and software packages",
                "scheme": "CPV"
            },
            {
                "id": "48000000",
                "description": "Software package and information systems",
                "scheme": "CPV"
            },
            {
                "id": "72000000",
                "description": "IT services: consulting, software development, Internet and support",
                "scheme": "CPV"
            }
        ]
    },
    "noticetype": "S2W Notice - Website Contract Award Notice",
    "awards": [
        {
            "id": "ocds-kuma6s-144345-award-146112-59",
            "suppliers": [
                {
                    "id": "org-80",
                    "name": "Mobile Dynamics Limited"
                }
            ],
            "items": [
                {
                    "id": "ocds-kuma6s-144345-awarditem-146112-59"
                }
            ]
        }
    ],
    "contracts": [
        {
            "id": "ocds-kuma6s-144345-award-146112-59",
            "awardID": "ocds-kuma6s-144345-award-146112-59",
            "status": "active",
            "dateSigned": "2024-11-18T00:00:00Z"
        }
    ],
    "bids": {
        "statistics": [
            {
                "id": "ocds-kuma6s-144345-bidsstatistic-146112-59",
                "measure": "bids",
                "value": 6
            }
        ]
    }
}