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Provision of a Multi-Authority Employability, Case Management and Employer Relationship Management Solution

Capital City Partnership

This public procurement record has 1 release in its history.

Planning

22 Sep 2026 at 01:00

OJEU - F1 - Prior Information Notice
Summary of the contracting process

Capital City Partnership intends to procure a regional customer relationship management and management information solution for employability, skills and related services. The service will cover the City of Edinburgh, East Lothian, Fife, Midlothian, the Scottish Borders and West Lothian, supporting local authorities and delivery partners across South East Scotland. The scope includes participant and case management, referrals, action planning, intervention and outcome recording, employer engagement, vacancy management, programme and project management, reporting, document management and configurable workflows. The supplier will also provide hosting, support, maintenance, service governance and ongoing development. The platform will support wider activities including community learning and development, work experience and placements, and a public-facing provider directory. This is an information technology service, classified under CPV 72268000.

This is a planned procurement at the prior market-engagement stage; the buyer has announced its intention to procure but has not invited tenders. One lot is planned, covering the full regional solution and associated services. The anticipated contract term is eight years, with an indicative future notice date of 30 October 2026. The estimated value is £1.5 million excluding any stated currency conversion. Capital City Partnership expects a commercially sustainable model based on an annual service charge and active-user volumes, with implementation and transition priced separately from ongoing services. It also expects transparent pricing for optional functionality and professional services. The procurement is covered by the Government Procurement Agreement, and the buyer is seeking supplier engagement before the formal competition.

The procurement is likely to suit established CRM, case-management and management-information suppliers able to deliver a secure, scalable platform in a complex multi-organisation environment. Relevant experience includes supporting around 1,000 users, 110 organisations, 115,000 client records, 2.5 million activities and interventions, 14,500 employer records and 17,000 vacancies. Strong candidates should be able to provide configurable forms and workflows, role-based access, reporting, document management, data imports and exports, secure data exchange, integrations and public-facing directory functions. The buyer is looking for suppliers with a credible approach to implementation, transition, hosting, service management and long-term product development. Preparation should also cover continuous improvement, innovation, new processes, additional users and organisations, changing service models and collaborative customer engagement.

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Notice Information

Notice Title

Provision of a Multi-Authority Employability, Case Management and Employer Relationship Management Solution

Notice Description

Capital City Partnership (CCP) intends to undertake a procurement exercise for the provision, support, maintenance and ongoing development of a Customer Relationship Management (CRM) and Management Information System (MIS).

Lot Information

Lot 1

Capital City Partnership (CCP) intends to undertake a procurement exercise for the provision, support, maintenance and ongoing development of a Customer Relationship Management (CRM) and Management Information System (MIS) covering - City of Edinburgh - East Lothian - Fife - Midlothian - Scottish Borders - West Lothian The platform supports service delivery across a wide range of organisations involved in employability, skills and related service delivery activities throughout the region. This Prior Information Notice is intended to provide advance notice of the procurement and to encourage engagement from suitably experienced suppliers. CCP currently operates an established regional CRM and Management Information System supporting service delivery across six Local Authority areas. The solution is used by approximately: - 1,000 users - 110 organisations - 115,000 client records - 2.5 million recorded activities and interventions - 14,500 employer records - 17,000 vacancy records The platform supports a range of operational and reporting requirements and provides a critical service supporting frontline delivery, partnership working and performance management. While the primary use of the system is employability and skills delivery, the platform is also used to support wider service delivery activities including Community Learning and Development, work experience and placement management, and public-facing provider directory functionality. CCP intends to procure a solution capable of supporting the current and future requirements of the partnership. The successful supplier will be expected to provide: - CRM and participant management functionality - Case management functionality - Referral management - Action planning and intervention recording - Outcome tracking and reporting - Employer engagement functionality - Vacancy management - Programme and project management functionality - Management information and reporting - Document management - Workflow and configuration tools - Hosting, support and maintenance services - Ongoing development and enhancement services - Service management and governance arrangements CCP is seeking a solution capable of supporting future growth, service development and innovation throughout the contract term of 8 years. The current solution operates in a multi-organisational environment supporting Local Authorities and a wide range of delivery partners. The platform currently supports: - Configurable forms and workflows - Multi-organisation access and permissions - Standard and customised reporting - Document management - Employer engagement and vacancy management - Data imports, exports and secure data exchange processes - Public-facing information directory functionality CCP currently operates a single core user model and is seeking a commercially sustainable and scalable approach to licensing and service provision. The successful supplier will be expected to work collaboratively with CCP throughout the contract term and support: - Continuous improvement - Product development - Service innovation - Additional reporting requirements - New business processes - Additional users and organisations - Future integration requirements - Additional service delivery models where required CCP is particularly interested in understanding how suppliers support long-term product development, customer engagement and technology innovation. CCP is seeking a transparent and scalable commercial model. The anticipated approach is based upon: - An annual service charge - Pricing predicated on active user volumes - Separation of implementation and transition costs from ongoing service costs - Transparent pricing for optional functionality and professional services

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000843545
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP565041
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
OJEU - F1 - Prior Information Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

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

CPV Codes

48445000 - Customer Relation Management software package

72250000 - System and support services

72260000 - Software-related services

72267100 - Maintenance of information technology software

72268000 - Software supply services

72416000 - Application service providers

Notice Value(s)

Tender Value
£1,500,000 £1M-£10M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
22 Sep 20262 weeks ago
Submission Deadline
Not specified
Future Notice Date
30 Oct 20264 weeks to go
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
Capital City Partnership
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EDINBURGH
Postcode
Not specified
Postcode Area
Not specified
Country
Not specified
Major Region (ITL 1)
Not specified
Basic Region (ITL 2)
Not specified
Small Region (ITL 3)
Not specified
Delivery Location
TLM7 Eastern Scotland, TLM72 Clackmannanshire and Fife, TLM73 East Lothian and Midlothian, TLM75 City of Edinburgh, TLM78 West Lothian, TLM91 Scottish Borders
Local Authority
Not specified
Electoral Ward
Not specified
Westminster Constituency
Not specified

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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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.

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