{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef-2024-02-22T10:37:58Z",
    "date": "2024-02-22T10:37:58Z",
    "ocid": "ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef",
    "language": "en",
    "initiationType": "tender",
    "tender": {
        "id": "1.11.4.4554",
        "title": "The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)",
        "description": "HSE requires TMS/CRM that meets the following requirements: System/user functionality * Sales pipeline, enquiry and lead tracking functionality. * Course management list providing users with a view of course title, date(s), locations and uptake. * Option to add custom fields to courses and products (e.g. category/ies, course owner, related task tracking etc). * Ability to assign courses, leads and enquiries to users and create user-based task lists. * Delegate management functionality to show current / past bookings, transaction history, communications, certificates issued, notes and additional information. * Fully customisable booking fields to collect course booker and delegate information, and additional data such as industry sector, job role, marketing questions etc. * Multiple payment method options (i.e. credit / debit card and invoicing), with the requirement to upload documents as part of the booking process (i.e. copies of purchase orders for invoice payments). * Ability to process an unlimited number of courses, delegates and client records. * Ability to assign different levels of user permission / access, including viewing courses of specific categories, read-only access etc. * Automated communications including booking confirmations / receipts, joining instructions and follow up emails. HSE must be able to customise and add new templates for different courses and activities. * Option to manually communicate en masse with delegates and clients by course or type, by email and/or SMS. * Automatic generation of delegate certificates for batch printing and/or emailing, using HSE's own certificate template(s). * Ability to bulk upload / import customer and client records into the solution. * Ability to extract / export / download all data from the solution at any time into a commonly readable format (e.g. CSV, XLS etc). * The following self-service reporting functionality... o Standard / pre-built reports - including but not limited to course viability, delegate attendance, registration documents, financial performance, sales pipeline, customer information. o Custom reports - customisable query fields including finance, invoicing, delegate and customer information, and custom fields such as customer type and course category. o Reports exportable in formats such as XLS, CSV etc. o Optional integration with HSE data reporting and visualiastion platforms (i.e. Microsoft PowerBI) Additional information: All tender documents are available via the HSE In-Tend supplier e-procurement portal. All responses and requests for clarification must be submitted via the portal. Registration is free of charge and can be completed via the following link: https://in-tendhost.co.uk/hse",
        "datePublished": "2024-02-22T10:37:58Z",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "48000000",
            "description": "Software package and information systems"
        },
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "region": "England",
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 1,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure (below threshold)",
        "tenderPeriod": {
            "endDate": "2024-03-07T13:00:00Z"
        },
        "contractPeriod": {
            "startDate": "2024-04-01T00:00:00+01:00",
            "endDate": "2027-03-31T23:59:59+01:00"
        },
        "suitability": {
            "sme": true,
            "vcse": false
        },
        "mainProcurementCategory": "services",
        "documents": [
            {
                "id": "1",
                "documentType": "tenderNotice",
                "description": "Opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/fcff0f8e-14df-45d2-bb6f-dc548caa458b",
                "datePublished": "2024-02-22T10:37:58Z",
                "format": "text/html",
                "language": "en"
            }
        ]
    },
    "parties": [
        {
            "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/vpJD4jvD",
            "name": "Health & Safety Executive",
            "identifier": {
                "legalName": "Health & Safety Executive",
                "scheme": "GB-SRS",
                "id": "sid4gov.cabinetoffice.gov.uk/vpJD4jvD"
            },
            "address": {
                "streetAddress": "Redgrave Court,Merton Road",
                "locality": "BOOTLE",
                "postalCode": "L207HS",
                "countryName": "England"
            },
            "contactPoint": {
                "name": "Tenders@hse.gov.uk",
                "email": "Tenders@hse.gov.uk"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SRS-sid4gov.cabinetoffice.gov.uk/vpJD4jvD",
        "name": "Health & Safety Executive"
    }
}