--- title: "University of Southampton Soft Market Testing Exercise in Relation to the Provision of a Service Management and CRM System to Support the Univeristy's Enabling Services" ocid: "ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9.json" source: "Contracts Finder" current_stage: "Planning" buyer: "UNIVERSITY OF SOUTHAMPTON" published: "2017-12-05" --- # University of Southampton Soft Market Testing Exercise in Relation to the Provision of a Service Management and CRM System to Support the Univeristy's Enabling Services Buyer: UNIVERSITY OF SOUTHAMPTON Current stage: Planning OCID: ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9.json) ## Summary The University of Southampton is conducting a soft market testing exercise for the provision of a Service Management and Customer Relationship Management (CRM) system to support its Enabling Services. This initiative is currently in the planning stage, with an engagement end date set for 23 January 2018. The procurement relates to the software package and information systems category, and the services will be delivered in the South East region of the United Kingdom. Interested parties can access further information and documents through the electronic tendering tool In-Tend. This tender presents a valuable opportunity for software and information systems providers, particularly those with experience in service management and CRM solutions tailored for educational institutions. Businesses specialising in systems that facilitate client interactions, appointment booking, secure record keeping, and data integration with other institutional systems would be particularly well-suited to participate. Engaging in this process could enable firms to establish partnerships with a major university, potentially leading to continued collaboration in the educational sector. ## Notice The University of Southampton is currently exploring a range of System options to support its Enabling Services. The University is keen to explore all options that may be currently available in the marketplace. The University's Enabling Service exists to provide support to students with a disability, including students with long-term health condition, mental health problems and learning difficulties. Students (and applicants) may access support through 1-1 sessions with a specialist practitioner, access to assessments, non-appointment based drop-in sessions, specialist workshops, and development of reasonable adjustments to ensure access to learning & study. The service provides direct support to 6,000 students through appointments, 1:1 support and other interactions; in addition through outreach activity, indirect support is provided to a potential further 5,000 students in line with growing service demand. The service is staffed by 18 core staff, 12 practitioners and 20 consultant assessors and support workers. Any system supporting this service would have around 50 back-end users, 30 concurrent. The University is conducting soft market testing for a system solution that must include the following: - Interactions & enquiry handling - Service/Case/Task Management (record, assign, add notes/docs, update status, view, close) - Appointment Booking, including wait listing - Online self-service access for customers (make/view appointments, upload required documents, etc...) - Online forms (e.g. screening/assessment form, service feedback form, etc.) - Secure record keeping (Interactions, case notes, supporting documents, etc.) - Recording charges and payments - Reporting and dashboards - Audit Trail - Role based access, and partitioning between service areas - Ability to interface with other University systems in order to share necessary data, e.g. financial packages provided by WPM and Agresso; Student Records System - CRM (or link to another CRM) for bulk customer communications to a targeted population This soft market exercise is intended to allow interested organisations with appropriate experience to outline their views and provide impartial information to the University with no commitment to themselves or the University. It is not part of a formal procurement process nor shall the University be committed to carrying out such a process. The ultimate aim is to understand the strengths and weaknesses of the various solutions available to the University to deliver the outcomes above. This is not a call for competition at this stage. Additional information: The University is utilising an electronic tendering tool (In-Tend: https://intendhost.co.uk/universityofsouthampton) to manage this Soft Market Testing Exercise (SMTE) and to communicate with suppliers. All documentation in relation to this SMTE can be downloaded from the In-Tend portal. Suppliers are advised that there will be no hard copy documents issued and all communications with the University including the submission of SMTE questionnaires will be conducted via the In-Tend portal. If you are not already registered as a supplier with the University of Southampton, you will need to register in In-Tend in order to access the SMTE documentation. Once you have logged in as a supplier: click on 'Tenders'; locate the relevant project; and click 'View Details'. Once you are in the project screen, you will be able to register your company against the project and access all documentation by clicking 'Express Interest'. Further instructions for the submission of SMTE questionnaires are below: To submit your return: 1. Log in. 2.Click 'Tenders'. 3. Locate the relevant project. 4. View details. 5. Click on the tab relating to the relevant project stage (e.g. 'Soft Market Testing'). 6. Click on the 'Attach Documents' button and upload your return. 7. Check ALL your response documents are uploaded and displayed in the 'My Tender Return' panel. The system will only permit your organisation to make one return. 8. Click the red 'Submit Return' button. Please note, to preserve the integrity of the SMTE, all queries must be made via the correspondence function within the In-Tend portal. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/5bafe611-9ac3-4e00-87b7-53a98e9e547f | | Notice type | Market Engagement Notice | | Procurement type | Standard | | Procurement category | Not specified | | Procurement method | Not Specified | | Procurement method details | Not specified | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 5 Dec 2017 | | Submission deadline | Not specified | | Future notice date | 23 Jan 2018 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planning | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | UNIVERSITY OF SOUTHAMPTON | | Locality | SOUTHAMPTON | | Post town | Southampton | | Postcode | SO17 1BJ | | Country | England | | ITL 1 | TLJ South East (England) | | ITL 2 | TLJ3 Hampshire and Isle of Wight | | ITL 3 | TLJ32 Southampton | | Local authority | Southampton | | Electoral ward | Portswood | | Westminster constituency | Southampton Test | | Delivery location | TLJ South East (England) | ## CPV Codes ### Divisions - 48 - Software package and information systems ### Codes - 48000000 - Software package and information systems ## Release History - 5 Dec 2017 at 15:15 - Planning - Market Engagement Notice - https://www.contractsfinder.service.gov.uk/Notice/5bafe611-9ac3-4e00-87b7-53a98e9e547f ## Documents - https://www.contractsfinder.service.gov.uk/Notice/5bafe611-9ac3-4e00-87b7-53a98e9e547f 5th December 2017 - Early engagement notice on Contracts Finder - https://in-tendhost.co.uk/universityofsouthampton University of Southampton ## Notice URLs - https://intendhost.co.uk/universityofsouthampton ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-cab5e3ef-3220-467f-bf90-8698b26c87b9.json.