---
title: "Customer Environment System Migration"
ocid: "ocds-r6ebe6-0000509143"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000509143"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000509143.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000509143.json"
source: "Public Contracts Scotland"
current_stage: "Tender"
buyer: "ZERO WASTE SCOTLAND LTD"
published: "2017-09-01"
---

# Customer Environment System Migration

Buyer: ZERO WASTE SCOTLAND LTD  
Current stage: Tender  
OCID: ocds-r6ebe6-0000509143

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000509143)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000509143.json)

## Summary

The procurement process involves Zero Waste Scotland Ltd seeking a contractor for the "Customer Environment System Migration" project, aimed at upgrading their 2011 CRM to a cloud-based system. This tender is classified under the services category, with a focus on environmental protection. The procurement stage is currently in the Tender phase, with the submission deadline set for 2nd October 2017. The work is primarily located in Stirling, although activities may extend to other locations as required. The procedure is an open recruitment method, allowing for broad participation.

This tender presents significant opportunities for businesses specialising in cloud-based CRM solutions and IT services. Companies experienced in data migration, system upgrades, and ongoing technical support will be well-suited to compete for this contract. The successful bidder will not only manage the migration but also provide ongoing support for up to four years, potentially leading to long-term business partnerships with Zero Waste Scotland as they navigate their technological improvements.

## Notice

Zero Waste Scotland currently uses a legacy 2011 CRM solution to manage its customer environment. Zero Waste Scotland wishes to upgrade its customer environment and migrate to an online solution, with the following primary goals: * Reduce data within the system by removing auditing and some inactive data; * Streamline user licensing to minimise costs; * Ensure email and data integrations continue to work; * Replace, upgrade or remove managed solutions in the system; and * Remove all unmanaged solutions

### Lot Information

Lot 1

Zero Waste Scotland wishes to appoint a contractor to fully manage and deliver the migration of the legacy 2011 CRM solution to a cloud-based 2016 / Dynamics 365 online solution (or latest stable release), and thereafter provide ongoing support for the solution for a period of up to 48 months. The contractor will be responsible for identifying a cloud-based solution that is capable of meeting the following minimum requirements: * Upgrade of the current system to a Dynamics 365 online platform; * Upgrade, replace or remove managed and unmanaged solutions as appropriate; * Migrate data with appropriate disaster recovery; and * Provide full testing and validation Following successful upgrade and migration, the contractor will provide access annual support for the cloud-based solution on a call-off basis, including the following: * CRM Support * Scribe * ClickDimensions Support may also be required for engagement and liaison with other Zero Waste Scotland contractors where integration with the CRM is required. The planned support, to include regular customisations, shall not exceed 12 days effort within a calendar year and shall be for an initial period of 24-months, commencing from the 'go live' date of the cloud-based solution. The contract may be extended by a further two 12-month periods to allow for continued annual support. These extensions are subject to continued requirement and satisfactory performance.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2017.

Renewal: Option for two 12-month extensions for continued provision of maintenance and support, subject to continued funding and business need.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP294185 |
| Notice type | PCS Notice - Website Contract Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 1 Sep 2017 |
| Submission deadline | 2 Oct 2017 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 30 Oct 2017 - 31 Mar 2020 |
| 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 | Active |
| Lots status | Active |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | ZERO WASTE SCOTLAND LTD |
| Locality | STIRLING |
| Post town | Falkirk and Stirling |
| Postcode | FK8 1QZ |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM0 Eastern Scotland |
| ITL 3 | TLM02 Perth and Kinross, and Stirling |
| Local authority | Stirling |
| Electoral ward | Stirling North |
| Westminster constituency | Stirling and Strathallan |
| Delivery location | TLM Scotland |

## CPV Codes

### Divisions

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

### Codes

- 72222300 - Information technology services

## Release History

- 1 Sep 2017 at 00:00 - Tender - PCS Notice - Website Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP294185

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP294185&idx=1
  1st September 2017 - Tender Document
- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=SEP294185&idx=2
  1st September 2017 - Supporting Information
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=SEP294185
  Customer Environment System Migration - Zero Waste Scotland currently uses a legacy 2011 CRM solution to manage its customer environment. Zero Waste Scotland wishes to upgrade its customer environment and migrate to an online solution, with the following primary goals: * Reduce data within the system by removing auditing and some inactive data; * Streamline user licensing to minimise costs; * Ensure email and data integrations continue to work; * Replace, upgrade or remove managed solutions in the system; and * Remove all unmanaged solutions

## Notice URLs

- http://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=509143
- http://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx
- http://www.zerowastescotland.org.uk/content/tenders
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000509143
- https://www.publiccontractsscotland.gov.uk
- https://www.publiccontractsscotland.org.uk

## 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-r6ebe6-0000509143. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000509143.json.
