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Contract Notice

Cloud-Based Customer Relationship Management (CRM) Solution

  • First published: 21 January 2022
  • Last modified: 21 January 2022
  • This file may not be fully accessible.

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Contents

Summary

OCID:
ocds-kuma6s-117849
Published by:
Life Sciences Hub Wales Ltd
Authority ID:
AA35378
Publication date:
21 January 2022
Deadline date:
14 February 2022
Notice type:
Contract Notice
Has documents:
Yes
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

Life Sciences Hub Wales seeks to procure a cloud-based Customer Relationship Management (CRM) system to enable and support the achievement of its current and future strategic aims and operational requirements. The intention is to procure and implement a fit-for-purpose CRM that is able to facilitate the current types and level of processing whilst providing demonstrable efficiency, immediate added-value and future benefit via additional features, functionality and capabilities. The sourcing and implementation of a fit-for-purpose CRM is considered advantageous for Life Sciences Hub Wales to enable the availability of functionality and enhancements sought by internal users, whilst also streamlining processes and improving internal collaboration, communication, usability, and efficiency. Life Sciences Hub Wales requires that its CRM system if procured, is a scalable solution that meets the organisations current requirements but that is also able to develop to suit future requirements determined by organisational growth, changing business needs and emerging innovation. Further details with regards to the requirement are provided in the Invitation to Tender document.

Full notice text

CONTRACT NOTICE – NATIONAL

SERVICES

1 Authority Details

1.1

Authority Name and Address


Life Sciences Hub Wales

Operations / Procurement, 3 Assembly Square, Cardiff,

Cardiff

CF10 4PL

UK

Adam James-Price

+44 2920467030

adam.james-price@lshubwales.com

http://www.lifescienceshubwales.com
www.sell2wales.gov.wales
www.sell2wales.gov.wales (as per the Invitation to Tender)

1.2

Address from which documentation may be obtained

As in 1.1

1.3

Completed documents must be returned to:

As in 1.1

2 Contract Details

2.1

Title

Cloud-Based Customer Relationship Management (CRM) Solution

2.2

Description of the goods or services required

Life Sciences Hub Wales seeks to procure a cloud-based Customer Relationship Management (CRM) system to enable and support the achievement of its current and future strategic aims and operational requirements.

The intention is to procure and implement a fit-for-purpose CRM that is able to facilitate the current types and level of processing whilst providing demonstrable efficiency, immediate added-value and future benefit via additional features, functionality and capabilities.

The sourcing and implementation of a fit-for-purpose CRM is considered advantageous for Life Sciences Hub Wales to enable the availability of functionality and enhancements sought by internal users, whilst also streamlining processes and improving internal collaboration, communication, usability, and efficiency.

Life Sciences Hub Wales requires that its CRM system if procured, is a scalable solution that meets the organisations current requirements but that is also able to develop to suit future requirements determined by organisational growth, changing business needs and emerging innovation.

Further details with regards to the requirement are provided in the Invitation to Tender document.

NOTE: To register your interest in this notice and obtain any additional information please visit the Sell2Wales Web Site at https://www.sell2wales.gov.wales/Search/Search_Switch.aspx?ID=117849.

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx.

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

2.3

Notice Coding and Classification

48445000 Customer Relation Management software package
48480000 Sales, marketing and business intelligence software package
48481000 Sales or marketing software package
48482000 Business intelligence software package
72212445 Customer Relation Management software development services
1022 Cardiff and Vale of Glamorgan

2.4

Total quantity or scope of tender

As per the Invitation to Tender document:

The proposed Contract length is an initial 12-months, with the option to extend up to a further 36-months, in separate 12-month instalments on each occasion, at the sole discretion of Life Sciences Hub Wales.

The anticipated Contract value is up to £96,000 (excluding VAT) for Year 1, and up to £20,000 (excluding VAT) for Years 2+.

[Note that Life Sciences Hub Wales make no commitment to the final value of the Contract nor to the volume of work to be let under the agreement].

The number of CRM user licences required, including planned recruitment for next 12-months is 40.

3 Conditions for Participation

3.1

Minimum standards and qualification required

As per the Invitation to Tender document:

The Assessment Process is comprised of three parts as detailed below:

1. Qualification Questionnaire;

2. Quality Award Criteria; and

3. Commercial Award Criteria.

Tenderers are required to respond to each part in full in order for their submission to be deemed compliant and eligible for inclusion within the evaluation process.

The Qualification Questionnaire, provided as a supporting template for completion entitled ‘CRM Qualification Questionnaire (LSHW.001.2022)’ includes a number of qualifying questions wherein Tenderers must self-certify that their CRM solution meets the Life Sciences Hub Wales minimum requirements (by responding as instructed in each instance).

The Qualification Questionnaire includes a number of Pass / Fail questions; unless otherwise clearly stated, wherever a question is stated as Pass / Fail a response of ‘No’ will be deemed as a failure to meet the Life Sciences Hub Wales minimum requirements and will invalidate the Tenderers response. The response will be discounted and will not be evaluated further.

The Qualification Questionnaire refers to a CRM Requirements Questionnaire for completion as part of the qualification process; the CRM Requirements Questionnaire, provided as a supporting template for completion entitled ‘CRM Requirements Questionnaire (LSHW.001.2022)’, requires Tenderers to self-certify whether their CRM solution is able to meet the Life Sciences Hub Wales functionality requirements.

In completing the CRM Requirements Questionnaire Tenderers must meet a minimum of 95% (120/126) of the Life Sciences Hub Wales Mandatory Requirements to be considered eligible for inclusion within the tender evaluation process. A score of less than 95% (less than 120/126) will invalidate the Tenderers response and discount it from further evaluation.

Responses that meet all of the Qualification Questionnaire criteria (including a CRM Requirements Questionnaire score of at least 95%) will progress to the next stage of the evaluation process; the Quality and Commercial evaluation.

4 Administrative Information

4.1

Type of Procedure

Single stage

4.2

Reference number attributed to the notice by the contracting authority

LSHW/001/2022

4.3

Time Limits

Time-limit for receipt of completed tenders
    14-02-2022  Time  14:00

Estimated award date
 14-03-2022

4.5

Language or languages in which tenders or requests to participate can be drawn up

EN 

4.6

Tender Submission Postbox

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.sell2wales.gov.wales/sitehelp/help_guides.aspx

5 Other Information

5.1

Additional Information

Full details of the requirement and assessment process (including award criteria) are provided in the Invitation to Tender document.

(WA Ref:117849)

5.2

Additional Documentation

Invitation to Tender for the Provision of a CRM Solution (LSHW.001.2022)
CRM Qualification Questionnaire (LSHW.001.2022)
CRM Requirements Questionnaire (LSHW.001.2022)
CRM Commercial Response Workbook (LSHW.001.2022)

5.3

Publication date of this notice

 21-01-2022

Coding

Commodity categories

ID Title Parent category
48482000 Business intelligence software package Sales, marketing and business intelligence software package
72212445 Customer Relation Management software development services Programming services of application software
48445000 Customer Relation Management software package Financial analysis and accounting software package
48481000 Sales or marketing software package Sales, marketing and business intelligence software package
48480000 Sales, marketing and business intelligence software package Business transaction and personal business software package

Delivery locations

ID Description
1022 Cardiff and Vale of Glamorgan

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

Document family

Notice details
Publication date:
21 January 2022
Deadline date:
14 February 2022 00:00
Notice type:
Contract Notice
Authority name:
Life Sciences Hub Wales Ltd
Publication date:
14 March 2022
Notice type:
Contract Award Notice
Authority name:
Life Sciences Hub Wales Ltd

About the buyer

Main contact:
adam.james-price@lshubwales.com
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
24/01/2022 11:26
ADDED FILE: ITT Clarification Schedule - Cloud-Based Customer Relationship Management (CRM) Solution (v1)
The first iteration of the Invitation to Tender (ITT) Clarification Schedule.
07/02/2022 13:17
ADDED FILE: ITT Clarification Schedule - Cloud-Based Customer Relationship Management (CRM) Solution (v2)
The second iteration of the Invitation to Tender (ITT) Clarification Schedule.
08/02/2022 09:23
ADDED FILE: ITT Clarification Schedule - Cloud-Based Customer Relationship Management (CRM) Solution (v3)
The third iteration of the Invitation to Tender (ITT) Clarification Schedule.
08/02/2022 09:32
ADDED FILE: ITT Clarification Schedule - Cloud-Based Customer Relationship Management (CRM) Solution (v4)
The fourth iteration of the Invitation to Tender (ITT) Clarification Schedule.
09/02/2022 17:38
ADDED FILE: ITT Clarification Schedule - Cloud-Based Customer Relationship Management (CRM) Solution (v5)
The fifth iteration of the Invitation to Tender (ITT) Clarification Schedule.
10/02/2022 13:29
ADDED FILE: ITT Clarification Schedule - Cloud-Based Customer Relationship Management (CRM) Solution (v6)
The sixth and final iteration of the Invitation to Tender (ITT) Clarification Schedule.

Postbox

The awarding buyer has indicated that it will accept electronic responses to this notice via the Tender Submission Postbox facility.

Submit your tender response electronically in a secure environment.

To create an electronic response please click the "Add to my interest list" button at the top of the page.

For more information on the Postbox Facility please refer to the user guide:

Additional Documents

The following additional documents have been attached to this notice. To obtain these documents please select the individual file names below.

Current documents

pdf
pdf83.92 KB
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docx
docx94.85 KB
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docx
docx80.25 KB
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pdf
xlsx
xlsx34.70 KB
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Replaced documents

There are no previous versions of these documents.


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