Opportunity

The Provision of a CRM and MDM Solution

  • Buckinghamshire Council

F02: Contract notice

Notice reference: 2022/S 000-023138

Published 19 August 2022, 1:57pm



Section one: Contracting authority

one.1) Name and addresses

Buckinghamshire Council

Walton Street Offices

Aylesbury

HP20 1UA

Contact

Miss Helen Bold

Email

helen.bold@buckinghamshire.gov.uk

Telephone

+44 1296383660

Country

United Kingdom

NUTS code

UKJ13 - Buckinghamshire CC

Internet address(es)

Main address

https://www.buckinghamshire.gov.uk/

Buyer's address

https://www.supplybucksbusiness.org.uk

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

www.supplybucksbusiness.org.uk

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

www.supplybucksbusiness.org.uk

one.4) Type of the contracting authority

Regional or local authority

one.5) Main activity

General public services


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

The Provision of a CRM and MDM Solution

Reference number

DN619010

two.1.2) Main CPV code

  • 48000000 - Software package and information systems

two.1.3) Type of contract

Supplies

two.1.4) Short description

The Buckinghamshire Council seeks tenders from suitably qualified and experienced organisations for the provision of a corporate, modern Customer Relationship Platform (CRM) that supports the Council’s vision of a “Customer First” culture. Our vision is to give residents more free time by making everything they do with the Council faster and easier. We need modern tools to achieve this, harnessing the power of Master Data Management (MDM) to enable a ‘single view of the customer’ and integrate with existing Line of Business systems. This cloud hosted system will provide rich, unfettered data to help promote the seamless digital journey from the Buckinghamshire Council website.

The solution will include (but not be limited to) the following: hosting, licensing, maintenance, upgrades, reporting, consultancy, customisation, configuration, database administration, data cleansing, data migration, Implementation, initial training, ongoing support.

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 48445000 - Customer Relation Management software package
  • 72000000 - IT services: consulting, software development, Internet and support
  • 72212445 - Customer Relation Management software development services

two.2.3) Place of performance

NUTS codes
  • UKJ13 - Buckinghamshire CC
Main site or place of performance

Buckinghamshire

two.2.4) Description of the procurement

The Buckinghamshire Council seeks tenders from suitably qualified and experienced organisations for the provision of a corporate, modern Customer Relationship Platform (CRM) that supports the Council’s vision of a “Customer First” culture. Our vision is to give residents more free time by making everything they do with the Council faster and easier. We need modern tools to achieve this, harnessing the power of Master Data Management (MDM) to enable a ‘single view of the customer’ and integrate with existing Line of Business systems. This cloud hosted system will provide rich, unfettered data to help promote the seamless digital journey from the Buckinghamshire Council website.

The solution will include (but not be limited to) the following: hosting, licensing, maintenance, upgrades, reporting, consultancy, customisation, configuration, database administration, data cleansing, data migration, Implementation, initial training, ongoing support.

We are seeking a collaborative supplier to support our talented Council officers to get the best use and value from the platform assets.

The CRM platform needs to be effective and configurable, fulfilling our high-level requirements of interactive web forms, a customer account, and an integration engine to fulfil integration into our back-office systems. The platform will enable analysis of customer needs so we can shape our services accordingly as we achieve a better understanding of how customers interact across all services. A CRM platform combined with MDM technology will enable residents to track service requests, receive updates electronically, so we can deliver personalised, targeted services and communication to strengthen relationships with our communities.

Our vision is for a platform that touches all service areas, with an emphasis on providing integrations for the more transactional services. We intend to do this through a four-phase programme, as described in the requirements.

The platform will enable future integration and interaction around online booking, payments, live chat, social listening, artificial intelligence, data management, Single Sign On, and several other capabilities. It is important we see no degradation to our existing services, particularly Household Waste with established integrations. This also includes a single sign on into some of our applications, including (but not limited to) our Revenues and Benefits application and our library services application.

The successful supplier will have a track record of delivery of this type of platform and must be able to demonstrate that their platform is currently operational.

The programme to implement this new instance of a CRM platform with MDM capability has five phases, which are as follows:

Phase 0: the build of the core components of the platform – the CRM, case management, interactive web forms, the customer account, the integration engine, and the MDM capabilities. This phase is estimated to begin in January 2023, with a go-live date of July 2023

Phase 1: discovery, design and deployment of the following service areas, including the necessary interactive web forms, case management, and integrations into back-office systems – household waste; revenues and benefits; financial support for our communities; Transport for Bucks; Family Information Service; Client Transport. This phase is estimated to begin in January 2023, with a go-live date of July 2023

Phase 2: discovery, design and deployment of the following service areas, including the necessary interactive web forms, case management, and integrations into back-office systems – registrars; business development; finance; housing; environmental health; land charges; planning; building control; licensing. This phase is estimated to begin May 2023, with a go-live date of November 2023

Phase 3: discovery, design and deployment of the following service areas, including the necessary interactive web forms, case management, and integrations into back-office systems – children’s services; blue badge and bus passes; adult social care; special educational needs team; localism; adult learning; library services; education. This phase is estimated to begin in September 2023, with a go-live date of February 2024

Phase 4: discovery, design and deployment of the following service areas, including the necessary interactive web forms, case management, and integrations into back-office systems – household waste; revenues and benefits; financial support for our communities; strategic development; electoral registration; HS2 team; parking. This phase is estimated to begin in January 2024, with a go-live date of May 2024

It is important that you consider whether you can reach these timescales before a tender is submitted.

Please be aware that there are mandatory requirements and organisations will be excluded from the process if these requirements are not met.

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £2,920,000

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Duration in months

60

This contract is subject to renewal

Yes

Description of renewals

An option to extend for a period, or consecutive periods, of up to sixty (60) months.

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: Yes

Description of options

An option to extend for a period, or consecutive periods, of up to sixty (60) months.

two.2.13) Information about European Union Funds

The procurement is related to a project and/or programme financed by European Union funds: No

two.2.14) Additional information

The estimated contract value covers the 5 year initial term and the possible 60 months extension period.


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

19 September 2022

Local time

3:00pm

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

four.2.7) Conditions for opening of tenders

Date

19 September 2022

Local time

3:30pm


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.4) Procedures for review

six.4.1) Review body

High Courts of Justice

The Royal Court of Justice, The Strand

London

WC2A 2LL

Country

United Kingdom