Tender

Portfolio Information Management System

  • West Yorkshire Combined Authority

UK4: Tender notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2025/S 000-040488

Procurement identifier (OCID): ocds-h6vhtk-050665

Published 16 July 2025, 11:59am

Last edited 16 July 2025, 12:10pm

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This notice has been edited. The previous version is still available.

Added Stage 1 submission deadline information into the Competitive flexible procedure description

Scope

Reference

PIMS

Description

The current version of the Portfolio Information Management System (PIMS) was implemented by the West Yorkshire Combined Authority in 2018. The system was developed to improve the transparency and consistency of information for projects that were being delivered by the Combined Authority and its delivery partners, and because of that, improve the efficiency of monitoring and reporting information. Since then, WYCA has expanded its portfolio significantly - from 200 to over 800 project sites - and the existing system has struggled to keep pace. Key challenges include: • Outdated technology architecture. • Manual, resource-intensive updates. • Limited reporting and dashboarding capabilities. • A lack of scalability for growing governance and assurance needs. In response, WYCA's Strategic Portfolio Office (SPO) has engaged internal stakeholders throughout WYCA and reviewed lessons learned to define the vision for a future-ready system. We are now seeking a development partner to provide a new system that delivers improved functionality, efficiency, and user experience. Project Objectives The new PIMS should enable the following key outcomes: 1. Up-to-Date Project Visibility Provide reliable, real-time access to performance, financials, and status across all live and completed projects. 2. Streamlined Reporting Offer configurable dashboards and automated reporting (including Power BI integration) for users at all levels - from project teams to senior leaders. 3. Data-Driven Decision Making Support robust evaluation and assurance through consistent data capture aligned with WYCA's Evaluation Strategy. 4. System Integration Seamlessly integrate with WYCA's existing tools and infrastructure, including Microsoft Office 365, CI Anywhere, and CRM platforms. 5. Operational Efficiency Reduce administrative burden through bulk updates, workflow automation, and smart form validation. 6. User Adoption & Confidence Be intuitive and trusted - so much so that it could be confidentl

Total value (estimated)

  • £600,000 excluding VAT
  • £720,000 including VAT

Above the relevant threshold

Contract dates (estimated)

  • 31 October 2025 to 30 October 2029
  • Possible extension to 30 October 2031
  • 6 years

Description of possible extension:

2 optional extensions of 24Months available

Main procurement category

Services

CPV classifications

  • 48612000 - Database-management system
  • 48000000 - Software package and information systems
  • 72000000 - IT services: consulting, software development, Internet and support
  • 72300000 - Data services

Contract locations

  • UKE4 - West Yorkshire

Participation

Particular suitability

  • Small and medium-sized enterprises (SME)
  • Voluntary, community and social enterprises (VCSE)

Submission

Enquiry deadline

23 July 2025, 5:00pm

Submission type

Tenders

Tender submission deadline

15 September 2025, 12:00pm

Submission address and any special instructions

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

4 October 2025


Award criteria

This table contains award criteria for this lot
Name Type Weighting
Stage 2 Pricing evaluation Price 30%
Stage 1 Pass/Fail & Quality Questions Quality 20%
Stage 2 Requirements Matrix Quality 20%
Stage 2 Quality Questions Quality 10%
Stage 2 Presentations Quality 10%
Stage 2 Social Value Quality 10%

Other information

Conflicts assessment prepared/revised

Yes


Procedure

Procedure type

Competitive flexible procedure

Competitive flexible procedure description

This procurement is a two-stage competitive tendering procedure (a "competitive flexible procedure") as permitted by the PA 2023: (a) Stage 1 is the submission by each Tenderer of a response to the Procurement Specific Questionnaire by the applicable Deadline and the assessment of each such Procurement Specific Questionnaire submission received by the Combined Authority in accordance with this ITT; and (b) Stage 2 is the invitation by the Combined Authority of all those Tenderers selected to participate further in this tender process to submit a Tender (following assessment of each Procurement Specific Questionnaire submission) and the assessment of each Tender submission received by the Combined Authority in accordance with this ITT. Minimum of top 3 scoring Tenderers on the scored questions under the Conditions of Participation will be selected to be invited to submit a Stage 2 Tender under this procurement process. Stage 1 deadline submission is 12PM (noon) on 07/08/2025


Contracting authority

West Yorkshire Combined Authority

  • Public Procurement Organisation Number: PHYG-7328-ZLQJ

Wellington House, 40-50 Wellington Street

Leeds

LS1 2DE

United Kingdom

Contact name: Przemek Dudek

Telephone: +44 01132517272

Email: Przemek.Dudek@westyorks-ca.gov.uk

Website: https://www.westyorks-ca.gov.uk

Region: UKE42 - Leeds

Organisation type: Public authority - sub-central government