Enterprise Portfolio Management System

Concepts

• software package
• leeds
• england
• enterprise portfolio management
• enterprise portfolio management system
• effective delivery of our capital investment portfolio
• information systems
• investment management
• enterprise portfolio management capability
• capital investment portfolio plans

Location

LEEDS

Description

Highways England aim to implement a step-change in enterprise portfolio management capability. To support this ambition, we are seeking to procure an Enterprise Portfolio Management (EPM) cloud-based software solution/system that will support the effective delivery of our capital investment portfolio. This contract will be let for an initial 48 month duration, with the option to extend for a further 12 months.

Total Quantity or Scope

The EPM solution will be used to host and dynamically maintain Highways England’s baselines in line with approved change control and investment decisions. It will provide the ability to undertake proactive risk analysis and scenario modelling that will provide more effective advice towards robust investment decision-making. Looking forward, it will also provide the foundation to develop value-based plans that contribute towards the development of future capital portfolio investment strategies. Purpose of EPM The primary purpose of EPM software solution is to support effective management of our capital investment portfolio data through the replacement of multiple offline Microsoft based tools with a centralised, multi criteria IT system/platform. In addition to operational efficiency benefits, this solution will ensure that capital investment portfolio plans and data are more readily accessible and transparent across the Highways England organisation. The platform needs to meet the following criteria and characteristics: • Provide a comprehensive view of Highways England’s capital portfolio investment plan and baseline that provides a ‘single version of the truth’ that is readily available to the business. • Embed an EPM software solution to deliver enhanced capital portfolio management capabilities that are aligned to Highways England’s Information Vision and Strategy. • Host and dynamically maintain Highways England baselines, manage change and undertake proactive risk analysis to advice and support robust investment decision making. • Support a value outcome and benefits-based approach for development of future RIS (Road Investment Strategy), road planning strategy and decision making. • Enhance ability to optimise capital portfolio investment plans that maximise benefits delivered from Highways England’s capital projects and critical assets within a defined set of constraints e.g. strategic objectives, budget, schedule and customer impact; and to, • Improve flexibility and agility to evolve future RIS planning and management; and provide the opportunity for longer term asset-based decision making. The 9 Capabilities Highways England requires 9 capabilities that will meet the overarching aims and principal objectives of EPM, with 7 bringing a step change to capital portfolio management capability. These are: CPM Core Capabilities 1. Portfolio Baseline Management and communication 2. Portfolio / Project Governance and Change Control 3. Capital Baselines and portfolio performance impact assessments analysis and reporting 4. Portfolio, Regional / Programme investment decision forum advice 5. Understanding Portfolio and Project Value, Outcomes and Benefits 6. ‘What if’ Scenario modelling & Optimisation 7. Portfolio Planning / Future RIS Planning HE Future Capabilities 8. CAPEX and OPEX planning 9. Asset Based Investment decision making The accompanying EPM Tender Scope and Requirements document explains the need in more detail.

CPV Codes

• 48000000 - Software package and information systems
• 48411000 - Investment management software package
• 48462000 - Mathematical or forecasting software package
• 48482000 - Business intelligence software package
• 48600000 - Database and operating software package
• 48900000 - Miscellaneous software package and computer systems

Indicators

• Bids should cover the whole contract.
• Renewals are not available.
• Staff qualifications are relevant.
• Award on basis of price and quality.

Other Information

The Contracting Authority intends to use an eTendering system in this procurement exercise. Suppliers Instructions on How to take part in this Tender: 1. Register your company on the eSourcing portal (this is only required once) - Browse to the e-Sourcing Portal: https://highways.bravosolution.co.uk and click the link to register - Accept the terms and conditions and click 'continue' - Enter your correct business and user details - Note the username you chose and click 'Save' when complete - You will shortly receive an email with your unique password (please keep this secure). 2. Express an Interest in the tender - Login to the portal with the username/password - Click the 'PQQs/ITTs Open to All Suppliers' link. (These are Pre- Qualification Questionnaires or Invitations to Tender open to any registered supplier) - Click on the relevant PQQ/ITT to access the content - Click the 'Express Interest' button at the top of this page - This will move the PQQ/ITT into your 'My PQQs/ My ITT's page. (This is a secure area reserved for your projects only) - You can now access any attachments by clicking the 'Buyer Attachments' in the 'PQQ/ITT Details box. 3. Responding to the tender - Click 'My Response' under 'PQQ/ITT Details' , you can choose to 'Create Response' or 'Decline to Respond' (please give a reason if declining) - You can now use the 'Messages' function to communicate with the buyer and seek any clarification - Note the deadline for completion, then follow the onscreen instructions to complete the PQQ/ITT - There may be a mixture of online and offline actions for you to perform (there is detailed online help available) You must then submit your reply using the 'Submit Response' button at the top of the page. If you require any further assistance please consult the online help, or contact the eTendering help desk. The successful tenderer will be required to sign the Highways England Fair Payment Charter as a condition of acceptance of their tender. As a supplier/organisation looking to bid for public sector contracts you should be aware that tender documentation for contracts over £10,000 GBP will be published on a single website and made available to the public. You should also be aware that if your bid is successful the resulting contract will be published. In some circumstances, limited redactions will be made to tender documentation and/or contracts before they are published in order to comply with existing law, to protect commercial interests and for the protection of national security. Highways England are committed to ensuring public sector procurement is used, where possible, to promote skills training and open up apprenticeship opportunities on public sector projects and programmes. The tenderer with the most economically advantageous tender will be required to accept the Highways England Fair Payment Charter as a condition of acceptance of their tender.