Framework Agreement for the Provision of a Legal Case Management System

Concepts

• wrexham
• anglesey
• caernarfon
• ruthin
• flintshire
• conwy
• information technology
• north wales local authorities
• provision of a legal case management system
• legal case management system

Location

Flintshire and Wrexham: North Wales

Description

This project is to award a Framework Agreement for a single supplier to provide a legal case management system for up to six North Wales Local Authorities. Four of the North Wales Authorities require a Legal Case Management System imminently and the framework agreement will be available for the other two Local Authorities to utilise during the 4 year framework term if they so wish. Contracts will be awarded by each individual Authority with four being awarded following the award of the framework agreement. The system should have the facility support the following: Definable roles and permissions used for access Remote access to all elements of the system Categorisation of matters Tracking the status of matters and work distribution Time recording and billing Document creation and storage – bundling, versioning etc. Detail reporting and case-related metrics Retention policies; easy to archive and delete matters, automated where possible Provision of precedents, templates and workflows to automate routine legal processes Integration with key systems utilised i.e., HMCTS portals, Land Registry etc. Integration with core Microsoft Products, including Word, Outlook, Excel and Share Point, and importantly, secure email functionality. The Councils have completed, or are in the process of, migrating their estate to Microsoft 365 – the system must be compatible with this technology. The system should have a sustainable development pathway

Total Quantity or Scope

Contracts will be awarded by each individual Authority with four being awarded following the award of the framework agreement. The system should have the facility support the following:

Renewal Options

There is potential for the framework to be renewed, however it is more likely that any contracts awarded under the framework will be renewed at different times.

Award Criteria

CPV Codes

• 72000000 - IT services: consulting, software development, Internet and support
• 48000000 - Software package and information systems

Indicators

• This is a one-off contract (no recurrence)
• Renewals are available.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** Instructions 1. Log in to PROACTIS at https://supplierlive.proactisp2p.com 2. If you are already registered on the Proactis portal please Login and start at Step 14 of these instructions if not go to STEP 3 3. Click the “Sign Up” button at the bottom of the window 4. Enter your correct Organisation Name, address and Primary Contact Details. You will need to create the Organisation ID and User Name. If you have a generic email address for your organisation e.g. tenders@xxx.co.uk then please use this as the primary contact email address. 5. Please make a note of the Organisation ID and User Name, then click “Register” 6. You will receive an email asking you to “Click here to activate your account”. This takes you to Enter Organisation Details. 7. Please enter the information requested, click the “>” on the screen and follow the instructions ensuring that you enter all applicable details. 8. In the Classification screen please ensure that you select the Product Classification Codes (CPV Codes) that appear in the tender notice. Please ensure that the selected codes are relevant to your business to ensure that you get notification of opportunities that are of interest. 9. In the Buyers screen please select Denbighshire County Council (you may register with other organisations if you wish) 10. In the Primary Contact Details screen please ensure that all information is complete. (Please see note 4 above) 11. Accept the Terms and Conditions and then click “>”. This takes you to the Welcome window. 12. In the Finish screen please enter a new password and note all your Login details for future reference. 13. Now click “Complete Registration” and you will enter the Supplier Network page. 14. On the centre of the screen click “Opportunities”. This will take you to the list of current opportunities available to you. 15. Click the “>” that relates to this notice, this will take you into the PQQ or Tender Request and click “Register Interest”. Note there may be several opportunities that appear on this screen, please ensure that you select the correct one. 16. In the “Your Opportunities” screen please note the closing time and date for completion of the relevant project. Please review the “Items” tab (Tender stage only) and the Documents tab (PQQ and Tender stages) as there will be information relating to the project held here. The Documents are accessed by clicking the down arrow underneath the General tab. Please ensure that you download all documents to your PC as you will be required to complete and upload some of them as part of your submission. There are instructions on how to complete your submission in the Guidance for Bidders document. 17. You can now either create your response”, or “Decline” this opportunity. Under the terms of this contract the successful supplier(s) will be required to deliver Community Benefits in support of the authority’s economic and social objectives. Accordingly, contract performance conditions may relate in particular to social and environmental considerations. The Community Benefits included in this contract are: Details regarding Community Benefits can be found within the procurement documentation (WA Ref:130588)