Supply Case Management Solution to University of Bristol

Supply Case Management Solution to University of Bristol

The University of Bristol has approved a business case to procure a Case Management solution to manage emails and documents.

United Kingdom-Bristol: Software package and information systems

2017/S 223-463971

Contract notice


Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

University of Bristol
1-9 Old Park Hill
United Kingdom
Telephone: +44 01179546369
NUTS code: UKK11Internet address(es):Main address:

I.2)Joint procurement


The procurement documents are available for unrestricted and full direct access, free of charge, at:
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via:
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity


Section II: Object

II.1)Scope of the procurement


Reference number: IT-0116-034-PC_370

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

The provision of a modern and flexible IT solution for Legal Case Management, the hosting of which is the responsibility of the Supplier.

II.1.5)Estimated total value

Value excluding VAT: 900 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no

II.2.2)Additional CPV code(s)


II.2.3)Place of performance

NUTS code: UKK11
Main site or place of performance:


II.2.4)Description of the procurement:

The University of Bristol (UoB) has approved a business case to procure a Case Management solution to manage emails and documents relating to:

— Research (and research-related) grant and contract applications and awards, which will be used jointly by the Research and Enterprise Development (RED) and Finance Services Divisions,

— Separately, legal cases, which will be used by the University Secretary’s Office (SecO).

Whilst this is one business case, we view the implementation of the Case Management solution to manage (i) research (and research-related) applications and awards, (ii) and legal cases, as separate instances of the Case Management solution.

The Research and Enterprise Development (RED) Department works with academics, researchers, students and entrepreneur communities within and outside of UoB to bid for research and enterprise-related grants and contracts, and to manage contractual negotiations. RED and Finance Services have a requirement for a Case Management solution to enable it to effectively and efficiently manage detailed contractual negotiations and related communications throughout the pre-award lifecycle from application to award covering areas such as: the terms and conditions of the scheme; ethical governance implications; managing the process of contract negotiations with funders and research and enterprise partners. It is intended that a Case Management solution will form part of a wider solution to manage and administer research and enterprise-related grants and contracts.

The University Secretary’s Office (SecO) provides a wide range of advice and support on legal and compliance issues to all academic and professional departments of the University. The Office’s responsibilities include work in the areas of property and commercial law, employment law, intellectual property, insurance, risk management, data protection, freedom of information, staff and student mediation and dispute resolution, appeals and discipline. SecO has a requirement to use a Case Management solution to manage their case load in all these areas, as well as to provide management information for the team to support workload management and internal reporting requirements.

Potentially staff in any department of the University may require access to the system.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

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

Duration in months: 120
This contract is subject to renewal: no

II.2.9)Information about the limits on the number of candidates to be invited

Envisaged number of candidates: 5
Objective criteria for choosing the limited number of candidates:

UoB will apply the criteria set out within the Selection Questionnaire.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: yes
Description of options:

The initial contract period will be for 5 years with options to extend for a maximum of a further 5 years. The contract period indicated in 11.2.7 assumes that the options to extend are exercised in full.

II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

III.1.2)Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure


IV.1.1)Type of procedure

Restricted procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

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

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

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

Date: 19/12/2017
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

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


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

Duration in months: 6 (from the date stated for receipt of tender)
IV.2.7)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Royal Courts of Justice
United Kingdom
VI.4.2)Body responsible for mediation procedures

VI.4.3)Review procedure

Precise information on deadline(s) for review procedures:

Bidders have the right to appeal as set out in the Public Contracts Regulations 2015. Proceedings under the Public Contracts Regulations 2015 are time limited and any such proceedings must be brought in the High Court of England and Wales.

VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:



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