Tender for Resource Management Software

Tender for Resource Management Software

Merseyrail is seeking to appoint a software provider who has a proven track record of supplying and implementing a Resource Management Software and Support Solution.

United Kingdom-Liverpool: Scheduling and productivity software package

2015/S 155-286170

Contract notice – utilities


Directive 2004/17/EC

Section I: Contracting entity

I.1)Name, addresses and contact point(s)

Merseyrail Electrics 2002 Ltd
Rail House, Lord Nelson Street
For the attention of: Tomasz Drost
L1 1JF Liverpool
Telephone: +44 1519552092
E-mail: tdrost@merseyrail.org

Internet address(es):

General address of the contracting entity: http://www.merseyrail.org

Further information can be obtained from: The above mentioned contact point(s)

Specifications and additional documents (including documents for a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)

Tenders or requests to participate must be sent to: The above mentioned contact point(s)

I.2)Main activity

Railway services

I.3)Contract award on behalf of other contracting entities

The contracting entity is purchasing on behalf of other contracting entities: no

Section II: Object of the contract


II.1.1)Title attributed to the contract by the contracting entity:

Resource Management Software and Support for Merseyrail Electrics 2002 Ltd.

II.1.2)Type of contract and location of works, place of delivery or of performance

Service category No 7: Computer and related services
Main site or location of works, place of delivery or of performance: Merseyside.

NUTS code UKD5

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s):

Merseyrail is seeking to appoint a software provider who has a proven track record of supplying and implementing a Resource Management Software and Support Solution. The software can be cloud based, hosted or in-house with an agreed level of support. The software will be required to roster staff working on a shift based system, preferably within the railway industry.
The solution must be capable of supporting Merseyrail as it moves through a period of potential change. It is fair to expect that our workforce will need to be more flexible and agile, will be using mobile technology on a daily basis from work locations that are not fixed. Managers will need the tools to support this flexible workforce and employees will need systems that are easy and quick to operate.
The system will be expected to roster a minimum of 1 300 employees who will work standard hours, shift work, away from home working locations, shift swapping and working at a number of locations during the shift. However staff numbers will fluctuate and any proposed system needs to fully support fluctuations in staffing levels.
The provider will be responsible for all aspects of the implementation, provide consultation during implementation, commissioning, training and post-implementation support.
As a minimum requirement, prospective bidders must demonstrate that the proposed system will support the following core modules:
— Provide a robust and up to date and future proof Resource management system in line with current compliance requirements which will cover train, station and engineering staff;
— Indicate employee attendance status and absence types;
— Manage the rosters to industry standards and guidelines, as set by Railway regulatory bodies;
— Store data for the purpose of generating reports;
— Have self-service functionality that allows employees to manage their attendance;
— Absence management — planning for absence, real time monitoring;
— Provide Actual and real time registration of attendance;
— Provide Integrated Rostering and T and A Solutions with ability to link to third party payroll solution (Northgate, Resource Link);
— Manage roster specific competencies;
— Fatigue Risk Index calculation.
The proposed contract will be for a minimum of 5 years but consideration will be given to contracts of greater duration if these are commercially advantageous and present no risk to Merseyrail. The value detailed at section II.2.1 reflects the estimated value for a 5 year contract. Full specification and approval requirements will be provided at tender stage.
Further details on Merseyrail Electrics 2002 Ltd are provided at section VI.3.

II.1.6)Common procurement vocabulary (CPV)

48330000, 48332000

II.1.7)Information about Government Procurement Agreement (GPA)

The contract is covered by the Government Procurement Agreement (GPA): no

II.1.8)Information about lots

This contract is divided into lots: no

II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract

II.2.1)Total quantity or scope:

Resource Management Software and Support.
Estimated value excluding VAT
Range: between 500 000 and 600 000 GBP

II.2.2)Information about options

Options: no

II.2.3)Information about renewals

This contract is subject to renewal: yes
Number of possible renewals: 1
In the case of renewable contracts, estimated time-frame for subsequent calls for competition:
in months: 60 (from the award of the contract)

II.3)Duration of the contract or time limit for completion

Duration in months: 60 (from the award of the contract)

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract

III.1.1)Deposits and guarantees required:

Relevant details will be sent to the shortlisted companies. However, public liability, product liability, employer liability and professional liability indemnity insurance must be in place and responses to this notice should indicate the extent of these insurances. Copies of these insurance certificates should be provided.

III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:

Details will be provided to the shortlisted companies.
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:

III.1.4)Other particular conditions:

The performance of the contract is subject to particular conditions: yes
Description of particular conditions: Bidders who satisfy any of the criteria for rejection set out in Regulation 23, 24, 25, 26 and/or 27, Public Contracts Regulations 2006 shall be treated as ineligible. Bidders may be requested to provide such evidence as is reasonably necessary to allow Merseyrail Electrics 2002 Ltd to establish that the aforementioned criteria do not apply to them.
III.2)Conditions for participation

III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers

Information and formalities necessary for evaluating if the requirements are met: Experience and formal competency in delivering the goods/services as detailed (include examples). Demonstrate a track record of delivering relevant goods/services within rail / light rail.
The PQQ must be completed and returned in accordance with the instructions by the deadline listed in section IV.3.4 of this Contract Notice.

III.2.2)Economic and financial ability

Information and formalities necessary for evaluating if the requirements are met: Hold relevant qualifications and meet all industry legislation / regulations with references to the products/services detailed.
The PQQ must be completed and returned in accordance with the instructions by the deadline listed in section IV.3.4 of this contract Notice.

III.2.3)Technical capacity

Information and formalities necessary for evaluating if the requirements are met: Must have the ability and resources to provide the software and support for Merseyrail’s Resource Management requirements.
The PQQ must be completed and returned in accordance with the instructions by the deadline listed in section IV.3.4 of this contract Notice.
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts

III.3.1)Information about a particular profession

Execution of the service is reserved to a particular profession: no

III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

IV.1)Type of procedure

IV.1.1)Type of procedure

Some candidates have already been selected (if appropriate under certain types of negotiated procedures): no
IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications or in the invitation to tender or to negotiate

IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information

IV.3.1)File reference number attributed by the contracting entity:

TDR15-018 Resource Management Software

IV.3.2)Previous publication(s) concerning the same contract


IV.3.3)Conditions for obtaining specifications and additional documents

Time limit for receipt of requests for documents or for accessing documents: 15.9.2015 – 17:00
Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

16.9.2015 – 12:00

IV.3.5)Language(s) in which tenders or requests to participate may be drawn up

IV.3.6)Minimum time frame during which the tenderer must maintain the tender
IV.3.7)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about European Union funds

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

VI.3)Additional information:

Merseyrail is an urban commuter train operating network of vital importance to the transport infrastructure of Liverpool and Merseyside. In view of the ongoing regeneration of the city, rail will play a major role in the economic life of the region and be a vital part in the urban transport network which, thanks to the efforts of Merseytravel, is already ‘multi-modal’ with combined tickets valid on trains, buses and ferries.
At a glance:
— 75 route miles, outer termini at Southport, Ormskirk, Kirkby, Hunts Cross on the Northern Line, and New Brighton, West Kirby, Chester and Ellesmere Port on the Wirral Line;
— Core city centre underground network, including 6,5 miles in tunnels and 5 underground stations;
— Underground section includes the original Mersey railway tunnel opened in 1886;
— Approximately 100 000 passenger journeys per weekday or 36 000 000 passenger journeys per annum;
— Nearly 50 % of passengers are daily users;
— 67 stations of which 66 are managed by Merseyrail;
— One of the most intensively used networks in the UK with over 800 train services daily (Monday to Friday);
— Clock face, regular interval timetable (15 minute frequencies, increasing to 5 minute on city centre sections);
— Approximately 1 280 staff;
— A fleet of 59 fully refurbished electric multiple units.
Merseyrail is a unique concession in the UK as the Department for Transport has been delegated by Parliament to the Merseyside Passenger Transport Executive (Merseytravel) and the concession agreement is between Merseyrail and Merseytravel. This gives much better local control by local people of local services. Another unique feature is the length of the concession which is 25 years from 20.7.2003 with review dates along the way.
The concession is operated by Merseyrail Electrics 2002 Ltd, a 50/50 Joint Venture company between Serco and Abellio. Merseyrail operates the Wirral Line and the Northern Line.
Merseyrail is seeking to appoint a software provider who has a proven track record of supplying and implementing a Resource Management Software and Support Solution
Please see section II.1.5 for additional description of the requirements.

Bidders are requested to express an interest in this procurement by emailing Merseyrail at tdrost@merseyrail.org Interested parties will be issued with the Pre-Qualification Documentation which they are requested to complete by the deadline of no later than 12 noon 16.9.2015 and all supporting documentation per section III.2 Conditions for Participation.

VI.4)Procedures for appeal

VI.4.1)Body responsible for appeal procedures

See section VI.4.2

Body responsible for mediation procedures

See section VI.4.2

VI.4.2)Lodging of appeals

Precise information on deadline(s) for lodging appeals: Merseyrail Electrics 2002 Ltd will incorporate a standstill period, following award of the framework. The period shall commence on the day following award notification, and shall be in accordance with The Utilities Contracts Regulations 2006, and all subsequent amendments and directives. At present, this standstill period shall be no less than 10 calendar days. This period allows unsuccessful tenders to seek further debriefing from Merseyrail Electrics 2002 Ltd before the contract is entered into.
The Utilities Contracts Regulations 2006 as amended provide for aggrieved parties who have been harmed, or at risk of harm by a breach of the rules, to take action. Any such action must be brought within 30 days of the date when the aggrieved party knew or ought reasonably have known about the alleged breach. Where a contract has not been entered into, the Court may order the setting aside of the award decision, or order the authority to amend any document and may award damages. If the contract has been entered into, the Court may only award damages.

VI.4.3)Service from which information about the lodging of appeals may be obtained

See Section VI.4.2

VI.5)Date of dispatch of this notice: