Published date: 13 November 2019

Last edited date: 13 November 2019

This notice was replaced on 3 December 2019

This notice does not contain the most up-to-date information about this procurement. The most recent notice is:

Awarded contract (published 3 December 2019)

Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.


Contract summary

Industry

  • Document creation software package - 48310000

Location of contract

Any region

Value of contract

£1 to £96,000

Procurement reference

tender_222723/810192

Published date

13 November 2019

Closing date

15 November 2019

Contract start date

9 December 2019

Contract end date

8 December 2023

Contract type

Service contract

Procedure type

Open procedure (below threshold)

Any interested supplier may submit a tender in response to an opportunity notice.

This procedure can be used for procurements below the relevant contract value threshold.

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

No

Description

The National Lottery Community Fund is currently rolling out a replacement grant management system, built upon Salesforce as the underlying platform technology.

The requirement outlined in this tender is for document generation services requirement for Salesforce - specifically, a cloud-based solution that:

1) Provides automatic merge functionality enabling us to merge fields from Salesforce standard and custom objects (eg contact details, organisation details, programme name, amount awarded) into templates. The finished output is expected to be generated in either .docx, .xlsx or .pdf formats (depending on what we require for the situation).
2) Supports templates (eg in .docx format) containing standard copy and specific fields for merge functionality. (For illustration, we prepare documents for offer letters and reports prepared in advance of panel meetings.)
3) Supports conditional processing within templates - for example, if Salesforce field 'A' contains value 'X', then use paragraph text 'P'; if value 'Y' then use paragraph text 'Q'.
4) Works based on automatic triggers rather than manual action. Our requirement is that on a given event, document generation should be triggered. Example: moving a funding request to 'Offer' status to trigger a workflow that automatically generates an offer letter, with all relevant Salesforce fields merged and included within the document.
5) Is natively integrated with the Salesforce platform, rather than needing to be administered outside of Salesforce.
6) Is provided and billed on a per-event / per-document basis rather than on a per-user basis.
7) Is a cloud-based, software-as-a-service solution that does not require installation of any additional software on Fund machines.
8) Works whether Salesforce Shield Platform Encryption is enabled or not.

From a service level perspective, we require a solution backed by at least a 99.5% uptime service guarantee.

We anticipate requiring between 6,000-10,000 'events' or 'triggers' per year - in other words, an automatic trigger resulting in the generation of a document containing merged Salesforce fields.

More information

Links

About the buyer

Address

1 Plough Place
LONDON
EC4A 1DE
England

Telephone

01213457653

Email

procurement@tnlcommunityfund.org.uk

Website

https://tnlcommunityfund.bravosolution.co.uk