United Kingdom52 days leftOpen

Regulatory Case Management and Integrated Document Management Solution

Tender Overview

LOCATION

Outer London - West and North West, United Kingdom

VALUE

£2,559,999

DEADLINE

March 27, 2026 at 00:00

CATEGORY

Other

CPV CODE

30196000

REFERENCE

004858-2026

Project Timeline

Contact Information

View Original

Original Tender Description

The London Borough of Barnet is undertaking Pre-Market Engagement (PME) to gather insights and inform its procurement strategy for a comprehensive regulatory case management solution with integrated electronic document and records management capabilities. This solution will support multiple council services by streamlining workflows, ensuring compliance, and improving user experience. Purpose of Engagement: Assess market capability and interest, Gather feedback on proposed service requirements, Understand innovation and best practices, Inform the final procurement approach. Scope of Services: Our current platform supports end-to-end case management and document handling across the following service areas: Planning Building Control Gazetteer (LLPG/LSG) Public Protection (including Community Safety, Counter Fraud, Environmental Health, Food Safety, Scientific Services, Trading Standards) Commercial and Property Licensing Housing Regulatory Services The future solution should deliver: Integrated case and document management for Regulatory Services. Workflow automation to improve efficiency and compliance. Robust search and retrieval capabilities, including metadata and Gazetteer integration. Scalable architecture (cloud-native or SaaS preferred) with strong security and accessibility compliance. Interoperability with existing council systems (GIS, CRM, finance, and reporting tools). Online license application and payment functionality, as well as mobile inspection solutions Ideally a full Gazetteer Management System solution including: Full GMS solution for LLPG and LSG Type 3 LSG (including ASD) Commitment to ensuring solution keeps pace with requirements and best practice to allow authority to deliver compliant LLPG and LSG commitments under DSA Ability to maintain BLPU provenance polygons Efficient workflows including batch process for updating multiple properties based on common address change scenarios Comprehensive access to authority (and relevant database tables) data to support bespoke data extraction and reporting (expectation of select access to database tables and views, or comprehensive API) Ability to store a limited number of local (non-DTF field) data including officer notes If not a full GMS solution, then: BS7666 compliant gazetteer tool for use by system modules Automation of imports and updates, both Full and sequential Change Only Updates, in latest DTF specification Commitment to maintain gazetteer tool in line with national best practice and specifications Solution for non-DTF data use including BLPU provenance polygons Supplier Engagement. We want to hear from a range of suppliers, including local and national SMEs, to ensure a best-value mix and assess the benefits and dis-benefits of different delivery models. This includes: A like-for-like replacement for our current integrated platform. Modular or disaggregated approaches that deliver case management and document management capabilities across one, several, or all of the above service areas. Suppliers should demonstrate: Proven experience in delivering regulatory case management solutions for local authorities. Integrated Electronic Document & Records Management (EDRMS) functionality. Compliance with UK data protection, accessibility, and security standards. Innovation in areas such as cloud deployment, AI-assisted document classification, and user experience design. Contract Details Estimated Total Value: Up to £266k annually Contract Term: To be determined as part of pre-market exercise. Current contract is a 3-year term, though end solution may be multiple call-off contracts. Engagement Process: Supplier Engagement Event: Tuesday 3 February 2026 2pm – 4pm via Microsoft Teams. Interested suppliers should confirm their participation in the Supplier Engagement Event by midday Monday 2nd February to Joshua Henry Joshua.Henry@Barnet.gov.uk. Please ensure Email subject is named 'Regulatory Case Management Pre Market Engagement Event' To view this notice, please click here: https://londonbarnet.delta-esourcing.com/delta/viewNotice.html?noticeId=1006800540
⚠️

MANDATORY EXCLUSION GROUNDS

  • No specific mandatory exclusion grounds are provided for this Pre-Market Engagement (PME).

ELIGIBILITY REQUIREMENTS

  • Suppliers must be interested in providing a comprehensive regulatory case management solution with integrated electronic document and records management capabilities.
  • Suppliers can be local or national Small and Medium-sized Enterprises (SMEs).
  • Suppliers must be able to participate in the Supplier Engagement Event.
  • Suppliers must confirm their participation in the Supplier Engagement Event by midday Monday 2nd February 2026.
  • Suppliers must send their confirmation email to Joshua.Henry@Barnet.gov.uk.
  • Suppliers must ensure the email subject is 'Regulatory Case Management Pre Market Engagement Event'.
🔧

TECHNICAL CAPABILITY REQUIREMENTS

  • Ability to provide an integrated case and document management solution for Regulatory Services.
  • Capability for workflow automation to improve efficiency and compliance.
  • Robust search and retrieval capabilities, including metadata and Gazetteer integration.
  • Ability to provide scalable architecture, with cloud-native or SaaS preferred.
  • Capability to ensure strong security and accessibility compliance.
  • Interoperability with existing council systems (GIS, CRM, finance, and reporting tools).
  • Online license application and payment functionality.
  • Mobile inspection solutions.
  • **Ideally, capability to provide a full Gazetteer Management System (GMS) solution including:**
  • Full GMS solution for LLPG and LSG Type 3 LSG (including ASD).
  • Commitment to ensuring the solution keeps pace with requirements and best practice to allow authority to deliver compliant LLPG and LSG commitments under DSA.
  • Ability to maintain BLPU provenance polygons.
  • Efficient workflows, including batch process for updating multiple properties based on common address change scenarios.
  • Comprehensive access to authority data (expectation of select access to database tables and views, or comprehensive API).
  • Ability to store a limited number of local (non-DTF field) data, including officer notes.
  • **If not a full GMS solution, then capability to provide:**
  • BS7666 compliant gazetteer tool for use by system modules.
  • Automation of imports and updates, both Full and sequential Change Only Updates, in the latest DTF specification.
  • Commitment to maintain the gazetteer tool in line with national best practice and specifications.
  • Solution for non-DTF data use, including BLPU provenance polygons.
  • Proven experience in delivering regulatory case management solutions for local authorities.
  • Integrated Electronic Document & Records Management (EDRMS) functionality.
  • Compliance with UK data protection, accessibility, and security standards.
  • Ability to demonstrate innovation in areas such as cloud deployment, AI-assisted document classification, and user experience design.
  • Ability to offer a like-for-like replacement for the current integrated platform.
  • Ability to offer modular or disaggregated approaches that deliver case management and document management capabilities across one, several, or all specified service areas (Planning, Building Control, Gazetteer, Public Protection, Commercial and Property Licensing, Housing Regulatory Services).
💰

FINANCIAL REQUIREMENTS

  • No specific financial requirements are stated for participation in this Pre-Market Engagement. The estimated contract value (up to £266k annually or £2,559,999.0 EUR over 48 months) is for the future contract, not for PME participation.
📋

SUBMISSION REQUIREMENTS

  • Confirm participation in the Supplier Engagement Event by midday Monday 2nd February 2026.
  • Send confirmation email to Joshua.Henry@Barnet.gov.uk.
  • Ensure the email subject is 'Regulatory Case Management Pre Market Engagement Event'.

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HTM
Planning Notice
General Information004858-2026.html
Summary:
The London Borough of Barnet is conducting pre-market engagement for a comprehensive regulatory case management solution with integrated electronic document and records management, inviting suppliers to an event to gather insights for its procurement strategy.
DOC
OCDS Record
OCDS Data004858-2026_ocds_record.json
Summary:
The London Borough of Barnet is conducting pre-market engagement to gather insights for a comprehensive regulatory case management and electronic document management solution, inviting suppliers to an event to inform its future procurement strategy.
DOC
OCDS Release Package
OCDS Data004858-2026_ocds_release.json
Summary:
This OCDS data package provides structured information about the London Borough of Barnet's Pre-Market Engagement for a comprehensive regulatory case management solution, detailing the buyer, contact person, and the planning phase of the procurement.
PDF
Official PDF Version
Administrative Documents004858-2026_official.pdf
Summary:
London Borough of Barnet is conducting pre-market engagement to inform its procurement strategy for a comprehensive regulatory case management solution with integrated EDRMS and GMS, inviting suppliers to an engagement event on February 3, 2026.

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75
Good

Tender Quality Score

This Pre-Market Engagement (PME) notice is generally well-structured and clear, effectively outlining the scope and purpose of the upcoming procurement for a regulatory case management solution. While it provides good detail for market engagement, some aspects typical of a formal tender, such as defined procedure type and evaluation criteria, are understandably absent at this stage.

Score Breakdown

Legal Compliance75/100

As a Pre-Market Engagement, the tender is not subject to the full legal compliance requirements of a formal procurement. The PME itself appears to adhere to principles of fair market engagement. The absence of a defined 'Type' and 'Procedure' is noted but acceptable for this preliminary stage. The future tender submission deadline is reasonable.

Procedure type and code are not defined (though acceptable for PME)
Mandatory disclosure requirements for a formal tender are not fully met (e.g., full tender documents, detailed evaluation criteria)
Clarity80/100

The description of the required solution, including the detailed Gazetteer Management System (GMS) options, is clear and unambiguous. The purpose of the PME is well-articulated. However, the absence of specified evaluation criteria, even for a PME, could leave suppliers uncertain about future priorities.

Evaluation criteria for the future procurement are not specified
Completeness70/100

The notice provides essential information such as title, organization, reference, estimated value, duration, and CPV codes. Requirements for the solution are well-defined. However, the 'Type' and 'Procedure' fields are empty, and detailed evaluation criteria are missing, which would be critical for a formal tender.

Tender 'Type' and 'Procedure' are not specified
Evaluation criteria are not defined
Fairness85/100

The PME explicitly encourages participation from a range of suppliers, including SMEs, and considers different delivery models, promoting broad market interest. The estimated value is disclosed. Requirements for the solution are specific but offer alternatives (e.g., for GMS), indicating they are not overtly tailored. However, the short registration deadline for the PME event could limit participation.

Short registration deadline for the PME event (1 day from today's date to Feb 2nd) could limit supplier participation
Absence of evaluation criteria impacts transparency for the future tender
Practicality65/100

The notice provides a direct URL for viewing, and the contract start date and duration are specified for the future contract. Financing information is available. However, the PME event registration is email-based rather than through a dedicated e-procurement portal, which is less streamlined.

PME event registration is email-based, not via a formal e-procurement system
Data Consistency90/100

All key fields are populated, and there are no indications of disputes or suspensions. Dates provided (PME event, future submission, contract start) are logical and consistent with the overall timeline.

Sustainability50/100

The tender explicitly mentions innovation in areas like cloud deployment and AI-assisted document classification, which is a positive aspect. However, it does not explicitly include green procurement or social criteria, nor is it indicated as EU funded.

No explicit green procurement criteria
No explicit social criteria

Strengths

Clear and detailed description of solution requirements, including GMS options
Explicitly encourages participation from SMEs and considers modular approaches
Estimated contract value and duration are disclosed
Good data consistency across key fields
Focus on innovation (cloud, AI, UX) for the future solution

Concerns

Absence of defined procedure type and evaluation criteria for the future procurement
Short registration deadline for the Pre-Market Engagement event
PME event registration is email-based, not integrated into an e-procurement platform
Lack of explicit green or social sustainability criteria

Recommendations

1. For the formal tender, clearly define the procurement procedure type and comprehensive evaluation criteria.
2. Ensure future market engagement activities allow for more generous response times to maximize supplier participation.
3. Integrate all future engagement and submission processes into the e-procurement platform for enhanced practicality and transparency.

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B
Tender Quality Score
75/ 100 · Good

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