3. Sector Survey 2016
• Questions on
• current procurement practice
• Required features for new system
• 17 Returns
• All deliver DFG funded adaptations
• Average budget £1.4m (Range £300k to £5m)
4. Current Practice
0% 10% 20% 30% 40% 50% 60% 70%
Multiple Quotes
Framework Agreement
Schedule of Rates
5. Requested Features
0 1 2 3 4 5
Online Access
Small/Local Builders
Accredited Builders Only
Discounts on Materials
Instant Quotations
Feedback on Performance
Flexible Specifications
6. Tried and Trusted Solution
• Previous version used on hundreds
of live projects since 2002
7. How it works
• Schedule of standard works items for a shower adaptation
• Local builders submit their prices for each item
• Technical officer inputs quantities for each job
• System generates instant quote from every contractor
• Choose successful quote – instant email to contractor
8. Initial Roll Out
• To ensure that the system works perfectly we are restricting
the initial roll-out to just 20 Home Improvement Agencies /
Local Authorities
• If you are interested in being involved, please contact:
• pauls@foundations.uk.com
10. DFG Tender Portal
The Foundations DFG Tenders - Home Adaptation Portal is
built on the 4CRM Software Platform, which is supplied by
Siteon Limited.
4CRM is an advanced Customer Relationship Management
Platform used by all types of small to medium size businesses
as well as Charities and Local Authority Departments to help
them look after their customers and their business
relationships.
11. DFG Tender Portal
• The DFG Tenders - Home Adaptations Portal is broken into 4
sections -
• Foundations – DFG Tender System
• Individual Local Authority Home Improvement Agencies – HIA’s
• Local Contractors within a specific Local Authority – HIA
• Customers who wish to apply for a Disabled Facility Grant.
12. Step 1
• Foundations add each HIA to the system and sets up Logins
and User Access.
13. Step 2
• The HIA Logs into the system
and sets up the
Materials Template.
14.
15.
16.
17. Step 3
• HIA asks Local Contractors to Register on the system at:
HIA-name.DFGTenders.co.uk
18.
19. Step 4
• HIA to Accept new Contractors who have registered on the
system.
20.
21. Step 5
• Once Accepted the Contractors are asked to Login and
complete the Business Material Pricing Matrix.
22.
23.
24.
25.
26.
27. Step 6
• Once the Contractors complete the Business Material Pricing
Matrix the HIA is ready to add Customers to the System who
want to apply for a Disabled Facilities Grant.
28.
29. Step 7
• Once the Consumer has been added to the System the HIA
can complete the Specification list
30.
31.
32. Step 8
• Once the Customers Specification has been added the HIA
can select the, ‘Save & Calculate’ button at the bottom, which
produces a list of Contractors Prices for the Job.
33. Step 9
• The HIA then selects one of the Contractors from the list and
clicks the, ‘Send Estimate to Selected Contractor’ button,
which sends a Quote to them via email which they open to
electronically Accept the Job.
34.
35. Step 10
• The Contractor goes out and completes the job to the HIA’s
specification.
• The Contractor can take photos and upload them to the
Documents section in the Foundations Portal.
• The Client can rate and review the contractor (optional)
