dfg tenders online

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DFG Tenders OnlineApril 2017

National Body for Home Improvement AgenciesImproving Delivery of the Disabled Facilities Grant

Background

Sector Survey 2016Questions on current procurement practiceRequired features for new system17 ReturnsAll deliver DFG funded adaptationsAverage budget 1.4m (Range 300k to 5m)

Current Practice

Requested Features

Tried and Trusted SolutionPrevious version used on hundreds of live projects since 2002

How it worksSchedule of standard works items for a shower adaptationLocal builders submit their prices for each itemTechnical officer inputs quantities for each jobSystem generates instant quote from every contractorChoose successful quote instant email to contractor

Initial Roll OutTo ensure that the system works perfectly we are restricting the initial roll-out to just 20 Home Improvement Agencies / Local AuthoritiesIf you are interested in being involved, please contact:pauls@foundations.uk.com

dfgtenders.co.ukFree to use for HIAs and Local AuthoritiesSmall charge to builders on awarded jobs

DFG Tender PortalThe 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.

DFG Tender PortalThe DFG Tenders - Home Adaptations Portal is broken into 4 sections -Foundations DFG Tender SystemIndividual Local Authority Home Improvement Agencies HIAsLocal Contractors within a specific Local Authority HIACustomers who wish to apply for a Disabled Facility Grant.

Step 1Foundations add each HIA to the system and sets up Logins and User Access.

Step 2The HIA Logs into the system and sets up the Materials Template.

Step 3HIA asks Local Contractors to Register on the system at: HIA-name.DFGTenders.co.uk

Step 4HIA to Accept new Contractors who have registered on the system.

Step 5Once Accepted the Contractors are asked to Login and complete the Business Material Pricing Matrix.

Step 6Once 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.

Step 7Once the Consumer has been added to the System the HIA can complete the Specification list

Step 8Once 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.

Step 9The 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.

Step 10The Contractor goes out and completes the job to the HIAs 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)

Paul Smithpauls@foundations.uk.com