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

DFG Tenders Online

April 2017

Background

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)

Current Practice

Multiple Quotes

Framework Agreement

Schedule of Rates

0% 10% 20% 30% 40% 50% 60% 70%

Requested Features

Online Access

Small/Local Builders

Accredited Builders Only

Discounts on Materials

Instant Quotations

Feedback on Performance

Flexible Specifications

0 1 2 3 4 5

Tried and Trusted Solution• Previous version used on hundreds

of live projects since 2002

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

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

dfgtenders.co.uk

Free 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 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.

Step 1• Foundations add each HIA to the system and sets up Logins

and User Access.

Step 2• The HIA Logs into the system

and sets up the Materials Template.

Step 3• HIA asks Local Contractors to Register on the system at:

HIA-name.DFGTenders.co.uk

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

system.

Step 5• Once Accepted the Contractors are asked to Login and

complete the Business Material Pricing Matrix.

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.

Step 7• Once the Consumer has been added to the System the HIA

can complete the Specification list

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.

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.

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)

Paul Smithpauls@foundations.uk.com