Provision of Licencing for Docusign Intelligent Agreement Management Platform

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Here is the Tender Briefing for the National Transport Authority's DocuSign Intelligent Agreement Management Platform tender:

1. At a glance

2. Scope of Work

The National Transport Authority (NTA) requires a DocuSign authorised reseller to provide SaaS DocuSign eSignature services via the DocuSign Intelligent Agreement Management (IAM) Platform. The contract duration is expected to be four years.

The NTA currently utilises DocuSign software for various functions including finance (approvals, audit information validation), licensing (issuing and signing), procurement (declarations, contract execution), and IT/Compliance (device and remote user access approval). Historically, the NTA has issued approximately 1,250 documents per month using Enterprise Pro Envelopes, with around 278 DocuSign Sender Users. These volumes are provided for information only and do not indicate future usage.

The IAM Platform is required to orchestrate the full agreement lifecycle, extending beyond eSignature to include creation, commitment, and end-to-end management of agreements. It must facilitate sending documents for electronic signature by both internal users and external third parties.

Key functionalities specified for the IAM Platform include:

• End-to-end agreement platform: Functionality beyond just eSignature.
• AI capabilities: To accelerate document preparation and review.
• Smart repository and agreement insights: Specifically mentioning the "Navigator" feature.
• Orchestrated workflows: Utilising "Maestro" and other applications.
• Deeper integration: With Microsoft Dynamics environments.
• Governed, cross-organisation control: To manage agreements across the NTA.
• Business outcomes focus: Emphasising business results over envelope-only economics.

The contract also mandates the "Gold Success" support model from DocuSign. This model encompasses:

• Adoption Services: Including onboarding, use case review, configuration guidance, adoption tools, solution optimization, and ongoing success planning.
• Learning Services: Offering self-paced courses, instructor-led webinars, and skill-building courses.
• Advisory Services Engagement: Providing expert advice for solution enhancement and value maximization.
• Support Services: Including Premier Support with a fast initial response time of less than 4 business hours and global emergency support with a response time of less than 1 hour. Additionally, up to 5 hours annually of advanced API support for existing integrations is required.

An unlimited number of envelopes must be available on the IAM Platform. The Authority reserves the right not to commission any assignments under the contract, depending on its specific requirements.

3. Background & buyer context

The National Transport Authority (NTA) is a statutory non-commercial body operating under the Department of Transport. Established by the Dublin Transport Authority Act 2008 and subsequently renamed and expanded by the Public Transport Regulation Act 2009, the NTA's functions have significantly broadened. Its remit now covers national transport strategy, public transport service procurement, integrated ticketing, network development, licensing of bus services, management of rural transport programmes, provision of bus infrastructure, brand development, regulation of small public service vehicles (taxis, hackneys, limousines), statutory submissions on regional planning, transport data collection, enforcement of EU passenger rights, validation of EU authorisations, and acting as a national conciliation body for electronic toll service providers. The NTA also undertakes non-statutory functions, including planning and funding sustainable transport projects in regional cities, administering the Smarter Travel Workplaces programme, managing the Green Schools Travel programme, and providing accessibility funding. The current procurement is driven by the NTA's ongoing need for efficient and modern agreement management solutions to support its diverse operational functions.

4. Eligibility & selection criteria

Bidders must meet the following criteria to be considered:

• Turnover requirement: Not specified for this tender.
• Insurance: Not specified for this tender.
• Certifications:
• Tenderers must provide evidence that they are DocuSign or an authorised reseller of DocuSign software.
• This evidence must be in the form of DocuSign partnership accreditation.
• The accreditation must be current at the time of tender submission and clearly state its expiry date.
• Failure to submit a valid, up-to-date DocuSign Partner Certificate may result in elimination.
• Past experience: Not specified for this tender.
• Personnel: Not specified for this tender.
• Geographic / facility constraints: Not specified for this tender.

5. Award criteria & scoring

Criterion Weight (%) Sub-criteria