Customer Relationship Management (CRM) and a Marketing Automation platform

{
    "tag": [
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    "id": "ocds-h6vhtk-06688b-2026-03-12T14:48:26Z",
    "date": "2026-03-12T14:48:26Z",
    "ocid": "ocds-h6vhtk-06688b",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-PPON-PTPM-4795-PZBG",
            "name": "Prifysgol Bangor / Bangor University",
            "identifier": {
                "scheme": "GB-PPON",
                "id": "PTPM-4795-PZBG"
            },
            "address": {
                "streetAddress": "Finance Office",
                "locality": "Bangor",
                "postalCode": "LL57 2TR",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKL12"
            },
            "contactPoint": {
                "email": "e.wells@bangor.ac.uk"
            },
            "roles": [
                "buyer"
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            "details": {
                "url": "http://www.bangor.ac.uk",
                "classifications": [
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                        "id": "publicAuthoritySubCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - sub-central government"
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                    {
                        "id": "GB-WLS",
                        "scheme": "UK_CA_DEVOLVED_REGULATIONS",
                        "description": "Welsh devolved regulations apply"
                    }
                ]
            }
        }
    ],
    "buyer": {
        "id": "GB-PPON-PTPM-4795-PZBG",
        "name": "Prifysgol Bangor / Bangor University"
    },
    "planning": {
        "noEngagementNoticeRationale": "No engagement undertaken, therefore PME Notice wasn't required"
    },
    "tender": {
        "id": "BU0772025",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Customer Relationship Management (CRM) and a Marketing Automation platform",
        "description": "The University requires an enterprise-grade solution that integrates the functionality of Customer Relationship Management (CRM) and a Marketing Automation platform. This solution will transform student recruitment operations by moving from scattered data silos to a centralised, intelligence-led engagement strategy.",
        "status": "active",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "72212445",
                        "description": "Customer Relation Management software development services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKL12",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amountGross": 4341600,
            "amount": 3618000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Competitive flexible procedure",
        "procedure": {
            "features": "It is envisaged that the CFP will be conducted in the following stages. Please note, stages are subject to change. More information about the stages will be available in the Invitation to Tender instructions. 1. Procedure The Authority has designed a single stage process incorporating both selection and award criteria, followed by a negotiation stage with the preferred bidder. 2. Structure of the Procedure The procedure will consist of the following steps: Stage 1 -- Combined Selection and Award Submission Suppliers will submit, at the same time: * Responses to exclusion grounds * Responses to selection criteria (PSQ) * Responses to award criteria (ITT) The Authority will assess exclusion grounds and selection criteria first. Only suppliers who meet the selection requirements will have their tender responses evaluated. The Authority will not evaluate tender responses from suppliers who fail the selection stage. Stage 2 -- Identification of the Preferred Bidder Following evaluation of tender criteria, the Authority will identify the most advantageous tender in accordance with the published evaluation methodology. This supplier will be designated the Preferred Bidder. Stage 3 -- Negotiation with the Preferred Bidder The Authority intends to enter into a limited negotiation with the Preferred Bidder. The purpose of this negotiation is to: * Clarify aspects of the tender * Refine the solution where beneficial * Confirm deliverability and value for money * Resolve any outstanding commercial or technical points 3. Final Tender and Contract Award Following completion of negotiations, the Preferred Bidder will submit a Final Tender reflecting any agreed clarifications or refinements. The Authority will assess the Final Tender for compliance and value for money before making an award decision."
        },
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "coveredBy": [
            "GPA"
        ],
        "submissionMethodDetails": "https://etenderwales.ukp.app.jaggaer.com/home.html. ITT code: itt_123694 - Customer Relationship Management (CRM) system",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en",
                "cy"
            ]
        },
        "tenderPeriod": {
            "endDate": "2026-04-17T12:00:00+01:00"
        },
        "enquiryPeriod": {
            "endDate": "2026-03-27T12:00:00+00:00"
        },
        "awardPeriod": {
            "endDate": "2026-05-18T23:59:59+01:00"
        },
        "lots": [
            {
                "id": "1",
                "status": "active",
                "value": {
                    "amountGross": 4341600,
                    "amount": 3618000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Functional Requirements",
                            "description": "The functional requirements will include: Data Architecture & Governance Marketing Automation & Intelligence Channels & Interaction Reporting & Analytics Integration Scope Data Migration Scope Non-Functional Requirements",
                            "numbers": [
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                                    "number": 48,
                                    "weight": "percentageExact"
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                        {
                            "type": "quality",
                            "name": "Presentation",
                            "numbers": [
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                                    "number": 12,
                                    "weight": "percentageExact"
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                            ]
                        }
                    ]
                },
                "selectionCriteria": {
                    "criteria": [
                        {
                            "type": "economic",
                            "description": "Please refer to details on eTenderWales eProcurement portal The Tenderer must have a Credit Safe Score of >=30 The Successful Tenderer must have: Employer's (Compulsory) Liability Insurance = PS5m Public Liability Insurance = PS2m Professional Indemnity Insurance = PS2m Cyber Insurance = PS1m"
                        },
                        {
                            "type": "technical",
                            "description": "Please refer to details on eTenderWales eProcurement portal"
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-07-01T00:00:00+01:00",
                    "endDate": "2031-06-30T23:59:59+01:00",
                    "maxExtentDate": "2033-06-30T23:59:59+01:00"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "2 x 12 month extensions. Extensions will be used at the sole discretion of the contracting authority. The contracts will be managed and performance monitored throughout the duration of the contract which will support any option to extend. Ongoing requirements and service scope will also be considered."
                },
                "hasOptions": true,
                "options": {
                    "description": "If, during the term of the Contract, the Provider develops new or enhanced service features that improve outcomes, deliver additional public benefit, or offer demonstrable value for money to Bangor University and its Students, the Authority may elect to adopt these enhancements in accordance with the Procurement Act 2023 and the Contract's modification provisions. Any enhancements incorporated into the Contract will be subject to mutually agreed commercial terms and documented through the appropriate contract modification process."
                }
            }
        ],
        "documents": [
            {
                "id": "L-1",
                "documentType": "biddingDocuments",
                "description": "All tender documents are available on the etenderwales eProcurement portal.",
                "url": "https://etenderwales.ukp.app.jaggaer.com/home.html"
            },
            {
                "id": "L-2",
                "documentType": "technicalSpecifications",
                "description": "Technical requirements are available on the etenderwales portal.",
                "url": "https://etenderwales.ukp.app.jaggaer.com/home.html"
            },
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest",
                "description": "Not published"
            },
            {
                "id": "022403-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/022403-2026",
                "datePublished": "2026-03-12T14:48:26Z",
                "format": "text/html"
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        ],
        "hasRecurrence": true,
        "recurrence": {
            "dates": [
                {
                    "startDate": "2033-03-01T23:59:59+00:00"
                }
            ]
        },
        "riskDetails": "KPI's are stated in the Tender pack."
    },
    "language": "en"
}