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Development & Alumni CRM

University Of Edinburgh

This public procurement record has 3 releases in its history.

Award

15 Jul 2020 at 01:00

OJEU - F3 - Contract Award Notice
Tender

29 Oct 2019 at 00:00

OJEU - F2 - Contract Notice
Planning

01 May 2019 at 01:00

OJEU - F1 - Prior Information Notice
Summary of the contracting process

The University of Edinburgh is conducting a procurement process for the "Development & Alumni CRM" project, which aims to secure a SaaS CRM software suitable for the charity fundraising sector. This major initiative involves software implementation, including data migration, support, maintenance, and training. The procurement is carried out via an open procedure through the Public Contracts Scotland - Tender portal, with the submission deadline having been set for 15th May 2019. The procurement falls under the services category and is located in Edinburgh, with the project marked under the education classification.

This tender represents a significant opportunity for businesses specialising in software development, implementation, and support in the charity sector, particularly those with experience in CRM solutions. Companies that can demonstrate a robust track record in delivering similar projects, along with the necessary financial stability, will be well-positioned to compete for this engagement. The University operates a large alumni network, and successful bidders may have the potential for future collaborations and expansions with the institution.

How relevant is this notice?

Notice Information

Notice Title

Development & Alumni CRM

Notice Description

The high level scope of this procurement is as follows: - SaaS CRM Software, appropriate for charity fundraising sector - Implementation, including data migration - Support & maintenance - Training This procurement will be conducted via the Public Contracts Scotland - Tender portal (PCS-T). We will apply a one stage Open procedure. Bidders must self-certify their adherence to the conditions of participation via the ESPD (Scotland) in PCS-T, and may be required to submit Means of Proof before contract award. Bidders must refer to the specific requirements listed in the Section III in this OJEU Contract Notice when completing the ESPD in PCS-T.

Lot Information

Lot 1

Institutional context The Development and Alumni department exists to build a community of friends and supporters throughout the world, building long-term relationships with our alumni and supporters, by creating imaginative alumni and fundraising programmes and events, and working in partnership with all areas of the University https://www.ed.ac.uk/alumni. As expectations of, and demand for our services grows, so does the need to deliver efficient and effective solutions that support University objectives in relation to developing a lifelong community, supporting the student experience and excellence in teaching and research https://www.ed.ac.uk/giving. Development and Alumni maintains the 'golden copy' of alumni and donor data on behalf of the University. As one of the four ancient Scottish Universities, we also maintain the General Council register of members http://www.general-council.ed.ac.uk/. The department processes philanthropic income on behalf of the University of Edinburgh Development Trust, a registered charity with OSCR https://www.ed.ac.uk/giving/development-trust. Dimensions The University has over 200,000 contactable alumni globally, to whom we offer benefits, services and opportunities to continue to engage with the institution. We send over 2million communications annually to our alumni and supporters. This includes everything from volunteering opportunities, mailed fundraising appeals, our alumni magazine, electronic newsletters, through to highly tailored donor relations communications. As part of the sector-wide Ross CASE survey, the department is consistently highly benchmarked against other UK HE institutions, particularly in our legacy and telethon programmes. In the last financial year we raised 42m GBP, supporting everything from student scholarships, ground breaking research and capital projects. As for the wider charity sector, we follow best practice in fundraising and must adapt to evolving sector policies and regulations in fundraising, as well as those relating to data protection, GDPR and PECR. The high level scope of this procurement is as follows: - SaaS CRM Software, appropriate for charity fundraising sector - Implementation, including data migration - Support & maintenance - Training. Economic operators may be excluded from this competition if there are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015

Options: - Software licence cost for 100 users - Enhanced support packages - Alternative training packages & storage costs - Optional modules, features or functionality not required to meet the University's requirements, but which can be purchased as separate add ons e.g. system APIs or reporting tools that may not be part of the core solution but could bring added value.

Renewal: Option to extend for an additional + 3 years + 2 years (5 + 3 + 2)

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-r6ebe6-0000582133
Publication Source
Public Contracts Scotland
Latest Notice
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL390483
Current Stage
Award
All Stages
Planning, Tender, Award

Procurement Classification

Notice Type
OJEU - F3 - Contract Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

72 - IT services: consulting, software development, Internet and support

CPV Codes

48445000 - Customer Relation Management software package

72212445 - Customer Relation Management software development services

Notice Value(s)

Tender Value
£1,200,000 £1M-£10M
Lots Value
£1,200,000 £1M-£10M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
15 Jul 20206 years ago
Submission Deadline
2 Dec 2019Expired
Future Notice Date
12 Aug 2019Expired
Award Date
15 Jul 20206 years ago
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Cancelled
Lots Status
Cancelled
Awards Status
Unsuccessful
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
University Of Edinburgh
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EDINBURGH
Postcode
EH1 1HT
Postcode Area
Edinburgh
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM13 City of Edinburgh
Delivery Location
TLM75 City of Edinburgh
Local Authority
City of Edinburgh
Electoral Ward
City Centre
Westminster Constituency
Edinburgh East and Musselburgh

Further Information

Notice Documents

  • https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=MAY353327&idx=1
    3rd May 2019 - D&A CRM PIN Information
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY353327
    Development & Alumni CRM - The Development and Alumni department exists to build a community of friends and supporters throughout the world, building long-term relationships with our alumni and supporters, by creating imaginative alumni and fundraising programmes and events, and working in partnership with all areas of the University https://www.ed.ac.uk/alumni. The publication of this PIN is being used to undertake preliminary market consultation and inform the market of the University's intention to procure a CRM for Development and Alumni activities, via the OJEU. High level requirements and further information on the preliminary market consultation phase can be found in 'Development & Alumni CRM PIN Information'.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT370586
    Development & Alumni CRM - The high level scope of this procurement is as follows: - SaaS CRM Software, appropriate for charity fundraising sector - Implementation, including data migration - Support & maintenance - Training This procurement will be conducted via the Public Contracts Scotland - Tender portal (PCS-T). We will apply a one stage Open procedure. Bidders must self-certify their adherence to the conditions of participation via the ESPD (Scotland) in PCS-T, and may be required to submit Means of Proof before contract award. Bidders must refer to the specific requirements listed in the Section III in this OJEU Contract Notice when completing the ESPD in PCS-T.
  • https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL390483
    Development & Alumni CRM - The high level scope of this procurement is as follows: - SaaS CRM Software, appropriate for charity fundraising sector - Implementation, including data migration - Support & maintenance - Training This procurement will be conducted via the Public Contracts Scotland - Tender portal (PCS-T). We will apply a one stage Open procedure. Bidders must self-certify their adherence to the conditions of participation via the ESPD (Scotland) in PCS-T, and may be required to submit Means of Proof before contract award. Bidders must refer to the specific requirements listed in the Section III in this OJEU Contract Notice when completing the ESPD in PCS-T.

Open Contracting Data Standard (OCDS)

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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