Engagement (Business to Business) CRM Systems and Associated Services

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    "date": "2023-03-31T00:00:00Z",
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    "parties": [
        {
            "id": "org-120",
            "name": "APUC",
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                "legalName": "APUC"
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            "address": {
                "streetAddress": "Unit 27, Stirling Business Centre, Wellgreen",
                "locality": "Stirling",
                "region": "UKM77",
                "postalCode": "FK8 2DZ"
            },
            "contactPoint": {
                "name": "Michael McLaughlin",
                "email": "mmclaughlin@apuc-scot.ac.uk",
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    "tender": {
        "id": "ITS1057AP",
        "title": "Engagement (Business to Business) CRM Systems and Associated Services",
        "description": "The Authority is seeking Contractor(s) for the supply of Engagement (Business to Business) CRM Systems and Associated Services to form a framework agreement, accessible to the UK Higher and Further Education institutions. APUC will tender utilising a vanguard institution. The requirements will reflect at University of Aberdeen, who may award on the basis of this Framework Agreement.",
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        "value": {
            "amount": 20000000,
            "currency": "GBP"
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        "mainProcurementCategory": "services",
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            "endDate": "2023-05-11T13:00:00Z"
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        "awardPeriod": {
            "startDate": "2023-05-11T15:00:00Z"
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        "documents": [
            {
                "id": "APR475260",
                "documentType": "contractNotice",
                "title": "Engagement (Business to Business) CRM Systems and Associated Services",
                "description": "The Authority is seeking Contractor(s) for the supply of Engagement (Business to Business) CRM Systems and Associated Services to form a framework agreement, accessible to the UK Higher and Further Education institutions. APUC will tender utilising a vanguard institution. The requirements will reflect at University of Aberdeen, who may award on the basis of this Framework Agreement.",
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                "description": "APUC is seeking to appoint contractors to a Framework Agreement to provide Engagement (Business to Business) CRM Systems on behalf of the UK Universities and colleges. Potential Services include but are not limited to: system implementation; migration support; support and maintenance; hosting, renewal of contracts and configuration and development if required by Institutions. This framework agreement is available to participation from Full and Associate Members and future members within the UK higher education regional purchasing consortia as follows: Advanced Procurement for Universities and Colleges (APUC Ltd) and associated members. http://http://apuc-scot.ac.uk/#!/members Southern Universities Purchasing Consortium (SUPC); https://www.supc.ac.uk/about-us/our-members/ourmembers London Universities Purchasing Consortium(LUPC); https://www.lupc.ac.uk/memberlist North Eastern Universities Purchasing Consortium (NEUPC); https://www.neupc.ac.uk/our-members North Western Universities Purchasing Consortium (NWUPC); https://www.nwupc.ac.uk/ourmembers Higher Education Purchasing Consortium Wales (HEPCW) https://www.hepcw.ac.uk/members/ The requirements of University of Aberdeen will be used to set of and evaluate this Framework Agreement. As a Vanguard Institution, University of Aberdeen will be entitled to award in whole or in part, or not to award at all, as a result of this framework agreement.. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015.",
                "status": "active",
                "value": {
                    "amount": 20000000,
                    "currency": "GBP"
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                            "name": "Functionality, Service Delivery and Responsible Procurement",
                            "description": "70"
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                            "description": "30"
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                "contractPeriod": {
                    "durationInDays": 720
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "The Authority reserves the right to extend the Framework Agreement for a further two periods of 12 months, subject to satisfactory performance and continued requirements."
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        "bidOpening": {
            "date": "2023-05-11T15:00:00Z"
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        "contractTerms": {
            "performanceTerms": "Submission of Management Information Following commencement of the Framework Agreement, the Contractor will provide a performance report to the Authority on a quarterly basis to include spend by Institution under the Framework Agreement for the reporting period. Contractors must provide the information on a quarterly basis, within 10 working days following the start of each quarter. Data must be uploaded to the website: http://ucsp.ac.uk/ using the template provided (template shall be provided during the lead-in period). The supplied template is the only format permissible and should contain Contractor name, tender reference, total net spend by institution each month. If there has been no spend for the quarter, then this will still require you to log in and record a nil spend return."
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        "selectionCriteria": {
            "criteria": [
                {
                    "type": "economic",
                    "description": "Insurances and proof of financial standing",
                    "minimum": "Minimum level(s) of standards required: Section 4B 5.1 specifies the minimum levels of insurance which are as follows: Employer's (Compulsory) Liability Insurance, GBP 5Million Product Liability Insurance, GBP 5Million Public Liability Insurance, GBP 5Million Professional Indemnity GBP 2Million Cyber/Data Protection Insurance or equivalent Section 4.6 of the ESPD requests further information. A copy of your audited accounts or equivalent for the most recent two years, along with details of any significant changes since the previous year end."
                },
                {
                    "type": "technical",
                    "minimum": "Section 4C.1.2 of the SPD requests a relevant example of previous experience of supplier and/or services carried out within the last three years, as this procurement exercise is not a software development project. PASS/FAIL For a Pass = Tenderers must have an Engagement (Business to Business) in place within an equivalent environment to the tender Specification. For a Fail = Tenderers seeking to develop a fully bespoke Engagement (Business to Business) CRM System will be disqualified. Tenderers who cannot provide evidence that their solution is in place within an equivalent environment to the tender Specification will be disqualified. Please refer to question 4C.4 of the SPD - Technicians and Technical Bodies section. Tenderers must confirm prior to Award that they have (or have access to) the relevant supply chain management and tracking systems to ensure a resilient and sustainable supply chain. This will include confirmation that they have the systems in place to pay contractors through the supply chain promptly and effectively and provide evidence when requested of: a) Their standard payment terms b) > or equal to 95% of all supply chain invoices being paid on time (in accordance with the terms of the contract) in the last financial year. If the Tenderer is unable to confirm (b) they must provide an improvement plan signed by their Director which improves the payment performance"
                }
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        "submissionTerms": {
            "languages": [
                "en"
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        "techniques": {
            "hasFrameworkAgreement": true,
            "frameworkAgreement": {
                "maximumParticipants": 6
            }
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    "language": "EN",
    "description": "Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. Tenderers will be required to submit a Form of tender, FOI disclaimer, APUC Supply Chain Code of Conduct including completion of Section 1 of the Sustain Supply Chain Evaluation Tool, and GDPR Assurance Assessment which will be available within the ITT. Tenderers will be required to complete the Cyber Security Procurement Support Tool (CSPST) Ref: RAR-Q2CZ2BYA. The buyer is using PCS-Tender to conduct this ITT exercise. A summary of the expected community benefits has been provided as follows: Provision of training opportunities to staff and students, apprenticeships and potential investment in Institution local communities. The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 22800. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343 Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: The Contractor will work with the Authority to consider what community benefits can be delivered through this Framework Agreement. Provision of training opportunities to staff and students, apprenticeships and potential investment in Institution local communities. The buyer is using PCS-Tender to conduct this ITT exercise. The Project code is 23798. For more information see: http://www.publiccontractsscotland.gov.uk/info/InfoCentre.aspx?ID=2343 The Contracting Authority does not intend to include a sub-contract clause as part of community benefits (as per Section 25 of the Procurement Reform (Scotland) Act 2014) in this contract for the following reason: The contract is not expected ton be delivered through Sub-Contractors Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-procurement/ A summary of the expected community benefits has been provided as follows: A summary of the expected community benefits has been provided as follows: Provision of training opportunities to staff and students, apprenticeships and potential investment in Institution local communities. The Contractor will work with the Authority to consider what community benefits can be delivered through this Framework Agreement. (SC Ref:727474)",
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