---
title: "British Museum Fundraising CRM"
ocid: "ocds-h6vhtk-049b1c"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-049b1c"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-049b1c.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-049b1c.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "THE TRUSTEES OF THE BRITISH MUSEUM"
published: "2024-09-30"
---

# British Museum Fundraising CRM

Buyer: THE TRUSTEES OF THE BRITISH MUSEUM  
Current stage: Tender  
OCID: ocds-h6vhtk-049b1c

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## Summary

The Trustees of the British Museum are seeking to procure a new Fundraising Customer Relationship Management (CRM) system through an open procedure. The contracting process is currently in the tender stage, with the Contract Notice having been published on 30th September 2024 and submissions due by 4th November 2024. The procurement is specifically targeted within the industry category of goods, focusing on Customer Relation Management software packages. The successful bidder will be responsible for configuring the new SaaS fundraising CRM, migrating data from the old system, and providing ongoing support. The estimated contract value is £500,000, and the location for delivery and implementation is in London. Interested parties are required to sign a Non-Disclosure Agreement (NDA) to access the tender documents due to the confidential nature of the information involved.

This tender represents a significant opportunity for businesses specialising in SaaS solutions, CRM development, and data migration services. Small and medium enterprises (SMEs) with expertise in these areas will find the project particularly advantageous, given the long-term contract duration of up to six years. The new CRM system for the British Museum will serve a crucial role in managing donor and membership relations, enhancing web-based sales channels, and supporting corporate sponsorship and philanthropy projects. Companies capable of offering robust support services and compliance with data security standards are well-suited to compete for this contract, potentially enhancing their portfolio by partnering with a prestigious cultural institution.

## Notice

The British Museum is looking to replace its Fundraising CRM system. The CRM is critical tool for managing engagement with the Museum's supporters and prospects, which includes its Membership base. The CRM acts as a central database for supporter/prospect information and supports the web-based sales channels for memberships and event tickets, thereby providing both internal and external facing components. The scope of the procurement includes: a) configuration of a new SaaS fundraising CRM to meet the British Museum's requirements associated with philanthropy, corporate sponsorship, membership and events, b) migration of CRM data from the existing on premises solution to the new SaaS CRM c) ongoing support for the new fundraising CRM. The estimated contract value is based on maximum contract duration of six years (three year initial term with up to three further one year extensions) and assumptions relating to the number of records that will be stored in the CRM, and the number of unique users over that period so should be treated as indicative only.

### Lot Information

Lot 1

The procurement of a new Fundraising CRM will be conducted as an Open Procedure using the Delta eSourcing platform. Elements of the tender documents that will be published contain confidential information relating to security aspects of both our current CRM and the requirements for the new CRM. To protect this confidential information we require that potential bidders sign a non disclosure agreement (NDA) before we release the full specification and supporting information to them. It will not be possible to directly access the tenderbox via a link in this Contract Notice. To request a copy of the NDA template please email CRMprocurement@britishmuseum.org including the text "BM.24.071 NDA request" in the subject line and include the email address that is associated with your account on the Delta eSourcing system Those potential bidders that have already completed this process in response to the Prior Information Notice 2024/S 000-029531 will receive an invitation from the Delta eSourcing system allowing them to access the tender documents when this Contract Notice is published and need not take any further action. Other potential bidders will be sent an invitation as soon as a completed NDA is received.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/031194-2024 |
| Notice type | Planning Notice |
| Procurement type | Standard |
| Procurement category | Goods |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Planning, Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 30 Sep 2024 |
| Submission deadline | 4 Nov 2024 |
| Future notice date | 29 Sep 2024 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £500,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Active |
| Lots status | Active |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | THE TRUSTEES OF THE BRITISH MUSEUM |
| Locality | LONDON |
| Post town | Central London |
| Postcode | WC1B 3DG |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI36 Camden |
| Local authority | Camden |
| Electoral ward | Bloomsbury |
| Westminster constituency | Holborn and St Pancras |
| Delivery location | TLI London |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 72 - IT services: consulting, software development, Internet and support

### Codes

- 48445000 - Customer Relation Management software package
- 72212445 - Customer Relation Management software development services

## Release History

- 30 Sep 2024 at 13:05 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/031194-2024
- 16 Sep 2024 at 11:05 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/029531-2024

## Notice URLs

- http://www.britishmuseum.org
- https://www.delta-esourcing.com
- https://www.delta-esourcing.com/
- https://www.delta-esourcing.com/delta/viewNotice.html?noticeId=886098570

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-049b1c. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-049b1c.json.