---
title: "Development & Alumni CRM"
ocid: "ocds-r6ebe6-0000582133"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000582133"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000582133.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000582133.json"
source: "Public Contracts Scotland"
current_stage: "Award"
buyer: "UNIVERSITY OF EDINBURGH"
published: "2020-07-15"
---

# Development & Alumni CRM

Buyer: UNIVERSITY OF EDINBURGH  
Current stage: Award  
OCID: ocds-r6ebe6-0000582133

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000582133)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000582133.json)

## Summary

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.

## Notice

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)

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL390483 |
| 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 |
| All stages | Planning, Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Jul 2020 |
| Submission deadline | 2 Dec 2019 |
| Future notice date | 12 Aug 2019 |
| Award date | 15 Jul 2020 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,200,000 |
| Lots value | £1,200,000 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Cancelled |
| Lots status | Cancelled |
| Awards status | Unsuccessful |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | UNIVERSITY OF EDINBURGH |
| Locality | EDINBURGH |
| Post town | Edinburgh |
| Postcode | EH1 1HT |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM1 East Central Scotland |
| ITL 3 | TLM13 City of Edinburgh |
| Local authority | City of Edinburgh |
| Electoral ward | City Centre |
| Westminster constituency | Edinburgh East and Musselburgh |
| Delivery location | TLM75 City of Edinburgh |

## 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

- 15 Jul 2020 at 00:00 - Award - OJEU - F3 - Contract Award Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=JUL390483
- 29 Oct 2019 at 00:00 - Tender - OJEU - F2 - Contract Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=OCT370586
- 1 May 2019 at 00:00 - Planning - OJEU - F1 - Prior Information Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=MAY353327

## 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.

## Notice URLs

- http://
- http://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32014L0024&from=EN
- http://www.ed.ac.uk/schools-departments/procurement/supplying
- http://www.general-council.ed.ac.uk/
- http://www.hse.gov.uk/pubns/hse40.pdf
- http://www.legislation.gov.uk/ukpga/2015/30/contents/enacted
- http://www.legislation.gov.uk/uksi/2010/493/contents/made
- http://www.nhsscotlandprocurement.scot.nhs.uk/
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000582133
- https://www.ed.ac.uk/alumni
- https://www.ed.ac.uk/giving
- https://www.ed.ac.uk/giving/development-trust
- https://www.legislation.gov.uk/ukpga/2010/15/contents
- https://www.publictendersscotland.publiccontractsscotland.gov.uk/

## 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-r6ebe6-0000582133. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000582133.json.