CRM and CMS Tender

CRM and CMS Tender

Delivery of a new CRM and membership website/CMS to manage key business transactions.

United Kingdom-London: Information technology services

2019/S 094-227474

Contract notice

Services

Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

The Education and Training Foundation
First Floor, 157-197 Buckingham Palace Road
London
SW1W 9SP
United Kingdom
Telephone: +44 2037408280
E-mail: tenderqueries@etfoundation.co.uk
NUTS code: UKI
Internet address(es):Main address: http://www.et-foundation.co.uk

Address of the buyer profile: https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA28768

I.2)Information about joint procurement

The contract is awarded by a central purchasing body

I.3)Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at: www.mytenders.co.uk
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via: www.mytenders.co.uk

I.4)Type of the contracting authority

Other type: Charity

I.5)Main activity

Education

Section II: Object

II.1)Scope of the procurement

II.1.1)Title:

Transform — The ETF Digital Transformation Programme

Reference number: DI 19/20.1

II.1.2)Main CPV code

72222300

II.1.3)Type of contract

Services

II.1.4)Short description:

Transform is a programme to develop a set of integrated business systems and processes to meet the Education and Training Foundation’s strategic needs into the future. These changes will be delivered between now and early 2021 and will require the delivery of a new CRM and membership website/CMS to manage key business transactions; integration with other systems to ensure robust data and controls; receipt and analysis of data from other transactional systems to provide a holistic view of our relationship with participants and with the organisations they work for; and the development and implementation of revised business processes to ensure that the full benefits of the new CRM and Website/CMS are fully realised.

II.1.5)Estimated total value

Value excluding VAT: 440 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no
II.2)Description
II.2.1)Title:

II.2.2)Additional CPV code(s)

72222000
72222200
72222300
72223000
72540000
72000000
71356300
72253200
72261000

II.2.3)Place of performance

NUTS code: UKI
Main site or place of performance:

ENGLAND.

II.2.4)Description of the procurement:

The Education and Training Foundation (ETF) is seeking a tenderer to replace its existing CRM and SET website/CMS with tools and systems that will enable colleagues to do the following:

1) Manage relationships with existing and potential members and customers;

2) Manage web content to allow the rapid delivery of content and services and robust control of financial transactions and the corresponding service delivery;

3) Deliver multi-channel, segmented marketing and marketing automation;

4) Manage both regular and one-off subscriptions and payments from individuals and organisations, including when such income can be recognised in the accounts;

5) Improve our business processes (automation, workflows, task management, etc.);

6) Quickly produce accurate, comprehensive reports and to use our data effectively;

7) Provide access to a single source of customer data, including details of financial transactions, within the CRM;

8) Provide full and robust audit trail for all financial transactions.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Start: 30/08/2019
End: 31/03/2021
This contract is subject to renewal: yes
Description of renewals:

A separate contract will be issued to the successfully appointed tenderer as part of Phase 4 for ongoing annual support, including technical support/hosting/licences/etc. This contract will run for 3 years initially, with an annual option to extend the contract for a further 12 months, subject to the availability of funding.

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers

III.1.2)Economic and financial standing

Selection criteria as stated in the procurement documents

III.1.3)Technical and professional ability

Selection criteria as stated in the procurement documents
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession

III.2.2)Contract performance conditions:

The contract will run from August 2019 through to the completion of the benefits realisation/extended support phase. The contract will include a break clause that allows either party to withdraw after Phase 1 (Discovery). A second break point will be built into Phase 2 (Development) as part of the detailed delivery plan developed in Phase 1.

A separate contract will be issued to the successfully appointed tenderer as part of Phase 4 for ongoing annual support, including technical support/hosting/licences/etc. Support requirements will be developed during Phase 2. This contract will run for 3 years initially, with an annual option to extend the contract for a further 12 months after that initial period, subject to the availability of funding.

III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure

IV.1)Description

IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 21/06/2019
Local time: 09:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

English
IV.2.6)Minimum time frame during which the tenderer must maintain the tender

IV.2.7)Conditions for opening of tenders

Date: 21/06/2019
Local time: 09:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no

VI.2)Information about electronic workflows

Electronic ordering will be used
Electronic invoicing will be accepted
Electronic payment will be used

VI.3)Additional information:

Note: To register your interest in this notice and obtain any additional information please visit the myTenders website at https://www.mytenders.co.uk/Search/Search_Switch.aspx?ID=215895

The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.mytenders.co.uk/sitehelp/help_guides.aspx

Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems.

(MT Ref:215895)

VI.4)Procedures for review

VI.4.1)Review body

The Education and Training Foundation
First Floor, 157-197 Buckingham Palace Road
London
SW1W 9SP
United Kingdom
Telephone: +44 2037408280Internet address: http://www.et-foundation.co.uk
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:

14/05/2019

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