Tender for a Customer Relationship Management System – Birmingham

Tender for a Customer Relationship Management System – Birmingham

The system needs to be available globally at all times on a variety of devices.

United Kingdom-Birmingham: Customer Relation Management software package

2018/S 244-558521

Contract notice


Legal Basis:

Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

The University of Birmingham
B15 2TT
United Kingdom
Contact person: Thomas Hasson
E-mail: T.R.Hasson@bham.ac.uk
NUTS code: UKG31
Internet address(es):Main address: http://www.bham.ac.uk

Address of the buyer profile: https://in-tendhost.co.uk/universityofbirmingham/aspx/Home

I.2)Information about joint procurement


The procurement documents are available for unrestricted and full direct access, free of charge, at: https://in-tendhost.co.uk/universityofbirmingham/aspx/Home
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted to the abovementioned address

I.4)Type of the contracting authority

Body governed by public law

I.5)Main activity


Section II: Object

II.1)Scope of the procurement


Tender for a Customer Relationship Management System (CRM)

Reference number: FRAM434/18

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

The Development, Relationship and Alumni Office (DARO) conducts fundraising and engagement across the University of Birmingham’s alumni, friends and supporter audiences. Contact data is an institutional asset which requires precise management, stewardship and protection. Over 350 000 individuals and 100 000 organisations hold their contact data with the University due to their interest in the organisation, and this number is predicted to grow in line with increases in student numbers, the growing public engagement agenda, and DARO’s focus on expanding its audiences to deliver its forthcoming campaign.

The University is looking to contract on a three plus two basis commencing at 1.4.2019. The University of Birmingham expects than any contract award will be carried out against the University’s standard Terms and Conditions. The University’s current CRM is Raisers Edge.

II.1.5)Estimated total value

II.1.6)Information about lots

This contract is divided into lots: no

II.2.2)Additional CPV code(s)


II.2.3)Place of performance

NUTS code: UKG31

II.2.4)Description of the procurement:

DARO and its wider stakeholders within the CRM system have 4 features considered critical to the delivery of the advancement CRM:

1) Accessible: the system needs to be available globally at all times on a variety of devices;

2) Compliant: the system must comply with all relevant legislation including but not exclusively PCI-DSS and GDPR and must be secure to the satisfaction of the University’s IT security requirements;

3) Intergratable: the system must be able to import and export data in a variety of formats from different data sources in use within the University;

4) Customisable: stakeholders must be able to adapt the system to their particular business processes without additional cost.

II.2.5)Award criteria

Criteria below
Quality criterion – Name: Sustainability requirements / Weighting: 5 %
Quality criterion – Name: Support and maintenance requirements / Weighting: 10 %
Quality criterion – Name: User functionality requirements / Weighting: 60 %
Price – Weighting: 25 %
II.2.6)Estimated value

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

Start: 01/04/2019
End: 31/03/2022
This contract is subject to renewal: yes
Description of renewals:

Plus 2 years commencing 1.4.2022 at the University’s discretion.

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
III.1.3)Technical and professional ability
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:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure


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: no
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: 14/01/2019
Local time: 12:00
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:

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

IV.2.7)Conditions for opening of tenders

Date: 14/01/2019
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: no
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

The University of Birmingham
B15 2TT
United Kingdom
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: