Find a TenderAwarded
Published 21 Jul 2021, 11:53 BST

Official UK procurement notice

The Provision of a Fundraising and Alumni Customer Relationship Management (CRM) Solution

Official notice

Authority: University of Southampton (Charity / VCSE)

GoodsOpen procedure
Published estimate£2,000,000exc. VAT
Submissions closed 3 Sept 2021awarded 23 Dec 2021
Awarded to Blackbaud Europe

What is being bought

Published requirement description

The University of Southampton seeks to procure a Fundraising and Alumni CRM solution to support The Campaign for Southampton which will see an ambitious increase in all elements of fundraising and engagement - doubling transaction levels, significantly increasing engagement and volunteering and doubling the size of the team. The success of a fundraising campaign is hugely dependent on a sophisticated CRM - to capture data preferences, offer improved international fundraising, and high value, multi-channel mass fundraising, and ensure enhanced major gift and volunteer management tools - to deliver the scale of fundraising and engagement required to compete in an increasingly sophisticated global charity market. This project seeks to deliver a new solution to meet these objectives.

  • Recurrence: This is likely to be re-procured in 2031.

CPV: Customer Relation Management software development services · Customer Relation Management software package · Software package and information systems

The lotProcurement structure

single lot · value published
Lot #1The University is seeking a Fundraising and Alumni CRM solution which enables…AwardedRenewalPublished value£2,000,000

The University is seeking a Fundraising and Alumni CRM solution which enables fundraising, prospect research, communication, events, volunteering, reporting and data selection to harness the collective power of the alumni and supporter community to support the University's strategic objectives through philanthropy and engagement.

The University is seeking a system to support in the following areas:

Communications and Marketing

Events

Volunteering

Fundraising (Regular Giving)

Prospect Research and Management

Memberships

Legacy

Online Portal

Operations

Income Processing, including Gift Aid, DD management, Pledges, Fundspending

Reporting and Dashboards

System Admin

Of particular importance to the University is for the solution to have:

The ability to process UK gifts including direct debits and gift aid declarations and claims

The ability to manage constituent relationships or create activity based upon segments of constituents

The ability to search, query and locate a variety of record types based upon various searchable fields within the database

The ability to manage events

The ability to manage marketing automations, communications and e-communications

The ability to import to, export from or report on any field within the database

Procurement Process

This procurement process was conducted as an Open procedure

Contract Period:

The University proposes to enter into a Contract for ten years - this will be the maximum contract period, including any potential extensions] with the successful tenderer(s).

This will comprise of an initial contract period of five years with an option to extend by a further five years subject to satisfactory performance and at the sole discretion of the University.

Contract Value:

The estimated value of the initial five year contract term is in the region of £800,000 - £1,200,000 GBP (excluding VAT).

The estimated value of the five year extension period is £600,000 - £800,000 GBP (excluding VAT).

It is estimated, therefore, that the total value of this contract will be between £1,400,000 and £2,000,000 GBP (excluding VAT).

Delivery: South East · Southampton, Hampshire, UK
Extensions: This contract is likely to be subject to renewal towards the end of this contract period.Variant bids: not allowed

What it takes to win
i

How this buyer will score bids.

The evaluation criteria and weights exactly as published on the notice, grouped by family (price, quality, social value and so on).

Evaluation split and conditions of participation as published; the tender pack may add more
How bids were scored
Quality: 70%Price: 30%
Published sub-criteria (2)
  • Quality: 70%
  • Cost: 30%
Published award criteria (2)
  • Quality: 70
  • Cost: 30
Conditions of participation1
  • Technical & professional ability

    To support the financial assessment, the University will obtain a Business Risk Report for all Potential Suppliers/Tenderers and every organisation that is being relied on to meet this procurement, using an independent company called Creditsafe.

    The University reserves the right to exclude a Tenderer or request provision of further assurances such as parent company/bank guarantee or performance bonds where a Tenderer's Business Risk Score is: "Moderate Risk"; "High Risk"; "Very High Risk"; or "Not Rated", based on the rating provided by Creditsafe

    Where a Business Risk Score from our external system is not available, then an alternative method of assessing financial standing will be used. This method is detailed within the Invitation to Tender document set.

    Minimum: Potential suppliers/Tenderers are advised that a requirement of this procurement is to have in place, or commit to obtain prior to the commencement of the contract, the following minimum insurance levels: Employers (Compulsory) Liability: £10 million GBP per occurrence. Public Li…
What this means for your bid
  • Price carries 30 of 100 points: a 10% discount moves about 3 points. The method statement decides this lot, not the discount.

Price arithmetic assumes straight proportional scoring; the tender pack may use another formula.

Procedure terms & legal framework

From the official record · publisher note attached
Procedure method
Open procedure
Legal basis
CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category
Goods
Notice status
Awarded
Procurement threshold
Unspecified in notice
Regulatory regime
Standard
Commercial structure
Stand-alone contract (no framework)
Competition type
Competitive procedure
GPA / WTO covered
Yes (GPA)
Recurring procurement
Yes · This is likely to be re-procured in 2031.
First published
21 Jul 2021, 11:53 BST
Last source update
7 Jan 2022, 15:06 GMT
Award evaluation window
3 Sept 2021 – …
Authority reference
2021UoS - 0340
FTS notice number
2022/S 000-000512
Classification (CPV)
Customer Relation Management software development servicesCustomer Relation Management software packageSoftware package and information systems
Delivery area
South East (UKJ32)
Official registry OCID
ocds-h6vhtk-02ca7f Find a Tender
Contract terms
Electronic trading
electronic ordering · electronic payment

Publisher note: For the avoidance of doubt the budget is to cover all aspects of the delivery of the project including the design, initial installation, software licences (including those of third party products forming part of any bid package), consultancy, all expenses, training and the annual support maintenance charges, hosting, upgrades, patches and fixes throughout the contract term (including any potential extension period). E-Tendering Portal: The University is utilising an electronic tendering tool, In-Tend (https://intendhost.co.uk/ universityofsouthampton) to manage this procurement and to communicate with potential suppliers and/or tenderers (as appropriate). All documentation in relation to this tender can be downloaded from In-Tend. Potential suppliers/tenderers are advised that there will be no hard copy documents issued and all communications with the University, including the submission of Selection Stage and/or Invitation to Tender responses will be conducted via In-Tend. Regular monitoring of the portal is the responsibility of the potential supplier/tenderer. If you are not already registered as a supplier with the University of Southampton, you will need to register in In-Tend in order to access the procurement documentation. Once you have logged in as a supplier: click on 'Tenders'; locate the relevant project; and click 'View Details'. Once you are in the project screen, you will be able to register your organisation against the project and access all documentation by clicking 'Express Interest'. Potential suppliers/tenderers are advised that formal expressions of interest in the project must be by way of completion and return of the relevant documents via In-Tend. Further instructions for the submission of responses are below: To submit your return: 1. Log in 2. Click 'Tenders' 3. Locate the relevant project 4. View details 5. Click on the tab relating to the relevant project stage (e.g. 'Invitation to Tender') 6. Click on the 'Attach Documents' button and upload your return. 7. Check ALL your response documents are uploaded and displayed in the 'My Tender Return' panel. The system will only permit your organisation to make one return. 8. Click the red 'Submit Return' button. Please note, to preserve the integrity of the procurement, all communications with the University must be made via the correspondence function within In-Tend. Publication of Award Details: In accordance with Regulation 50, paragraph (2) of the Public Contracts Regulations 2015 and subject to Article 5 and Annex 5, Part D (13) of Directive 2014/24/EU of the European Parliament and of the Council (if applicable), the University intends to publish the value of any resulting contract at the award stage, and reserves the right to do so. By submitting a response, potential suppliers/tenderers are consenting to publication of this information unless otherwise agreed in advance with the University. Costs and Expenses: Potential suppliers/tenderers are solely responsible for their costs and expenses incurred in connection with the preparation and submission of responses and participation in this and all future stages of this procurement. Under no circumstances will the University be liable for any costs or expenses borne by potential suppliers/tenderers or any of their supply chain, partners or advisers in this procurement process. The University is not liable for any costs in the event of the cancellation of this procurement process.

How it was run

Official notice
Run through: In-tend · Who buys & how to bid on In-tend
Supplier login requiredLanguage: EN
Access & registration note: Free · one account per buying organisation's portal · reCAPTCHA on signup
Submission deadline
3 Sept 2021, 12:00 BST
Submission channel
{"electronicSubmission"}
Accepted languages
en
Bid validity
180 days from the deadline
Bids opened
3 Sept 2021, 12:01 BST
Detailed submission instructions & authority contactsFrom official release

Timeline

3 Sept 2021 → 7 Jan 2022 · 3 dates
  1. Submission deadline
    3 Sept 2021, 12:00 BST
  2. Bids opened
    3 Sept 2021, 12:01 BST
  3. Notice published
    7 Jan 2022, 15:06 GMT

Notice history

1 event · 2 releases on Find a Tender
  1. Status changed to complete
    7 Jan 2022, 15:06 GMT

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast
Awards 1
Awarded value £2,000,0001 contract exc. VAT
Bids received 6
Contracts signed 1latest 23 Dec 2021
Awarded toValueDateStatus
Blackbaud EuropeSME£2,000,000 †—Awarded

Contracts

  • The Provision of a Fundraising and Alumni Customer Relationship Management (CRM) Solution · Blackbaud EuropeSME

    Signed
    23 Dec 2021
    Value
    £2,000,000
    Status
    active

Bid statistics published by the authority

BidsSMEVCSEValid bid range
6bids · 6 electronic———

Contracting authority & participating public bodies

UNIVERSITY OF SOUTHAMPTON

Contracting authorityCharity / VCSEBody governed by public lawEducation HIGHFIELD CAMPUS,UNIVERSITY ROAD, SOUTHAMPTON, South East, SO171BJContact name, email Published organisation website ↗

Bidders & participating suppliers

1 commercial party on the notice

Official documents & specifications (1)

Official links; attachments are not copied

Tender pack and attachments

  • Economic and financial selection criteriatenderEconomic and financial selection criteria