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Contract Notice

Transform — The ETF Digital Transformation Programme

  • First published: 16 May 2019
  • Last modified: 16 May 2019
  • Version: N/A
  • This file may not be fully accessible.

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To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

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Contents

Summary

OCID:
Published by:
Education and Training Foundation
Authority ID:
AA23784
Publication date:
16 May 2019
Deadline date:
21 June 2019
Notice type:
Contract Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

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.

Full notice text

Contract notice

Section I: Contracting authority

I.1) Name and addresses

The Education and Training Foundation

First Floor, 157-197 Buckingham Palace Road

London

SW1W 9SP

UK

Telephone: +44 2037408280

E-mail: tenderqueries@etfoundation.co.uk

NUTS: 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) 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 sent electronically to:

www.mytenders.co.uk


I.4) Type of the contracting authority

Other: 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.2.2) 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.2.7) 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.2.9) Information about the limits on the number of candidates to be invited

II.2.10) Information about variants

Variants will be accepted: No

II.2.11) Information about options

Options: No

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

Section III: Legal, economic, financial and technical information

III.1) Conditions for participation

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.2) Conditions related to the contract

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.

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Open procedure

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

The procurement is covered by the Government Procurement Agreement: Yes

IV.2) Administrative information

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

Date: 21/06/2019

Local time: 09:00

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

EN

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

UK

Telephone: +44 2037408280

Internet address(es)

URL: http://www.et-foundation.co.uk

VI.5) Date of dispatch of this notice

14/05/2019

Coding

Commodity categories

ID Title Parent category
72540000 Computer upgrade services Computer-related services
72222200 Information systems or technology planning services Information systems or technology strategic review and planning services
72222000 Information systems or technology strategic review and planning services Systems and technical consultancy services
72223000 Information technology requirements review services Systems and technical consultancy services
72222300 Information technology services Information systems or technology strategic review and planning services
72000000 IT services: consulting, software development, Internet and support Computer and Related Services
72261000 Software support services Software-related services
72253200 Systems support services Helpdesk and support services
71356300 Technical support services Technical services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
tenderqueries@etfoundation.co.uk
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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