Customer Relationship Management (CRM) and a Marketing Automation platform

{
  "buyer": {
    "id": "GB-PPON-PTPM-4795-PZBG",
    "name": "Prifysgol Bangor / Bangor University"
  },
  "date": "2026-03-12T14:48:26Z",
  "id": "022403-2026",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-h6vhtk-06688b",
  "parties": [
    {
      "address": {
        "country": "GB",
        "countryName": "United Kingdom",
        "locality": "Bangor",
        "postalCode": "LL57 2TR",
        "region": "UKL12",
        "streetAddress": "Finance Office"
      },
      "contactPoint": {
        "email": "e.wells@bangor.ac.uk"
      },
      "details": {
        "classifications": [
          {
            "description": "Public authority - sub-central government",
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE"
          },
          {
            "description": "Welsh devolved regulations apply",
            "id": "GB-WLS",
            "scheme": "UK_CA_DEVOLVED_REGULATIONS"
          }
        ],
        "url": "http://www.bangor.ac.uk"
      },
      "id": "GB-PPON-PTPM-4795-PZBG",
      "identifier": {
        "id": "PTPM-4795-PZBG",
        "scheme": "GB-PPON"
      },
      "name": "Prifysgol Bangor / Bangor University",
      "roles": [
        "buyer"
      ]
    }
  ],
  "planning": {
    "noEngagementNoticeRationale": "No engagement undertaken, therefore PME Notice wasn\u0027t required"
  },
  "tag": [
    "tender"
  ],
  "tender": {
    "aboveThreshold": true,
    "awardPeriod": {
      "endDate": "2026-05-18T23:59:59+01:00"
    },
    "coveredBy": [
      "GPA"
    ],
    "description": "The University requires an enterprise-grade solution that integrates the functionality of Customer Relationship Management (CRM) and a Marketing Automation platform. This solution will transform student recruitment operations by moving from scattered data silos to a centralised, intelligence-led engagement strategy.",
    "documents": [
      {
        "description": "All tender documents are available on the etenderwales eProcurement portal. ",
        "documentType": "biddingDocuments",
        "id": "L-1",
        "url": "https://etenderwales.ukp.app.jaggaer.com/home.html"
      },
      {
        "description": "Technical requirements are available on the etenderwales portal. ",
        "documentType": "technicalSpecifications",
        "id": "L-2",
        "url": "https://etenderwales.ukp.app.jaggaer.com/home.html"
      },
      {
        "description": "Not published",
        "documentType": "conflictOfInterest",
        "id": "conflictOfInterest"
      },
      {
        "datePublished": "2026-03-12T14:48:26Z",
        "description": "Tender notice on Find a Tender",
        "documentType": "tenderNotice",
        "format": "text/html",
        "id": "022403-2026",
        "noticeType": "UK4",
        "url": "https://www.find-tender.service.gov.uk/Notice/022403-2026"
      }
    ],
    "enquiryPeriod": {
      "endDate": "2026-03-27T12:00:00+00:00"
    },
    "hasRecurrence": true,
    "id": "BU0772025",
    "items": [
      {
        "additionalClassifications": [
          {
            "description": "Customer Relation Management software development services",
            "id": "72212445",
            "scheme": "CPV"
          }
        ],
        "deliveryAddresses": [
          {
            "country": "GB",
            "countryName": "United Kingdom",
            "region": "UKL12"
          }
        ],
        "id": "1",
        "relatedLot": "1"
      }
    ],
    "legalBasis": {
      "id": "2023/54",
      "scheme": "UKPGA",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
    },
    "lots": [
      {
        "awardCriteria": {
          "criteria": [
            {
              "description": "The functional requirements will include:\nData Architecture \u0026 Governance\nMarketing Automation \u0026 Intelligence\nChannels \u0026 Interaction\nReporting \u0026 Analytics\nIntegration Scope\nData Migration Scope\nNon-Functional Requirements",
              "name": "Functional Requirements",
              "numbers": [
                {
                  "number": 48.0,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            },
            {
              "name": "Commercial",
              "numbers": [
                {
                  "number": 40.0,
                  "weight": "percentageExact"
                }
              ],
              "type": "cost"
            },
            {
              "name": "Presentation",
              "numbers": [
                {
                  "number": 12.0,
                  "weight": "percentageExact"
                }
              ],
              "type": "quality"
            }
          ]
        },
        "contractPeriod": {
          "endDate": "2031-06-30T23:59:59+01:00",
          "maxExtentDate": "2033-06-30T23:59:59+01:00",
          "startDate": "2026-07-01T00:00:00+01:00"
        },
        "description": null,
        "hasOptions": true,
        "hasRenewal": true,
        "id": "1",
        "options": {
          "description": "If, during the term of the Contract, the Provider develops new or enhanced service features that improve outcomes, deliver additional public benefit, or offer demonstrable value for money to Bangor University and its Students, the Authority may elect to adopt these enhancements in accordance with the Procurement Act 2023 and the Contract\u0027s modification provisions.\nAny enhancements incorporated into the Contract will be subject to mutually agreed commercial terms and documented through the appropriate contract modification process."
        },
        "renewal": {
          "description": "2 x 12 month extensions.\nExtensions will be used at the sole discretion of the contracting authority. The contracts will be managed and performance monitored throughout the duration of the contract which will support any option to extend. Ongoing requirements and service scope will also be considered."
        },
        "selectionCriteria": {
          "criteria": [
            {
              "description": "Please refer to details on eTenderWales eProcurement portal\nThe Tenderer must have a Credit Safe Score of \u226530\nThe Successful Tenderer must have:\nEmployer\u2019s (Compulsory) Liability Insurance = \u00a35m\nPublic Liability Insurance = \u00a32m\nProfessional Indemnity Insurance = \u00a32m\nCyber Insurance = \u00a31m",
              "type": "economic"
            },
            {
              "description": "Please refer to details on eTenderWales eProcurement portal",
              "type": "technical"
            }
          ]
        },
        "status": "active",
        "suitability": {
          "sme": true
        },
        "value": {
          "amount": 3618000.0,
          "amountGross": 4341600.0,
          "currency": "GBP"
        }
      }
    ],
    "mainProcurementCategory": "services",
    "procedure": {
      "features": "It is envisaged that the CFP will be conducted in the following stages. Please note, stages are subject to change. More information about the stages will be available in the Invitation to Tender instructions.\n1. Procedure\nThe Authority has designed a single stage process incorporating both selection and award criteria, followed by a negotiation stage with the preferred bidder.\n2. Structure of the Procedure\nThe procedure will consist of the following steps:\nStage 1 \u2014 Combined Selection and Award Submission\nSuppliers will submit, at the same time:\n\u2022\tResponses to exclusion grounds\n\u2022\tResponses to selection criteria (PSQ)\n\u2022\tResponses to award criteria (ITT)\nThe Authority will assess exclusion grounds and selection criteria first. Only suppliers who meet the selection requirements will have their tender responses evaluated. The Authority will not evaluate tender responses from suppliers who fail the selection stage.\nStage 2 \u2014 Identification of the Preferred Bidder\nFollowing evaluation of tender criteria, the Authority will identify the most advantageous tender in accordance with the published evaluation methodology. This supplier will be designated the Preferred Bidder.\nStage 3 \u2014 Negotiation with the Preferred Bidder\nThe Authority intends to enter into a limited negotiation with the Preferred Bidder. The purpose of this negotiation is to:\n\u2022\tClarify aspects of the tender\n\u2022\tRefine the solution where beneficial\n\u2022\tConfirm deliverability and value for money\n\u2022\tResolve any outstanding commercial or technical points\n3. Final Tender and Contract Award\nFollowing completion of negotiations, the Preferred Bidder will submit a Final Tender reflecting any agreed clarifications or refinements. The Authority will assess the Final Tender for compliance and value for money before making an award decision."
    },
    "procurementMethod": "open",
    "procurementMethodDetails": "Competitive flexible procedure",
    "recurrence": {
      "dates": [
        {
          "startDate": "2033-03-01T23:59:59+00:00"
        }
      ]
    },
    "riskDetails": "KPI\u0027s are stated in the Tender pack.",
    "status": "active",
    "submissionMethodDetails": "https://etenderwales.ukp.app.jaggaer.com/home.html.  \nITT code: itt_123694 - Customer Relationship Management (CRM) system",
    "submissionTerms": {
      "electronicSubmissionPolicy": "allowed",
      "languages": [
        "en",
        "cy"
      ]
    },
    "tenderPeriod": {
      "endDate": "2026-04-17T12:00:00+01:00"
    },
    "title": "Customer Relationship Management (CRM) and a Marketing Automation platform",
    "value": {
      "amount": 3618000.0,
      "amountGross": 4341600.0,
      "currency": "GBP"
    }
  }
}