YPO 1253 - SUPPLY OF CRM SOLUTION FOR YPO

Yorkshire Purchasing OrganisationcontractFind a TenderRef ocds-h6vhtk-04ed37Procurement Act 2023SME suitableVCSE suitablepending
View buyer

Estimated value

Awarded value

£4.0m

Awarded 16 Feb 2026

Suppliers

1

1 SME

Lots

1

1 awarded

Published

19 Feb 2026

Description

YPO are looking for a Supplier to be appointed onto a Contract (Lot 1) following a Competitive Tendering Procedure for the provision of a CRM Solution, which will serve YPO internal requirements only. Estimated Contract Value: The Contract has an estimated value of between £3,563,082 - £4,800,000 inclusive of VAT for the maximum life of the Contract (10 years). All references to values and/or volumes of business are for guidance only and there is no guarantee of any business.

Scope

Reference
001253
Commercial tool
Standalone contract
Contract dates
06 Feb 2026 to 05 Feb 2031
Possible extension to 05 Feb 2036

The Contract will cover the period from 6th February 2026 to 5th February 2031 with two options to extend for an additional 36 months and 24 months. The first decision to extend the Contract period will be taken by the end of October 2030 and will be dependent on satisfactory completion of all aspects of the Contract to date, the current market conditions for and YPO's internal contracting structures. The maximum Contract period will therefore be 10 years, from 6th February 2026 to 5th February 2036 (subject to an annual review, incorporating price re-establishment and KPI performance).

CPV classifications
72212445
Contract locations
Yorkshire and the Humber, United Kingdom
UK, United Kingdom
Particular suitability
Small and medium-sized enterprises (SME)Voluntary, community and social enterprises (VCSE)

Award criteria

Criteria the buyer will use to evaluate bids.

NameDescriptionTypeWeighting
CostSuppliers are required to complete the Pricing Schedule giving Quotes against YPO requirements This criterion will be assessed at Stage 2 of the Competitive Flexible Procedure YPO reserves the right to refine award criteria and any sub-criteria prior to Tenders stage (Stage 2) as set out in the procurement documentation. The exact details will be issued at the later stages; however, any refinements will only be made if they do not violate fair treatment of all bidders.cost15.00%
System FunctionalityIt is intended that System Functionality Award Criteria will be broken down as follows:- System Integration 15% Marketing and Sales 20% Customer Account Management 20% User Experience 15% Customisation 15% Dashboards 15% YPO reserves the right to refine award criteria and sub-criteria prior to Tenders stage (Stage 2) as set out in the procurement documentation. The exact details will be issued at the later stages; however, any refinements will only be made if they do not violate fair treatment of all bidders. This criterion will be assessed at Stage 2 of the Competitive Flexible Procedurequality20.00%
IT Security and SupportIt is intended that the IT Security and Support Award Criteria will be broken down as follows:- Infosec and BCDR 40% Use of AI 25% System Scalability 35% YPO reserves the right to refine award criteria and sub-criteria prior to Tenders stage (Stage 2) as set out in the procurement documentation. The exact details will be issued at the later stages; however, any refinements will only be made if they do not violate fair treatment of all bidders. This criterion will be assessed at Stage 2 of the Competitive Flexible Procedurequality10.00%
Implementation and Contract ManagementIt is intended that the Implementation and Contract Management Award Criteria will be broken down as follows:- Training 30% Implementation 50% Contract and Relationship Management 20% YPO reserves the right to refine award criteria and sub-criteria prior to Tenders stage (Stage 2) as set out in the procurement documentation. The exact details will be issued at the later stages; however, any refinements will only be made if they do not violate fair treatment of all bidders. This criterion will be assessed at Stage 2 of the Competitive Flexible Procedurequality15.00%
System DemonstrationsThere will be 10 user stories that suppliers will need to demonstrate within a live environment. Each user story will have an equal weighting of 10% each. This element of the competitive flexible procedure will be evaluated at Stage 3 and the results of this stage combined with the scores achieved for the rest of the criterion at Stage 2 for those suppliers shortlisted to Stage 3 to determine the most advantageous tender. Please note YPO reserves the right to refine the User Stories and/or scoring methodology prior to the System Demonstration stage (Stage 3) as set out in the procurement documentation. The exact details will be issued at the later stages; however, any refinements will only be made if they do not violate fair treatment of all bidders.quality20.00%
Social Value and SustainabilityIt is intended that the Social Value and Sustainability Award Criteria will be broken down as follows:- YPO Social Value Themes 1 and 4 = 50% YPO Social Value Theme 5 = 30% Modern Slavery = 20% YPO reserves the right to refine award criteria and sub-criteria prior to Tenders stage (Stage 2) as set out in the procurement documentation. The exact details will be issued at the later stages; however, any refinements will only be made if they do not violate fair treatment of all bidders. This criterion will be assessed at Stage 2 of the Competitive Flexible Procedurequality20.00%

Participation

Conditions suppliers must meet to bid.

Please refer to the procurement documents

All suppliers are invited to the Invitation to Participate stage of the competitive flexible procedure. The Invitation to Participate stage (stage 1) commenced with the issuing of this Tender Notice. Please see Procurement documents and other fields in this Tender Notice for details of down selection for stage 2 and stage 3 of the competitive flexible procedure

Submission & procedure

Procedure
Competitive flexible procedure

Award details

Awarded supplier(s), contract period and value as published in the award notice.

Awarded value

£4.0m

Award date

16 Feb 2026

Contract start

05 Mar 2026

Contract end

04 Mar 2031

Awarded to
ZL
CH 15002412
SME