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

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 is being 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). 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).