Development & Alumni CRM

Description

The high level scope of this procurement is as follows: - SaaS CRM Software, appropriate for charity fundraising sector - Implementation, including data migration - Support & maintenance - Training This procurement will be conducted via the Public Contracts Scotland - Tender portal (PCS-T). We will apply a one stage Open procedure. Bidders must self-certify their adherence to the conditions of participation via the ESPD (Scotland) in PCS-T, and may be required to submit Means of Proof before contract award. Bidders must refer to the specific requirements listed in the Section III in this OJEU Contract Notice when completing the ESPD in PCS-T. Institutional context The Development and Alumni department exists to build a community of friends and supporters throughout the world, building long-term relationships with our alumni and supporters, by creating imaginative alumni and fundraising programmes and events, and working in partnership with all areas of the University https://www.ed.ac.uk/alumni. As expectations of, and demand for our services grows, so does the need to deliver efficient and effective solutions that support University objectives in relation to developing a lifelong community, supporting the student experience and excellence in teaching and research https://www.ed.ac.uk/giving. Development and Alumni maintains the ‘golden copy’ of alumni and donor data on behalf of the University. As one of the four ancient Scottish Universities, we also maintain the General Council register of members http://www.general-council.ed.ac.uk/. The department processes philanthropic income on behalf of the University of Edinburgh Development Trust, a registered charity with OSCR https://www.ed.ac.uk/giving/development-trust. Dimensions The University has over 200,000 contactable alumni globally, to whom we offer benefits, services and opportunities to continue to engage with the institution. We send over 2million communications annually to our alumni and supporters. This includes everything from volunteering opportunities, mailed fundraising appeals, our alumni magazine, electronic newsletters, through to highly tailored donor relations communications. As part of the sector-wide Ross CASE survey, the department is consistently highly benchmarked against other UK HE institutions, particularly in our legacy and telethon programmes. In the last financial year we raised 42m GBP, supporting everything from student scholarships, ground breaking research and capital projects. As for the wider charity sector, we follow best practice in fundraising and must adapt to evolving sector policies and regulations in fundraising, as well as those relating to data protection, GDPR and PECR. The high level scope of this procurement is as follows: - SaaS CRM Software, appropriate for charity fundraising sector - Implementation, including data migration - Support & maintenance - Training