YPO 1253 - SUPPLY OF CRM SOLUTION FOR YPO AND WIDER PUBLIC SECTOR

A Tender Notice
by YORKSHIRE PURCHASING ORGANISATION

Source
Find a Tender
Type
Framework (Services)
Duration
5 year
Value
___
Sector
TECHNOLOGY
Published
26 Jun 2025
Delivery
06 Feb 2026 to 05 Feb 2031
Deadline
n/a

Related Terms

Location

Wakefield:

Geochart for 2 buyers and 0 suppliers

2 buyers

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. In addition to the above, YPO and NEPO are looking for Suppliers to be appointed onto a Framework Agreement (Lot 2) following a Competitive Tendering Procedure for the provision of CRM Solutions for the Wider Public sector. The Framework is designed to meet the needs of all public sector Contracting Authorities. For the Framework solution YPO is the lead Public Sector Buying Organisation (PSBO) working in collaboration with NEPO (The Association of North East Councils Limited trading as the North East Procurement Organisation) as a group of Public Sector Buying Organisations (PSBOs). Estimated Contract Value (Lot 1): The Contract has an estimated value of between £2,000,000 - £4,000,000 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. Lot 1 is for YPO only. Estimated Framework Value (Lot 2): As this is a new Framework to YPO the total spend is unknown however, considering YPO and NEPO's existing customer base it is anticipated to be approximately £60,000,000 inclusive of VAT for the maximum life of the Framework (4 years). This is the total spend figure which would be broken down into separate orders. The Framework estimated value is based on the probable sum based on the maximum estimated value, inclusive of VAT, of all the Call-off Contracts envisaged for the total term of the Framework. The Framework will be available nationally for contracting authorities to call off.

Lot Division

1 Single CRM Solution for YPO
  • Duration: 5 year
Award Criteria
Cost Suppliers 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.
System Functionality It 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 Procedure
IT Security and Support It 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 Procedure
Implementation and Contract Management It 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 Procedure
System Demonstrations There 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.
Social Value and Sustainability It 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 Procedure
2 CRM Software Solution for Wider Public Sector
  • Duration: 1 year

YPO and NEPO are looking for Suppliers to be appointed onto a Framework Agreement (Lot 2) following a Competitive Tendering Procedure for the provision of CRM Solutions for the Wider Public sector. The Framework is designed to meet the needs of all public sector Contracting Authorities

Award Criteria
Cost Suppliers are required to complete the Pricing Schedule providing Quotes against YPO requirements. This element will be worth 40% In addition, Suppliers are also to detail the cost management approach. This element will be worth 60% 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.
Non-Cost It is intended that Non-Cost Award Criteria will be broken down as follows:- Training 10% Implementation 25% System Integrations 25% Infosec and BCDR 25% Contract and Relationship Management 10% Use of AI 5% 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 Procedure
Social Value and Sustainability It is intended that the Social Value and Sustainability Award Criteria will be broken down as follows:- YPO Social Value Themes 1 and 4 = 40% YPO Social Value Theme 5 = 40% 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 Procedure

CPV Codes

  • 72212445 - Customer Relation Management software development services

Indicators

  • This is a recurring contract.
  • Options are available.
  • Renewals are available.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. **

Reference

  • ocds-h6vhtk-04ed37
  • FTS 035344-2025

Domains