Request for Proposals CRM, programmes and grant management system

{
  "buyer": {
    "id": "GB-SRS-supplierregistration.cabinetoffice.gov.uk/TmMA73PS",
    "name": "Access - The Foundation for Social Investment"
  },
  "date": "2025-08-28T11:01:25+01:00",
  "id": "0ee10974-6230-4ed1-8e1a-0add9f5a4ac8-860978",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-b5fd17-61ec5a7b-06fb-4efb-b308-b6113965281d",
  "parties": [
    {
      "address": {
        "countryName": "England",
        "locality": "London",
        "postalCode": "Ec1y 8RN",
        "streetAddress": "Script, 44 Featherstone Street"
      },
      "contactPoint": {
        "email": "yusra.ali@access-si.org.uk",
        "name": "Yusra Ali"
      },
      "details": {
        "url": "https://access-socialinvestment.org.uk/"
      },
      "id": "GB-SRS-supplierregistration.cabinetoffice.gov.uk/TmMA73PS",
      "identifier": {
        "id": "supplierregistration.cabinetoffice.gov.uk/TmMA73PS",
        "legalName": "Access - The Foundation for Social Investment",
        "scheme": "GB-SRS"
      },
      "name": "Access - The Foundation for Social Investment",
      "roles": [
        "buyer"
      ]
    }
  ],
  "tag": [
    "tender"
  ],
  "tender": {
    "additionalClassifications": [
      {
        "description": "Information technology services",
        "id": "72222300",
        "scheme": "CPV"
      }
    ],
    "classification": {
      "description": "Customer Relation Management software package",
      "id": "48445000",
      "scheme": "CPV"
    },
    "contractPeriod": {
      "endDate": "2026-09-01T23:59:59+01:00",
      "startDate": "2026-01-01T00:00:00Z"
    },
    "datePublished": "2025-08-28T11:01:25+01:00",
    "description": "Access - the Foundation for Social Investment (\"Access\") is seeking proposals for the supply, implementation, and ongoing support of a new Customer Relationship Management (CRM), programmes, and grant management system.\r\n\r\nThe system will need to support contact and account management, programmes and grants administration, event and conference management, advocacy and communications, reporting and analytics, and integrate effectively with office productivity and digital marketing tools.\r\n\r\nSuppliers are asked to propose a suitable software solution, outline their implementation approach (including project management, data migration, training, and risk management), provide licensing and support models, and supply details of relevant experience, staff, references, and indicative costs. \r\n\r\nPlease note that the budget figure given in the notice is a lower limit, and we have not indicated a higher limit. However we will consider Value for Money as a key shortlisting criteria. \r\n\r\nResponses must be submitted in Word and PDF format to info@access-si.org.uk by 09:00 on 29 September 2025. Full requirements and instructions are provided in the attached RFP and scoping documents.",
    "documents": [
      {
        "datePublished": "2025-08-28T11:01:25+01:00",
        "description": "Opportunity notice on Contracts Finder",
        "documentType": "tenderNotice",
        "format": "text/html",
        "id": "1",
        "language": "en",
        "url": "https://www.contractsfinder.service.gov.uk/Notice/0ee10974-6230-4ed1-8e1a-0add9f5a4ac8"
      },
      {
        "description": "This document is a Request for Proposal (RFP) for the supply of software and implementation support for a new CRM, programmes and grant management system for Access - the Foundation for Social Investment (\u0027Access\u0027). The RFP should be read in conjunction with the separate \u0027Scoping and requirements document\u0027 and the spreadsheet of indicative costs included in Appendix A.",
        "documentType": "tenderNotice",
        "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
        "id": "2",
        "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/e1f71f4a-84af-4def-b10d-289dee7d5bec"
      },
      {
        "description": "This document details the scope and requirements of a project to implement a new CRM,  programmes and grant management system at Access - the Foundation for Social Investment  (\u0027Access\u0027). It should be read in conjunction with the Request for Proposals also attached.",
        "documentType": "tenderNotice",
        "format": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
        "id": "3",
        "url": "https://www.contractsfinder.service.gov.uk/Notice/Attachment/3fa18e6d-d9ee-4822-bb24-33cfbbdd20bb"
      }
    ],
    "id": "Access-CRM-RFP",
    "items": [
      {
        "deliveryAddresses": [
          {
            "countryName": "United Kingdom"
          }
        ],
        "id": "1"
      }
    ],
    "mainProcurementCategory": "services",
    "procurementMethod": "open",
    "procurementMethodDetails": "Open procedure (below threshold)",
    "status": "active",
    "suitability": {
      "sme": true,
      "vcse": true
    },
    "tenderPeriod": {
      "endDate": "2025-09-29T09:00:00+01:00"
    },
    "title": "Request for Proposals CRM, programmes and grant management system",
    "value": {
      "amount": 120000,
      "currency": "GBP"
    }
  }
}