University of Leeds: Fundraising Services

UK-Leeds: Direct marketing services.
Section I: Contracting Authority
      I.1) Name and addresses
             University of Leeds
             Purchasing Office, 1 - 3 Lifton Villas, Lifton Place, Leeds, LS2 9JZ, United Kingdom
             Tel. +44 1133434855, Email: c.challinor@adm.leeds.ac.uk
             Contact: Colin Challinor
             Main Address: www.leeds.ac.uk, Address of the buyer profile: www.leeds.ac.uk/purchasing
             NUTS Code: UKE42
      I.2) Joint procurement
      The contract involves joint procurement: No.
      In the case of joint procurement involving different countries, state applicable national procurement law: Not provided       
      The contract is awarded by a central purchasing body: No.
      I.3) Communication
      The procurement documents are available for unrestricted and full direct access, free of charge, at: https://www.delta-esourcing.com/tenders/UK-UK-Leeds:-Direct-marketing-services./38V6EJH9WW
      Additional information can be obtained from: the abovementioned address
      Tenders or requests to participate must be sent to the abovementioned address       
      Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at: Not provided
      I.4) Type of the contracting authority
            Body governed by public law
      I.5) Main activity
            Education

Section II: Object
II.1) Scope of the procurement
      II.1.1) Title: Fundraising Services       
      Reference Number: 3529
      II.1.2) Main CPV Code:
      79342100 - Direct marketing services.

      II.1.3) Type of contract: SUPPLIES
      II.1.4) Short description: The University of Leeds is seeking to appoint a supplier to provide fundraising services to support its Footsteps Fund regular giving programme. The University has an active alumni base of over 260,000. Since 2004, the Footstep Fund generated around £6 million from around 15,000 alumni donors.       
      II.1.5) Estimated total value:
      Value excluding VAT: 500,000       
      Currency: GBP
      II.1.6) Information about lots:
      This contract is divided into lots: No       
   
II.2) Description
      
      II.2.2) Additional CPV codes:
      Not Provided       
      II.2.3) Place of performance:
      UKE42 Leeds
      
      II.2.4) Description of procurement: The University of Leeds is seeking to appoint a supplier to provide fundraising services to support its Footsteps Fund regular giving programme. The University has an active alumni base of over 260,000. Since 2004, the Footstep Fund generated around £6 million from around 15,000 alumni donors.

The Footsteps Fund is the vehicle for low to mid-level giving to the University’s Making a World of Difference Campaign (which is on target to raise £100m by 2020), generating c.10% of the overall total, but more than 95% of the donors. Last year the Footsteps Fund raised over £620k via direct mail, telephone appeals, crowdfunding and leadership giving.

As the programme matures we are coming to the end of a period of rapid growth and are reviewing and consolidating our activity. In particular we are exploring how we strengthen our retention strategies, better integrate channels and develop a separate acquisition strategy.

The successful agency will have experience of producing successful multi-channel fundraising appeals that retain, develop and acquire new donors and meet income targets.

The successful agency will provide fundraising creative services and manage associated data, print production and postage services relationships and processes - including briefing suppliers, managing timescales, and coordinating proofs etc. They will provide some targeting advice, especially for acquisition mailings. Furthermore they will share our vision, challenge and question us, make suggestions and work together with us to make the programme fulfil its potential both for the University and our alumni community.

The initial contract term will be 2 years with options to extend for a further 3 years subject to annual review.
      II.2.5) Award criteria:
            Criteria below
            Quality criterion - Name: Quality of approach and methodology / Weighting: 60
            Quality criterion - Name: Quality of proposed resource / Weighting: 30
                        
            Cost criterion - Name: Bids received within stated budget and added value / Weighting: 10
                              
      II.2.6) Estimated value:
      Value excluding VAT: 500,000       
      Currency: GBP       
      II.2.7) Duration of the contract, framework agreement or dynamic purchasing system:
      Duration in months: 60       
      This contract is subject to renewal: No       
      Description of renewals: Not provided
      II.2.9) Information about the limits on the number of candidates to be invited:
             Envisaged minimum number: 4
            / Maximum number: 6       
      Objective criteria for choosing the limited number of candidates: as per SQ
      II.2.10) Information about variants:
      Variants will be accepted: Yes
      II.2.11) Information about options:
      Options:       No             
      Description of options: Not provided
      II.2.12) Information about electronic catalogues:
      Tenders must be presented in the form of electronic catalogues or include an electronic catalogue: No
      II.2.13) Information about European Union funds:
      The procurement is related to a project and/or programme financed by European Union funds: No       
      Identification of the project: Not provided             
      II.2.14) Additional information: To respond to this opportunity please click here: https://neupc.delta-esourcing.com/respond/38V6EJH9WW       


Section III: Legal, Economic, Financial And Technical Information
   III.1) Conditions for participation
      III.1.1) Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
      List and brief description of conditions:          
      Not Provided       
      III.1.2) Economic and financial standing          
      Selection criteria as stated in the procurement documents       
      List and brief description of selection criteria:       
      Not Provided    
      Minimum level(s) of standards possibly required (if applicable) :       
      Not Provided    
      III.1.3) Technical and professional ability    
      Selection criteria as stated in the procurement documents
      List and brief description of selection criteria:       
      Not Provided      
      Minimum level(s) of standards possibly required (if applicable) :          
      Not Provided   
      III.1.5) Information about reserved contracts (if applicable)   
      The contract is reserved to sheltered workshops and economic operators aiming at the social and professional integration of disabled or disadvantaged persons: No       
      The execution of the contract is restricted to the framework of sheltered employment programmes: No    
      
   III.2) Conditions related to the contract
         
      III.2.2) Contract performance conditions          
      Not Provided          
      III.2.3) Information about staff responsible for the performance of the contract
      Obligation to indicate the names and professional qualifications of the staff assigned to performing the contract: No

Section IV: Procedure
   IV.1) Description RESTRICTED
      IV.1.1) Type of procedure: Restricted   
   
   IV.1.3) Information about a framework agreement or a dynamic purchasing system    
         The procurement involves the establishment of a framework agreement - NO        
         The procurement involves the setting up of a dynamic purchasing system - NO    
         In the case of framework agreements justification for any duration exceeding 4 years: Not Provided    
   
   
   IV.1.6) Information about electronic auction:
      An electronic auction will be used: No
      Additional information about electronic auction: Not provided
   IV.1.8) Information about the Government Procurement Agreement (GPA)
      The procurement is covered by the Government Procurement Agreement: Yes       
   IV.2) Administrative information
      IV.2.1) Previous publication concerning this procedure:
         Notice number in the OJ S: Not provided       
      IV.2.2) Time limit for receipt of tenders or requests to participate
       Date: 24/06/2019 Time: 12:00
      IV.2.3) Estimated date of dispatch of invitations to tender or to participate to selected candidates: 01/07/2019       
      IV.2.4) Languages in which tenders or requests to participate may be submitted: English,       
      IV.2.6) Minimum time frame during which the tenderer must maintain the tender: Not Provided      
      

Section VI: Complementary Information
   VI.1) Information about recurrence
   This is a recurrent procurement: No    
   Estimated timing for further notices to be published: Not provided
   VI.2) Information about electronic workflows
   Electronic ordering will be used No       
   Electronic invoicing will be accepted No       
   Electronic payment will be used No       
   VI.3) Additional Information: The contracting authority considers that this contract may be suitable for economic operators that are small or medium enterprises (SMEs). However, any selection of tenderers will be based solely on the criteria set out for the procurement.
For more information about this opportunity, please visit the Delta eSourcing portal at:
https://neupc.delta-esourcing.com/tenders/UK-UK-Leeds:-Direct-marketing-services./38V6EJH9WW

To respond to this opportunity, please click here:
https://neupc.delta-esourcing.com/respond/38V6EJH9WW
   VI.4) Procedures for review
   VI.4.1) Review body:
             High Court of England and Wales
       Royal Courts of Justice, Strand, London, WC2A 2LL, United Kingdom
       Internet address: http://www.justice.gov.uk
   VI.4.2) Body responsible for mediation procedures:
             University of Leeds
          Woodhouse Lane, Leeds, LS2 9JZ, United Kingdom
          Tel. +44 1133434855, Email: centralpurchasing@adm.leeds.ac.uk
          Internet address: www.leeds.ac.uk/purchasing
   VI.4.3) Review procedure
   Precise information on deadline(s) for review procedures:    
    Not Provided    
   VI.4.4) Service from which information about the lodging of appeals may be obtained:
          University of Leeds
       Purchasing Office, 1 - 3 Lifton Villas, Lifton Place, Leeds, LS2 9JZ, United Kingdom
       Tel. +44 1133434855, Email: centralpurchasing@adm.leeds.ac.uk
       Internet address: www.leeds.ac.uk/purchasing
   VI.5) Date Of Dispatch Of This Notice: 24/05/2019

Annex A