Strategic Digital Partner

Overview

Following an unsuccessful tender in 2024, The Education and Training Foundation (ETF) have followed a process for a direct award contract as a follow-on to the original tender. The move to a process for direct award through negotiated procedure was as a direct result of the reasons from the unsuccessful procurement in 2024. Essential requirement detailed in the original tender that were not able to be fulfilled included: - Digital partners should have an extensive portfolio of clients that are professional membership bodies - Compliance with Department for Education (DfE) authority to operate - CRM 'MUST' requirements listed in Part 2 TRD excel spreadsheet Of the 112 suppliers who registered their interest in the bid, several withdrew for the following reasons: - There was concern that there was an existing UX agency partner - They had limited experience in the membership organisation space - They felt the functional requirements lent themselves more to an off the shelf product rather than bespoke - They felt they weren't the right technical fit Note, ETF felt that Umbraco was an essential requirement to avoid security breaches. Following the failed tender a temporary arrangement was put in place with the incumbent supplier, and a review of the market was then undertaken taking into consideration the particular requirements that led to the unsuccessful tender, and the extremely limited potential market. Extensive market research was conducted to identify potential suppliers that could meet the requirements, and then short-listing was carried out based on the necessary capabilities, knowledge and experience, switching the procurement process to a direct award. 21 Umbraco partners recommended on the Umbraco website (https://umbraco.com/partners/?skill=&sector=&country=&level=) were considered for suitability. Suppliers were assessed on their ratings, whether they had membership experience (using dynamics) and whether they have worked in education. Out-of-the-box membership solutions suitable for the education sector were also considered. The list was shortlisted to 7 following this assessment. Digital agencies who could not provide end-to-end solutions with Microsoft Dynamics off the shelf products were excluded. In April (2025), ETF held a series of demonstrations in which suppliers were asked to showcase their membership functionality. Membership requirements were shared will all suppliers. Some suppliers offered both Umbraco services and membership functionality, while in other cases, suppliers were brought together to meet ETF's needs. It is important to note that these sessions were not sales pitches but rather an opportunity for suppliers to demonstrate how their solution would meet ETF's specific requirements. No financial discussions were held during these sessions. Focus was primarily on scoring the solution against ETF's requirements. The short-listed suppliers were approached as it was deemed that they were best placed to meet ETF's requirement to build a new website as single open front door with updated branding, consolidating the ETF and SET websites. In line with the agreed technology strategy, the website will be developed using Umbraco technology. While ETF will continue to use Microsoft Dynamics CRM, alternative membership solutions were also explored. A transparency notice was published to reflects the process undertaken. Following the demonstrations, top scoring suppliers were short-listed to submit a proposal. Proposals highlighted the development costs would be higher than originally planned; therefore, the contract value has been increased to reflect this. This risk was identified in the transparency notice. The successfully appointed supplier will: - Support ETF's digital transformation programme to achieve our desired target state by implementing and supporting a CMS solution, inheriting our existing membership portal, and building any necessary integrations into CRM for off-the-shelf membership solution