Customer relationship management software (CRM)

The bidder must not have any of the exclusion grounds set out in § 95(1) points 1–5 and § 95(4) point 12 of the Public Procurement Act. The bidder must confirm the absence of these circumstances in the public procurement register. If there are other persons in the company who are authorised to represent the bidder, make decisions on its behalf or control it, and who are not visible on the commercial register card, the bidder must provide their name and personal identification code, or confirm that no such persons exist.

The bidder must have completed at least 3 contracts in the 36 months before the start of the procurement, under which it implemented a CRM client management software solution and sold and/or rented at least 10 CRM licences per contract. The bidder must submit the contract list form in Annex 4, including the contract value, signing dates and contact details of the other contracting party, as well as procurement reference numbers if available. If the experience is based on a framework agreement, qualification may be demonstrated through procurement contracts concluded and performed under that framework agreement. If the bidder relies on another company’s resources, it must submit the consent form from Annex 5 and, where necessary, add the subcontractor. In the case of a joint bid, the joint bidders’ power of attorney must be attached, together with information on the size and nature of each joint bidder’s share of the contract. The bid must comply with the procurement documents, and where relevant equivalence must be explained and supporting evidence provided. The bidder must provide the software manufacturer’s official partner confirmation, the right to sell the software in Estonia, and a functional description of the proposed solution. Draft framework agreement and data processing agreement documents must also be submitted.