Tender

Customer Relationship Management (CRM) Solution

NATIONAL LIBRARY OF SCOTLAND

This public procurement record has 1 release in its history.

Tender

26 Mar 2026 at 11:28

Summary of the contracting process

The National Library of Scotland is seeking to procure a service provider for the implementation of a cloud-hosted Customer Relationship Management (CRM) solution. This tender is classified under software implementation services within the services category. It is located in Edinburgh and addresses the needs at 57 George IV Bridge, EH1 1EW. The procurement is currently in the tender stage and employs an open procedure. Key dates include the tender period ending on 28th April 2026 at 12:00 PM, with the bid opening scheduled for the same day at 1:30 PM. The contract, valued at £245,000, includes an optional extension period of up to three years, divided into 12-month segments, to ensure continuity and scalability.

This procurement represents a significant opportunity for businesses specialising in software consultancy, development, and support services to enhance their market positioning by collaborating with a prominent institution like the National Library of Scotland. Ideal candidates will have the capability to manage data flows securely and strengthen fundraising and supporter engagement initiatives. Companies that have a robust record of implementing CRM solutions and are capable of managing comprehensive data governance, consent, and reporting systems would be particularly suited for this tender. The inclusion of electronic submissions through the Public Contracts Scotland Portal facilitates participation, while the focus on technical quality over price reinforces the emphasis on skill and innovation for prospective providers.

Find more tenders on our Open Data Platform.
How relevant is this notice?

Notice Title

Customer Relationship Management (CRM) Solution

Notice Description

The National Library of Scotland (the Library) is procuring a service provider to implement a cloud hosted Customer Relationship Management (CRM) solution and associated services in partnership with the Library.

Lot Information

Lot 1

For the first phase of the Library's wider CRM programme, the Library is in the process of procuring a service provider to implement a cloud-hosted Customer Relationship Management (CRM) solution and associated services in partnership with the Library. The first phase focuses on the establishment of secure and governed data flows between systems for the purpose of improving fundraising and supporter engagement, strengthening communications and stewardship. It is intended to: - Replace the existing legacy fundraising CRM (Raiser's Edge) with a modern cloud-hosted CRM solution - Migrate agreed user data and enable core CRM functionality for communications, fundraising, and supporter management - Sync membership data between the in-house Customer Registration System (CRS) and the new CRM - Enable centrally controlled communications to members and supporters, including consent, preference, and suppression management - Support improved join, renew and donate journeys through integration with parallel web design work - Establish clear governance for data, consent, and reporting Additional information: The new CRM Solution implementation is supported through funding from Bloomberg Philanthropies as part of the Bloomberg Digital Accelerator Programme.

Renewal: Optional extension up to 3 x 12 months.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-0674d7
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/027809-2026
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support


CPV Codes

72260000 - Software-related services

72261000 - Software support services

72262000 - Software development services

72263000 - Software implementation services

72266000 - Software consultancy services

Notice Value(s)

Tender Value
£245,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
26 Mar 20261 weeks ago
Submission Deadline
28 Apr 20264 weeks to go
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
NATIONAL LIBRARY OF SCOTLAND
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EDINBURGH
Postcode
EH1 1EW
Post Town
Edinburgh
Country
Scotland

Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM1 East Central Scotland
Small Region (ITL 3)
TLM13 City of Edinburgh
Delivery Location
TLM75 City of Edinburgh

Local Authority
City of Edinburgh
Electoral Ward
City Centre
Westminster Constituency
Edinburgh East and Musselburgh

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-0674d7-2026-03-26T11:28:14Z",
    "date": "2026-03-26T11:28:14Z",
    "ocid": "ocds-h6vhtk-0674d7",
    "description": "NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=827304. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. (SC Ref:827304) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=827304",
    "initiationType": "tender",
    "tender": {
        "id": "2025.26.065",
        "legalBasis": {
            "id": "32014L0024",
            "scheme": "CELEX"
        },
        "title": "Customer Relationship Management (CRM) Solution",
        "status": "active",
        "classification": {
            "scheme": "CPV",
            "id": "72263000",
            "description": "Software implementation services"
        },
        "mainProcurementCategory": "services",
        "description": "The National Library of Scotland (the Library) is procuring a service provider to implement a cloud hosted Customer Relationship Management (CRM) solution and associated services in partnership with the Library.",
        "value": {
            "amount": 245000,
            "currency": "GBP"
        },
        "lots": [
            {
                "id": "1",
                "description": "For the first phase of the Library's wider CRM programme, the Library is in the process of procuring a service provider to implement a cloud-hosted Customer Relationship Management (CRM) solution and associated services in partnership with the Library. The first phase focuses on the establishment of secure and governed data flows between systems for the purpose of improving fundraising and supporter engagement, strengthening communications and stewardship. It is intended to: - Replace the existing legacy fundraising CRM (Raiser's Edge) with a modern cloud-hosted CRM solution - Migrate agreed user data and enable core CRM functionality for communications, fundraising, and supporter management - Sync membership data between the in-house Customer Registration System (CRS) and the new CRM - Enable centrally controlled communications to members and supporters, including consent, preference, and suppression management - Support improved join, renew and donate journeys through integration with parallel web design work - Establish clear governance for data, consent, and reporting Additional information: The new CRM Solution implementation is supported through funding from Bloomberg Philanthropies as part of the Bloomberg Digital Accelerator Programme.",
                "awardCriteria": {
                    "criteria": [
                        {
                            "name": "Technical",
                            "type": "quality",
                            "description": "80"
                        },
                        {
                            "type": "price",
                            "description": "20"
                        }
                    ]
                },
                "contractPeriod": {
                    "durationInDays": 900
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "Optional extension up to 3 x 12 months."
                },
                "submissionTerms": {
                    "variantPolicy": "notAllowed"
                },
                "hasOptions": false,
                "status": "active"
            }
        ],
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "72266000",
                        "description": "Software consultancy services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "72262000",
                        "description": "Software development services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "72261000",
                        "description": "Software support services"
                    },
                    {
                        "scheme": "CPV",
                        "id": "72260000",
                        "description": "Software-related services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKM75"
                    }
                ],
                "deliveryLocation": {
                    "description": "57 George IV Bridge, Edinburgh EH1 1EW"
                },
                "relatedLot": "1"
            }
        ],
        "submissionMethod": [
            "electronicSubmission"
        ],
        "submissionMethodDetails": "http://www.publiccontractsscotland.gov.uk",
        "selectionCriteria": {
            "criteria": [
                {
                    "type": "suitability",
                    "description": "The relevant selection criteria will be included in the SPD module.",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "economic",
                    "description": "The relevant selection criteria will be included in the SPD module.",
                    "minimum": "Tenderers must be of sound economic standing to be able to fulfil contractual requirements if appointed. Tenderers must submit three most recent financial years of audited accounts including (i) balance sheets and (ii) profit and loss information- or equivalent information, according to circumstances. It is a requirements for tenderers to hold, or commit to obtain prior to the commencement of any subsequently awarded contract the types and levels of insurances indicated below: Employers Liability: 5,000,000 GBP Professional Indemnity: 2,000,000 GBP Public / Product Liability: 2,000,000 GBP",
                    "appliesTo": [
                        "supplier"
                    ]
                },
                {
                    "type": "technical",
                    "description": "The relevant selection criteria will be included in the SPD module.",
                    "minimum": "The relevant selection criteria will be included in the SPD module.",
                    "appliesTo": [
                        "supplier"
                    ]
                }
            ]
        },
        "contractTerms": {
            "performanceTerms": "The relevant contract performance conditions are included in the procurement documents.",
            "hasElectronicOrdering": true,
            "electronicInvoicingPolicy": "allowed",
            "hasElectronicPayment": true
        },
        "otherRequirements": {
            "requiresStaffNamesAndQualifications": true
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "techniques": {
            "hasElectronicAuction": true
        },
        "coveredBy": [
            "GPA"
        ],
        "tenderPeriod": {
            "endDate": "2026-04-28T12:00:00+01:00"
        },
        "submissionTerms": {
            "languages": [
                "en"
            ]
        },
        "awardPeriod": {
            "startDate": "2026-04-28T13:30:00+01:00"
        },
        "bidOpening": {
            "date": "2026-04-28T13:30:00+01:00",
            "address": {
                "streetAddress": "Public Contracts Scotland (PCS) Portal post box"
            },
            "description": "Information about authorised persons and opening procedure: Ines Byrne- Procurement and Contracts Manager Rosa Mak - Procurement and Contracts Partner Neil Brown- Procurement and Contracts Officer"
        },
        "hasRecurrence": false
    },
    "parties": [
        {
            "id": "GB-FTS-9417",
            "name": "National Library of Scotland",
            "identifier": {
                "legalName": "National Library of Scotland"
            },
            "address": {
                "streetAddress": "George IV Bridge",
                "locality": "Edinburgh",
                "region": "UKM",
                "postalCode": "EH1 1EW",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "Rosa Mak",
                "telephone": "+44 1316233700",
                "email": "rosa.mak@nls.uk",
                "url": "http://www.publiccontractsscotland.gov.uk"
            },
            "roles": [
                "buyer",
                "centralPurchasingBody"
            ],
            "details": {
                "url": "http://www.nls.uk",
                "buyerProfile": "https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA11622",
                "classifications": [
                    {
                        "id": "BODY_PUBLIC",
                        "scheme": "TED_CA_TYPE",
                        "description": "Body governed by public law"
                    },
                    {
                        "id": "08",
                        "scheme": "COFOG",
                        "description": "Recreation, culture and religion"
                    }
                ]
            }
        },
        {
            "id": "GB-FTS-1033",
            "name": "Edinburgh Sheriff Court",
            "identifier": {
                "legalName": "Edinburgh Sheriff Court"
            },
            "address": {
                "locality": "Edinburgh",
                "countryName": "United Kingdom"
            },
            "roles": [
                "reviewBody"
            ]
        }
    ],
    "buyer": {
        "id": "GB-FTS-9417",
        "name": "National Library of Scotland"
    },
    "links": [
        {
            "rel": "canonical",
            "href": "https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000827304"
        }
    ],
    "language": "en"
}