--- title: "Client Relationship Management Systems (\"CRM\") for Local Pensions Partnership Investments Ltd (\"LPPI)_25102019" ocid: "ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c.json" source: "Contracts Finder" current_stage: "Tender" buyer: "LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD" published: "2019-10-25" --- # Client Relationship Management Systems ("CRM") for Local Pensions Partnership Investments Ltd ("LPPI)_25102019 Buyer: LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD Current stage: Tender OCID: ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c.json) ## Summary The procurement process involves Local Pensions Partnership Investments Ltd (LPPI), which is seeking a Client Relationship Management (CRM) solution to enhance its management of third-party relationships. This tender is classified under pension investment services and is active as of the published date on 25th October 2019. The tender period concludes on 8th November 2019, leading to a contract start date of 25th November 2019, with an end date set for 24th November 2022. The project is being conducted through an 'Open Standalone' procurement method, aiming to simplify interactions and improve reporting in the management of third-party relationships. This tender presents a significant opportunity for technology firms, particularly those specialising in CRM solutions and services that cater to pension schemes and public-sector organisations. Companies that can demonstrate expertise in technology-driven management systems, particularly within the financial services or public sector, are encouraged to compete. This project not only aims to address existing challenges faced by LPPI but also seeks to enhance overall operational efficiency, thus presenting a viable avenue for business growth in the competitive landscape of public procurement. ## Notice Local Pensions Partnership (LPP) is a pension service provider for Local Government Pension Schemes (LGPS) and other public-sector pension funds. They aim to help clients reduce pension deficits, improve investment returns and lower costs through the core services of investment management, pension administration and risk management. LPP was formed in 2016 through a collaboration between Lancashire County Council and the London Pensions Fund Authority. Today they manage more than c.PS17b of pension assets for investors and provide pensions administration services to more than 540,000 members across LGPS, Fire and Police schemes. LPPI recognizes its requirement for a CRM capability to simplify management and improve the interactions, reporting and Management Information ("MI") for 3rd party relationships that support its business operations. The key problem areas it has identified include: * There is no single view of 3rd party relationships and/or interactions; * There is no clear, evidence-based view of the overall status of any 3rd party relationship; * There are no consistent agreed business processes for managing 3rd party relationships to ensure regulatory and contractual compliance; * There is no reliable MI on relationship management. The opportunity presented by this ITT is to procure a technology-based solution to address the issues identified above and which, crucially, delivers benefits in the form of improved controls, risk mitigation, customer understanding, and effective processes. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/06248c32-1663-45f2-b05a-3d1db4f393a1 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Not Specified | | Procurement method details | Other - Open Standalone | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 25 Oct 2019 | | Submission deadline | 8 Nov 2019 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 25 Nov 2019 - 24 Nov 2022 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £1 | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD | | Locality | LONDON | | Post town | Preston | | Postcode | PR1 8XJ | | Country | England | | ITL 1 | TLD North West (England) | | ITL 2 | TLD4 Lancashire | | ITL 3 | TLD45 Mid Lancashire | | Local authority | Preston | | Electoral ward | City Centre | | Westminster constituency | Preston | | Delivery location | TLI London | ## CPV Codes ### Divisions - 66 - Financial and insurance services ### Codes - 66131100 - Pension investment services ## Release History - 25 Oct 2019 at 12:03 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/06248c32-1663-45f2-b05a-3d1db4f393a1 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/06248c32-1663-45f2-b05a-3d1db4f393a1 25th October 2019 - Opportunity notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/Attachment/f45ecc19-54f9-4f45-a308-9546747fa0ab Client Relationship Management Systems ("CRM") for Local Pensions Partnership Investments Ltd ("LPPI")_25102019 ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-3defa058-1893-451d-8853-99bb27eca27c.json.