--- title: "DDaT19265 Portfolio Management System" ocid: "ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b.json" source: "Contracts Finder" current_stage: "Tender" buyer: "UK SHARED BUSINESS SERVICES LIMITED" published: "2020-01-24" --- # DDaT19265 Portfolio Management System Buyer: UK SHARED BUSINESS SERVICES LIMITED Current stage: Tender OCID: ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b.json) ## Summary The UK Shared Business Services Limited is conducting a public procurement process for the "DDaT19265 Portfolio Management System", classified under the software package and information systems category. This open tender is currently in the planning stage, with the submission deadline for bids having closed on 20th December 2019. The anticipated contract duration is for an initial period of 12 months, starting from 20th January 2020, with a potential review for extension thereafter. The contract value is set at £150,000 and the contracted services would be based in Swindon, England. This procurement presents a significant opportunity for businesses specialising in software development, particularly those with expertise in portfolio management systems and financial data analysis. Companies able to provide a solution that integrates with existing platforms like Airtable and Salesforce, while offering robust reporting features, would be particularly well-suited to apply. The emphasis on innovative solutions to streamline processes could also attract start-ups and SMEs aspiring to contribute to efficiency in public sector operations. ## Notice ***This tender requirement was abandoned prior to a contract award decision*** The final date and time for the submission of bids is Friday 20th December 2019 at 11:00 A.M. DO NOT apply directly to the buyer. All tender information MUST be submitted through the Delta eSourcing Portal. Brief Description of Requirement:- IUKL is looking to scale the current business and to enable new systems to be onboarded to reduce manual processes and allow better visualisation, tracking and understanding of data. The requisite portfolio monitoring system will enable the team to track the performance of existing loans clients by collecting financial information quarterly (via excel or website) and transforming this data into reports and dashboards. The system should also be able to flag where a businesses' financials may have deteriorated, or they have breached covenants for example. IUKL would need to segment borrowers by competition type (currently 7 live competitions (portfolios). The ability to segment customers by credit specialist would also be useful. IUKL would need the system to be able to import excel data and integration via API with Airtable, Salesforce and DueDil would be highly beneficial but not essential. The system would need to export reports to PDF and Excel and provide dashboards on screen. All changes made in the system should have an audit trail of who changed what and a time/date stamp. Features of the system should include: - * Live dashboard / documents section for each customer including, drawdown schedule, searches, credit papers, annual reviews, changes to loan, loan covenants & status, interest cost, documentation & communications sent with dates/audit trails. * Overall portfolio - live dashboard, money in/out, accounts on stop, upcoming annual reviews, drawdown schedules & repayments. * Ability to integrate monitoring officer reports (word documents) and scores into system. Further ability to monitor lifetime scores and reports. The Period of the agreement is expected to be an initial 12-month contract with a review at the end of the 12 months with a view to extend should it prove to be successful. Please ensure you review all attached information to ensure a full understanding of this requirement. All attachments can be found within the Document Uploads tab within the Delta eSourcing Portal. This contract will be awarded based on the evaluation criteria set out in the ITQ document. How to Apply:- UK Shared Business Services Ltd (UK SBS) will be using the Delta eSourcing Portal for this procurement. To register on the Delta eSourcing portal please use the link https://uksbs.delta-esourcing.com and follow the instructions to register. If you are already registered on the Delta eSourcing Portal and wish to participate in this procurement, please use the link: https://uksbs.delta-esourcing.com and then follow the instructions to 'Login' Additional information: DO NOT APPLY DIRECTLY TO BUYER All submissions will be assessed in accordance with the Public Contracts Regulations 2015, for procurement values that exceed Regulation 5 (Threshold amounts) Responses must be received by the date in the tender documentation; responses received outside of the deadline or not sent via the Delta eSourcing portal will not be accepted or considered further for this opportunity. As a user of the Delta eSourcing Portal you will have access to the Delta messaging service which facilitates all messages sent to you and from you in relation to any specific tender event. Please note it is your responsibility to access these messages on a regular basis to ensure you have sight of all relevant information applicable to this opportunity. The contracting authority expressly reserves the right: i. not to award any contract as a result of the procurement process commenced by publication of this notice;and ii. to make whatever changes it may see fit to the content and structure of the procurement; and in no circumstances will the contracting authority be liable for any costs incurred by any supplier. If the contracting authority decides to enter into a contract with the successful supplier, this does not mean that there is any guarantee of subsequent contracts being awarded. Any expenditure, work or effort undertaken prior to contract award is accordingly a matter solely for the commercial judgement of bidders. About UK Shared Business Services UK Shared Business Services Ltd (UK SBS) brings a commercial attitude to the public sector; helping our contracting authorities to improve efficiency, generate savings and modernise. Where UK SBS is not named as the Contracting Authority within the documentation, UK SBS will be acting as an agent on behalf of the Contracting Authority. Our broad range of expert services is shared by our customers. This allows our customers the freedom to focus resources on core activities; innovating and transforming their own organisations. For full details of our partner base please review the following link: http://www.uksbs.co.uk/services/procure/contracts/Pages/default.aspx ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/4a51b22b-1262-45f3-81eb-b3c7ae67d1f5 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Goods | | Procurement method | Open | | Procurement method details | Open procedure (below threshold) | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 24 Jan 2020 | | Submission deadline | 20 Dec 2019 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 20 Jan 2020 - 19 Jan 2021 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £150,000 | | 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 | UK SHARED BUSINESS SERVICES LIMITED | | Locality | SWINDON | | Post town | Swindon | | Postcode | SN2 1FF | | Country | England | | ITL 1 | TLK South West (England) | | ITL 2 | TLK7 Gloucestershire and Wiltshire | | ITL 3 | TLK71 Swindon | | Local authority | Swindon | | Electoral ward | Rodbourne Cheney | | Westminster constituency | Swindon North | | Delivery location | Not specified | ## CPV Codes ### Divisions - 48 - Software package and information systems - 66 - Financial and insurance services ### Codes - 48000000 - Software package and information systems - 66122000 - Corporate finance and venture capital services ## Release History - 24 Jan 2020 at 12:00 - TenderAmendment - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/4a51b22b-1262-45f3-81eb-b3c7ae67d1f5 - 9 Dec 2019 at 12:15 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/4a51b22b-1262-45f3-81eb-b3c7ae67d1f5 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/4a51b22b-1262-45f3-81eb-b3c7ae67d1f5 24th January 2020 - Opportunity notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/Attachment/50908c77-91e8-4f70-aa24-8a13969fea4b AW5.2 Price Schedule DDaT19265 - https://www.contractsfinder.service.gov.uk/Notice/Attachment/acb466d0-8c5f-4ae2-ae34-7b09f58abb1e AW4.1 Terms and Conditions - https://www.contractsfinder.service.gov.uk/Notice/Attachment/a81a2928-8db3-472a-91db-c7ad8d6934ca DDaT19265 Invitation to Quote - https://www.contractsfinder.service.gov.uk/Notice/Attachment/56f51d68-172d-494b-bd5c-573c37c50260 DDaT19265 Invitation to Quote Questions - https://uksbs.delta-esourcing.com Delta eSourcing Portal ## Notice URLs - http://www.uksbs.co.uk/services/procure/contracts/Pages/default.aspx ## 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-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-4badfcb5-4015-4d94-b68c-193edfbe7a9b.json.