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Enterprise Grade Portfolio Management System

Tender Overview

ORGANIZATION

British Business Bank

LOCATION

United Kingdom, United Kingdom

VALUE

Not disclosed

DEADLINE

February 20, 2026 at 00:00

CATEGORY

Other

CPV CODE

66100000

REFERENCE

006796-2026

Project Timeline

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Contact Information

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View Original

Original Tender Description

The British Business Bank is exploring the market for an enterprise grade portfolio management system which meets the needs of the Bank when acting as both a Limited Partner (LP) and General Partner (GP). The solution will be required to service an existing equity portfolio of investments and be sufficiently scalable to support the deployment of an additional £4.5bn of capital in line with the Government's Industrial Strategy and the Bank's Five Year Strategic Plan. The product will require a robust, scalable, and configurable system capable of managing the entire investment lifecycle - deal flow, KYC, capital calls and distributions, valuations, investment book of record, accounting book of record, financial risk rating, sector and regional analysis, portfolio look through capability for our fund programmes and reporting. The purpose of this premarket engagement is to gather information from potential suppliers on available solutions, understand market trends and best practice and to understand their pricing models. This is not a formal procurement but an opportunity to inform our future requirements and procurement strategy. We welcome input from suppliers on solution capabilities, implementation timelines, potential risks, and commercial models. Completion of the questionnaire will be the basis of this pre-market engagement. This notice will be kept open until February 20th 2026 at 23:00, please ensure that your questionnaire is completed and submitted via Delta by this time, February 20th 2026 at 23:00. A copy of the questionnaire is available via the following link: https://www.delta-esourcing.com/respond/485QFS2P6Y Following completion and submission of the questionnaire BBB may ask suppliers to provide a demonstration of their system. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Sheffield:-Banking-and-investment-services./485QFS2P6Y To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/485QFS2P6Y
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MANDATORY EXCLUSION GROUNDS

  • No mandatory exclusion grounds are specified for this pre-market engagement.
✓

ELIGIBILITY REQUIREMENTS

  • No specific eligibility requirements are stated for this pre-market engagement, beyond being a potential supplier of an enterprise-grade portfolio management system.
🔧

TECHNICAL CAPABILITY REQUIREMENTS

  • The proposed system must be an enterprise-grade portfolio management system.
  • The system must meet the needs of the British Business Bank when acting as both a Limited Partner (LP) and General Partner (GP).
  • The system must be capable of servicing an existing equity portfolio of investments.
  • The system must be sufficiently scalable to support the deployment of an additional £4.5bn of capital.
  • The system must be robust.
  • The system must be scalable.
  • The system must be configurable.
  • The system must be capable of managing the entire investment lifecycle, including deal flow.
  • The system must be capable of managing KYC (Know Your Customer) processes.
  • The system must be capable of managing capital calls and distributions.
  • The system must be capable of managing valuations.
  • The system must be capable of maintaining an investment book of record.
  • The system must be capable of maintaining an accounting book of record.
  • The system must be capable of financial risk rating.
  • The system must be capable of sector and regional analysis.
  • The system must provide portfolio look through capability for fund programmes.
  • The system must provide reporting capabilities.
  • Suppliers are expected to provide input on solution capabilities.
  • Suppliers are expected to provide input on implementation timelines.
  • Suppliers are expected to provide input on potential risks.
💰

FINANCIAL REQUIREMENTS

  • No specific financial requirements (e.g., turnover, financial ratios) are stated for this pre-market engagement.
  • Suppliers are expected to provide input on their pricing models.
  • Suppliers are expected to provide input on their commercial models.
📋

SUBMISSION REQUIREMENTS

  • Complete and submit the provided questionnaire.
  • Submit the questionnaire via the Delta eSourcing portal.
  • Ensure the questionnaire is submitted by February 20th, 2026 at 23:00.
  • Be prepared to provide a demonstration of the system if requested by the British Business Bank after questionnaire submission.

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HTM
Planning Notice
General Information006796-2026.html
Summary:
The British Business Bank is conducting pre-market engagement to explore enterprise-grade portfolio management systems for LP and GP needs, inviting suppliers to complete a questionnaire by February 20th, 2026, as this is not a formal procurement.
DOC
OCDS Record
OCDS Data006796-2026_ocds_record.json
Summary:
The British Business Bank is conducting a pre-market engagement to gather information on enterprise-grade portfolio management systems capable of managing an equity investment lifecycle for both LP and GP roles, with suppliers invited to complete a questionnaire by February 20, 2026.
DOC
OCDS Release Package
OCDS Data006796-2026_ocds_release.json
Summary:
The British Business Bank is conducting a pre-market engagement to gather information on enterprise-grade portfolio management systems for LP/GP needs, capable of managing an investment lifecycle and scaling for significant capital deployment, with suppliers asked to complete a questionnaire by February 20, 2026.
PDF
Official PDF Version
Administrative Documents006796-2026_official.pdf
Summary:
The British Business Bank is conducting pre-market engagement to explore enterprise-grade portfolio management systems for LP/GP needs, inviting suppliers to complete a questionnaire by February 20th, 2026, to inform future procurement strategy.

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75
Good

Tender Quality Score

This pre-market engagement notice from the British Business Bank is well-structured and clear in its intent to gather market information for an enterprise-grade portfolio management system, though it has minor formal data inconsistencies.

Score Breakdown

Legal Compliance75/100

The tender clearly defines its purpose as a pre-market engagement, not a formal procurement, which aligns with its status. CPV codes are appropriately assigned. However, the 'Type' and 'Procedure' fields are listed as 'None' in the basic information, which is a formal inconsistency, even if the description clarifies the intent. No disputes or suspensions are noted.

•Formal 'Type' and 'Procedure' fields are empty despite clear description.
Clarity80/100

The description is exceptionally clear, detailing the purpose of the pre-market engagement and the extensive functional requirements for the portfolio management system. AI-extracted requirements are comprehensive and easy to understand. The absence of evaluation criteria is appropriate for a market sounding exercise.

Completeness70/100

Most essential information, such as title, organization, reference, deadlines, duration, and location, is provided. Requirements are well-defined. The estimated value is classified, which is acceptable for a pre-market engagement. However, the empty 'Type' and 'Procedure' fields in the basic info represent minor gaps in structured data completeness.

•Formal 'Type' and 'Procedure' fields are empty.
•'Liable Person' field is empty.
Fairness85/100

Full document access and electronic submission via Delta eSourcing are supported, promoting equal access. The requirements, while detailed, appear to be functional specifications for a complex system rather than tailored to a specific company. The classified value is understandable for a pre-market stage.

Practicality75/100

Electronic submission is clearly supported, and direct URLs for the questionnaire and portal are provided. The contract start date and duration are specified. While the estimated value is classified, the overall practical aspects for suppliers to engage are good.

•Estimated value is classified, limiting supplier insight into potential contract scale.
Data Consistency80/100

Dates are logical and consistent. There are no noted suspensions or disputes. However, the 'Liable Person' field is empty, and the 'Type' and 'Procedure' fields are marked 'None' despite the clear textual description of a pre-market engagement, indicating minor inconsistencies in structured data.

•'Liable Person' field is empty.
•'Type' and 'Procedure' fields are marked 'None' despite textual clarity.
Sustainability50/100

There is no explicit mention of green procurement, social aspects, or innovation focus within the tender documentation. This is common for IT system procurements and pre-market engagements, but it represents an area for potential future enhancement.

•No explicit sustainability criteria.
•No explicit social aspects.

Strengths

Clear and comprehensive description of the pre-market engagement's purpose and scope.
Detailed technical requirements for the portfolio management system.
Electronic submission supported via Delta eSourcing with direct links.
Good data consistency for key dates and references.
Requirements appear functional and not tailored to a specific vendor.

Concerns

Formal 'Type' and 'Procedure' fields are empty in the basic information.
Estimated value is classified, limiting supplier insight.
No explicit mention of sustainability, social, or innovation criteria.
'Liable Person' field is empty.
Lack of formal evaluation criteria (though expected for pre-market engagement).

Recommendations

1. Populate all structured data fields, including 'Type,' 'Procedure,' and 'Liable Person,' to enhance data quality and formal consistency.
2. Consider providing an estimated value range, even if broad, in future formal procurements to aid supplier planning.
3. Integrate sustainability, social, or innovation considerations into future formal procurement stages, where applicable.

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Tender Quality Score
75/ 100 · Good
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