Enterprise Grade Portfolio Management System

{
  "id": "006796-2026",
  "tag": [
    "planning"
  ],
  "date": "2026-01-26T16:05:29Z",
  "ocid": "ocds-h6vhtk-060ee8",
  "buyer": {
    "id": "GB-PPON-PGTM-8337-GYXM",
    "name": "British Business Bank"
  },
  "tender": {
    "id": "ocds-h6vhtk-060ee8",
    "lots": [
      {
        "id": "1",
        "status": "planning",
        "hasRenewal": true,
        "contractPeriod": {
          "endDate": "2033-01-17T23:59:59+00:00",
          "startDate": "2027-01-17T00:00:00+00:00",
          "maxExtentDate": "2035-01-17T23:59:59+00:00"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UK",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66100000",
            "scheme": "CPV",
            "description": "Banking and investment services"
          },
          {
            "id": "66120000",
            "scheme": "CPV",
            "description": "Investment banking services and related services"
          },
          {
            "id": "66140000",
            "scheme": "CPV",
            "description": "Portfolio management services"
          },
          {
            "id": "72212411",
            "scheme": "CPV",
            "description": "Investment management software development services"
          }
        ]
      }
    ],
    "title": "Enterprise Grade Portfolio Management System",
    "value": {
      "amount": 0,
      "currency": "GBP",
      "amountGross": 0
    },
    "status": "planning",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "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. \nThe 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.\nCompletion 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.\nA copy of the questionnaire is available via the following link: https://www.delta-esourcing.com/respond/485QFS2P6Y\nFollowing completion and submission of the questionnaire BBB may ask suppliers to provide a demonstration of their system.\nFor more information about this opportunity, please visit the Delta eSourcing portal at: \nhttps://www.delta-esourcing.com/tenders/UK-UK-Sheffield:-Banking-and-investment-services./485QFS2P6Y\nTo respond to this opportunity, please click here: \nhttps://www.delta-esourcing.com/respond/485QFS2P6Y",
    "aboveThreshold": true,
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-PPON-PGTM-8337-GYXM",
      "name": "British Business Bank",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKE32",
        "country": "GB",
        "locality": "Sheffield",
        "postalCode": "S1 2GQ",
        "countryName": "United Kingdom",
        "streetAddress": "Steel City House, West Street"
      },
      "details": {
        "classifications": [
          {
            "id": "publicAuthorityCentralGovernment",
            "scheme": "UK_CA_TYPE",
            "description": "Public authority - central government"
          }
        ]
      },
      "identifier": {
        "id": "PGTM-8337-GYXM",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "name": "Luke Alovisi",
        "email": "procurement@british-business-bank.co.uk"
      }
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "006796-2026",
        "url": "https://www.find-tender.service.gov.uk/Notice/006796-2026",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2026-01-26T16:05:29Z"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2026-02-20T23:59:59+00:00",
        "description": "Please see the Procurement Description section"
      }
    ]
  },
  "initiationType": "tender"
}