Hysbysiad contract
Adran I:
Endid
contractio
I.1) Enw a chyfeiriad
FAIR4ALL FINANCE LIMITED
11810533
2nd Floor 28 Commercial Street
London
E16LS
UK
Person cyswllt: Gary Stephens
E-bost: procurement@fair4allfinance.org.uk
NUTS: UKI42
Cyfeiriad(au) rhyngrwyd
Prif gyfeiriad: https://fair4allfinance.org.uk/
I.3) Cyfathrebu
Mae'r dogfennau caffael ar gael ar gyfer mynediad uniongyrchol anghyfyngedig a llawn, yn rhad ac am ddim ar:
https://gbsprocure.marketdojo.com/users/current_opportunities
Gellir cael gwybodaeth ychwanegol o'r cyfeiriad uchod
Rhaid anfon tendrau neu geisiadau i gymryd rhan yn electronig at:
https://gbsprocure.marketdojo.com/users/current_opportunities
Rhaid anfon tendrau neu geisiadau i gymryd rhan i'r cyfeiriad uchod:
I.4) Y math o awdurdod contractio
Corff a lywodraethir gan gyfraith gyhoeddus
I.5) Prif weithgaredd
Materion economaidd ac ariannol
Adran II: Gwrthrych
II.1) Cwmpas y caffaeliad
II.1.1) Teitl
Investment Management Solution
Cyfeirnod: ID531
II.1.2) Prif god CPV
72212411
II.1.3) Y math o gontract
Gwasanaethau
II.1.4) Disgrifiad byr
Fair4All Finance is seeking an Investment Management Solution. The requirements cover the installation and ongoing management of the solution.
The ideal Investment Management System (IMS) will be a robust and scalable platform designed specifically to meet the unique needs of organisations engaged in social impact investment. It will offer a comprehensive suite of features and functionalities tailored to support the end-to-end lifecycle of social impact investments, including loans, interest-bearing equity, dividend-bearing equity, grants, guarantees, and impact measurement.
Full details are enclosed within the procurement documents on Market Dojo.
II.1.5) Cyfanswm gwerth amcangyfrifedig
Gwerth heb gynnwys TAW: 210 000.00 GBP
II.1.6) Gwybodaeth am lotiau
Mae’r contract hwn wedi’i rannu’n lotiau:
Na
II.2) Disgrifiad
II.2.3) Man cyflawni
Cod NUTS:
UKI4
II.2.4) Disgrifiad o’r caffaeliad
Fair4All Finance is a not-for-profit organisation founded in early 2019 to increase the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable, and appropriate financial products, and services in England. We have three main priority areas:
• Expanding provision of affordable credit through a scaled community finance sector
• Partnering with banks and financial service providers to support the delivery of products and services for customers in vulnerable circumstances
• Developing and scaling products and services to address market gaps
We deliver our mission through making social impact investments into community finance organisations. You can find out more about our strategy here.
The Fair4All Finance investment team is managing a portfolio of social investments (debt, equity, quasi-equity, and grants) in affordable credit providers, with significant anticipated growth through 2024 and into 2025.
The team is now seeking an affordable solution that will allow the Investment Team to make sound and effective investment decisions and to facilitate clear and accurate monitoring and reporting across the portfolio to both internal and external stakeholders. Data critical to supporting this portfolio is currently managed using Excel based tables.
A successful solution will have:
• Comprehensive functionality to support the execution and evaluation of social impact investments
• Flexibility to adapt to our ways of working and reporting requirements
• Excellent user experience, training, and vendor support to ensure usability across all of Fair4All Finance
There will be circa 20 users of the solution within Fair4All Finance who will be managing up to 200 investments over the next five years.
The estimated budget for this solution is between £200k - £250k plus VAT over the next five years, which will include initial purchase costs, implementation and annual maintenance fees.
II.2.5) Meini prawf dyfarnu
Nid pris yw’r unig faen prawf dyfarnu a dim ond yn y dogfennau caffael y mae’r holl feini prawf wedi’u nodi
II.2.7) Hyd y contract, y cytundeb fframwaith neu’r system brynu ddynamig
Hyd mewn misoedd: 60
Gall y contract hwn gael ei adnewyddu: Ydy
Disgrifiad o’r adnewyddiadau:
Please see Tender Documents
II.2.9) Gwybodaeth am y cyfyngiadau ar nifer yr ymgeiswyr a gaiff eu gwahodd
II.2.10) Gwybodaeth am amrywiadau
Derbynnir amrywiadau:
Na
II.2.11) Gwybodaeth am opsiynau
Opsiynau:
Na
II.2.13) Gwybodaeth am Gronfeydd yr Undeb Ewropeaidd
Mae'r broses gaffael yn gysylltiedig â phrosiect a/neu raglen a ariennir gan gronfeydd yr Undeb Ewropeaidd:
Na
Section III: Gwybodaeth gyfreithiol, economaidd, ariannol a thechnegol
III.1) Amodau ar gyfer cymryd rhan
III.1.1) Addasrwydd i ymgymryd â’r gweithgaredd proffesiynol, gan gynnwys gofynion mewn perthynas â chofrestru ar gofrestri proffesiynol neu gofrestri masnach
Rhestr a disgrifiad byr o’r amodau:
Please see Tender Documents
III.1.2) Statws economaidd ac ariannol
Meini prawf dethol fel y’u nodir yn y dogfennau caffael
III.1.3) Gallu technegol a phroffesiynol
Rhestr a disgrifiad byr o’r meini prawf dethol:
Please see Tender Documents
III.2) Amodau sy’n gysylltiedig â’r contract
III.2.2) Amodau perfformiad contractau
Please see Tender Documents
Section IV: Gweithdrefn
IV.1) Disgrifiad
IV.1.1) Y math o weithdrefn
Gweithdrefn agored
IV.1.8) Gwybodaeth am Gytundeb Caffael y Llywodraeth (GPA)
The procurement is covered by the Government Procurement Agreement:
Ydy
IV.2) Gwybodaeth weinyddol
IV.2.2) Terfyn amser i dendrau neu geisiadau i gymryd rhan ddod i law
Dyddiad:
05/09/2024
Amser lleol: 17:00
IV.2.4) Ym mha iaith/ieithoedd y gellir cyflwyno tendrau neu geisiadau i gymryd rhan
EN
IV.2.7) Amodau ar gyfer agor tendrau
Dyddiad:
06/09/2024
Amser lleol: 09:00
Section VI: Gwybodaeth ategol
VI.1) Gwybodaeth am ailddigwydd
Caffaeliad cylchol yw hwn:
Na
VI.4) Gweithdrefnau adolygu
VI.4.1) Corff adolygu
Royal Courts of Justice
Strand
London
WC2A 2LL
UK
VI.5) Dyddiad anfon yr hysbysiad hwn
06/08/2024