1. Services to be included:
2. User Registration and Administration:
a. Self-registration of applications (sub-brokers).
b. Applications to include ability to attach multiple documents.
c. Assessment of registration applications by Administrators.
d. Enable registration of own agents by approved sub-brokers.
e. E-mail notification to users on change of application status.
f. Administrators to manage registration status of users as relevant.
3. Price Quotation:
a. Generate price quotations comparing prices of different suppliers based on inputs supplied by user/customer.
b. Quotations to utilise UD Core or other third-party’s APIs to enable comparison of prices.
c. Re-calculation of prices based on varying of Uplift by Agent user.
d. E-mail prices to user.
4. Contract Generation:
a. Capture inputs for generation of contract.
b. Validate Bank Details based on third-party APIs.
c. Save draft contracts.
d. Generate contracts using one of the following methods (utilising UD Core or other third-party’s APIs):
i. Electronic Signature (e.g. DocuSign).
ii. Verbal Script.
5. Contract Administration:
a. Import and upload Supplier Status Reports.
b. Administrators to view and manage submitted contracts.
c. Administrators to change status of contracts as relevant.
d. Relevant users to update notes/details based on Administrator’s inputs/queries.
e. Filter, Sort and Search contracts based on Status and key fields.
6. Query Management:
a. Users to raise support queries for specified topics/reasons.
b. Administrators can respond to queries.
c. Users can add supplementary information to Administrator’s responses.
d. Display Date and Time Stamps for each entry/activity.
e. Display time remaining/overdue based on pre-defined Turnaround Time.
a. Import and upload invoices from individual Suppliers.
b. Generate commission invoices for sub-brokers/agents based on Suppliers’ invoices.
c. Record meter readings for each contract on a periodic basis and calculate latest consumption figures.
8. Reporting: Generate/display reports/graphs in the Portal Dashboard for the following:
a. Total Sales.
b. Total Commission.
c. Total No. of Queries.
d. Contract Status.
9. Announcements: Display announcements/messages created by Administrators.
10. Resources: Link to internal/external resource page.
The project is to be managed via GitHub. While responding, please provide the basis of the quotation, e.g. no. of resources, rate per hr, firm timelines, etc.