CCapability-led route

KI-Assistenzsystem für Sozialleistungen

Dataport AöR

Deadline
10 Sept 2026, 12:00
Value
No minimum purchase; framework ceiling is 150% of the awarded contract value; tendered price model covers annual application-volume bands and 4,000 service hours; EUR amount not stated.
Region
Germany; Dataport carrier states and participating public-sector customers
Reviewed
16 Aug 2026
Portfolio verdict

Capability-led route

No-prime on current evidence: the solution scope is technically adjacent, but mandatory comparable deployments at three small and three large users are not evidenced, and insurance, SÜG personnel and the AI Act classification declaration remain unknown. A bid becomes plausible only with a source-backed specialist partner or consortium covering those gates.

Recommended actionDo not prime-bid on current evidence. Continue only with a source-backed specialist partner or consortium that supplies the mandatory six-customer deployment coverage and other hard-gate evidence, then obtain legal confirmation of the AI Act classification and verify insurance and SÜG staffing.

What the opportunity means

Four-year multi-customer framework for a vendor-operated, multi-tenant AI assistant that ingests social-benefit applications and documents, supports completeness and plausibility checks, extracts evidence, assists caseworkers with cited legal information, integrates with DMS and specialist procedures, and supplies rollout, training, maintenance and support.

Portfolio thesis

Strong technical adjacency in document ingestion, OCR, structured extraction, case workflows, evidence traceability, human review, secure cloud integration and public-sector AI. Prime eligibility is currently unproven because formal references, insurance, SÜG-cleared personnel and the AI Act classification statement are absent from the company evidence pack.

Qualification reality

Digital David demonstrates adjacent AI document, case, audit, OCR and integration competencies through Factify, holz-platform and public-sector AI work, but the evidence pack does not establish an existing social-benefits assistant product or the mandatory live deployment references.

Portfolio evidence

Products and reusable delivery strengths

Products

Factifyholz-platformKURT

Competencies

AI-assisted document and case workflowsOCR and structured extractionEvidence traceability and human reviewSecure cloud and API integrationPublic-sector AI architectureGerman-language workflow design

Decision gates

Eligibility and delivery gates

  • Company matchUnknown
    professional and operational liability insurance
    MustRequired

    Mandatory cover per claim: EUR 5 million personal injury, EUR 5 million property damage, and EUR 2.5 million financial loss including data-protection loss; each amount must be available twice annually and maintained for the full term. Proof is due within 14 days after award. The company evidence pack contains no qualifying policy evidence.

  • Company matchUnknown
    comparable AI-assistant reference block
    MustRequired

    At least one reference accepted, completed or live after 2023-08-01 must cover a comparable AI assistant including licence, vendor operation, introductions, training, API readiness, maintenance and support. The portfolio map is not approved formal reference proof.

  • Company matchUnknown
    three small-customer deployments
    MustRequired

    References must demonstrate deployment at three distinct customers, each processing no more than 10,000 applications per year. No formal evidence is in the company qualification pack.

  • Company matchUnknown
    three large-customer deployments
    MustRequired

    References must demonstrate deployment at three distinct users, each processing at least 10,000 applications per year. No formal evidence is in the company qualification pack.

  • Company matchUnknown
    SÜG-cleared personnel
    MustRequired

    The procurement requires personnel suitable for security screening under section 34 HmbSÜGG. Expert-team evidence is deferred and the evidence pack contains no screening proof.

  • Company matchUnknown
    AI Act classification declaration
    MustRequired

    The bidder must confirm no Article 5 prohibited practice and assert that the solution is not an Article 6 high-risk system, providing either an exemption statement or EU database information. No source-backed legal classification is in the company pack.

  • Company matchMet
    German-language delivery
    DeliveryNot required

    The supplier profile confirms German as the primary business language; the tender requires German UI, documentation and delivery artefacts.

  • Company matchPartially met
    technical and functional readiness
    DeliveryNot required

    Factify, holz-platform and public-sector AI work demonstrate adjacent document ingestion, OCR, extraction, evidence traceability, human review, API integration and case workflows, but do not establish the complete social-benefits solution or required operating scale.

  • Company matchUnknown
    exclusion and procurement declarations
    MustRequired

    The package requires the standard bidder, exclusion, sanctions, compliance and suitability declarations; the evidence pack does not contain signed tender-specific forms.

Interpreted scope

Delivery shape

  • Vendor-operated, multi-tenant web application for at least housing-benefit and basic-income-support workflows; the system assists caseworkers and must not make autonomous benefit decisions.
  • Ingest applications and evidence from portals, PDF email attachments and scans; split, classify, rename and allocate documents to cases.
  • Extract income and other case data; support WoGVwV plausibility, completeness, recency and duplicate checks; create missing-document requests and prioritise or route cases.
  • Provide traceable evidence with source references, screenshots and access to full documents, plus case status notifications and a cited German-language legal-information chatbot.
  • Support dashboards, case-linked supplements and an applicant upload platform.
  • Integrate through REST APIs with common DMS products and standardised social-benefits specialist procedures.
  • Provide German UI and documentation, accessibility under BITV/EN 301 549, dependency transparency, BSI 200-2 security concept, training, rollout, maintenance and support.
  • Operate in the EU without mandatory external services subject to third-country law, and scale across additional benefits and widely varying customer volumes.

Bid package

Required submissions

  • Completed price sheet covering all application-volume bands and the 4,000 service hours
  • Training concept, maximum 10 pages
  • Rollout concept, maximum 10 pages
  • Maintenance concept, maximum 3 pages
  • Support concept, maximum 3 pages
  • Completed suitability and reference forms covering all mandatory reference blocks
  • Insurance declaration and, after award, qualifying policy proof within 14 days
  • AI Act prohibited-practice and high-risk-classification declaration or applicable EU database information
  • Required bidder, exclusion, sanctions, compliance and procurement declarations
  • Accessibility self-test and security/dependency documentation required by the specifications

Commercial reading

Contract and pricing terms

  • No purchase obligation; framework ceiling is 150% of the awarded contract value.
  • Fixed prices include travel and all ancillary costs; annual recurring prices are invoiced quarterly.
  • Payment term is 45 days.
  • 4,000 remote technical/domain service hours are included in the evaluated price quantity.
  • Regular service availability is 08:00-17:00 on working days.
  • The contractor must report quarterly and notify the buyer when 90% of the framework ceiling is reached.
  • The buyer may extend the framework by up to three months if successor procurement is delayed.

Evidence trail

Sources and bidder information

Authoritative Dataport bidder-message area checked on 2026-08-16 at approximately 22:00 CEST. No public bidder questions or answers were present and lastPublicAnswerSentDate was null. Questions close 2026-08-28 23:59 CEST; public answers are planned for 2026-09-03.

Authoritative Dataport notice ↗Official procedure metadata, dates, bidder-message area and downloadable package.Authoritative procurement package ↗Official 253-page tender package used for scope, eligibility, award, submissions and contractual evaluation.Authoritative price sheet ↗Official spreadsheet used to verify evaluated volume bands and 4,000 service-hour quantity.IT-Ausschreibung discovery page ↗Aggregator used only to discover the authoritative Dataport procedure.

Package reviewed 16 Aug 2026, 22:00

Research files

Documents used for this evaluation

PDFVergabeunterlagen DP31-202600059 ↓Authoritative package used for the complete evaluation.XLSXPreisblatt DP31-202600059 ↓Authoritative price workbook used to verify the pricing structure and quantities.