Loan Administration Procurement

{
  "id": "002261-2026",
  "tag": [
    "planningUpdate"
  ],
  "date": "2026-01-12T13:02:41Z",
  "ocid": "ocds-h6vhtk-05fef6",
  "buyer": {
    "id": "GB-PPON-PJQM-1124-QDHW",
    "name": "Royal Borough of Windsor & Maidenhead"
  },
  "tender": {
    "id": "ocds-h6vhtk-05fef6",
    "lots": [
      {
        "id": "1",
        "status": "planning",
        "hasRenewal": true,
        "suitability": {
          "sme": true,
          "vcse": true
        },
        "contractPeriod": {
          "endDate": "2031-05-31T23:59:59+01:00",
          "startDate": "2026-06-01T00:00:00+01:00",
          "maxExtentDate": "2036-05-31T23:59:59+01:00"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKC",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKD",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKE",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKF",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKG",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKH",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKI",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKK",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66000000",
            "scheme": "CPV",
            "description": "Financial and insurance services"
          }
        ]
      }
    ],
    "title": "Loan Administration Procurement",
    "value": {
      "amount": 1200000,
      "currency": "GBP",
      "amountGross": 1440000
    },
    "status": "planning",
    "amendments": [
      {
        "id": "002261-2026",
        "description": "Changed description"
      }
    ],
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "description": "Twelve local authorities across Berkshire, Buckinghamshire, Oxfordshire, Surrey, and Northamptonshire currently deliver a home improvement loan scheme through a limited company. The scheme was established in 2008 with grant funding from central government and no further capital has been introduced since then.\nThe loans are low-cost, flexible loans for homeowners, predominantly over the age of 60, who would otherwise be unable to maintain their homes.  The combined loan book and available lending pot is approximately £9.9 million.\nAs an alternative delivery model, and subject to approval, the authorities intend to form an unincorporated association and appoint a loan administrator to manage all aspects of the loan fund. This includes the full range of loan administration services, from arranging loans to ongoing administration. We anticipate the contract length being 7-10 years, with a gross value of ~£120,000 per annum.\nThe appointed loan administrator must:\n- Be registered with the Financial Conduct Authority (FCA).\n- Hold the necessary permissions to undertake regulated activities relating to mortgages, consumer credit. \n- Holding and controlling client money (not FCA-regulated). \nThe purpose of this notice is to gauge market interest from suitably qualified suppliers in providing these loan administration services. If you believe you are able to deliver these services, please send an e-mail to joey.stanford@rbwm.gov.uk no later than  4pm on 20/01/2026.",
    "aboveThreshold": true,
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-PPON-PJQM-1124-QDHW",
      "name": "Royal Borough of Windsor & Maidenhead",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKJ11",
        "country": "GB",
        "locality": "Maidenhead",
        "postalCode": "SL6 1RF",
        "countryName": "United Kingdom",
        "streetAddress": "St Ives Road"
      },
      "details": {
        "classifications": [
          {
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE",
            "description": "Public authority - sub-central government"
          }
        ]
      },
      "identifier": {
        "id": "PJQM-1124-QDHW",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "email": "joey.stanford@rbwm.gov.uk"
      }
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "002261-2026",
        "url": "https://www.find-tender.service.gov.uk/Notice/002261-2026",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2026-01-12T13:02:41Z"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2026-01-20T23:59:59Z",
        "description": "Please e-mail joey.stanford@rbwm.gov.uk by 20/01/2026 (4pm) if you believe you could deliver these services (or, indeed, if you have any questions). The Authority may be interested in setting up some 1-2-1s."
      }
    ]
  },
  "initiationType": "tender"
}

{
  "id": "000131-2026",
  "tag": [
    "planning"
  ],
  "date": "2026-01-05T09:32:38Z",
  "ocid": "ocds-h6vhtk-05fef6",
  "buyer": {
    "id": "GB-PPON-PJQM-1124-QDHW",
    "name": "Royal Borough of Windsor & Maidenhead"
  },
  "tender": {
    "id": "ocds-h6vhtk-05fef6",
    "lots": [
      {
        "id": "1",
        "status": "planning",
        "hasRenewal": true,
        "suitability": {
          "sme": true,
          "vcse": true
        },
        "contractPeriod": {
          "endDate": "2031-05-31T23:59:59+01:00",
          "startDate": "2026-06-01T00:00:00+01:00",
          "maxExtentDate": "2036-05-31T23:59:59+01:00"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKC",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKD",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKE",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKF",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKG",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKH",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKI",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKK",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66000000",
            "scheme": "CPV",
            "description": "Financial and insurance services"
          }
        ]
      }
    ],
    "title": "Loan Administration Procurement",
    "value": {
      "amount": 1200000,
      "currency": "GBP",
      "amountGross": 1440000
    },
    "status": "planning",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "description": "Twelve local authorities across Berkshire, Buckinghamshire, Oxfordshire, Surrey, and Northamptonshire currently deliver a home improvement loan scheme through a limited company. The scheme was established in 2008 with grant funding from central government and no further capital has been introduced since then.\nThe loans are low-cost, flexible loans for homeowners, predominantly over the age of 60, who would otherwise be unable to maintain their homes.  The combined loan book and available lending pot is approximately £9.9 million.\nAs an alternative delivery model, and subject to approval, the authorities intend to form an unincorporated association and appoint a loan administrator to manage all aspects of the loan fund. This includes the full range of loan administration services, from arranging loans to ongoing administration. We anticipate the contract length being 7-10 years, with a gross value of ~£120,000 per annum. \nThe appointed loan administrator must:\n- Be registered with the Financial Conduct Authority (FCA).\n- Hold the necessary permissions to undertake regulated activities relating to mortgages, consumer credit, and holding and controlling client money.\nThe purpose of this notice is to gauge market interest from suitably qualified suppliers in providing these loan administration services. If you believe you are able to deliver these services, please send an e-mail to joey.stanford@rbwm.gov.uk no later than  4pm on 20/01/2026.",
    "aboveThreshold": true,
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-PPON-PJQM-1124-QDHW",
      "name": "Royal Borough of Windsor & Maidenhead",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKJ11",
        "country": "GB",
        "locality": "Maidenhead",
        "postalCode": "SL6 1RF",
        "countryName": "United Kingdom",
        "streetAddress": "St Ives Road"
      },
      "details": {
        "classifications": [
          {
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE",
            "description": "Public authority - sub-central government"
          }
        ]
      },
      "identifier": {
        "id": "PJQM-1124-QDHW",
        "scheme": "GB-PPON"
      },
      "contactPoint": {
        "email": "joey.stanford@rbwm.gov.uk"
      }
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "000131-2026",
        "url": "https://www.find-tender.service.gov.uk/Notice/000131-2026",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2026-01-05T09:32:38Z"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2026-01-20T23:59:59Z",
        "description": "Please e-mail joey.stanford@rbwm.gov.uk by 20/01/2026 (4pm) if you believe you could deliver these services (or, indeed, if you have any questions). The Authority may be interested in setting up some 1-2-1s."
      }
    ]
  },
  "initiationType": "tender"
}