Tender

DDaT24368 - Loan Management System - RFP

  • UK Research and Innovation

F02: Contract notice

Notice identifier: 2024/S 000-031981

Procurement identifier (OCID): ocds-h6vhtk-04a623

Published 4 October 2024, 9:58pm



Section one: Contracting authority

one.1) Name and addresses

UK Research and Innovation

Polaris House,North Star Avenue

SWINDON

SN21UH

Email

ddatprocurement@uksbs.co.uk

Country

United Kingdom

Region code

UKK14 - Swindon

Companies House

OC373078

Internet address(es)

Main address

www.uksbs.co.uk

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.3) Communication

The procurement documents are available for unrestricted and full direct access, free of charge, at

https://www.contractsfinder.service.gov.uk

Additional information can be obtained from the above-mentioned address

Tenders or requests to participate must be submitted electronically via

https://beisgroup.ukp.app.jaggaer.com/

Tenders or requests to participate must be submitted to the above-mentioned address

Electronic communication requires the use of tools and devices that are not generally available. Unrestricted and full direct access to these tools and devices is possible, free of charge, at

https://beisgroup.ukp.app.jaggaer.com/

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Other activity

Research


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

DDaT24368 - Loan Management System - RFP

Reference number

DDaT24368

two.1.2) Main CPV code

  • 72000000 - IT services: consulting, software development, Internet and support

two.1.3) Type of contract

Services

two.1.4) Short description

The final date and time for the submission of bids is Monday 11th November 2024 at 11:00am GMT.

DO NOT apply directly to the buyer.

All tender information MUST be submitted through the Jaggaer eSourcing Portal.

Aims and Objectives

UKRI is seeking to procure an end to end loans software solution from application/origination, decisioning, loan management, servicing, monitoring and reporting to support the backend delivery of its Innovation Loans programme. The programme is expected to deliver 30-50 new loans/per year, supporting Innovative UK businesses.

The aim of procurement is to:

- Procure a cloud based solution that supports the end to end loan journey and process workflow (detailed in appendix 1)

- Procure the delivery of a reliable, responsive and flexible cloud based loan management system which has evidenced capability to run loans of the same or similar type to Innovation Loans and flexible product features.

- Ensure the provider has sufficient capability to train IUKL users on the system and be dedicated to the account for up to 3 months to ensure the team are comfortable using the system.

- Ensure sufficient technical resource is available to support the migration of 260 loans from current loan system to the new system and setup integrations to existing IUKL systems.

The Expectation is that the procurement contract is delivered and implemented by the 31st March 2025.

Please ensure you review all attached information to ensure a full understanding of this requirement. All attachments can be found within Jaggaer Sourcing Portal.

This contract will be awarded based on the evaluation criteria as set out in the RFP document.

How to Apply

UK Shared Business Services Ltd (UK SBS) will be using the Jaggaer eSourcing Portal for this procurement.

To register on the Jaggaer eSourcing portal please use the link https://beisgroup.ukp.app.jaggaer.com/ and follow the instructions to register as a supplier.

If you are already registered on the Jaggaer eSourcing Portal and wish to participate in this procurement, please use the link: https://beisgroup.ukp.app.jaggaer.com/.

Once you are logged into the system you will be able to locate the Procurement you wish to leave a bid on by clicking the ITTs Open to All Suppliers and searching for the reference number itt_1778 or DDaT24368.

two.1.5) Estimated total value

Value excluding VAT: £800,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 72000000 - IT services: consulting, software development, Internet and support

two.2.3) Place of performance

NUTS codes
  • UK - United Kingdom

two.2.4) Description of the procurement

Introduction

Innovate UK, part of UK Research and Innovation, is the UK's innovation agency. Our mission is to help companies to grow through their development and commercialisation of new products, processes and services, supported by an outstanding innovation ecosystem that is agile, inclusive and easy to navigate. We help companies, through three strands of activity:

• inspire: to make the opportunity visible and compelling

• involve: to bring relevant organisations and people together

• invest: to convene the resources needed, including our own.

In 2018 Innovate UK launched Innovation Loans to fund later stage R&D projects with a clear route to commercial success. To date, Innovate UK Loans have committed over £230m (total committed facility), supporting over 250 new innovation projects. As part of the UK government's COVID-19 support package, Innovation Loans launched Innovation Continuity Loans (ICLs) to support the continuation of R&D projects. The ICLs were available to SMEs and third sector organisations that have a challenge in continuing, completing or following on from an Innovation Project.

For more information visit

Innovate UK - UKRI

Innovation loans - UKRI

Aims and Objectives

UKRI is seeking to procure an end to end loans software solution from application/origination, decisioning, loan management, servicing, monitoring and reporting to support the backend delivery of its Innovation Loans programme. The programme is expected to deliver 30-50 new loans/per year, supporting Innovative UK businesses.

The aim of procurement is to:

- Procure a cloud based solution that supports the end to end loan journey and process workflow (detailed in appendix 1)

- Procure the delivery of a reliable, responsive and flexible cloud based loan management system which has evidenced capability to run loans of the same or similar type to Innovation Loans and flexible product features.

- Ensure the provider has sufficient capability to train IUKL users on the system and be dedicated to the account for up to 3 months to ensure the team are comfortable using the system.

- Ensure sufficient technical resource is available to support the migration of 260 loans from current loan system to the new system and setup integrations to existing IUKL systems.

The Expectation is that the procurement contract is delivered and implemented by the 31st March 2025.

The objectives are;

- To reduce the total cost of end-to-end services, driving efficiency through reduction in manual tasks.

- Improve the experience of staff and customers using all systems, optimising efficiency, user experience and business outcomes.

- Provide a flexible solution that can withstand unexpected change, new products and respond rapidly to new business needs and enabling more effective decision making. 

- Implement a modern E2E system solution, that creates an adequate control environment, is accessible and keeps pace with technology. 

two.2.5) Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents

two.2.6) Estimated value

Value excluding VAT: £800,000

two.2.7) Duration of the contract, framework agreement or dynamic purchasing system

Start date

20 January 2025

End date

19 January 2028

This contract is subject to renewal

No

two.2.10) Information about variants

Variants will be accepted: No

two.2.11) Information about options

Options: No


Section three. Legal, economic, financial and technical information

three.1) Conditions for participation

three.1.2) Economic and financial standing

Selection criteria as stated in the procurement documents

three.1.3) Technical and professional ability

Selection criteria as stated in the procurement documents


Section four. Procedure

four.1) Description

four.1.1) Type of procedure

Open procedure

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

four.2) Administrative information

four.2.2) Time limit for receipt of tenders or requests to participate

Date

11 November 2024

Local time

10:00am

four.2.4) Languages in which tenders or requests to participate may be submitted

English

four.2.6) Minimum time frame during which the tenderer must maintain the tender

Duration in months: 3 (from the date stated for receipt of tender)

four.2.7) Conditions for opening of tenders

Date

11 November 2024

Local time

11:00am

Place

Electronic


Section six. Complementary information

six.1) Information about recurrence

This is a recurrent procurement: No

six.2) Information about electronic workflows

Electronic ordering will be used

Electronic invoicing will be accepted

Electronic payment will be used

six.4) Procedures for review

six.4.1) Review body

UK Shared Business Services Ltd

Polaris House, North Star Avenue

Swindon

SN2 1FF

Email

policy@uksbs.co.uk

Country

United Kingdom

Internet address

www.uksbs.co.uk