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Client Financial Affairs Case Management System

Kirklees Council

This public procurement record has 1 release in its history.

Award

12 Oct 2026 at 18:08

Award Notice
Summary of the contracting process

Kirklees Council procured a specialist client financial affairs case management system for its Social Services deputyship and appointeeship work. The software manages clients’ personal records, property and financial transactions, produces reports for the Office of the Public Guardian, and generates deputyship applications for the Court of Protection. The requirement is for software and related IT services, with delivery in Kirklees, Yorkshire and the Humber. It supports the council’s management of clients’ affairs by bringing their financial activity and personal records into a dedicated system.

The procurement is complete and has been awarded to Trojan Consultants Limited. Kirklees Council used a selective call-off from the G-Cloud 14 framework. The award was made on 31 August 2026, at a value of £102,340. The contract runs from 1 September 2026 to 31 August 2030. The original submission deadline was 28 July 2026. The requirement was procured as a single system service, with no separate lots described. The procurement was identified as suitable for small and medium-sized businesses. No specific evaluation criteria are described in the available process details.

The award shows demand from Kirklees Council for specialist software supporting deputyship and appointeeship case management, rather than a general-purpose finance or casework platform. A credible competitor when this requirement returns would need to demonstrate that its system can maintain linked personal records, record property and financial transactions, produce reporting for the Office of the Public Guardian, and generate applications for the Court of Protection. The selected supplier is a small or medium-sized business, indicating that a provider need not be a large enterprise to deliver this kind of council system. Experience with sensitive client financial records and the needs of social services would be relevant to demonstrating fit with this specific requirement. The buying route was a call-off from the G-Cloud framework.

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Notice Information

Notice Title

Client Financial Affairs Case Management System

Notice Description

To provide a specialist software system to manage the financial records of Deputyship and Appointeeship clients and produce reports as required for the Office of the Public Guardian and generate Deputyship applications to the Court of Protection. It will record all clients' property and financial transactions as well as a database of all their personal records while they are managed by Social Services Additional information: Call off Via G Cloud 14 (RM1557.14)

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/9dc03e97-0fce-49b0-a773-ce0c18ec1786
Current Stage
Award
All Stages
Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Framework
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Call-off from a framework agreement
Tender Suitability
SME
Awardee Scale
SME

Common Procurement Vocabulary (CPV)

CPV Divisions

72 - IT services: consulting, software development, Internet and support

CPV Codes

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

Notice Value(s)

Tender Value
£102,340 £100K-£500K
Lots Value
Not specified
Awards Value
£102,340 £100K-£500K
Contracts Value
Not specified

Notice Dates

Publication Date
12 Oct 20261 weeks ago
Submission Deadline
Not specified
Future Notice Date
Not specified
Award Date
31 Aug 20261 months ago
Contract Period
1 Sep 2026 - 31 Aug 2030 4-5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
Kirklees Council
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
HUDDERSFIELD
Postcode
HD1 2NA
Postcode Area
Huddersfield
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE44 Calderdale and Kirklees
Delivery Location
TLE Yorkshire and The Humber
Local Authority
Kirklees
Electoral Ward
Newsome
Westminster Constituency
Huddersfield

Supplier Information

Number of Suppliers
1
Supplier Name

Trojan Consultants Ltd

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

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