Planning

Appointee Service Client Case Management System

SOUTHAMPTON CITY COUNCIL

This public procurement record has 1 release in its history.

Planning

22 Jun 2021 at 13:44

Summary of the contracting process

Southampton City Council is planning to procure a Client Money and Case Management System to support local authority Appointee services. The tender is classified under IT services with a focus on consulting, software development, and internet support, and it will be located at the Civic Centre in Southampton, SO14 7LY. This procurement process is currently in the planning stage, with a future notice date set for 30th September 2021. The contract is intended for a period of three years, with a potential extension of up to 24 months, depending on operational needs and value for money considerations.

This tender presents an excellent opportunity for businesses specialising in software solutions for financial administration and case management. Companies with recent experience in delivering integrated client recording systems are particularly well-suited for this procurement. The successful bidder will be required to offer a comprehensive software product that enables the maintenance of financial records, integration with banking systems, and effective client data management. Businesses with expertise in IT services, specifically in administration, defence, and social security services, should consider competing for this contract to expand their market presence.

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Notice Title

Appointee Service Client Case Management System

Notice Description

Southampton City Council requires procurement of a Client Money and Case Management solution for local authority Appointee services. For a period of 3 years with a potential maximum 24 month extension subject to operational need and value for money considerations The implementation of a complete integrated client recording system for client money and case management Appointee teams. Combine all aspects of work in one database. Key supplier requirements are recent experience (within the last three years) of supplying a product that can provide a complete software solution for the financial administration and case management of client affairs Enable creation and maintenance of financial records for individual clients Monitor income and expenditure Functionality to integrate/upload bank account records to enable income and expenditure reconciliation Client record system to enable all client information to be held within the system and to record client history, notes and ideally to store of link to documents. Diary/reminder facility Reporting functionality

Lot Information

Lot 1

Southampton City Council requires procurement of a Client Money and Case Management solution for local authority Appointee services. For a period of 3 years with a potential maximum 24 month extension subject to operational need and value for money considerations The implementation of a complete integrated client recording system for client money and case management Appointee teams. Combine all aspects of work in one database. Key supplier requirements are recent experience (within the last three years) of supplying a product that can provide a complete software solution for the financial administration and case management of client affairs Enable creation and maintenance of financial records for individual clients Monitor income and expenditure Functionality to integrate/upload bank account records to enable income and expenditure reconciliation Client record system to enable all client information to be held within the system and to record client history, notes and ideally to store of link to documents. Diary/reminder facility Reporting functionality Additional information: Please provide information about your product and indicative pricing based on draft specification.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-02beeb
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/014200-2021
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
Planning Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

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

75 - Administration, defence and social security services

85 - Health and social work services


CPV Codes

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

75000000 - Administration, defence and social security services

85321000 - Administrative social services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
22 Jun 20214 years ago
Submission Deadline
Not specified
Future Notice Date
29 Sep 2021Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
SOUTHAMPTON CITY COUNCIL
Contact Name
Not specified
Contact Email
claire.mccormack@southampton.gov.uk
Contact Phone
+44 2380833000

Buyer Location

Locality
SOUTHAMPTON
Postcode
SO14 7LY
Post Town
Southampton
Country
England

Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ3 Hampshire and Isle of Wight
Small Region (ITL 3)
TLJ32 Southampton
Delivery Location
TLJ32 Southampton

Local Authority
Southampton
Electoral Ward
Bargate
Westminster Constituency
Southampton Itchen

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

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