Notice Information
Notice Title
Client Advice Management Solution
Notice Description
Software - a specialised advice management system for vulnerable clients. We were only able to identify one solution that met essential requirements.
Lot Information
Lot 1
A Client Advice Management solution - a specialised advice management system for vulnerable clients, with a financial assessment tool in line with the Financial Conduct Authority (FCA) requirements for understanding clients' needs and circumstances. It must be capable of producing a Financial Statement which meets the requirements of the FCA with an inbuilt electronic document records management system that marries electronic records to clients' current advice and applies relevant retention periods, to include functionality for managing and setting controls around conflicts of interest between clients as per FCA rules. Additional information: We intend to use the software for three years, reviewing for alternative providers and any need for a competitive procedure after two years, then likely take up to 3 x 24 month extension options with further review.
Options: 36 month initial contract with 3 x 24 month extension options to review if there are any suitable alternative providers in the future.
Procurement Information
Only one possible provider to meet all requirements has been identified. Derby Homes Ltd posted a VEAT notice to confirm no other options exist following our due diligence, to be transparent about action taken and why. The contract term will allow a competitive process in the future if alternatives exist which we have otherwise been unable to identify or develop in the future.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-h6vhtk-03a17b
- Publication Source
- Find A Tender Service
- Latest Notice
- https://www.find-tender.service.gov.uk/Notice/028125-2023
- Current Stage
- Award
- All Stages
- Award
Procurement Classification
- Notice Type
- Award Notice
- Procurement Type
- Standard
- Procurement Category
- Goods
- Procurement Method
- Limited
- Procurement Method Details
- Award procedure without prior publication of a call for competition
- Tender Suitability
- Not specified
- Awardee Scale
- SME
Common Procurement Vocabulary (CPV)
- CPV Divisions
48 - Software package and information systems
-
- CPV Codes
48441000 - Financial analysis software package
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £129,742 £100K-£500K
Notice Dates
- Publication Date
- 25 Sep 20232 years ago
- Submission Deadline
- Not specified
- Future Notice Date
- Not specified
- Award Date
- 31 Jan 20233 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Complete
- Lots Status
- Cancelled
- Awards Status
- Active
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- DERBY HOMES LTD
- Contact Name
- Andrew Grover
- Contact Email
- dh-procurement@derbyhomes.org
- Contact Phone
- +44 1332255223
Buyer Location
- Locality
- DERBY
- Postcode
- DE24 8UZ
- Post Town
- Derby
- Country
- England
-
- Major Region (ITL 1)
- TLF East Midlands (England)
- Basic Region (ITL 2)
- TLF1 Derbyshire and Nottinghamshire
- Small Region (ITL 3)
- TLF11 Derby
- Delivery Location
- TLF11 Derby
-
- Local Authority
- Derby
- Electoral Ward
- Alvaston North
- Westminster Constituency
- Derby South
Further Information
Notice URLs
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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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