---
title: "Client Financial Affairs Case Management System"
ocid: "ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "Kirklees Council"
published: "2026-10-12"
---

# Client Financial Affairs Case Management System

Buyer: Kirklees Council  
Current stage: Award  
OCID: ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95

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## Summary

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.

## Notice

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)

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/9dc03e97-0fce-49b0-a773-ce0c18ec1786 |
| 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 |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 12 Oct 2026 |
| Submission deadline | Not specified |
| Future notice date | Not specified |
| Award date | 31 Aug 2026 |
| Contract period | 1 Sep 2026 - 31 Aug 2030 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £102,340 |
| Lots value | Not specified |
| Awards value | £102,340 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | Kirklees Council |
| Locality | HUDDERSFIELD |
| Postcode area | Huddersfield |
| Postcode | HD1 2NA |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE4 West Yorkshire |
| ITL 3 | TLE44 Calderdale and Kirklees |
| Local authority | Kirklees |
| Electoral ward | Newsome |
| Westminster constituency | Huddersfield |
| Delivery location | TLE Yorkshire and The Humber |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | Trojan Consultants Ltd |

## CPV Codes

### Divisions

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

### Codes

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

## Release History

- 12 Oct 2026 at 18:08 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/9dc03e97-0fce-49b0-a773-ce0c18ec1786

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/9dc03e97-0fce-49b0-a773-ce0c18ec1786
  12th October 2026 - Awarded contract notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-63f9689e-e50e-4021-aa10-8d530bfb7f95.json.