--- title: "DEPUTYSHIP CLIENT MONEY AND CASE MANAGEMENT SYSTEM" ocid: "ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3.json" source: "Contracts Finder" current_stage: "Tender" buyer: "GLOUCESTERSHIRE COUNTY COUNCIL" published: "2021-07-26" --- # DEPUTYSHIP CLIENT MONEY AND CASE MANAGEMENT SYSTEM Buyer: GLOUCESTERSHIRE COUNTY COUNCIL Current stage: Tender OCID: ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3.json) ## Summary The Gloucestershire County Council is currently procuring a Deputyship Client Money and Case Management System, with a focus on providing a finance/deputyship appointee service for approximately 500 vulnerable adults. The tender, classified under administrative social services, falls under an open procurement method and is currently in the Tender stage, due to close on 27 August 2021. With a contract value of £140,000, the initiative aims to update the existing system to better meet the current service demands and compliance with legal standards, establishing a relationship with a forward-thinking supplier. This opportunity presents significant potential for growth for businesses specialising in case management IT solutions, particularly those with existing Commercial Off The Shelf (COTS) products that align with the Council's requirements. Firms that can offer future-proofed, adaptable systems with features related to financial management and legal compliance would be particularly well-suited to compete. The emphasis on collaboration and a proactive relationship with the supplier also encourages innovative proposals that can evolve with changing regulations and client needs. ## Notice GLOUCESTERSHIRE COUNTY COUNCIL ARE PROCURING A CLIENT MONEY AND CASE MANAGEMENT SYSTEM TO ENABLE THE COUNCIL TO DELIVER A FINANCE / DEPUTYSHIP APPOINTEE SERVICE Purpose of this procurement 1.1 The Council is looking to procure a Commercial Off The Shelf (COTS) client money and case management IT system to meet the requirements of the Council's Client Affairs team. The Client Affairs team deliver a finance deputyship / appointee service to approximately 500 vulnerable adults. The software will support the team to deliver a deputyship / appointee service and meet the requirements set out by the Office of the Public Guardian for the safeguarding of vulnerable adult's financial and property matters: https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file /504368/SD6-Deputy-standards-public-authority-deputies.pdf For the avoidance of doubt we are not procuring a development contract i.e. bidders must have an existing solution which meets our requirement at the time of bidding. We wish to complete a successful process that attracts competition in order to achieve value for money for the Council. 1.4 Among other tasks the system must enable: Court of protection legal application workflows; Bank account reconciliation; Production of statutory Office of the Public Guardian deputyship reports; Management of client financial assets including vehicles and property; Production and storage of letter templates; Case note recording; Storage and retrieval of documents; Reporting on system data; System administration including user access controls. 1.5 A full technical requirements catalogue can be found at document 6. Current Service 2.1 The Client Affairs team uses a commercial off the shelf client money and case management IT system which is currently hosted on GCC servers. New Provision 3.1 Due to increased demand for the service, changes in legislation, and technical advances made since the current case management system was procured we wish to see who can offer such a service and what functionality the market now offers. 3.2 It is important to us to have a proactive working relationship with a supplier who shares our vision and is able to deliver it. We need a contract that not only has the facility to provide the functions we require but can also be adapted in order to meet changing customer, GCC and legal requirements. We want a vendor-supplier relationship that is forward thinking and collaborative. 3.3 We need to ensure that a new case management system is fit for purpose, future proofed and provides good value for money. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/9ef9eb40-71de-4ea1-b8ea-2fc030520fa5 | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | SME | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 26 Jul 2021 | | Submission deadline | 27 Aug 2021 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 24 Jan 2022 - 23 Jan 2027 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £140,000 | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | GLOUCESTERSHIRE COUNTY COUNCIL | | Locality | GLOUCESTER | | Post town | Gloucester | | Postcode | GL1 2TH | | Country | England | | ITL 1 | TLK South West (England) | | ITL 2 | TLK7 Gloucestershire and Wiltshire | | ITL 3 | TLK73 Gloucestershire CC | | Local authority | Gloucester | | Electoral ward | Westgate | | Westminster constituency | Gloucester | | Delivery location | TLK South West (England) | ## CPV Codes ### Divisions - 85 - Health and social work services ### Codes - 85321000 - Administrative social services ## Release History - 26 Jul 2021 at 10:53 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/9ef9eb40-71de-4ea1-b8ea-2fc030520fa5 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/9ef9eb40-71de-4ea1-b8ea-2fc030520fa5 26th July 2021 - Opportunity notice on Contracts Finder ## Notice URLs - https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file - https://www.gloucestershire.gov.uk ## 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-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-662d31cb-701c-4857-bf14-709059ff25a3.json.