--- title: "Appointee Service Client Case Management System" ocid: "ocds-h6vhtk-02beeb" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02beeb" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02beeb.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02beeb.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "SOUTHAMPTON CITY COUNCIL" published: "2021-06-22" --- # Appointee Service Client Case Management System Buyer: SOUTHAMPTON CITY COUNCIL Current stage: Planning OCID: ocds-h6vhtk-02beeb [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02beeb) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02beeb.json) ## Summary 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. ## Notice 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. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/014200-2021 | | 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 | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 22 Jun 2021 | | Submission deadline | Not specified | | Future notice date | 29 Sep 2021 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planned | | Lots status | Planned | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | SOUTHAMPTON CITY COUNCIL | | Locality | SOUTHAMPTON | | Post town | Southampton | | Postcode | SO14 7LY | | Country | England | | ITL 1 | TLJ South East (England) | | ITL 2 | TLJ3 Hampshire and Isle of Wight | | ITL 3 | TLJ32 Southampton | | Local authority | Southampton | | Electoral ward | Bargate | | Westminster constituency | Southampton Itchen | | Delivery location | TLJ32 Southampton | ## CPV Codes ### Divisions - 72 - IT services: consulting, software development, Internet and support - 75 - Administration, defence and social security services - 85 - Health and social work services ### Codes - 72000000 - IT services: consulting, software development, Internet and support - 75000000 - Administration, defence and social security services - 85321000 - Administrative social services ## Release History - 22 Jun 2021 at 13:44 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/014200-2021 ## Notice URLs - http://www.southampton.gov.uk/business-licensing/supply-council/supply-portal.aspx - https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA0747 ## 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-h6vhtk-02beeb. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02beeb.json.