Planning

Appointee Service Client Case Management System

  • Southampton City Council

F01: Prior information notice (prior information only)

Notice identifier: 2021/S 000-014200

Procurement identifier (OCID): ocds-h6vhtk-02beeb

Published 22 June 2021, 2:44pm



Section one: Contracting authority

one.1) Name and addresses

Southampton City Council

Civic Centre

Southampton

SO14 7LY

Email

claire.mccormack@southampton.gov.uk

Telephone

+44 2380833000

Country

United Kingdom

NUTS code

UKJ32 - Southampton

Internet address(es)

Main address

www.southampton.gov.uk/business-licensing/supply-council/supply-portal.aspx

Buyer's address

https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA0747

one.2) Information about joint procurement

The contract is awarded by a central purchasing body

one.3) Communication

Additional information can be obtained from the above-mentioned address

one.4) Type of the contracting authority

Regional or local authority

one.5) Main activity

General public services


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

Appointee Service Client Case Management System

Reference number

SCC-SMS-0078

two.1.2) Main CPV code

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

two.1.3) Type of contract

Services

two.1.4) Short 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

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.2) Additional CPV code(s)

  • 75000000 - Administration, defence and social security services
  • 85321000 - Administrative social services

two.2.3) Place of performance

NUTS codes
  • UKJ32 - Southampton
Main site or place of performance

Civic Centre, Southampton, SO14 7LY

two.2.4) Description of the procurement

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

two.2.14) Additional information

Please provide information about your product and indicative pricing based on draft specification.

two.3) Estimated date of publication of contract notice

30 September 2021


Section four. Procedure

four.1) Description

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes


Section six. Complementary information

six.3) Additional information

(MT Ref:223187)