Appointee Service Client Case Management System

{
  "id": "014200-2021",
  "tag": [
    "planning"
  ],
  "date": "2021-06-22T14:44:02+01:00",
  "ocid": "ocds-h6vhtk-02beeb",
  "buyer": {
    "id": "GB-FTS-343",
    "name": "Southampton City Council"
  },
  "tender": {
    "id": "SCC-SMS-0078",
    "lots": [
      {
        "id": "1",
        "status": "planned",
        "description": "Southampton City Council requires procurement of a Client Money and Case Management solution for local authority Appointee services.\nFor a period of 3 years with a potential maximum 24 month extension subject to operational need and value for money considerations\nThe implementation of a complete integrated client recording system for client money and case management Appointee teams.\nCombine all aspects of work in one database.\nKey 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\nEnable creation and maintenance of financial records for individual clients\nMonitor income and expenditure\nFunctionality to integrate/upload bank account records to enable income and expenditure reconciliation\nClient 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.\nDiary/reminder facility\nReporting functionality Additional information: Please provide information about your product and indicative pricing based on draft specification."
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryLocation": {
          "description": "Civic Centre, Southampton, SO14 7LY"
        },
        "deliveryAddresses": [
          {
            "region": "UKJ32"
          }
        ],
        "additionalClassifications": [
          {
            "id": "75000000",
            "scheme": "CPV",
            "description": "Administration, defence and social security services"
          },
          {
            "id": "85321000",
            "scheme": "CPV",
            "description": "Administrative social services"
          }
        ]
      }
    ],
    "title": "Appointee Service Client Case Management System",
    "status": "planned",
    "coveredBy": [
      "GPA"
    ],
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Southampton City Council requires procurement of a Client Money and Case Management solution for local authority Appointee services.\nFor a period of 3 years with a potential maximum 24 month extension subject to operational need and value for money considerations\nThe implementation of a complete integrated client recording system for client money and case management Appointee teams.\nCombine all aspects of work in one database.\nKey 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\nEnable creation and maintenance of financial records for individual clients\nMonitor income and expenditure\nFunctionality to integrate/upload bank account records to enable income and expenditure reconciliation\nClient 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.\nDiary/reminder facility\nReporting functionality",
    "communication": {
      "futureNoticeDate": "2021-09-30T00:00:00+01:00"
    },
    "classification": {
      "id": "72000000",
      "scheme": "CPV",
      "description": "IT services: consulting, software development, Internet and support"
    },
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-FTS-343",
      "name": "Southampton City Council",
      "roles": [
        "buyer",
        "centralPurchasingBody"
      ],
      "address": {
        "region": "UKJ32",
        "locality": "Southampton",
        "postalCode": "SO14 7LY",
        "countryName": "United Kingdom",
        "streetAddress": "Civic Centre"
      },
      "details": {
        "url": "http://www.southampton.gov.uk/business-licensing/supply-council/supply-portal.aspx",
        "buyerProfile": "https://www.mytenders.co.uk/search/Search_AuthProfile.aspx?ID=AA0747",
        "classifications": [
          {
            "id": "REGIONAL_AUTHORITY",
            "scheme": "TED_CA_TYPE",
            "description": "Regional or local authority"
          },
          {
            "id": "01",
            "scheme": "COFOG",
            "description": "General public services"
          }
        ]
      },
      "identifier": {
        "legalName": "Southampton City Council"
      },
      "contactPoint": {
        "email": "claire.mccormack@southampton.gov.uk",
        "telephone": "+44 2380833000"
      }
    }
  ],
  "language": "en",
  "description": "(MT Ref:223187)",
  "initiationType": "tender"
}