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AwardedFind a Tender · award

Client Advice Management Solution

Buyer: DERBY HOMES LIMITED →

BuyerDERBY HOMES LIMITED
StatusAwarded
DeadlineNot published
ValueValue not published
Published25 Sept 2023

What is being bought

Software - a specialised advice management system for vulnerable clients. We were only able to identify one solution that met essential requirements.

Delivery location

UKF11

Categories

Financial analysis software package 48441000

Lot details

Lot 1

A Client Advice Management solution - a specialised advice management system for vulnerable clients, with a financial assessment tool in line with the Financial Conduct Authority (FCA) requirements for understanding clients' needs and circumstances. It must be capable of producing a Financial Statement which meets the requirements of the FCA with an inbuilt electronic document records management system that marries electronic records to clients' current advice and applies relevant retention periods, to include functionality for managing and setting controls around conflicts of interest between clients as per FCA rules. Additional information: We intend to use the software for three years, reviewing for alternative providers and any need for a competitive procedure after two years, then likely take up to 3 x 24 month extension options with further review.

Statuscancelled

Award criteria
price

What is included

ItemCategoryQuantity
1Not publishedNot published

Comparable-procurement analytics

Benchmarked against retained Find a Tender procedures with CPV division 48. The category anchor is Financial analysis software package (48441000); this is a deliberately broad market comparator. The comparison is shown at several levels rather than pretending one company or region is always the best benchmark.

Comparison setProceduresReported bids per procedureNamed award suppliersPrice evidence
Market: CPV division 485,9931 median · 8.8 average (2,195 of 5,993 with a bid count)1.7 average (2,540 of 5,993 with named award suppliers)Not published
Same buyer21 median · 1 average (2 of 2 with a bid count)1 average (2 of 2 with named award suppliers)Not published
Delivery region: UKF11131 median · 2.6 average (10 of 13 with a bid count)1.1 average (11 of 13 with named award suppliers)Not published

“Reported bids” is an official aggregate, sometimes reported per lot; it is the closest available competition measure. “Named award suppliers” are winners, not all applicants.

Price-outcome signal

Not enough comparable procedures currently publish both a GBP tender value and a usable lowest-valid-bid value to calculate a responsible price-reduction benchmark. Tenderline deliberately does not infer a saving from named award suppliers or from missing award values.

Procurement strategy & market signals

Framework agreementNot published
Dynamic purchasing systemNot published
Competitive procurementNot published
Recurring requirementNot published
Procurement method rationaleOnly one possible provider to meet all requirements has been identified. Derby Homes Ltd posted a VEAT notice to confirm no other options exist following our due diligence, to be transparent about action taken and why. The contract term will allow a competitive process in the future if alternatives exist which we have otherwise been unable to identify or develop in the future.
Rationale classificationsThe procurement falls outside the scope of application of the directive
Special regimeNot published
Covered byNot published
Submission policyNot published
Selection criteriaNot published
Risk detailsNot published

Planning & early market engagement

BudgetNot published
No-engagement rationaleNot published
Planning documents0
Planning milestones0

No planning milestones published.

Related procurements

No linked framework, prior procurement or reprocurement published.

Awards

Contracts

028125-2023-1

Statusactive
Value£129,742

Documents & submission route

No documents are published in the current source record.

Source data inventory

Diagnostic view. “Not published” means this current release does not provide a value.

OCIDocds-h6vhtk-03a17b
Latest release ID028125-2023
Latest release timestampMon Sep 25 2023 07:59:59 GMT+0000 (Coordinated Universal Time)
Sourcefind-a-tender
Official notice URLNot published
Tender statuscomplete
Procurement methodlimited
Procurement method detailsAward procedure without prior publication of a call for competition
Main procurement categorygoods
Above thresholdNot published
Legal basis32014L0024
Tender period: startNot published
Tender period: endNot published
Expression of interest deadlineNot published
Enquiry deadlineNot published
Award period: startNot published
Award period: endNot published
Submission method detailsNot published
Submission languagesNot published
Electronic catalogue policyNot published
Total tender valueNot published
Tender lots in source1
Tender items in source1
Tender documents in source0
Awards in latest release1
Contracts in latest release1
Parties in latest release3

Notice history

DateEventReference
25 Sept 2023award, contract028125-2023
31 Jan 2023award, contract002937-2023

All source data

Unmodified official OCDS data retained by Tenderline for this procurement process.

Complete current OCDS release JSON
{
  "id": "028125-2023",
  "tag": [
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    "contract"
  ],
  "bids": {
    "statistics": [
      {
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        "value": 1,
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        "relatedLot": "1"
      },
      {
        "id": "2",
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        "measure": "smeBids",
        "relatedLot": "1"
      }
    ]
  },
  "date": "2023-09-25T08:59:59+01:00",
  "ocid": "ocds-h6vhtk-03a17b",
  "buyer": {
    "id": "GB-COH-04380984",
    "name": "DERBY HOMES LTD"
  },
  "awards": [
    {
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      "status": "active",
      "suppliers": [
        {
          "id": "GB-COH-02023982",
          "name": "Advice UK"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "E2023-001",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "options": {
          "description": "36 month initial contract with 3 x 24 month extension options to review if there are any suitable alternative providers in the future."
        },
        "hasOptions": true,
        "description": "A Client Advice Management solution - a specialised advice management system for vulnerable clients, with a financial assessment tool in line with the Financial Conduct Authority (FCA) requirements for understanding clients' needs and circumstances. It must be capable of producing a Financial Statement which meets the requirements of the FCA with an inbuilt electronic document records management system that marries electronic records to clients' current advice and applies relevant retention periods, to include functionality for managing and setting controls around conflicts of interest between clients as per FCA rules. Additional information: We intend to use the software for three years, reviewing for alternative providers and any need for a competitive procedure after two years, then likely take up to 3 x 24 month extension options with further review.",
        "awardCriteria": {
          "criteria": [
            {
              "type": "price"
            }
          ]
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
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            "region": "UKF11"
          }
        ]
      }
    ],
    "title": "Client Advice Management Solution",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Software -  a specialised advice management system for vulnerable clients. We were only able to identify one solution that met essential requirements.",
    "classification": {
      "id": "48441000",
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      "description": "Financial analysis software package"
    },
    "procurementMethod": "limited",
    "mainProcurementCategory": "goods",
    "procurementMethodDetails": "Award procedure without prior publication of a call for competition",
    "procurementMethodRationale": "Only one possible provider to meet all requirements has been identified. Derby Homes Ltd posted a VEAT notice to confirm no other options exist following our due diligence, to be transparent about action taken and why. The contract term will allow a competitive process in the future if alternatives exist which we have otherwise been unable to identify or develop in the future.",
    "procurementMethodRationaleClassifications": [
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        "scheme": "TED_PT_AWARD_CONTRACT_WITHOUT_CALL",
        "description": "The procurement falls outside the scope of application of the directive"
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      "name": "DERBY HOMES LTD",
      "roles": [
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        "locality": "Derby",
        "postalCode": "DE24 8UZ",
        "countryName": "United Kingdom",
        "streetAddress": "839 London Road"
      },
      "details": {
        "url": "http://www.derbyhomes.org",
        "classifications": [
          {
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            "description": "Body governed by public law"
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          {
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      },
      "contactPoint": {
        "name": "Andrew Grover",
        "email": "DH-Procurement@derbyhomes.org",
        "telephone": "+44 1332255223"
      }
    },
    {
      "id": "GB-COH-02023982",
      "name": "Advice UK",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UKI",
        "locality": "London",
        "postalCode": "E1 7SA",
        "countryName": "United Kingdom",
        "streetAddress": "101e Universal House, 88-94 Wentworth Street"
      },
      "details": {
        "scale": "sme"
      },
      "identifier": {
        "id": "02023982",
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        "legalName": "Advice UK"
      }
    },
    {
      "id": "GB-FTS-74080",
      "name": "Derby Homes Limited",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Derby",
        "postalCode": "DE24 8UZ",
        "countryName": "United Kingdom",
        "streetAddress": "839 London Road"
      },
      "details": {
        "url": "http://www.derbyhomes.org"
      },
      "identifier": {
        "legalName": "Derby Homes Limited"
      },
      "contactPoint": {
        "email": "DH-Procurement@derbyhomes.org",
        "telephone": "+44 1332255223"
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    }
  ],
  "language": "en",
  "contracts": [
    {
      "id": "028125-2023-1",
      "value": {
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        "currency": "GBP"
      },
      "status": "active",
      "awardID": "028125-2023-1",
      "dateSigned": "2023-07-05T00:00:00+01:00"
    }
  ],
  "initiationType": "tender"
}
Complete JSON history (2 releases)
25 Sept 2023 · 028125-2023 · award, contract
{
  "id": "028125-2023",
  "tag": [
    "award",
    "contract"
  ],
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  "date": "2023-09-25T08:59:59+01:00",
  "ocid": "ocds-h6vhtk-03a17b",
  "buyer": {
    "id": "GB-COH-04380984",
    "name": "DERBY HOMES LTD"
  },
  "awards": [
    {
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      "status": "active",
      "suppliers": [
        {
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          "name": "Advice UK"
        }
      ],
      "relatedLots": [
        "1"
      ]
    }
  ],
  "tender": {
    "id": "E2023-001",
    "lots": [
      {
        "id": "1",
        "status": "cancelled",
        "options": {
          "description": "36 month initial contract with 3 x 24 month extension options to review if there are any suitable alternative providers in the future."
        },
        "hasOptions": true,
        "description": "A Client Advice Management solution - a specialised advice management system for vulnerable clients, with a financial assessment tool in line with the Financial Conduct Authority (FCA) requirements for understanding clients' needs and circumstances. It must be capable of producing a Financial Statement which meets the requirements of the FCA with an inbuilt electronic document records management system that marries electronic records to clients' current advice and applies relevant retention periods, to include functionality for managing and setting controls around conflicts of interest between clients as per FCA rules. Additional information: We intend to use the software for three years, reviewing for alternative providers and any need for a competitive procedure after two years, then likely take up to 3 x 24 month extension options with further review.",
        "awardCriteria": {
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              "type": "price"
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        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKF11"
          }
        ]
      }
    ],
    "title": "Client Advice Management Solution",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Software -  a specialised advice management system for vulnerable clients. We were only able to identify one solution that met essential requirements.",
    "classification": {
      "id": "48441000",
      "scheme": "CPV",
      "description": "Financial analysis software package"
    },
    "procurementMethod": "limited",
    "mainProcurementCategory": "goods",
    "procurementMethodDetails": "Award procedure without prior publication of a call for competition",
    "procurementMethodRationale": "Only one possible provider to meet all requirements has been identified. Derby Homes Ltd posted a VEAT notice to confirm no other options exist following our due diligence, to be transparent about action taken and why. The contract term will allow a competitive process in the future if alternatives exist which we have otherwise been unable to identify or develop in the future.",
    "procurementMethodRationaleClassifications": [
      {
        "id": "D_OUTSIDE_SCOPE",
        "scheme": "TED_PT_AWARD_CONTRACT_WITHOUT_CALL",
        "description": "The procurement falls outside the scope of application of the directive"
      }
    ]
  },
  "parties": [
    {
      "id": "GB-COH-04380984",
      "name": "DERBY HOMES LTD",
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        "locality": "Derby",
        "postalCode": "DE24 8UZ",
        "countryName": "United Kingdom",
        "streetAddress": "839 London Road"
      },
      "details": {
        "url": "http://www.derbyhomes.org",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
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            "scheme": "COFOG",
            "description": "Housing and community amenities"
          }
        ]
      },
      "identifier": {
        "id": "04380984",
        "scheme": "GB-COH",
        "legalName": "DERBY HOMES LTD"
      },
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        "name": "Andrew Grover",
        "email": "DH-Procurement@derbyhomes.org",
        "telephone": "+44 1332255223"
      }
    },
    {
      "id": "GB-COH-02023982",
      "name": "Advice UK",
      "roles": [
        "supplier"
      ],
      "address": {
        "region": "UKI",
        "locality": "London",
        "postalCode": "E1 7SA",
        "countryName": "United Kingdom",
        "streetAddress": "101e Universal House, 88-94 Wentworth Street"
      },
      "details": {
        "scale": "sme"
      },
      "identifier": {
        "id": "02023982",
        "scheme": "GB-COH",
        "legalName": "Advice UK"
      }
    },
    {
      "id": "GB-FTS-74080",
      "name": "Derby Homes Limited",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Derby",
        "postalCode": "DE24 8UZ",
        "countryName": "United Kingdom",
        "streetAddress": "839 London Road"
      },
      "details": {
        "url": "http://www.derbyhomes.org"
      },
      "identifier": {
        "legalName": "Derby Homes Limited"
      },
      "contactPoint": {
        "email": "DH-Procurement@derbyhomes.org",
        "telephone": "+44 1332255223"
      }
    }
  ],
  "language": "en",
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    {
      "id": "028125-2023-1",
      "value": {
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        "currency": "GBP"
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      "status": "active",
      "awardID": "028125-2023-1",
      "dateSigned": "2023-07-05T00:00:00+01:00"
    }
  ],
  "initiationType": "tender"
}
31 Jan 2023 · 002937-2023 · award, contract
{
  "id": "002937-2023",
  "tag": [
    "award",
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  ],
  "date": "2023-01-31T14:05:01Z",
  "ocid": "ocds-h6vhtk-03a17b",
  "buyer": {
    "id": "GB-COH-04380984",
    "name": "DERBY HOMES LTD"
  },
  "awards": [
    {
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      "status": "active",
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          "name": "Advice UK"
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      "relatedLots": [
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  "tender": {
    "id": "E2023-001",
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      {
        "id": "1",
        "options": {
          "description": "36 month initial contract with 3 x 24 month extension options to review if there are any suitable alternative providers in the future."
        },
        "hasOptions": true,
        "description": "A Client Advice Management solution - a specialised advice management system for vulnerable clients, with a financial assessment tool in line with the Financial Conduct Authority (FCA) requirements for understanding clients' needs and circumstances. It must be capable of producing a Financial Statement which meets the requirements of the FCA with an inbuilt electronic document records management system that marries electronic records to clients' current advice and applies relevant retention periods, to include functionality for managing and setting controls around conflicts of interest between clients as per FCA rules. Additional information: We intend to use the software for three years, reviewing for an alternative providers and need for a competitive procedure after two years, then take up to 3 24 month extension options with further review in the first year of each extension.",
        "awardCriteria": {
          "criteria": [
            {
              "type": "price"
            }
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        }
      }
    ],
    "items": [
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          {
            "region": "UKF11"
          }
        ]
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    ],
    "title": "Client Advice Management Solution",
    "status": "complete",
    "legalBasis": {
      "id": "32014L0024",
      "scheme": "CELEX"
    },
    "description": "Derby Homes are seeking to implement a new Client Advice Management solution. High Level Business Requirements for the Client Advice Management solution are for a specialised advice management system for vulnerable clients, with a financial assessment tool in line with the Financial Conduct Authority (FCA) requirements for understanding clients' needs and circumstances. It must be capable of producing a Financial Statement which meets the requirements of the FCA with an inbuilt electronic document records management system that marries electronic records to clients' current advice and applies relevant retention periods, to include functionality for managing and setting controls around conflicts of interest between clients as per FCA rules.\nWe have only been able to identify one solution that meets these essential requirements.  We are therefore seeking to use a VEAT notice to confirm if there is only one option or if a competitive procurement process will be needed in the future.",
    "classification": {
      "id": "48441000",
      "scheme": "CPV",
      "description": "Financial analysis software package"
    },
    "procurementMethod": "limited",
    "mainProcurementCategory": "goods",
    "procurementMethodDetails": "Award procedure without prior publication of a call for competition",
    "procurementMethodRationale": "Only one possible provider to meet all requirements has been identified. Derby Homes Ltd posts this VEAT notice to confirm no other options exist following our due diligence or if a tender is required in the future, to be transparent about action taken and why. The contract term will  allow a competitive process in the future if alternatives exist which we have otherwise been unable to identify.",
    "procurementMethodRationaleClassifications": [
      {
        "id": "D_OUTSIDE_SCOPE",
        "scheme": "TED_PT_AWARD_CONTRACT_WITHOUT_CALL",
        "description": "The procurement falls outside the scope of application of the directive"
      }
    ]
  },
  "parties": [
    {
      "id": "GB-COH-04380984",
      "name": "DERBY HOMES LTD",
      "roles": [
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      ],
      "address": {
        "region": "UKF11",
        "locality": "Derby",
        "postalCode": "DE24 8UZ",
        "countryName": "United Kingdom",
        "streetAddress": "839 London Road"
      },
      "details": {
        "url": "http://www.derbyhomes.org",
        "classifications": [
          {
            "id": "BODY_PUBLIC",
            "scheme": "TED_CA_TYPE",
            "description": "Body governed by public law"
          },
          {
            "id": "06",
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            "description": "Housing and community amenities"
          }
        ]
      },
      "identifier": {
        "id": "04380984",
        "scheme": "GB-COH",
        "legalName": "DERBY HOMES LTD"
      },
      "contactPoint": {
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        "email": "DH-Procurement@derbyhomes.org",
        "telephone": "+44 1332888777"
      }
    },
    {
      "id": "GB-COH-02023982",
      "name": "Advice UK",
      "roles": [
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      "address": {
        "region": "UKI",
        "locality": "London",
        "postalCode": "E1 7SA",
        "countryName": "United Kingdom",
        "streetAddress": "101e Universal House 88-94 Wentworth Street"
      },
      "details": {
        "scale": "sme"
      },
      "identifier": {
        "id": "02023982",
        "scheme": "GB-COH",
        "legalName": "Advice UK"
      }
    },
    {
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      "name": "Derby Homes Limited",
      "roles": [
        "reviewBody"
      ],
      "address": {
        "locality": "Derby",
        "postalCode": "DE24 8UZ",
        "countryName": "United Kingdom",
        "streetAddress": "839 London Road"
      },
      "details": {
        "url": "http://www.derbyhomes.org"
      },
      "identifier": {
        "legalName": "Derby Homes Limited"
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      }
    }
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      "id": "002937-2023-1",
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      "status": "active",
      "awardID": "002937-2023-1",
      "dateSigned": "2023-01-31T00:00:00Z"
    }
  ],
  "description": "TBC",
  "initiationType": "tender"
}