DEPUTYSHIP CLIENT MONEY AND CASE MANAGEMENT SYSTEM

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. 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. 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. A full technical requirements catalogue can be found at document 6.

Current Service

2. 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