PROVISION OF A CLIENT MONEY AND CASE MANAGEMENT SYSTEM

Tender description

GCC is looking to procure a 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: . The system ought to 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 The soft market research exercise will help to: • Identify the market’s ability to deliver business requirements and GCC’s obligations under the GDPR and the Data Protection Act 2018; • Assess market capacity and flexibility to deliver this procurement; • Understand the attractiveness of this opportunity to work with GCC to potential suppliers; • Advances in product that may be of interest when procuring; • Assess the potential level of interest in bidding for this contract; • Understand the likely costs associated with such a contract. Keywords: client money, case management, soft market testing