Appointee client case management system

Contract summary

Industry

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

• Administration, defence and social security services - 75000000

• Administrative social services - 85321000

Location of contract

SO14 7LY

Procurement reference

SCC-SMS-0078

Published date

22 June 2021

Closing date

7 July 2021

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

Yes

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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

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More information

Additional text

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

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About the buyer

Contact name

Claire McCormack

Address

Civic Centre,Civic Centre Road
SOUTHAMPTON
SO147LY
England

Email

claire.mccormack@southampton.gov.uk

Website

www.southampton.gov.uk