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Client Advice Management Solution

Closed

Submission Deadline Has Passed

This tender's submission deadline has passed and is no longer accepting applications. The information below is kept for reference purposes.

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Deadline
Expired
January 31, 2023
Contract Details
Category
Restricted Procedure
Reference
002937-2023
Value
£129,742
Location
Derbyshire and Nottinghamshire, United Kingdom
Published
April 27, 2026
Organization
DERBY HOMES LTD
CPV Code
Project Timeline

Tender Published

January 31, 2023

Deadline for Questions

January 24, 2023

Submission Deadline

January 31, 2023

View Original
Budget
£129,742
Duration
Not specified
Location
Derbyshire and Nottinghamshire
Type
Restricted Procedure

Original Tender 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. We 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.

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Basic Requirements

  • Company registration in EU required
  • Proven track record in similar projects
  • Financial stability documentation

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