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Contract Award Notice

Client Advice Management Solution

  • First published: 27 September 2023
  • Last modified: 27 September 2023

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-h6vhtk-03a17b
Published by:
Derby Homes Ltd
Authority ID:
AA22429
Publication date:
27 September 2023
Deadline date:
-
Notice type:
Contract Award Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

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.

Full notice text

Contract award notice

Results of the procurement procedure

Section I: Contracting entity

I.1) Name and addresses

DERBY HOMES LTD

04380984

839 London Road

Derby

DE24 8UZ

UK

Contact person: Andrew Grover

Telephone: +44 1332255223

E-mail: DH-Procurement@derbyhomes.org

NUTS: UKF11

Internet address(es)

Main address: www.derbyhomes.org

I.4) Type of the contracting authority

Body governed by public law

I.5) Main activity

Housing and community amenities

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

Client Advice Management Solution

Reference number: E2023-001

II.1.2) Main CPV code

48441000

 

II.1.3) Type of contract

Supplies

II.1.4) Short description

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

II.1.6) Information about lots

This contract is divided into lots: No

II.1.7) Total value of the procurement

Value excluding VAT: 129 742.00  GBP

II.2) Description

II.2.3) Place of performance

NUTS code:

UKF11

II.2.4) Description of the procurement

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.

II.2.5) Award criteria

Price

II.2.11) Information about options

Options: Yes

Description of options:

36 month initial contract with 3 x 24 month extension options to review if there are any suitable alternative providers in the future.

II.2.13) Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: No

II.2.14) 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.

Section IV: Procedure

IV.1) Description

IV.1.1) Type of procedure

Award of a contract without prior publication of a call for competition

Justification for selected award procedure:

The procurement falls outside the scope of application of the Directive

Explanation

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.

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: No

IV.2) Administrative information

IV.2.1) Previous publication concerning this procedure

Notice number in the OJ S:

2023/S 000-002937

Section V: Award of contract

A contract/lot is awarded: Yes

V.2 Award of contract

V.2.1) Date of conclusion of the contract

05/07/2023

V.2.2) Information about tenders

Number of tenders received: 1

Number of tenders received from SMEs: 1

The contract has been awarded to a group of economic operators: No

V.2.3) Name and address of the contractor

Advice UK

02023982

101e Universal House, 88-94 Wentworth Street

London

E1 7SA

UK

NUTS: UKI

The contractor is an SME: Yes

V.2.4) Information on value of the contract/lot (excluding VAT)

Initial estimated total value of the contract/lot:

Total value of the contract/lot: : 129 742.00  GBP

V.2.5) Information about subcontracting

Section VI: Complementary information

VI.4) Procedures for review

VI.4.1) Review body

Derby Homes Limited

839 London Road

Derby

DE24 8UZ

UK

Telephone: +44 1332255223

E-mail: DH-Procurement@derbyhomes.org

Internet address(es)

URL: www.derbyhomes.org

VI.5) Date of dispatch of this notice

25/09/2023

Coding

Commodity categories

ID Title Parent category
48441000 Financial analysis software package Financial analysis and accounting software package

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
DH-Procurement@derbyhomes.org
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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