Client Advice Management Solution

Official notice

Authority: Derby Homes Ltd (Public body)

GoodsAward procedure without prior publication of a call for competitionSME suitable

Sectors: Software Packages & ERP (48) Delivery: East Midlands (UKF11)

Awarded value£129,742published contract · exc. VAT

Awarded 5 Jul 2023no call for competition

Awarded to Advice UK2 awards

What is being bought

Published requirement description

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

CPV: Financial analysis software package

The lotProcurement structure

single lot · no lot value published

Lot #1A Client Advice Management solution - a specialised advice management system for…Awarded

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. 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.

Delivery: East Midlands

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

Procedure terms & legal framework

From the official record · publisher note attached

Procedure method: Award procedure without prior publication of a call for competition
Legal basis: CELEX · 32014L0024 Public Contracts Regulations 2015 (Directive 2014/24/EU)
Procurement category: Goods
Notice status: Awarded without competition
Procurement threshold: Unspecified in notice
Regulatory regime: Standard
Commercial structure: Stand-alone contract (no framework)
Competition type: Direct award (no call for competition)
GPA / WTO covered: Unspecified in notice
Recurring procurement: Unspecified in notice
First published: 31 Jan 2023, 14:05 GMT
Last source update: 25 Sept 2023, 08:59 BST
Authority reference: E2023-001
FTS notice number: 2023/S 000-028125
Classification (CPV): Financial analysis software package
Delivery area: East Midlands (UKF11)
Official registry OCID: ocds-h6vhtk-03a17b Find a Tender

Why no open competition: The procurement falls outside the scope of application of the directive
Published justification: 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.

Publisher note: TBC

Commercial outcome & contract awards

Published awards, contracts and bid statistics, not a forecast

Awards 2

Awarded value £129,7421 contract exc. VAT · 1 repeated publication of the same award counted once

Bids received 11 from SMEs

Contracts signed 2latest 5 Jul 2023

Awarded to	Value	Date	Status
Advice UK	£129,742 †same award published again · counted once	—	Awarded
Advice UK	£129,742 †	—	Awarded

Contracts

Contract 028125-2023-1 · Advice UK
Signed
5 Jul 2023
Value
£129,742
Status
active
Contract 002937-2023-1 · Advice UK
Signed
31 Jan 2023
Value
£129,742
Status
active

Bid statistics published by the authority

Bids	SME	VCSE	Valid bid range
1bids	1	—	—

Contracting authority & participating public bodies

DERBY HOMES LTD

Contracting authorityPublic bodyBody governed by public lawHousing and community amenities GB-COH: 04380984 839 London Road, Derby, East Midlands, DE24 8UZContact name, email, phone

Dispute resolution & review bodies

Derby Homes LimitedReview body DerbyContact email, phone

Bidders & participating suppliers

1 commercial party on the notice

Advice UKAwarded supplierGB-COH: 02023982 101e Universal House, 88-94 Wentworth Street, London, London, E1 7SA

Official documents & specifications

Official links; attachments are not copied

No document links were published on the notice.