001236 - Soft Market Testing Exercise for the Provision of a Deputy and Appointee Banking and Software Solution
Buyer: Durham County Council
- Published
- 20 March 2025
- Place of performance
- UKC
- Lots
- 1
- Notice number
- 010338-2025
- Reference
- ocds-h6vhtk-04ef8f
- Official source
- Official source
CPV codes
- 48000000Software package and information systems
- 66100000Banking and investment services
Description
Durham County Council Deputy and Appointee Team (DAT) are exploring banking and software solutions to support the Deputy and Appointee functions of its customers. Currently, we support circa 950 customers with appointeeship or deputyship in any financial year. The DAT are responsible for managing the finances, including all daily living expenses and household bills, for individuals deemed to lack capacity to manage their financial affairs. Individual need will vary from monthly personal allowance payments to individuals who require their funds to be paid daily. For appointee cases, the DAT will access Department of Work and Pensions (DWP) benefits and for CoP cases, this can range from investment accounts, private pensions, existing individual bank accounts and DWP benefits, and will also include property as applicable. Our current operating model is as follows: • One main bank account for Durham County Council (DCC). • All payments/income are paid into the main DCC bank account. • Support function to translate one main bank account into 950 individual virtual accounts and undertake reconciliation activity. • Software package as Client Record Management System (CRMS). • Pre-paid ca…
Official publications
- FTS · 010338-2025 · 20 March 2025
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Frequently asked questions
- Who is the buyer of this tender?
- The contracting authority is Durham County Council (United Kingdom).
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