Soft Market Testing Questionnaire in Relation to the Provision of a Deputy and Appointee Team Banking and Software Solution

GreatbritainTenders notice for Soft Market Testing Questionnaire in Relation to the Provision of a Deputy and Appointee Team Banking and Software Solution. The reference ID of the tender is 106965065 and it is closing on 07 Oct 2024.

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Tender Details

  • Country: United Kingdom
  • Summary: Soft Market Testing Questionnaire in Relation to the Provision of a Deputy and Appointee Team Banking and Software Solution
  • GBT Ref No: 106965065
  • Deadline: 07 Oct 2024
  • Competition: ICB
  • Financier: Self Financed
  • Purchaser Ownership: Public
  • Tender Value: Refer Document
  • Notice Type: Tender
  • Document Ref. No.: DN742339
  • Purchaser's Detail :
  • Purchaser : DURHAM COUNTY COUNCIL
    County HallDurhamCounty DurhamDL1 5UJUnited Kingdom
    Contact Name :MacKenzie Heath
    Telephone :03000 264859
    Email :mackenzie.heath@durham.gov.uk
    Email :mackenzie.heath@durham.gov.uk

  • Description :
  • Soft Market Testing Questionnaire In Relation To The Provision Of A Deputy And Appointee Team Banking And Software Solution
    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 cards to make individual payments to customers daily, weekly, monthly.
    • Individual reconciliation of pre-paid card payments and transactions...
  • Documents :
  •  Tender Notice

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