This is an HTML version of an attachment to the Freedom of Information request 'Personal Budgets Information System'.
 
 
 
Phase 1 Functionality 
Directory of local services 

Item  
 Essential/ 
Supplier Response 
 
Desirable  
 
This directory must be able to hold multiple pieces of 
Essential 
  
Information about each service.  Examples of such  
pieces of information include (not exhaustive): 
  •  Name of supplier 
•  Address 1 
•  Address 2 
•  Address 3 
•  Address 4 
•  Postcode 
•  Telephone number 
•  Email address 
•  Website address 
•  Description about background of supplier, services 
provided, etc, 
•  Opening hours 
1.1 
•  Categorisation of services available 
•  Photo of service 
•  Logo of service 
•  Embedded video files 
•  Cost of service 
•  Reviews of the service posted by other users of 
the site 
•  Link to formally published reviews of the service by 
groups such as the Care Quality Commission, 
•  Position on Google Maps (desirable) 
•  ‘How to get to there’ link with TFL Journey Planner 
(desirable) 
•  Cluster map of different matching records on 
single zoomable map – with alternatives if java 
disabled (desirable) 
•  Charity registration number 
 
The standard range of information held about each 
Essential  
  
service can be edited to reflect changing requirements 
 
1.2 
over time, solutions will be favoured if this editing can 
be undertaken by Authority staff. 
 
The ability to add in additional fields. 
Essential  
  
1.3 
 
 
Blank fields in a record held within the directory do not 
Desirable  
  
1.4   display when viewing the website. 
 
The directory must be able to hold information in a wide  Essential 
  
range of formats to be able to support the multiple 
pieces 
1.5 
of information specified above   
 
Examples of such formats include (not exhaustive): 

 
 
Phase 1 Functionality 
Directory of local services 

Item  
 Essential/ 
Supplier Response 
 
Desirable  
 
•  Free Text 
•  Structured Text (i.e.: address format including 
postcode) 
•  Numeric 
•  Hypertext 
•  Categorised options 
•  Image files e.g. Jpegs 
•  Date and time 
•  Metadata format e.g. XML files 
 
Information can be loaded into the directory by 
Essential 
  
Authority staff. 
 
1.6 
(It would be expected that, in the first instance the 
Supplier would be responsible for the initial upload of 
the data to populate the directory)  
 
Solutions must support mass-uploads of information 
Essential  
 
from structured sources (such as .csv, .xls or XML 
1.7 
files), solutions will be favoured if this can be managed 
by Authority staff. 
 
Solutions that can interrogate third parties’ Internet sites  Essential 
  
and extract information to be displayed in the directory 
will be favoured. 
 
1.8 
The process for collecting this information from other 
sites should support validation by the Authority prior to 
it being published. 
 
The online directory must include functionality allowing 
Essential 
  
information to be bulk downloaded into a standard and 
editable format (ie an xls file), so that it can either be 
1.9 
edited prior to a subsequent bulk upload by the 
Authority or used to feed other information sources 
(such as printed service directories) 
 
The online directory should be quick and easy to 
Essential  
   
validate, edit and approve / or reject new entries 
 
submitted, must include an easy check for duplicate 
1.10  entries, and functionality allowing nominated Authority 
staff to instantly remove inappropriate content from the 
website 24/7 basis. 
 
The online directory must include a caveat stating that 
Essential 
     
the inclusion of a service does not constitute 
recommendation of the service by the Authority 
1.11   
Please note that the wording for this caveat would be 
provided by the Authority. 
 
Third party organisations which wish to add or revise 
Essential 
     
1.12  information are able to upload it to the website.  

 
 
Phase 1 Functionality 
Directory of local services 

Item  
 Essential/ 
Supplier Response 
 
Desirable  
 
 
The ability for nominated Authority Staff to preview this 
information before it is published on the site is a 
necessity.  
 
Entries need checking every 6 months – record owner 
sent advance notice of record expiry 1 month and 1 
week in advance. 
 
 
Essential 
     
Solutions must include a basic and advanced search 
function. 
 
Basic search function to search on full phrases and 
individual words. 
 
1.13  Advance search to include the ability to search all fields 
held within the backend database.   
 
The ability to search in different ways e.g. via A to Z 
type format or key word search or category browse. 
 
 
Solutions must include a search function with the ability 
Essential  
   
to find services (for example) within a 5 miles radius of 
1.14  users post code.  
 
Solutions must include the ability to categorise the  
Essential 
   
services available in the directory, solutions will be  
1.15  favoured if this categorisation could be undertaken by  
Authority staff. 
 
Searching widgets available on our corporate website 
Essential 
 
1.16  to link directly into the database. 
Ability to search for keywords (including tagged 
Desirable 
 
categories) which looks up a list of synonyms and 
1.17  common misspellings to help users find the correct 
entry. 
Monthly reporting on how often records have been 
Essential 
 
1.18  viewed and most popular searches. 
 
Phase 1 Functionality 
Feed-back and Interaction systems 

Item  
 Essential/ 
Supplier Response
 
Desirable  
 
2.1 
Shopping basket:  This will allow users to add/delete 
Essential 
 
listings to their basket as they browse and search the 
 
directory.  They will also be able to link from the listing 
directly to the point of payment or booking where this is 
available at source.  The shopping basket (or short list of 
services) should be re-created if the user leaves the site 
but returns later.   
 
2.2 
The solution should include the ability for people who use 
Desirable 
 . 

 
 
Phase 1 Functionality 
Feed-back and Interaction systems 

Item  
 Essential/ 
Supplier Response
 
Desirable  
 
social care services to provide feedback on the quality of 
the care they have received from specific providers.  
 
Please include the option for comments to be accessible 
by an Authority administrator in the first instance until 
verified. 
  
This feedback system must include a ‘rating’ function, 
Essential 
 . 
where people can categorise the quality of service 
received with a single click.  In the example of  
Amazon.com, this rating is divided into 5 categories: 
  •  5 (Excellent) 
2.3 
•  4 (Good) 
•  3 (Fair) 
•  2 (Poor) 
•  1 (Awful) 
 
The Authority will define these categories at a later date. 
 
The feedback system to include questions which people 
Essential 
  
can respond to with a simple ‘yes’ or ‘no’ answer (via radial 
button or drop down list). 
2.4 
 
These questions will be defined by Authority staff. 
 
The feedback system to include a space for free text 
Essential 
  
comments. 
 
Please include the option for Free text comments to be 
2.5 
accessible by an Authority administrator in the first 
instance until verified as well as comments being posted 
on the site immediately.  
 
The feedback system must collate responses so that 
Essential 
  
people can see a summary of people’s views of the 
service provided by a supplier. 
 
2.6 
Please include the option for comments to be accessible 
by an Authority administrator in the first instance until 
verified. 
 
The feedback system must include functionality allowing  
Essential 
  
nominated Authority staff to instantly remove inappropriate 
2.7 
content from the website on a 24/7 basis. 
 
The feedback system must include a caveat specifying 
Essential 
  
that the comments posted do not represent those of the 
 
Authority or the site provider.  This should also specify that   
2.8 
the site is not actively monitored by the Authority, which 
will only actively review comments when they are ‘flagged’ 
by a user as inappropriate. 
 


 
 
Phase 1 Functionality 
Feed-back and Interaction systems 

Item  
 Essential/ 
Supplier Response
 
Desirable  
 
Please note that the wording for this caveat would be 
provided by the Authority. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Phase 1 Functionality 
Online events Calendar 

 
Item  
 Essential / 
Supplier Response
 
Desirable  
 
The solution should include an online calendar which can  
Desirable 
  
be used by people to find out events relating to social  
3.1 
care which are taking place in the area. 
 
Solutions will be favoured if this calendar can be populated by 
Desirable  
      
3.2 
trusted third parties, as well as nominated Authority staff. 
 
People viewing this calendar can ‘click through’ to more 
Desirable 
  
information about the event or supplier, either via a pop-up 
box or through a hyperlink to another web page (ie: one 
3.3 
holding publicity materials about the event, or a separate 
webpage where people could book a place online). 
 
People can email a nominated member of staff to suggest an 
Desirable 
  
3.4 
event to add to the calendar. 
 
 
 
Phase 1 Functionality 
Reporting Facility
 
Item  
 Essential / 
Supplier Response
 
Desirable  
 
The solution must include the ability for nominated  
Essential 
  
Authority staff to generate reports on trends of use of the site.    
Examples of reports that would  
 
be of use include (not exhaustive): 
 
4.1 
•  Most popular search, 
•  Number of unique visitors, 
•  Number of repeat visitors, 
•  Popular days / times the website is being used on. 
 

 
 
Phase 1 Functionality 
Reporting Facility
 
Item  
 Essential / 
Supplier Response
 
Desirable  
 
Solutions must include the ability for Authority staff to run 
Essential 
  
these reports on demand or for the solution to potentially 
 
4.2 
integrate with a third party monitoring tool. 
 
Authority staff to specify and set the parameters of reports 
Desirable 
  
4.3 
themselves. 
 
Solutions to include a reporting functionality including an opt-
Desirable 
  
in mechanism for collecting demographic user information 
 
about site visitors (i.e. a pop-up box that appears during the 
 
users visit to the site), which could then be included into 
reports.  Examples of demographic information that would be 
of use includes: 
 
4.4 
•  Categorisation of reason for visiting site (i.e. service 
user, carer, professional, other) 
•  How person heard about the site 
•  Whether person has disability 
•  What their interest is in social care 
 
The ability to turn this function off and on will be required.  
 
Solutions will be favoured if they provide people with the 
Desirable 
  
option of leaving their email address to receive more 
4.5 
information about social care from the Authority. 
 
 
Phase 1 Functionality 
Accessibility
 
Item 
 Essential / 
Supplier Response
 
Desirable  
 
Solutions must be at least AA standards, suppliers will be 
Essential 
  
5.1   favoured if the site is of AAA level.  

 
 
Phase 1 Functionality 
Accessibility
 
Item 
 Essential / 
Supplier Response
 
Desirable  
 
Examples of accessible functionality which support a site’s 
Essential 
 
functionality (not exhaustive) are: 
 
•  A tool to enable users to listen to website content, for 
example BrowseAloud,  
•  The ability to change font size (if possible, by selecting 
from a simple ‘Small’, ‘Medium’, ‘Large’ set of radial 
buttons, 
•  The ability to reverse colours, so that light text sits on a 
5.2 
dark background,  
•  The ability to include images next to information to help 
people with limited reading abilities (such as some people 
with learning difficulties) to understand the meaning being 
conveyed. 
•  The ability to generate printable pages for users supported 
by brokers, advisers and advocates, where they are not 
directly accessing the site themselves. 
 
Solutions to provide a translation function.  This should only 
Desirable 
  
be provided if it is at no extra cost to the Authority.  This 
5.3 
reflects the availability of free translation services on the 
internet. 
 
Solutions that include a ‘text only’ version, available directly 
Desirable  
  
from the site’s ‘front page’ will be favoured. This will enable 
5.4 
the site to be used by people accessing it with dial up or 
equivalent connections. 
 
 
 
 
 
 
 
 
 
Phase 1 Functionality 
Technical  Requirements    
 
1. Hosting Requirements 

Item  
 
Supplier Response
 
Essential/ 
 
Desirable  
Essential   
   
Provision and management of infrastructure in a 24 x 7 hosting   
6.1 
environment. Supplier to document the proposed infrastructure 
solution. 

 
 
Phase 1 Functionality 
Technical  Requirements    
 
1. Hosting Requirements 

Item  
 
Supplier Response
 
Essential/ 
 
Desirable  
Essential 
   
Supplier to ensure infrastructure is kept up to date with latest 
6.2 
patches. 
Essential     
6.3 
Provision of backup and recovery including verification. 
Essential     
Scalable bandwidth and data storage requirements based 
6.4 
upon usage. 
Essential     
Provision and management of firewalls (e.g. Cisco PIX), 
6.5 
routers and switches. 
Essential        
Monitoring of performance, capacity, connectivity and other 
6.6 
key thresholds to ensure availability of web pages. 
Essential        
Supplier to inform the Authority of planned maintenance at 
least 72 hours in advance and out of normal business hours 
(9:00 to 17:00 hours). Uptime to be in excess of 99.5% 
6.7 
(excluding planned maintenance). Any overrun will be counted 
as unplanned downtime. 
 
 
 
System performance and up times to be independently verified 
by third party monitoring service and functionality (such as 
6.8 
harvesting, XML and RSS feeds) to be regularly checked and 
verified. 
Desirable 
 
XML outputs to be made available – meaning subsets of 
6.9 
information kept on directory can be used on another directory 
where appropriate. 
Essential 
 
Intellectual Property Rights – the Council must have 
6.10  confidence in its retaining these rights 
 
2. Data 

Essential      
The ability to link to other systems through: CSV, delimited, 
7.1 
XML, web services 
Essential      
7.2 
Ability for council to configure bulk data import/export 
 
3. Systems Management and Security 

Essential     
8.1 
Provision for the maintenance of the database environment. 
Essential      
Supplier to state licensing options (e.g. per server / CPU / 
8.2 
Editor / Author / Administrator / Client / Concurrency) 
Essential     
All administrative transactions to be done securely using 
8.3 
secure internet protocols.  

 
 
Phase 1 Functionality 
Technical  Requirements    
 
1. Hosting Requirements 

Item  
 
Supplier Response
 
Essential/ 
 
Desirable  
Essential 
    
User friendly interface for system administrators to access 
8.4 
reports on website usage and data analysis. 
Essential     
User friendly interface for system administrators to act as 
8.5 
moderator in a real time scenario with ability to approve or 
reject any editorial changes if required. 
Essential       
Ability to archive data and back up files on a regular 
8.6 
automated basis (preferably weekly) 
 
2.  Design and Reporting 

Essential     
9.1 
Use of style sheets to enable easier change of look and feel. 
Essential     
9.2 
Layout should be restricted by centrally managed template(s). 
Essential       
Editors should be able to view the status of all content in a 
state other than archived or published (e.g. ‘due for review’; 
9.3 
‘under review’; ‘to be archived’; ‘checked-out for too long’) for 
sections for which they are responsible 
 
3. Look and Feel 

Solutions must be built utilising style sheets to ensure that the 
Essential 
  
10.1  site is maintainable. 
 
The solution has the ability to follow the Councils corporate 
Essential  
   
style but with the flexibility to allow other branding to sub-
10.2  pages.   
 
Solutions that are flexible enough to apply these guidelines 
Desirable  
  
10.3  while also having a unique, site-specific, feel will be favoured. 
 
Solutions will be favoured if they can present the content of 
Desirable  
  
10.4  the site through a number of different ‘skins’ or brand designs. 
The look and feel of solutions must be able to adapted over 
Essential  
  
time, solutions will be favoured if this adaptation could be 
10.5  done by Authority staff.