Planning

MARKET TESTING - Budget Planning Solution of behalf of Schools Finance Traded Service

WARWICKSHIRE COUNTY COUNCIL

This public procurement record has 1 release in its history.

Planning

28 Nov 2025 at 14:23

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

Warwickshire County Council is currently in the planning stage for a procurement process titled "MARKET TESTING - Budget Planning Solution on behalf of Schools Finance Traded Service." This initiative is classified under the services industry, focusing on software package and information systems. The procurement is situated in the UKG13 region (Warwick), United Kingdom. Key engagement involves a preliminary market engagement (PME) with a submission deadline for interested suppliers to respond by 23rd December 2025. The planning process aims to identify tools for budget-setting, scenario planning, payroll reconciliation, and financial monitoring tailored for schools and academies. This tender process is governed by the legal framework 2023/54 and invites suppliers to participate via Warwickshire's e-procurement portal.

This tender presents significant opportunities for businesses specialising in software solutions and information technology services. Companies that offer budget planning software, especially those capable of integrating with existing school finance systems and providing comprehensive financial reporting capabilities, would be well-positioned to benefit. Small and medium enterprises (SMEs) are particularly encouraged to engage, given the suitability criteria specified. By delivering a solution that facilitates efficient financial decision-making, businesses can help schools and academies enhance their budgetary processes, creating growth opportunities through innovative and effective software deployment over several years.

How relevant is this notice?

Notice Information

Notice Title

MARKET TESTING - Budget Planning Solution of behalf of Schools Finance Traded Service

Notice Description

We are seeking information from Suppliers on a budget planning software solution to support budget setting, monitoring and forecasting, scenario planning, and payroll reconciliation for effective financial decision-making by schools and academies. Warwickshire County Council is interested in understanding tools for: -Budget-setting, including budgeting for salary costs -Scenario planning including financial modelling for different school staffing structures -Automated payroll reconciliation -Real-time financial monitoring -Multi-year forecasting -Financial reporting including functionality to incorporate financial data into Microsoft Word reports -Integration with school finance systems including ESS (SIMS), Bromcom and Arbor -Integration with Unit4 ERP system -Financial dashboards and benchmarking including Key Performance Indicators

Planning Information

Scope of engagement: PME questionnaire. Instructions of submitting an interest: Interested suppliers are invited to complete the Preliminary Market Engagement (PME) Questionnaire that has been published via Warwickshire County Council's e-procurement portal. Reference: WAR-0033 The Council would be grateful if you could complete the questions in the PME document and respond by 23/12/2025 at 12:00 midday. You should submit your completed responses by uploading via our e-procurement portal. The PME documents are available for unrestricted and full direct access, free of charge. Providers must register with the system to be able to participate and download the PME documents. Warwickshire's e-portal web address is: https://in-tendhost.co.uk/warwickshirecc/aspx/Home If you have any questions regarding this Market testing exercise, then please upload via the correspondence function on our portal.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-05eb2a
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/078136-2025
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
UK2 - Preliminary Market Engagement Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

72 - IT services: consulting, software development, Internet and support

CPV Codes

48000000 - Software package and information systems

72222300 - Information technology services

72260000 - Software-related services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
28 Nov 20256 days ago
Submission Deadline
Not specified
Future Notice Date
23 Dec 20253 weeks to go
Award Date
Not specified
Contract Period
1 Mar 2026 - 28 Feb 2027 6-12 months
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Planning
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
WARWICKSHIRE COUNTY COUNCIL
Contact Name
Not specified
Contact Email
procurement@warwickshire.gov.uk
Contact Phone
Not specified

Buyer Location

Locality
WARWICK
Postcode
CV34 4SA
Post Town
Coventry
Country
England
Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG1 Herefordshire, Worcestershire and Warwickshire
Small Region (ITL 3)
TLG13 Warwickshire CC
Delivery Location
TLG13 Warwickshire CC
Local Authority
Warwick
Electoral Ward
Warwick Saltisford
Westminster Constituency
Warwick and Leamington

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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