--- title: "SS17015 - Schools Financial Planning Tool" ocid: "ocds-b5fd17-238cac74-3c8c-4f0a-90e4-79d834900514" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-238cac74-3c8c-4f0a-90e4-79d834900514" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-238cac74-3c8c-4f0a-90e4-79d834900514.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-238cac74-3c8c-4f0a-90e4-79d834900514.json" source: "Contracts Finder" current_stage: "Award" buyer: "KENT COUNTY COUNCIL" published: "2017-12-08" --- # SS17015 - Schools Financial Planning Tool Buyer: KENT COUNTY COUNCIL Current stage: Award OCID: ocds-b5fd17-238cac74-3c8c-4f0a-90e4-79d834900514 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-238cac74-3c8c-4f0a-90e4-79d834900514) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-238cac74-3c8c-4f0a-90e4-79d834900514.json) ## Summary Kent County Council is seeking tenders for a contract titled "SS17015 - Schools Financial Planning Tool", aimed at developing a comprehensive financial management solution for schools and academies within Kent and Medway. This open procedure tender is currently in the award stage, with a contract value of £450,000. The contract period will commence on 1st February 2018 and conclude on 31st January 2021. The tender, which was published on 20th July 2017, focuses on the financial analysis software category and includes key requirements for budgeting, salary calculation, and compatibility with existing accounting systems. This procurement opportunity presents a significant prospect for businesses in the software development and financial services sectors, particularly those specialising in educational tools and solutions. Companies that are well-versed in cloud-based platforms, compliance with financial regulations, and support services would be ideally positioned to compete for this tender. With a market comprising 397 maintained schools and 83 academies, successful bidders will benefit from a robust user base and potential ongoing support contracts. ## Notice Kent County Council Schools Financial Services team sells a Financial and Support Service to schools and academies within Kent and Medway. The support service centres on a Financial Planning Tool which providesthe ability for a school to plan, set and monitor budgets, with a facility to create further budget scenarios. The Council is seeking tenders for a fully encompassing, effective and efficient financial management tool, that can be utilised for both council funded schools and academies. This may include occasional instances where Academies cross county borders otherwise this opportunity will be restricted to Kent. The solution will be required to deliver the following high-level requirements: 1. Ability to plan, set and monitor school and academy budgets 2. Ability to calculate salary cost using a number of salary pay schemes including the current Kent RangeScheme 3. To be compatible with school accounting systems, including SIMS FMS6, PS Financials, Sage and Corero 4. Ability to comply with the Council's /DfE/ESFA financial returns and requirements 5. Ability for the council to access, with appropriate permission, individual school's financial data 6. Draft financial plans must be stored to a minimum level of IL2. (Impact Level 2) 7. A managed Cloud based delivery Further requirements are detailed in the Invitation to Tender documentation. The majority of KCC funded schools will utilise this solution. Academies and other LA maintained schools willalso be able to purchase this tool as is the current practice. There are currently 397 maintained schools and 83 academies supported. Schools Financial Services will provide training and a skills support service for all users,although technical support will be required from the provider. The use of the product to schools/ academies within this solution is to be controlled by the Schools Financial Services and the provider will be required to enter into a non-competition agreement with the Council, and agree to provide technical support for any new educational establishments that are added to the solution. Therefore an appropriate licencing model is required. Potential providers are invited to express an interest and download the documentation from the Kent BusinessPortal (www.kentbusinessportal.org.uk). If the provider is not already registered on the portal, registration will berequired. Expressions of interest cannot be submitted by any other means. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/b6fd2405-0d45-4975-bafe-339aa82ebddf | | Notice type | Award Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure | | Tender suitability | SME | | Awardee scale | SME | | All stages | Tender, Award | ## Dates | Field | Value | | --- | --- | | Publication date | 8 Dec 2017 | | Submission deadline | 14 Aug 2017 | | Future notice date | Not specified | | Award date | 24 Sep 2017 | | Contract period | 23 Feb 2018 - 22 Feb 2021 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £450,000 | | Lots value | Not specified | | Awards value | £377,550 | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Complete | | Lots status | Not specified | | Awards status | Active | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | KENT COUNTY COUNCIL | | Locality | MAIDSTONE | | Post town | Rochester | | Postcode | ME14 1XQ | | Country | England | | ITL 1 | TLJ South East (England) | | ITL 2 | TLJ4 Kent | | ITL 3 | TLJ45 Mid Kent | | Local authority | Maidstone | | Electoral ward | Penenden Heath | | Westminster constituency | Maidstone and Malling | | Delivery location | TLJ South East (England) | ## Supplier | Field | Value | | --- | --- | | Number of suppliers | 1 | | Supplier names | OROVIA GROUP | ## CPV Codes ### Divisions - 48 - Software package and information systems ### Codes - 48441000 - Financial analysis software package - 48442000 - Financial systems software package - 48443000 - Accounting software package - 48460000 - Analytical, scientific, mathematical or forecasting software package ## Release History - 8 Dec 2017 at 15:52 - AwardUpdate - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/b6fd2405-0d45-4975-bafe-339aa82ebddf - 20 Jul 2017 at 08:47 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/b6fd2405-0d45-4975-bafe-339aa82ebddf ## Documents - https://www.contractsfinder.service.gov.uk/Notice/b6fd2405-0d45-4975-bafe-339aa82ebddf 20th July 2017 - Opportunity notice on Contracts Finder - https://procontract.due-north.com/Advert?advertId=9faf0d9a-0063-e711-80e3-005056b64545 Advert ## Notice URLs - http://www.kent.gov.uk ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. 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