---
title: "Financial Systems Software Package (Framework contract)"
ocid: "ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "CHURCHMARKETPLACE LTD"
published: "2018-08-10"
---

# Financial Systems Software Package (Framework contract)

Buyer: CHURCHMARKETPLACE LTD  
Current stage: Award  
OCID: ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800)  
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## Summary

Churchmarketplace Ltd is currently engaged in the awarding stage of a tender for a Financial Systems Software Package, aimed at enhancing financial management within Catholic Education Establishments across England and Wales. This procurement focuses on acquiring software solutions that include budgeting, financial management, and integrated HR and payroll systems. The opportunity was published on 21 September 2017 and marked the conclusion of the tender period on 23 October 2017, with the contract set to run from 22 January 2018 to 22 January 2022. The procurement method utilised is a selective approach, following a restricted procedure due to it being above the specified thresholds.

This tender presents an excellent opportunity for software providers, particularly those who specialise in commercial off-the-shelf (COTS) solutions for financial management, budgeting, and payroll services. Small and medium-sized enterprises (SMEs) focused on educational software systems would be especially well-suited to compete for this contract, as the buyer seeks to engage a diverse range of suppliers to provide best-value services to Catholic educational institutions. Potential bidders should prepare to demonstrate their capabilities in delivering integrated solutions that cater to the specific needs of schools and dioceses.

## Notice

Churchmarketplace continues to develop a National Procurement Strategy with the aim of promoting better buying within Catholic Education Establishments (including Academies, Schools, Further Education and Higher Education institutions) and Dioceses in England and Wales. The main aim of this procurement is to ensure that CEEs and Dioceses obtain the best value for money from the services and products which they purchase, in this case a Schools Financial Management System(s): 1. Financial Management 2. Budgeting 3. Fully integrated to include Financial Management, Budgeting, HR and Payroll The purpose of this Framework Agreement is to ensure that CMP and end-customers will have access to a wide range of the best Suppliers, providing best value set of services. The Services and Products covered by this Procurement include: Products * Commercial Off-The-Shelf (COTS) Software for Financial Management - Lot 1 Provision of Financial Management application including amongst others General Ledger, Nominal Ledger, Purchase Ledger (including purchase ordering/ requisitioning system with online approval functionality. Control, Invoice Approval), Invoice Authorisation, Supplier Payment, Sales Ledger, Bank & Cash, Cash Flow Management, Credit Cards, Period-End and Year-End, Integration with MS Excel, Project Costing, Asset Register, Fund Management (educational trips and visits, cashless catering, PTA funds, charitable fundraising etc.), Trusts/Trading Arms, and VAT reconciliation. Including integration to Microsoft Excel and Document Management System. * COTS software for Budgeting - Lot 2 Provision of Budgeting application including Current Budget, Revenue Budgets, Budget Development, Budget Profiling, Forecast Outturns Holding and Cash Flow Forecasts for at least 12 months ahead to fulfil Education, Skills and Funding Agency (ESFA) requirements. Forecast Outturns Estimate, Forward Planning. The system must have the ability to model changes or create scenarios across all areas (multi scenario budget modelling for multi years / multi academy sites) and must have the ability to consolidate for the MAT. The system must have the ability to import/ export into the finance system and Management Information System (MIS). * COTS software for a Fully Integrated Financial Management, Budgeting & HR System (including payroll) - Lot 3 Provision of a fully integrated solution to include all elements of LOTs 1 and 2 plus Human Resources and/ or Payroll processing. The system must be accessible remotely for multi users incorporating authorisation and workflow for all elements and processes from budgeting, ordering, actual costs, reporting, analysis and budget forecasting. The payroll software must allow users (employees) access to enter data to inform the monthly payroll, for example, regarding absence, additional hours etc. The system must have the ability to import/ export into the Management Information System (MIS).

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/9bf9d26c-3d9d-4b83-9b96-467d2899a95b |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Restricted procedure (above threshold) |
| Tender suitability | SME |
| Awardee scale | Large, SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Aug 2018 |
| Submission deadline | 23 Oct 2017 |
| Future notice date | Not specified |
| Award date | 20 Dec 2017 |
| Contract period | 4 Jan 2018 - 22 Jan 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | £11,000,000 |
| 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 | CHURCHMARKETPLACE LTD |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1P 1QN |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | Westminster |
| Electoral ward | Vincent Square |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 9 |
| Supplier names | ACCESS; CAPITA BUSINESS SERVICES; CIVICA; OROVIA GROUP; PS FINANCIALS; QUIDGEST - CONSULTORES DE GESTÃO; RM EDUCATION; SCHOOL BUSINESS SERVICES; THORNE WIDGERY ACCOUNTANCY |

## CPV Codes

### Divisions

- 48 - Software package and information systems

### Codes

- 48440000 - Financial analysis and accounting software package

## Release History

- 10 Aug 2018 at 14:22 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/9bf9d26c-3d9d-4b83-9b96-467d2899a95b
- 21 Sep 2017 at 13:55 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/3f1e5710-fb1c-4840-8b69-e7535f1cdef2

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/9bf9d26c-3d9d-4b83-9b96-467d2899a95b
  10th August 2018 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/3f1e5710-fb1c-4840-8b69-e7535f1cdef2
  21st September 2017 - Opportunity notice on Contracts Finder
- http://ted.europa.eu/udl?uri=TED:NOTICE:370547-2017:TEXT:EN:HTML&src=0
  TED contract notice

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-fb69217c-b091-46ce-a31a-efa15b916800.json.