--- title: "MARKET TESTING - Budget Planning Solution of behalf of Schools Finance Traded Service" ocid: "ocds-h6vhtk-05eb2a" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05eb2a" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-05eb2a.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-05eb2a.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "WARWICKSHIRE COUNTY COUNCIL" published: "2025-11-28" --- # MARKET TESTING - Budget Planning Solution of behalf of Schools Finance Traded Service Buyer: WARWICKSHIRE COUNTY COUNCIL Current stage: Planning OCID: ocds-h6vhtk-05eb2a [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-05eb2a) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-05eb2a.json) ## Summary 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. ## Notice 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. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/078136-2025 | | 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 | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 28 Nov 2025 | | Submission deadline | Not specified | | Future notice date | 23 Dec 2025 | | Award date | Not specified | | Contract period | 1 Mar 2026 - 28 Feb 2027 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planning | | Lots status | Planning | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | WARWICKSHIRE COUNTY COUNCIL | | Locality | WARWICK | | Post town | Coventry | | Postcode | CV34 4SA | | Country | England | | ITL 1 | TLG West Midlands (England) | | ITL 2 | TLG1 Herefordshire, Worcestershire and Warwickshire | | ITL 3 | TLG13 Warwickshire CC | | Local authority | Warwick | | Electoral ward | Warwick Saltisford | | Westminster constituency | Warwick and Leamington | | Delivery location | TLG13 Warwickshire CC | ## CPV Codes ### Divisions - 48 - Software package and information systems - 72 - IT services: consulting, software development, Internet and support ### Codes - 48000000 - Software package and information systems - 72222300 - Information technology services - 72260000 - Software-related services ## Release History - 28 Nov 2025 at 14:23 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/078136-2025 ## Documents - https://www.find-tender.service.gov.uk/Notice/078136-2025 28th November 2025 - Preliminary market engagement notice on Find a Tender ## Notice URLs - http://www.warwickshire.gov.uk - https://in-tendhost.co.uk/warwickshirecc/aspx/Home - https://www.legislation.gov.uk/ukpga/2023/54/contents ## 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-h6vhtk-05eb2a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-05eb2a.json.