Planning

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

  • Warwickshire County Council

UK2: Preliminary market engagement notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2025/S 000-078136

Procurement identifier (OCID): ocds-h6vhtk-05eb2a

Published 28 November 2025, 2:23pm



Scope

Reference

WAR-0033

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

Contract dates (estimated)

  • 1 March 2026 to 28 February 2027
  • Possible extension to 29 February 2032
  • 6 years

Main procurement category

Services

CPV classifications

  • 48000000 - Software package and information systems
  • 72222300 - Information technology services
  • 72260000 - Software-related services

Contract locations

  • UKG13 - Warwickshire

Engagement

Engagement deadline

23 December 2025

Engagement process description

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.


Participation

Particular suitability

Small and medium-sized enterprises (SME)


Contracting authority

Warwickshire County Council

  • Public Procurement Organisation Number: PDTN-5446-NMXW

Shire Hall

Warwick

CV34 4SA

United Kingdom

Region: UKG13 - Warwickshire

Organisation type: Public authority - sub-central government