Supply Financial Planning Tool to Schools in Kent

Supply Financial Planning Tool to Schools in Kent

This opportunity is for the provision of a Financial Planning Tool to support Kent schools with Budget planning and forecasting. 

United Kingdom-Maidstone: Financial analysis software package

2017/S 135-277009

Contract notice


Directive 2014/24/EU

Section I: Contracting authority

I.1)Name and addresses

Kent County Council
County Hall
ME14 1XQ
United Kingdom
Contact person: Ms Victoria Stone
NUTS code: UKJ42Internet address(es):Main address: of the buyer profile:

I.2)Joint procurement


The procurement documents are available for unrestricted and full direct access, free of charge, at:
Additional information can be obtained from the abovementioned address
Tenders or requests to participate must be submitted electronically via:

I.4)Type of the contracting authority

Regional or local authority

I.5)Main activity

General public services

Section II: Object

II.1)Scope of the procurement


SS17015 — Schools Financial Planning Tool.

Reference number: DN284599

II.1.2)Main CPV code


II.1.3)Type of contract


II.1.4)Short description:

This opportunity is for the provision of a Financial Planning Tool to support Kent schools with Budget planning and forecasting. Solutions must be able to manage Kent Pay Scales.

II.1.5)Estimated total value

Value excluding VAT: 450 000.00 GBP

II.1.6)Information about lots

This contract is divided into lots: no

II.2.2)Additional CPV code(s)


II.2.3)Place of performance

NUTS code: UKJ42

II.2.4)Description of the procurement:

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 provides the 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 Range Scheme.

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 will also 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 licensing model is required.

Potential providers are invited to express an interest and download the documentation from the Kent Business Portal ( If the provider is not already registered on the portal, registration will be required. Expressions of interest cannot be submitted by any other means.

II.2.5)Award criteria

Price is not the only award criterion and all criteria are stated only in the procurement documents
II.2.6)Estimated value

II.2.7)Duration of the contract, framework agreement or dynamic purchasing system

Duration in months: 36
This contract is subject to renewal: no

II.2.10)Information about variants

Variants will be accepted: no

II.2.11)Information about options

Options: no
II.2.12)Information about electronic catalogues

II.2.13)Information about European Union funds

The procurement is related to a project and/or programme financed by European Union funds: no
II.2.14)Additional information

Section III: Legal, economic, financial and technical information

III.1)Conditions for participation
III.1.1)Suitability to pursue the professional activity, including requirements relating to enrolment on professional or trade registers
III.1.2)Economic and financial standing
III.1.3)Technical and professional ability
III.1.5)Information about reserved contracts
III.2)Conditions related to the contract
III.2.1)Information about a particular profession
III.2.2)Contract performance conditions:
III.2.3)Information about staff responsible for the performance of the contract

Section IV: Procedure


IV.1.1)Type of procedure

Open procedure
IV.1.3)Information about a framework agreement or a dynamic purchasing system
IV.1.4)Information about reduction of the number of solutions or tenders during negotiation or dialogue
IV.1.6)Information about electronic auction

IV.1.8)Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: yes
IV.2)Administrative information
IV.2.1)Previous publication concerning this procedure

IV.2.2)Time limit for receipt of tenders or requests to participate

Date: 14/08/2017
Local time: 12:00
IV.2.3)Estimated date of dispatch of invitations to tender or to participate to selected candidates

IV.2.4)Languages in which tenders or requests to participate may be submitted:

IV.2.6)Minimum time frame during which the tenderer must maintain the tender

IV.2.7)Conditions for opening of tenders

Date: 14/08/2017
Local time: 12:00

Section VI: Complementary information

VI.1)Information about recurrence

This is a recurrent procurement: yes
VI.2)Information about electronic workflows
VI.3)Additional information:
VI.4)Procedures for review

VI.4.1)Review body

Kent County Council
United Kingdom
VI.4.2)Body responsible for mediation procedures
VI.4.3)Review procedure
VI.4.4)Service from which information about the review procedure may be obtained

VI.5)Date of dispatch of this notice:



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