Financial Management Solution and School Fees Management Solution for Voluntary Grammar and Grant Maintained Integrated Schools

{
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  "date": "2026-03-13T12:12:26Z",
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    "description": "Provision of a Financial Management Solution and School Fees Management Solution for Voluntary Grammar and Grant Maintained Integrated Schools.",
    "documents": [
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              "description": "Functional Requirements as per Attachment 2c: \nThe supplier must be able to facilitate a phased implementation of the solution based on user type:\nSupplier\u2019s must provide a detailed response of how they propose to deliver on each of EA\u2019s functional requirements and demonstrate how they meet the Specification of Requirements. \nTenders should be completely self-contained. Any hyperlinked or external material incorporated by reference (for example, websites) will not be evaluated.  \nThe Supplier should only include responses to a requirement in the allocated area. If the Supplier wishes to cross-reference another part of their tender in a particular attachment, they should do so. \nThe response must address as a minimum in the following order of priority:\n\u2022\tFinancial and Management Accounting\n\u2022\tBudget Planning\n\u2022\tUser Experience \n\u2022\tSchool Fees Management\n\u2022\tAsset Management\n\u2022\tDesirable functional and non-functional requirements ",
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              "description": "Delivery and Support of the Proposed Solution as per Attachment 2d:\nSuppliers must submit a detailed delivery methodology on how they would propose to implement and support a School Financial Management Solution.  \nTenders should be completely self-contained. Any hyperlinked or external material incorporated by reference (for example, websites) will not be evaluated. \nThe Supplier should only include responses to a requirement in the allocated area. If the Supplier wishes to cross-reference another part of their tender in a particular attachment, they should do so.\nThe response must address as a minimum:\n\u2022\tDeployment Approach\n\u2022\tDelivery Methodology \n\u2022\tImplementation and Transition plan \n\u2022\tMigration Plan \n\u2022\tIntegration Plan \n\u2022\tOrganisation and Staffing \n\u2022\tTesting \n\u2022\tTraining \n\u2022\tSupport \n\u2022\tContinuity Planning \n\u2022\tService Performance \n\u2022\tExit Strategy ",
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              "description": "In accordance with the Procurement Policy Note (PPN) 01/21 (Scoring Social Value Policy), the successful supplier will be required to deliver measurable social value outcomes.\nAs outlined in Annex 3 Social Value Requirements, the supplier must provide social value to a minimum value of 100 social value points for every \u00a31 million (and pro-rata) of the invoiced contract value, capped at an averaged invoiced value of \u00a33 million per annum. For the purposes of evaluation, suppliers should submit their responses based on a minimum indicative value of 490 social value points. \nSuppliers are required to complete and submit with their tender response Attachment 3 - Social Value Delivery Plan identifying which Social Value Initiatives they will deliver to fulfil the minimum indicative 490 social value points and answer the following question:\nHow will you deliver the Social Value Initiatives within your completed Social Value Delivery Plan as outlined in Annex 3 Social Value Delivery.\nThe supplier\u2019s methodology must address the following:\na)\tTimescales for delivery of the social value requirements.\nb)\tThe resources, both internal (and external if relevant), you will use to plan and deliver the social value requirements (this may include details of suppliers in your supply chain); \nc)\tThe activities you will undertake to deliver the social value initiatives selected within your completed Social Value Delivery Plan, including how you will engage with stakeholders (e.g. the Authority, social value beneficiaries, organisations within the voluntary, community and social enterprise sector etc.)\nd)\tConfirmation that the planned activities are additional to activities your organisation already undertakes; and,\ne)\tHow you will monitor and report on the delivery of the social value requirements and address any performance issues.\nf)\tAssurance that the Supplier will deliver the minimum mandatory requirements listed in the Social Value Points Matrix as part of the overall Social Value requirement set out in Annex 3 Social Delivery Requirements.",
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              "description": "As per tender documents",
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              "description": "Capability and Expertise\nSuppliers must provide at least 2 reference sites of similar size, scope and scale where the proposed solution has been implemented within the last 5 years within the education sector.  \nWhere the reference site examples provided do not include implementation of key functional areas of the proposed solution, specifically financial management, budget planning, asset and school fees management, the supplier must identify such differences, and include and demonstrate the roadmap, design, scope, function and integration of these proposed functional areas within the proposed financial management solution.\nThe examples must be similar in size, scope, functionality and complexity to EA\u2019s requirements outlined below and in Schedule 2. FMS Specification of Requirements. \nThe examples must include and demonstrate the following:\n\u2022\tCustomer/Contracting Body\n\u2022\tNumber of Schools, School Types and Users\n\u2022\tProject Title and Description\n\u2022\tDescription of School Financial Management Solution, design, and functionality,\n\u2022\tDescription of School Fees Management Solution, design, and functionality,\n\u2022\tDescription of implementation and integration arrangements\n\u2022\tStart and end date of project\n\u2022\tStructure of the Project Team - Role(s) and Responsibilities \n\u2022\tOutcomes of the Project",
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    "title": "Financial Management Solution and School Fees Management Solution for Voluntary Grammar and Grant Maintained Integrated Schools",
    "value": {
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      "amountGross": 4900000,
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