1. Strictly Education Services

2. About us  Work exclusively in the Education Sector  Provide services to over 700 schools  Deal with over 70 Local Authorities  Support Academies, Academy Sponsors, Secondary, Primary Schools and After School Clubs  Part of the Bond International Group

3.  Independent  Dedicated  Knowledgeable  Specific Specific knowledge of issues and challenges within the education sector. Independent advisors with strong commercial and client service awareness

4. Schools Management and Resource Tool (SMaRT)

5. Introduction  SMaRT is designed to provide you with a quick and logical method of producing an effective, strategic budget, which links directly to your School Development Plan.  The beauty of SMaRT is that it does all the hard work for you.  Our software has been specifically designed for use in schools, making it user- friendly, interactive and designed for all your budget planning needs.

6. Linking Your SDP To Financial Plans  The development of the SDP should be an integral part of the schools management. SMaRT provides an effective SDP process allowing you to develop a strategic and continuous plan  The SDP is divided into 3 areas – Strategic, Curriculum and Non Curriculum. For each Headline; Objectives, Actions, Resources, Responsibilities, Time-scales and success criteria are defined.

7. Functionality, Features & Benefits  Available both On and Offline  Direct Interactive Links to the SDP  Flexible enough to handle all schools financial structures  Latest pay scale, NI or Pension amendments automatically included

8. Functionality, Features & Benefits  Multiple access levels can be defined for individual users  Quickly & easily builds a strategic budget over 3 years  Allows budget projections over 5, 7 and 10 years  Fixed budget is recorded allowing comparisons between fixed and current budget

9. Functionality, Features & Benefits  Over 25 reports, all available at CFR, Cost Centre or Ledger Code level  Annual Teacher Salary Notification Statement

10. What's Included?  Setup and Implementation  Import Chart Of Accounts  Latest Salary Scales, NI and Pension included  Teaching and Support Staff imported  Helpdesk Support  Supported by Financial Consultants who have experience of building budgets  Telephone or Email  Remote Support  Upgrades  Completed automatically  Scales, NI and Pension % updated automatically

11. Training  Training  Available 1 – 1 or in group sessions  Conducted on your schools data  Full training material is provided  Training is provided by experienced Financial Consultants  Cost is per day not per school

12. Bournemouth Proposal Option B. 1 Year Contract Year 1 LicenceAnnual Licence for Year 2 0 – 5£600£150 5 - 15£500£125 15+£400£100 20/11 List Price£750£150

13. Bournemouth Proposal Option B. 3 Year Contract Year 1 LicenceAnnual Licence for Year 2 & 3 0 – 5£350£200 5 - 15£300£175 15+£250£150 20/11 List Price£750£150

14. Questions?

15. Salary Reconciliation Template (SRT)

16. Introduction  SRT eliminates the need to manually process salary payments individually, When done through SRT the time is cut down to minutes  Quick  Easy  Intuitive

17. How Can We Help You?  Post basic pay, National Insurance and Superannuation as separate items to each staff member for more accurate monitoring of variances  Process salaries on a weekly or monthly basis for Teaching and Non Teaching staff  Process additional payments such as overtime,  Easy checking of the salary file to bank deductions and third party payments prior to processing  Greatly reduces the risk of error when processing

18. Bournemouth Proposal Option C. SMaRT & SRT 1 Year Contract Year 1 LicenceAnnual Licence for Year 2 0 – 5£800£175 5 - 15£700£150 15+£600£125 20/11 List Price£900£225

19. Bournemouth Proposal Option D. SMaRT & SRT 3 Year Contract Year 1 LicenceAnnual Licence for Year 2 & 3 0 – 5£550£225 5 - 15£500£200 15+£450£175 20/11 List Price£900£225

20. Questions?