Planning

[RFI] Accounting Software - Education

TRINITY MULTI ACADEMY TRUST

This public procurement record has 3 releases in its history.

Planning

20 Sep 2023 at 15:04

Market Engagement Notice
Planning

06 Sep 2023 at 15:17

Market Engagement Notice
Planning

29 Aug 2023 at 13:22

Market Engagement Notice
Summary of the contracting process

The TRINITY MULTI ACADEMY TRUST is seeking a supplier for an accounting software solution suitable for the education sector. The procurement process is currently in the planning stage with an engagement end date set for September 30, 2023. The contract period is planned for 3 years with a 2-year optional extension. The procurement is targeted specifically for businesses in the financial analysis and accounting software package industry in the Yorkshire and the Humber region.

This tender presents an opportunity for software providers specializing in financial analysis and accounting software packages to partner with TRINITY MULTI ACADEMY TRUST and potentially expand their business reach. With the requirement for a scalable solution compatible with educational sector needs, businesses that offer cloud-based solutions, automation features, and integration capabilities with other platforms are well-suited to compete in this tender opportunity.

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Notice Information

Notice Title

[RFI] Accounting Software - Education

Notice Description

Early Engagement and Request for Information (RFI) Trinity Multi Academy Trust (Trinity MAT) is seeking a supplier and provider for an accounting software suitable for the education sector, scalable for growth across multiple sites. As a growing Multi Academy Trust, we are aspiring for our organisation to grow over the next few years, as such we are seeking a supplier who can grow with us and maintain and provide their solution to all our academies as we increase our offering to more academies and Schools. Key services and features requested * Up to 40 Full Access User licenses with full system capabilities and the ability to increase to 90 Full Access User licenses as Trinity MAT grows. * Up to 250 Access licenses with system capabilities to raise requisitions, raise purchase orders etc., with the ability to increase to 800 Access licenses as Trinity MAT grows. * Fully Cloud based solution * Compatible with the EFSA chartered account's nominal structure. * API link for ESFA automated account returns * Compatible with the requirements and needs of the Education sector for Multi Academy Trusts * Ability to automate tasks (Desirable) * Consolidation feature for multiple databases or ledgers into one account. * Integration compatibility with other platforms such as payroll (Edupay), Budget planning software (BPS by Orovia) - desirable * Features for Asset management including amortisation and depreciation over time - desirable Current Academies * Trinity Academy Akroydon (Halifax, West Yorkshire) * Trinity Academy St Peter's (Halifax, West Yorkshire) * Trinity Academy St Chads (Brighouse, West Yorkshire) * Trinity Academy Halifax (Halifax, West Yorkshire) * Trinity Academy Bradford (Bradford, West Yorkshire) * Trinity Academy Grammar (Halifax, West Yorkshire) * Trinity Sixth Form Academy (Halifax, West Yorkshire) * Trinity Academy Leeds (Leeds, West Yorkshire) * Trinity Academy Cathedral (Wakefield, West Yorkshire) * Trinity Academy St Edward's (Barnsley, South Yorkshire) * Trinity MAT Offices (Halifax, West Yorkshire) Contract Period * 3 Years + 2 Year optional extension Expression of Interest of early engagement If you would like to express your interest in this opportunity, please contact procurement@trinitymat.org by Friday 23rd September 2023 (15:00).

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/246fafe9-2cba-48e5-a662-e627dfba864b
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
Market Engagement Notice
Procurement Type
Standard
Procurement Category
Not specified
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

CPV Codes

48443000 - Accounting software package

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
20 Sep 20232 years ago
Submission Deadline
Not specified
Future Notice Date
22 Sep 2023Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Planning
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
TRINITY MULTI ACADEMY TRUST
Contact Name
Procurement Manager - Trinity MAT
Contact Email
procurement@trinitymat.org
Contact Phone
01422 769426

Buyer Location

Locality
HALIFAX
Postcode
HX2 0TJ
Post Town
Halifax
Country
England
Major Region (ITL 1)
TLE Yorkshire and The Humber
Basic Region (ITL 2)
TLE4 West Yorkshire
Small Region (ITL 3)
TLE44 Calderdale and Kirklees
Delivery Location
TLE Yorkshire and The Humber
Local Authority
Calderdale
Electoral Ward
Warley
Westminster Constituency
Halifax

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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