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Early Engagement and Request for Information (RFI) - Accounting Software for Education

TRINITY MULTI ACADEMY TRUST

This public procurement record has 2 releases in its history.

TenderUpdate

06 Sep 2023 at 16:15

Tender Notice
Planning

29 Aug 2023 at 14:49

Planning Notice
Summary of the contracting process

The Trinity Multi Academy Trust is seeking suppliers for an accounting software solution suitable for the education sector. The procurement process, currently at the planning stage, involves early engagement and a request for information. The trust aims to expand its organization and is looking for a provider that can scale alongside them. The solution should cater to 300+ users with room for growth, be cloud-based, compatible with EFSA chartered accounts, and integrate with HR, Payroll, and Budget planning software. The deadline for expressing interest in this opportunity is Friday 30th September 2023 (15:00).

This tender presents an opportunity for businesses providing accounting software solutions to the education sector. Companies offering scalable cloud-based solutions, compatible with EFSA chartered accounts, and able to integrate with various other software systems would be well-suited to compete. The contract period is set at 3 years with a 2-year optional extension. Trinity Multi Academy Trust, based in Halifax, West Yorkshire, is the buying organisation seeking innovative suppliers to support their growth and efficiency in financial management across multiple sites and academies.

How relevant is this notice?

Notice Information

Notice Title

Early Engagement and Request for Information (RFI) - Accounting Software for 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 solution 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 from the solution * 300+ User Licences and the ability to increase as Trinity MAT grows. * Cloud based solution * EFSA chartered accounts compatible * Ability to automate tasks * Consolidation facilities of multiple accounts * Integration compatibility with HR, Payroll, Budget planning software (BPS) 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 30th September 2023 (15:00).

Lot Information

Lot 1

Early Engagement and Request for Information (RFI) Trinity Multi Academy Trust (Trinity MAT) is seeking a supplier and provider for an accounting software solution 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 from the solution * 300+ User Licences and the ability to increase as Trinity MAT grows. * Cloud based solution * EFSA chartered accounts compatible * Ability to automate tasks * Consolidation facilities of multiple accounts * Integration compatibility with HR, Payroll, Budget planning software (BPS) 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 likely being sought * 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 30th September 2023 (15:00).

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-03f7b1
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/026377-2023
Current Stage
Tender
All Stages
Planning, Tender

Procurement Classification

Notice Type
Planning Notice
Procurement Type
Standard
Procurement Category
Goods
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

CPV Codes

48440000 - Financial analysis and accounting software package

Notice Value(s)

Tender Value
£198,000 £100K-£500K
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
6 Sep 20232 years ago
Submission Deadline
Not specified
Future Notice Date
13 Jan 2024Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Planned
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
TRINITY MULTI ACADEMY TRUST
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
HALIFAX
Postcode
HX2 9TZ
Postcode Area
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
Illingworth and Mixenden
Westminster Constituency
Halifax

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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