Tender

Provision of MAT Financial Management Support

THE BOLEYN TRUST

This public procurement record has 1 release in its history.

Tender

03 Jun 2026 at 12:57

Summary of the contracting process

The Boleyn Trust, a sub-central government public authority in London, is inviting bids for the provision of Multi-Academy Trust Financial Management Services. The procurement is in the 'Tender' stage, with ACE Advice Ltd as the procuring entity. The contract seeks financial consultancy services within the UK region, specifically UKI41 and UKI42. It is an open procedure with a gross value of £2,400,000. Interested suppliers must submit their tenders through the Bidiful portal by 29 June 2026, with the award process concluding on 14 July 2026. The contract duration is from 1 November 2026 to 31 October 2031, with potential extensions.

This tender represents a formidable opportunity for businesses specializing in financial consultancy, particularly those experienced in educational sectors like Multi-Academy Trusts. The contract emphasizes quality assessment areas such as regulatory framework understanding, financial management delivery, and capacity. The opportunity is well-suited for SMEs that are regulated by UK accountancy bodies and can deliver expert, compliant financial management support. The significant contract value and the chance for extensions provide long-term growth potential for successful bidders.

Find more tenders on our Open Data Platform.
How relevant is this notice?

Notice Title

Provision of MAT Financial Management Support

Notice Description

The Trust is looking to appoint a suitably qualified service provider with the relevant experience and qualifications to provide efficient and effective outsourced Multi-Academy Trust Financial Management Services.

Lot Information

Lot 1

Renewal: 2 x 12 month extensions are available, subject to all parties agreeing in writing.

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06ac82
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/052376-2026
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66171000 - Financial consultancy services

Notice Value(s)

Tender Value
£2,400,000 £1M-£10M
Lots Value
£2,400,000 £1M-£10M
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
3 Jun 2026Yesterday
Submission Deadline
29 Jun 20264 weeks to go
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
1 Nov 2026 - 31 Oct 2031 Over 5 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
THE BOLEYN TRUST
Additional Buyers

ACE ADVICE LTD

Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
LONDON
Postcode
E13 8SA
Post Town
East London
Country
England

Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI4 Inner London - East
Small Region (ITL 3)
TLI41 Hackney and Newham
Delivery Location
TLI41 Hackney and Newham, TLI42 Tower Hamlets

Local Authority
Hackney
Electoral Ward
Hoxton West
Westminster Constituency
Hackney South and Shoreditch

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.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-h6vhtk-06ac82-2026-06-03T13:57:46+01:00",
    "date": "2026-06-03T13:57:46+01:00",
    "ocid": "ocds-h6vhtk-06ac82",
    "initiationType": "tender",
    "parties": [
        {
            "id": "GB-COH-10488603",
            "name": "THE BOLEYN TRUST",
            "identifier": {
                "scheme": "GB-COH",
                "id": "10488603"
            },
            "additionalIdentifiers": [
                {
                    "scheme": "GB-PPON",
                    "id": "PZRY-9522-BLQQ"
                }
            ],
            "address": {
                "streetAddress": "Tollgate Primary School Barclay Road",
                "locality": "London",
                "postalCode": "E13 8SA",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI41"
            },
            "contactPoint": {
                "email": "procurement@theboleyntrust.org"
            },
            "roles": [
                "buyer"
            ],
            "details": {
                "classifications": [
                    {
                        "id": "publicAuthoritySubCentralGovernment",
                        "scheme": "UK_CA_TYPE",
                        "description": "Public authority - sub-central government"
                    }
                ]
            }
        },
        {
            "id": "GB-COH-12873828",
            "name": "ACE ADVICE LTD",
            "identifier": {
                "scheme": "GB-COH",
                "id": "12873828"
            },
            "additionalIdentifiers": [
                {
                    "scheme": "GB-PPON",
                    "id": "PBBX-5711-VBGM"
                }
            ],
            "address": {
                "streetAddress": "20 Wenlock Road",
                "locality": "London",
                "postalCode": "N1 7GU",
                "country": "GB",
                "countryName": "United Kingdom",
                "region": "UKI41"
            },
            "contactPoint": {
                "name": "Ian Henderson",
                "email": "ian.henderson@ace-advice.co.uk"
            },
            "roles": [
                "procuringEntity",
                "processContactPoint"
            ],
            "roleDetails": "Procurement Support",
            "details": {
                "url": "https://www.ace-advice.co.uk/"
            }
        }
    ],
    "buyer": {
        "id": "GB-COH-10488603",
        "name": "THE BOLEYN TRUST"
    },
    "tender": {
        "id": "ocds-h6vhtk-06ac82",
        "legalBasis": {
            "id": "2023/54",
            "scheme": "UKPGA",
            "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents"
        },
        "title": "Provision of MAT Financial Management Support",
        "description": "The Trust is looking to appoint a suitably qualified service provider with the relevant experience and qualifications to provide efficient and effective outsourced Multi-Academy Trust Financial Management Services.",
        "status": "active",
        "items": [
            {
                "id": "1",
                "additionalClassifications": [
                    {
                        "scheme": "CPV",
                        "id": "66171000",
                        "description": "Financial consultancy services"
                    }
                ],
                "deliveryAddresses": [
                    {
                        "region": "UKI41",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    },
                    {
                        "region": "UKI42",
                        "country": "GB",
                        "countryName": "United Kingdom"
                    }
                ],
                "relatedLot": "1"
            }
        ],
        "value": {
            "amountGross": 2400000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure",
        "mainProcurementCategory": "services",
        "aboveThreshold": true,
        "submissionMethodDetails": "Tenders are to be submitted via the Bidiful portal, in a single Zip file. https://bidiful-teamportal.app/p/aceadvice",
        "submissionTerms": {
            "electronicSubmissionPolicy": "allowed",
            "languages": [
                "en"
            ]
        },
        "tenderPeriod": {
            "endDate": "2026-06-29T12:00:00+01:00"
        },
        "awardPeriod": {
            "endDate": "2026-07-14T23:59:59+01:00"
        },
        "lots": [
            {
                "id": "1",
                "status": "active",
                "value": {
                    "amountGross": 2400000,
                    "currency": "GBP"
                },
                "awardCriteria": {
                    "criteria": [
                        {
                            "type": "quality",
                            "name": "Quality",
                            "description": "The Trust will assess in the written response the following quality based areas of performance: - Understanding of the Academy Trust Regulatory Framework - Financial Management Delivery Methodology - Finance Team Capability, Capacity, and Resilience - Quality Management, Controls, and Ethical Standard - Added Value and Public Benefit",
                            "numbers": [
                                {
                                    "number": 70,
                                    "weight": "percentageExact"
                                }
                            ]
                        },
                        {
                            "type": "price",
                            "name": "Price and Value",
                            "numbers": [
                                {
                                    "number": 30,
                                    "weight": "percentageExact"
                                }
                            ]
                        }
                    ]
                },
                "selectionCriteria": {
                    "criteria": [
                        {
                            "type": "technical",
                            "description": "The Supplier warrants that it is, and throughout the Term shall remain, regulated by a Recognised Qualifying Body or regulated by a member of the International Federation of Accountants that is a United Kingdom accountancy body, including ACCA, AIA, ICAEW, CAI, ICAS, IFA or CIPFA, and is authorised to provide the Services. Provide expert financial management support in full compliance with: > the Academy Trust Handbook. > the Charities Statement of Recommended Practice (SORP). > the Academies Accounts Direction; and > all relevant statutory and regulatory requirements."
                        }
                    ]
                },
                "suitability": {
                    "sme": true
                },
                "contractPeriod": {
                    "startDate": "2026-11-01T00:00:00Z",
                    "endDate": "2031-10-31T23:59:59Z",
                    "maxExtentDate": "2033-10-31T23:59:59Z"
                },
                "hasRenewal": true,
                "renewal": {
                    "description": "2 x 12 month extensions are available, subject to all parties agreeing in writing."
                }
            }
        ],
        "documents": [
            {
                "id": "conflictOfInterest",
                "documentType": "conflictOfInterest",
                "description": "Not published"
            },
            {
                "id": "L-1",
                "documentType": "biddingDocuments",
                "description": "Bidders may apply for access to the documents by emailing ian.henderson@ace-advice.co.uk The documents will be distributed and managed via the Bidiful Portal.",
                "url": "https://bidiful-teamportal.app/p/aceadvice"
            },
            {
                "id": "052376-2026",
                "documentType": "tenderNotice",
                "noticeType": "UK4",
                "description": "Tender notice on Find a Tender",
                "url": "https://www.find-tender.service.gov.uk/Notice/052376-2026",
                "datePublished": "2026-06-03T13:57:46+01:00",
                "format": "text/html"
            }
        ]
    },
    "language": "en"
}