--- title: "[RFI] Accounting Software - Education" ocid: "ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894.json" source: "Contracts Finder" current_stage: "Planning" buyer: "TRINITY MULTI ACADEMY TRUST" published: "2023-09-20" --- # [RFI] Accounting Software - Education Buyer: TRINITY MULTI ACADEMY TRUST Current stage: Planning OCID: ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894.json) ## Summary 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. ## Notice 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). ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/246fafe9-2cba-48e5-a662-e627dfba864b | | 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 | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 20 Sep 2023 | | Submission deadline | Not specified | | Future notice date | 22 Sep 2023 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planning | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | TRINITY MULTI ACADEMY TRUST | | Locality | HALIFAX | | Post town | Halifax | | Postcode | HX2 0TJ | | Country | England | | ITL 1 | TLE Yorkshire and The Humber | | ITL 2 | TLE4 West Yorkshire | | ITL 3 | TLE44 Calderdale and Kirklees | | Local authority | Calderdale | | Electoral ward | Warley | | Westminster constituency | Halifax | | Delivery location | TLE Yorkshire and The Humber | ## CPV Codes ### Divisions - 48 - Software package and information systems ### Codes - 48443000 - Accounting software package ## Release History - 20 Sep 2023 at 15:04 - Planning - Market Engagement Notice - https://www.contractsfinder.service.gov.uk/Notice/246fafe9-2cba-48e5-a662-e627dfba864b - 6 Sep 2023 at 15:17 - Planning - Market Engagement Notice - https://www.contractsfinder.service.gov.uk/Notice/246fafe9-2cba-48e5-a662-e627dfba864b - 29 Aug 2023 at 13:22 - Planning - Market Engagement Notice - https://www.contractsfinder.service.gov.uk/Notice/246fafe9-2cba-48e5-a662-e627dfba864b ## Documents - https://www.contractsfinder.service.gov.uk/Notice/246fafe9-2cba-48e5-a662-e627dfba864b 20th September 2023 - Early engagement notice on Contracts Finder ## Notice URLs - https://www.trinitymat.org/ ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-083fc9b7-e21a-4696-bef0-11604136f894.json.