---
title: "Early Engagement and Request for Information (RFI) - Accounting Software for Education"
ocid: "ocds-h6vhtk-03f7b1"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03f7b1"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03f7b1.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03f7b1.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "TRINITY MULTI ACADEMY TRUST"
published: "2023-09-06"
---

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

Buyer: TRINITY MULTI ACADEMY TRUST  
Current stage: Tender  
OCID: ocds-h6vhtk-03f7b1

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-03f7b1.json)

## Summary

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.

## Notice

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).

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/026377-2023 |
| 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 |
| All stages | Planning, Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 6 Sep 2023 |
| Submission deadline | Not specified |
| Future notice date | 13 Jan 2024 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £198,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | TRINITY MULTI ACADEMY TRUST |
| Locality | HALIFAX |
| Post town | Halifax |
| Postcode | HX2 9TZ |
| 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 | Illingworth and Mixenden |
| Westminster constituency | Halifax |
| Delivery location | TLE Yorkshire and The Humber |

## CPV Codes

### Divisions

- 48 - Software package and information systems

### Codes

- 48440000 - Financial analysis and accounting software package

## Release History

- 6 Sep 2023 at 15:15 - TenderUpdate - Tender Notice - https://www.find-tender.service.gov.uk/Notice/026377-2023
- 29 Aug 2023 at 13:49 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/025332-2023

## 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-h6vhtk-03f7b1. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03f7b1.json.