---
title: "Lumero Educational Trust - Financial Management Software"
ocid: "ocds-h6vhtk-0670c3"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-0670c3"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-0670c3.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-0670c3.json"
source: "Find A Tender Service"
current_stage: "Tender"
buyer: "LUMERO EDUCATIONAL TRUST"
published: "2026-03-20"
---

# Lumero Educational Trust - Financial Management Software

Buyer: LUMERO EDUCATIONAL TRUST  
Current stage: Tender  
OCID: ocds-h6vhtk-0670c3

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-0670c3.json)

## Summary

The Lumero Educational Trust is seeking tenders for the provision of financial management software, aimed at enhancing its operational efficiency across 12 schools, both primary and secondary, located in Kent, UK. The procurement process is currently at the 'Tender' stage, with an Invitation To Tender (ITT) set to follow. The contract, starting on 1st September 2026, will extend for three years, with potential for a two-year extension. Interested parties should note the Competitive Flexible Procedure being implemented, demanding adherence to specific criteria and a deadline for expression of interest by 24th April 2026. This procurement is classified under 'Software package and information systems' within the industry category and is valued at approximately £318,000.

This tender represents a substantial opportunity for software providers specialising in cloud-based financial management systems, particularly those compatible with both Microsoft and Google platforms. Enterprises with strengths in developing cutting-edge solutions and offering robust support services will find this contract appealing. The Lumero Educational Trust prioritises 'best value' over the lowest bid, indicating opportunities for businesses capable of delivering high-quality technical support and innovative software solutions. Companies with a minimum annual turnover of £200,000 and requisite liability insurances are encouraged to participate, with an anticipated contract value poised to catalyse growth for the successful bidder.

## Notice

Lumero Educational Trust (formerly Inicio Educational Trust) - Financial Management Software Tender There are 12 schools in the Lumero Educational Trust family - 4 secondary schools and 8 primary schools, united by a shared commitment to transforming lives through exceptional education. Our schools vary in size and have a combined student numbers of 7,429 in the school census of October 2025, with approximately 950 staff. We are committed to excellence, having great aspirations for our children and young people, and encouraging them to seek out and take hold of opportunities. Our drive for excellence is supported by our collaboration, both between our schools and with our excellent support service providers. Further information regarding the Trust can be obtained here: https://www.iniciotrust.org/ Tender information: This tender is for the provision of financial management software to the Inicio Educational Trust The contract term being tendered is for three years, 1st September 2026 - 31st August 2029. There is an option for a further extension period for up to two additional years to 31st August 2031. Key requirements are: a single contract across the thirteen entities (12 schools and the Trust), provision of the necessary software to meet our technical requirements and the provision of a user-accessible help desk, portal and remote access within agreed hours. The Trust requires a completely cloud based finance system solution compatible with both Microsoft and Google. The solution must be DFE Chart of Accounts compliant, have comprehensive financial transaction, search capability, transaction and journal capability, with seamless links between finance and budgeting modules. The Trust is not obliged to accept the lowest price submitted for this tender, rather they are keen to secure 'best value'. The trust seeks a contractor that is keen to work in partnership and who will deliver both a cutting edge solution and the highest levels of support at all times. Competitive Flexible Procedure This procurement will be run under the Competitive Flexible Procedure. This will follow a two stage approach, with stage 1 being the Procurement Specific Questionnaire (PSQ). Here a minimum of 5 candidates (or less, in the event less than 5 meet the minimum criteria) and a maximum of 10 candidates, will progress to stage 2. Any selection of tenderers will be based solely on the criteria set out for the procurement and a minimum score of 60% must be achieved. Selected tenderers will then be invited to stage 2, the Invitation To Tender (ITT). Here, the evaluation of tender response will be set as 50% price, 25% technical capability and 25% support. Value of contract: The annual value of the current contract is PS53,000 Therefore the value of this contract is PS265,000 Additional requirements and information: *The Trust has a minimum requirement for a contractor's employers' liability and public liability insurances of PS5 million *The minimum annual turnover that your company must have achieved to be considered for this opportunity is PS200,000 *The services are currently provided by Access Education and Iris PS Financials. *Please note this is a growing Trust and any other schools that may join the Trust during the tenure of this new contract may, at the Trust's discretion, be added to this contract. *The client reserves the right not to appoint in conclusion of this project. For more information about this opportunity, please visit the Delta eSourcing portal at: https://www.delta-esourcing.com/tenders/UK-UK-Kent:-Software-package-and-information-systems./F53PW4QSGH To respond to this opportunity, please click here: https://www.delta-esourcing.com/respond/F53PW4QSGH

### Lot Information

Lot 1

Renewal: There is an option for a further extension period for up to two additional years to 31st August 2031.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/025959-2026 |
| Notice type | UK4 - Tender Notice |
| Procurement type | Standard |
| Procurement category | Goods |
| Procurement method | Open |
| Procurement method details | Competitive flexible procedure |
| Tender suitability | SME, VCSE |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 20 Mar 2026 |
| Submission deadline | 24 Apr 2026 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 31 Aug 2026 - 31 Aug 2029 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £265,000 |
| Lots value | £265,000 |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | LUMERO EDUCATIONAL TRUST |
| Additional buyers | RIVA PARTNERSHIP LTD |
| Locality | KENT |
| Post town | Bromley |
| Postcode | BR7 5LJ |
| Country | England |
| ITL 1 | TLJ South East (England) |
| ITL 2 | TLJ2 Surrey, East and West Sussex |
| ITL 3 | TLJ25 West Surrey |
| Local authority | Waverley |
| Electoral ward | Farnham Moor Park |
| Westminster constituency | Farnham and Bordon |
| Delivery location | TLJ4 Kent |

## CPV Codes

### Divisions

- 48 - Software package and information systems

### Codes

- 48000000 - Software package and information systems
- 48422000 - Software package suites
- 48440000 - Financial analysis and accounting software package
- 48441000 - Financial analysis software package
- 48442000 - Financial systems software package
- 48443000 - Accounting software package
- 48444000 - Accounting system

## Release History

- 20 Mar 2026 at 16:30 - Tender - UK4 - Tender Notice - https://www.find-tender.service.gov.uk/Notice/025959-2026

## Documents

- https://www.find-tender.service.gov.uk/Notice/025959-2026
  20th March 2026 - Tender notice on Find a Tender

## Notice URLs

- https://www.delta-esourcing.com/respond/F53PW4QSGH
- https://www.delta-esourcing.com/tenders/UK-UK-Kent:-Software-package-and-information-systems./F53PW4QSGH
- https://www.iniciotrust.org/
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## 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-0670c3. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-0670c3.json.