Tender

Financial Management Solution and School Fees Management Solution for Voluntary Grammar and Grant Maintained Integrated Schools

• Education Authority

UK4: Tender notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2026/S 000-013105

Procurement identifier (OCID): ocds-h6vhtk-06532a

Published 12 February 2026, 4:10pm

---

---

Scope

Reference

EDIS-25-002

Description

Provision of a Financial Management Solution and School Fees Management Solution for Voluntary Grammar and Grant Maintained Integrated Schools.

Total value (estimated)

• £3,920,000 excluding VAT
• £4,900,000 including VAT

Above the relevant threshold

Contract dates (estimated)

• 27 April 2026 to 26 April 2031
• Possible extension to 26 April 2036
• 10 years

Description of possible extension:

Option to extend for any period(s) up and including 5 years.

Main procurement category

Services

CPV classifications

• 72000000 - IT services: consulting, software development, Internet and support
• 72200000 - Software programming and consultancy services

---

Participation

Legal and financial capacity conditions of participation

As per tender documents

Technical ability conditions of participation

Capability and Expertise

Suppliers must provide at least 2 reference sites of similar size, scope and scale where the proposed solution has been implemented within the last 5 years within the education sector.

Where the reference site examples provided do not include implementation of key functional areas of the proposed solution, specifically financial management, budget planning, asset and school fees management, the supplier must identify such differences, and include and demonstrate the roadmap, design, scope, function and integration of these proposed functional areas within the proposed financial management solution.

The examples must be similar in size, scope, functionality and complexity to EA’s requirements outlined below and in Schedule 2. FMS Specification of Requirements.

The examples must include and demonstrate the following:

• Customer/Contracting Body

• Number of Schools, School Types and Users

• Project Title and Description

• Description of School Financial Management Solution, design, and functionality,

• Description of School Fees Management Solution, design, and functionality,

• Description of implementation and integration arrangements

• Start and end date of project

• Structure of the Project Team - Role(s) and Responsibilities

• Outcomes of the Project

Particular suitability

Small and medium-sized enterprises (SME)

---

Submission

Enquiry deadline

9 March 2026, 3:00pm

Tender submission deadline

16 March 2026, 3:00pm

Submission address and any special instructions

https://etendersni.gov.uk/

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

14 April 2026

---

Award criteria

Name	Description	Type	Weighting
AC1 2c Detailed Functional Requirements	Functional Requirements as per Attachment 2c: The supplier must be able to facilitate a phased implementation of the solution based on user type: Supplier’s must provide a detailed response of how... they propose to deliver on each of EA’s functional requirements and demonstrate how they meet the Specification of Requirements. Tenders should be completely self-contained. Any hyperlinked or external material incorporated by reference (for example, websites) will not be evaluated. The Supplier should only include responses to a requirement in the allocated area. If the Supplier wishes to cross-reference another part of their tender in a particular attachment, they should do so. The response must address as a minimum in the following order of priority: • Financial and Management Accounting • Budget Planning • User Experience • School Fees Management • Asset Management • Desirable functional and non-functional requirements	Quality	40%
AC4 - Cost	The total cost that will be evaluated is the total cost at Total Cost on the ‘FMS Total Pricing’ tab Cell B61	Cost	30%
AC2 - 2d Delivery and Support of the Proposed Solution	Delivery and Support of the Proposed Solution as per Attachment 2d: Suppliers must submit a detailed delivery methodology on how they would propose to implement and support a School Financial... Management Solution. Tenders should be completely self-contained. Any hyperlinked or external material incorporated by reference (for example, websites) will not be evaluated. The Supplier should only include responses to a requirement in the allocated area. If the Supplier wishes to cross-reference another part of their tender in a particular attachment, they should do so. The response must address as a minimum: • Deployment Approach • Delivery Methodology • Implementation and Transition plan • Migration Plan • Integration Plan • Organisation and Staffing • Testing • Training • Support • Continuity Planning • Service Performance • Exit Strategy	Quality	20%
AC3 - Social Value	In accordance with the Procurement Policy Note (PPN) 01/21 (Scoring Social Value Policy), the successful supplier will be required to deliver measurable social value outcomes. As outlined in Annex 3... Social Value Requirements, the supplier must provide social value to a minimum value of 100 social value points for every £1 million (and pro-rata) of the invoiced contract value, capped at an averaged invoiced value of £3 million per annum. For the purposes of evaluation, suppliers should submit their responses based on a minimum indicative value of 490 social value points. Suppliers are required to complete and submit with their tender response Attachment 3 - Social Value Delivery Plan identifying which Social Value Initiatives they will deliver to fulfil the minimum indicative 490 social value points and answer the following question: How will you deliver the Social Value Initiatives within your completed Social Value Delivery Plan as outlined in Annex 3 Social Value Delivery. The supplier’s methodology must address the following: a) Timescales for delivery of the social value requirements. b) The resources, both internal (and external if relevant), you will use to plan and deliver the social value requirements (this may include details of suppliers in your supply chain); c) The activities you will undertake to deliver the social value initiatives selected within your completed Social Value Delivery Plan, including how you will engage with stakeholders (e.g. the Authority, social value beneficiaries, organisations within the voluntary, community and social enterprise sector etc.) d) Confirmation that the planned activities are additional to activities your organisation already undertakes; and, e) How you will monitor and report on the delivery of the social value requirements and address any performance issues. f) Assurance that the Supplier will deliver the minimum mandatory requirements listed in the Social Value Points Matrix as part of the overall Social Value requirement set out in Annex 3 Social Delivery Requirements.	Quality	10%

---

Other information

Applicable trade agreements

• Government Procurement Agreement (GPA)

Conflicts assessment prepared/revised

Yes

---

Procedure

Procedure type

Open procedure

Justification for not publishing a preliminary market engagement notice

PME Notice Identifier is 2025/S 000-065027

---

Contracting authority

Education Authority

• Public Procurement Organisation Number: PPHJ-6982-JPXY

40 Acadmey Street

Belfast

BT1 2NQ

United Kingdom

Email: ict.procure@eani.org.uk

Region: UKN06 - Belfast

Organisation type: Public authority - central government

Devolved regulations that apply: Northern Ireland