Planning

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

  • TRINITY MULTI ACADEMY TRUST

F01: Prior information notice (prior information only)

Notice identifier: 2023/S 000-025332

Procurement identifier (OCID): ocds-h6vhtk-03f7b1

Published 29 August 2023, 2:49pm



Section one: Contracting authority

one.1) Name and addresses

TRINITY MULTI ACADEMY TRUST

Shay Lane

HALIFAX

HX29TZ

Contact

Procurement Manager - Trinity MAT

Email

procurement@trinitymat.org

Telephone

+44 1422769426

Country

United Kingdom

Region code

UKE44 - Calderdale and Kirklees

Companies House

06897239

Internet address(es)

Main address

https://www.trinitymat.org/

one.3) Communication

Additional information can be obtained from the above-mentioned address

one.4) Type of the contracting authority

Body governed by public law

one.5) Main activity

Education


Section two: Object

two.1) Scope of the procurement

two.1.1) Title

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

two.1.2) Main CPV code

  • 48440000 - Financial analysis and accounting software package

two.1.3) Type of contract

Supplies

two.1.4) Short description

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).

two.1.5) Estimated total value

Value excluding VAT: £198,000

two.1.6) Information about lots

This contract is divided into lots: No

two.2) Description

two.2.3) Place of performance

NUTS codes
  • UKE - Yorkshire and the Humber

two.2.4) Description of the procurement

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).

two.3) Estimated date of publication of contract notice

13 January 2024


Section four. Procedure

four.1) Description

four.1.8) Information about the Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes