Tender

Lumero Educational Trust - Financial Management Software

• Lumero Educational Trust UK4: Tender notice - Procurement Act 2023 - view information about notice types

Notice identifier: 2026/S 000-025959

Procurement identifier (OCID): ocds-h6vhtk-0670c3

Published 20 March 2026, 4:30pm

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Contents

Scope Participation Submission Award criteria Other information Procedure Contracting authority Other organisation Contact organisation

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Description

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 £53,000

Therefore the value of this contract is £265,000

Additional requirements and information:

•The Trust has a minimum requirement for a contractor’s employers' liability and public liability insurances of £5 million

•The minimum annual turnover that your company must have achieved to be considered for this opportunity is £200,000

•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

Total value (estimated)

• £265,000 excluding VAT
• £318,000 including VAT Above the relevant threshold

Contract dates (estimated)

• 1 September 2026 to 31 August 2029
• Possible extension to 31 August 2031
• 5 years Description of possible extension:

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

Main procurement category

Goods

CPV classifications

Software package and information systems

Software package suites

Financial analysis and accounting software package

Financial analysis software package

Financial systems software package

Accounting software package

Accounting system

Contract locations

• UKJ4 - Kent

Participation

Particular suitability

• Small and medium-sized enterprises (SME)
• Voluntary, community and social enterprises (VCSE)

Submission

Enquiry deadline

24 April 2026, 12:00pm

Submission type

Tenders

Deadline for requests to participate

24 April 2026, 12:00pm

Submission address and any special instructions

https://www.delta-esourcing.com/tenders/UK-UK-Kent:-Software-package-and-information-systems./F53PW4QSGH

Tenders may be submitted electronically

Yes

Languages that may be used for submission

English

Award decision date (estimated)

9 July 2026

Award criteria

| Name | Type | Weighting |
| --- | --- | --- |
| Price | Price | 50% |
| Technical Ability | Quality | 25% |
| Support | Quality | 25% |

Other information

Applicable trade agreements

• Government Procurement Agreement (GPA)
• Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP)

Conflicts assessment prepared/revised

Yes

Procedure

Procedure type

Competitive flexible procedure

Competitive flexible procedure description

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.

Contracting authority

Lumero Educational Trust

• Public Procurement Organisation Number: PLCW-6864-PMVP St Nicolas Lane,, Logs Hill,, Chislehurst,

Kent

BR7 5LJ

United Kingdom

Contact name: Rachel OGrady

Telephone: +44 1252 977017

Email: tenders@rivapartnership.co.uk

Region: UKI61 - Bromley

Organisation type: Public authority - sub-central government

Other organisation

These organisations are carrying out the procurement, or part of it, on behalf of the contracting authorities.

RIVA Partnership Ltd

Summary of their role in this procurement: Procurement Consultancy supporting the Contracting Authority

• Public Procurement Organisation Number: PPWL-9222-MYRJ Hones Business Park, 1 Waverley Lane

Farnham

GU9 8BB

United Kingdom

Contact name: Rachel OGrady

Telephone: +44 1252 977017

Email: tenders@rivapartnership.co.uk

Region: UKJ25 - West Surrey

Contact organisation

Contact Lumero Educational Trust for any enquiries.