GLT Finance Management System

Description

The Greenshaw Learning Trust (GLT) wishes to enter into a contract with a Supplier to supply, implement and support a Finance Management System (FMS), for use by the Trust, all of its current schools and any future schools that join the Trust over the contract term. The Trust is seeking an agreement via competitive Tenders from suitably qualified organisations (‘Tenderers’) in response to this Invitation to Tender (ITT) for the provision of the FMS. Lot 1: Our main objective is to appoint a single provider of a Financial Management System (FMS), delivered using a software as a service (SaaS) model for use by the Trust. The Trust is keen to improve and streamline operations and workflows that would benefit from automation by using best in class products. The Trust has also identified that along with the accounting system, Purchase Order Processing (POP) or Purchase to Pay (P2P) should be simple to operate, user friendly and fully adaptable to the Trusts current needs. Suppliers should provide detailed in-system POP/P2P and a third party P2P, similar to Compleat, Planergy, Proactis or equivalent, as an alternative. Please be advised that the third party P2P is not a scored element of this tender exercise. However, the proposal will be reviewed to consider whether the option will be instructed in preference to the in-system solution. The Trust reserves the right to instruct the third party product where the Preferred Supplier includes it, but there is no guarantee that this option will be purchased. The Trust is looking for suppliers to provide detailed information on how they can reduce the project management burden on the Trust during the implementation stages of the contract. Full details should be provided on the ongoing account servicing, including detailed supporting reports that identify how we are using the system and identify improvement areas.