Request for Information (RFI) - Trust and Estate Financial Administration System
Location: Perth Metropolitan
Buyer: Public Trustee
Opened: Jan 01, 2022
Closing: Apr 24, 2026
Accounting software - 50%Application implementation services - 49%Software - 1%
### π Tender Overview
The Public Trustee of Western Australia has issued a **Request for Information (RFI)** regarding a **Trust and Estate Financial Administration System**. This market-sounding exercise aims to identify contemporary software solutions, delivery methodologies, and market maturity to support the agency's fiduciary operations, which are currently managed via the MATE system.
### π― Scope and Objectives
This RFI is strictly for information gathering and does not constitute a formal tender or a commitment to procurement. Interested suppliers are invited to provide insights on:
* **System Solutions:** Available software for trust and estate management.
* **Delivery Approaches:** Implementation strategies and service models.
* **Supplier Capability:** Organizational expertise and experience.
* **Indicative Pricing:** High-level cost estimates.
### π’ Issuing Organization
* **Agency:** Public Trustee (Western Australia)
* **Location:** Perth Metropolitan
### π‘ Key Information for Bidders
* **Tender ID:** PTOC202214717
* **Closing Date:** April 24, 2026, at 2:30 PM AWST.
* **Categories:** Accounting software, Application implementation services, and general software solutions.
This opportunity is ideal for software vendors and IT consultancy firms specializing in financial administration, fiduciary management, and government-sector application implementation. Interested parties should review the requirements to provide comprehensive feedback on current market capabilities.