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PROCUREMENT OPPORTUNITY

Finance System Software

THE EXTRACARE CHARITABLE TRUST · Preliminary market engagement notice on Find a Tender

Tender information last checkedLast checked 30 Sept 2026, 08:11.

Opportunity overview

ExtraCare Charitable Trust is seeking some pre-market engagement from suppliers ahead of a formal procurement process for a new Finance System.

Classification

  • CPV48440000 — Financial analysis and accounting software package
  • CPV72260000 — Software-related services

Lots

  • Lot 1Value not stated

Documents and notices

Published notice details

Additional information from the published procurement release. Fields appear only when supplied by the source; check the original notice and tender documents before acting.

Scope, procedure and submissions

Id
ocds-h6vhtk-058f4a
Status
planning
Above Threshold
Yes
Main Procurement Category
services

Legal basis

Id
2023/54
Scheme
UKPGA

Lots and requirements

Entry 1
Id
1
Status
planning

Suitability

Sme
Yes

Contract period

Ends
30 Apr 2032, 23:59
Starts
1 Mar 2027, 00:00

Items and delivery

Item 1
Id
1
Related Lot
1

Delivery locations

Entry 1
Region
UKC
Country
GB
Country Name
United Kingdom
Entry 2
Region
UKD
Country
GB
Country Name
United Kingdom
Entry 3
Region
UKE
Country
GB
Country Name
United Kingdom
Entry 4
Region
UKF
Country
GB
Country Name
United Kingdom
Entry 5
Region
UKG
Country
GB
Country Name
United Kingdom
Entry 6
Region
UKH
Country
GB
Country Name
United Kingdom
Entry 7
Region
UKI
Country
GB
Country Name
United Kingdom
Entry 8
Region
UKJ
Country
GB
Country Name
United Kingdom
Entry 9
Region
UKK
Country
GB
Country Name
United Kingdom

Additional Classifications

Entry 1
Id
48440000
Scheme
CPV
Description
Financial analysis and accounting software package
Entry 2
Id
72260000
Scheme
CPV
Description
Software-related services

Planning and budget

Documents

Entry 1
Id
051940-2025
Format
text/html
Notice Type
UK2
Description
Preliminary market engagement notice on Find a Tender
Document Type
marketEngagementNotice
Published
28 Aug 2025, 12:58

Milestones

Entry 1
Id
engagement
Type
engagement
Status
scheduled
Due
12 Sept 2025, 23:59
Description
Expression of Interest - Pre-Tender Market Engagement for Finance System Procurement Organisation: ExtraCare Charitable Trust Sector: Housing Contact: procurement.team@extracare.org.uk Deadline for Responses: 12th September 2025 ________________________________________ Purpose of this Notice ExtraCare Charitable Trust is seeking expressions of interest from suppliers ahead of a formal procurement process for a new Finance System. This pre-tender market engagement aims to: • Understand market capabilities and innovations. • Inform the development of our procurement strategy and system requirements. • Ensure inclusivity and transparency in supplier engagement. We welcome input from suppliers with experience in delivering finance systems to similar sized organisations, particularly those with experience working with charities and housing associations. We reserve the right not to proceed with a procurement exercise or a contract or a commitment of any nature. Any and all costs associated with the production of a response to an Expression of Interest must be borne by the potential Provider. We will not contribute in any way to the costs of any response. Information contained within this document is confidential and must not be revealed to any third party without prior written consent from us. ________________________________________ About Us We are a UK-based charity operating in the housing sector. We operate at 18 retirement villages and schemes in the UK, providing over 3,700 homes for over 4,000 residents. Our finance function of around 40 people is relatively straightforward with limited customisation expected for a new finance system. We are currently reviewing and upgrading several internal systems, some of which will require integration with the new finance system. ________________________________________ Scope of the Finance System The new system will be expected to provide core finance functionality, including: • General Ledger • Accounts Payable and Receivable • Fixed Assets • Budgeting and Forecasting • Financial Reporting and Analysis • Bank Reconciliations • VAT and Regulatory Compliance • Purchase Order management We also require: • Integration with existing systems, including an OCR scanning system and other Purchase Order systems. • Flexibility to integrate with other existing or future systems • Cloud-based deployment preferred • User-friendly interface and reporting tools • Strong support and training offering________________________________________ Market Engagement Process Interested suppliers are invited to respond with: • A brief overview of your solution and its suitability for our organisation • Examples of similar implementations • Key differentiators of your system • Indicative implementation timelines and support models • A pre-recorded max 30min demo/webinar demonstrating core functionality and general look and feel Responses will help shape our formal tender documentation. Participation in this process does not confer any advantage in the subsequent procurement. ________________________________________ Next Steps Following this engagement, we intend to: • Review supplier input • Finalise our requirements • Publish a formal tender notice in accordance with applicable procurement regulations (or utilise a suitable framework) How to Respond Please submit your expression of interest by 4pm Friday 12th September 2025 to procurement.team@extracare.org.uk If you have any questions, contact procurement.team@extracare.org.uk

Buyer, suppliers and contacts

Organisation 1
Id
GB-COH-02205136
Name
THE EXTRACARE CHARITABLE TRUST

Roles

buyer

Address

Region
UKG33
Country
GB
Locality
Coventry
Postal Code
CV3 2SN
Country Name
United Kingdom
Street Address
7 Harry Weston Road, Binley Business Park

Details

Classifications

Entry 1
Id
publicAuthoritySubCentralGovernment
Scheme
UK_CA_TYPE
Description
Public authority - sub-central government

Identifier

Id
02205136
Scheme
GB-COH

Contact

Additional Identifiers

Entry 1
Id
PPLZ-4412-MJVZ
Scheme
GB-PPON

Recorded locations

  • Buyer location · Coventry · UKG33 · CV3 2SN · United Kingdom
  • Delivery location · UKC · United Kingdom
  • Delivery location · UKD · United Kingdom
  • Delivery location · UKE · United Kingdom
  • Delivery location · UKF · United Kingdom
  • Delivery location · UKG · United Kingdom
  • Delivery location · UKH · United Kingdom
  • Delivery location · UKI · United Kingdom
  • Delivery location · UKJ · United Kingdom
  • Delivery location · UKK · United Kingdom

Notice and amendment history

1 published notice version reviewed by ProcuraAxis.

1 VERSION
  1. ocds-h6vhtk-058f4a-2025-08-28T12:58:46+01:00Preliminary market engagement notice on Find a Tender ·