---
title: "Finance System Software"
ocid: "ocds-h6vhtk-058f4a"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-058f4a"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-058f4a.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-058f4a.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "THE EXTRACARE CHARITABLE TRUST"
published: "2025-08-28"
---

# Finance System Software

Buyer: THE EXTRACARE CHARITABLE TRUST  
Current stage: Planning  
OCID: ocds-h6vhtk-058f4a

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## Summary

ExtraCare Charitable Trust is currently in the planning stage for a procurement process concerning a new Finance System Software. The organisation, operating within the housing sector in the United Kingdom, is seeking expressions of interest from suppliers as part of a pre-tender market engagement. This initiative is aimed at understanding market capabilities and informing the development of procurement strategy and system requirements. The engagement focuses on finance systems suitable for the charity's operation across its 18 retirement villages, addressing various finance functionalities with a preference for cloud-based deployment. Suppliers interested in participating should submit their responses by 12th September 2025.

This tender presents a significant opportunity for businesses specialising in financial analysis and accounting software packages as well as software-related services. Companies with experience in providing finance systems for charities or housing associations will find this tender particularly relevant, as it seeks solutions that can integrate with existing systems such as OCR scanning and purchase order management. The procurement process anticipates the participation of SMEs and looks to engage suppliers able to provide strong support and training offerings, thereby enhancing business growth by fostering strategic partnerships and improving technological solutions within the charitable sector in the UK.

## Notice

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

### Planning Information

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

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/051940-2025 |
| Notice type | UK2 - Preliminary Market Engagement Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 28 Aug 2025 |
| Submission deadline | Not specified |
| Future notice date | 12 Sep 2025 |
| Award date | Not specified |
| Contract period | 1 Mar 2027 - 30 Apr 2032 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planning |
| Lots status | Planning |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | THE EXTRACARE CHARITABLE TRUST |
| Locality | COVENTRY |
| Post town | Coventry |
| Postcode | CV3 2SN |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG3 West Midlands |
| ITL 3 | TLG33 Coventry |
| Local authority | Coventry |
| Electoral ward | Wyken |
| Westminster constituency | Coventry East |
| Delivery location | TLC North East (England), TLD North West (England), TLE Yorkshire and The Humber, TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLI London, TLJ South East (England), TLK South West (England) |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 72 - IT services: consulting, software development, Internet and support

### Codes

- 48440000 - Financial analysis and accounting software package
- 72260000 - Software-related services

## Release History

- 28 Aug 2025 at 11:58 - Planning - UK2 - Preliminary Market Engagement Notice - https://www.find-tender.service.gov.uk/Notice/051940-2025

## Documents

- https://www.find-tender.service.gov.uk/Notice/051940-2025
  28th August 2025 - Preliminary market engagement notice on Find a Tender

## Notice URLs

- https://www.extracare.org.uk/
- https://www.legislation.gov.uk/ukpga/2023/54/contents

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-058f4a. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-058f4a.json.