---
title: "Board and Entity Management System"
ocid: "ocds-r6ebe6-0000839828"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-r6ebe6-0000839828"
markdown_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000839828.md"
json_url: "https://d3tenders.com/contract/ocds-r6ebe6-0000839828.json"
source: "Public Contracts Scotland"
current_stage: "Planning"
buyer: "The Wheatley Housing Group Limited"
published: "2026-08-12"
---

# Board and Entity Management System

Buyer: The Wheatley Housing Group Limited  
Current stage: Planning  
OCID: ocds-r6ebe6-0000839828

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[Download OCDS JSON](https://d3tenders.com/contract/ocds-r6ebe6-0000839828.json)

## Summary

The Wheatley Housing Group Limited is exploring a secure, integrated board and entity management software system for its housing and community-focused organisation in Glasgow. The service would support board governance and the management of group entities, subsidiaries and statutory obligations. Expected functionality includes a board portal, meeting and agenda management, distribution of papers, decision and action tracking, entity records, statutory registers and returns, filing support, document storage and audit trails. The system should improve visibility of board activity, entity information, compliance deadlines, approvals, actions and reporting. The requirement also covers implementation and delivery services, including discovery, configuration, data migration, integration, training, support and change management.

This procurement is at the planning stage and is currently a market engagement rather than an invitation to tender. Wheatley Housing Group expects to use supplier responses to understand available integrated solutions, delivery models, integration constraints and indicative commercial arrangements before defining a future procurement. The engagement covers licensing, implementation, data migration, support, hosting, additional modules and recurring charges, but does not set a contract value. There is one planned lot covering the software system and related services. The buyer’s indicative date for a future notice is 1 December 2026. Interested suppliers are expected to provide information through a questionnaire, helping the buyer assess whether one provider can meet both board and entity management requirements.

The engagement will suit software vendors with an established board governance and entity management platform, particularly those serving complex groups, subsidiaries, regulated organisations or public-sector bodies. Strong candidates are likely to offer secure governance-focused software with board portals, meeting workflows, statutory registers and returns, filing support, audit trails, compliance monitoring and management reporting as standard. Suppliers should be able to explain practical delivery approaches covering discovery, configuration, migration from existing systems, integrations, user training, ongoing support and change management. Compatibility with Microsoft 365, SharePoint, Teams, Outlook, electronic signatures, identity management and existing governance or compliance systems will be important. Providers able to offer flexible licensing and commercial models, including hosting and optional modules, should prepare market-engagement information rather than a bid at this stage.

## Notice

The objectives of this market engagement are to: -understand current market capability for integrated Board and Entity Management systems, including whether suppliers can provide both requirements through a single solution or provider; -explore supplier experience in delivering secure, governance-focused systems for complex groups, subsidiaries, regulated organisations, or public-sector bodies; -identify core functionality available as standard, including board portal functionality, meeting management, agenda and paper distribution, decision tracking, entity records, statutory registers and statutory returns, filings support, document storage, and audit trails; -assess opportunities to strengthen governance and oversight through improved visibility of board activity, entity information, compliance deadlines, approvals, actions, and reporting; -understand implementation and delivery approaches, including discovery, configuration, data migration, integration, training, support, and change management; -explore integration requirements and constraints, including compatibility with Microsoft 365, SharePoint, Teams, Outlook, electronic signatures, identity management, and any existing governance or compliance systems; -identify indicative costs and commercial models, including licensing, implementation, data migration, support, hosting, and any additional modules or recurring charges;

### Lot Information

Lot 1

This Prior Information Notice is to gain an insight and gather information on Board and Entity Management Software Systems. This PIN has a questionnaire attached for completion by interested parties. Wheatley Housing Group welcomes submissions by software vendors who are able to provide a suitable solution to this requirement. The objectives of this market engagement are to: -understand current market capability for integrated Board and Entity Management systems, including whether suppliers can provide both requirements through a single solution or provider; -explore supplier experience in delivering secure, governance-focused systems for complex groups, subsidiaries, regulated organisations, or public-sector bodies; -identify core functionality available as standard, including board portal functionality, meeting management, agenda and paper distribution, decision tracking, entity record statutory registers and statutory returns, filings support, document storage, and audit trails; -assess opportunities to strengthen governance and oversight through improved visibility of board activity, entity information, compliance deadlines, approvals, actions, and reporting; -understand implementation and delivery approaches, including discovery, configuration, data migration, integration, training, support, and change management; -explore integration requirements and constraints, including compatibility with Microsoft 365, SharePoint, Teams, Outlook, electronic signatures, identity management, and any existing governance or compliance systems; -identify indicative costs and commercial models, including licensing, implementation, data migration, support, hosting, and any additional modules or recurring charges;

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Public Contracts Scotland |
| Latest notice | https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG562168 |
| Notice type | PCS Notice - Website Prior Information Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Not specified |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 12 Aug 2026 |
| Submission deadline | Not specified |
| Future notice date | 1 Dec 2026 |
| Award date | Not specified |
| Contract period | Not specified |
| 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 | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | The Wheatley Housing Group Limited |
| Locality | GLASGOW |
| Postcode area | Glasgow |
| Postcode | G1 1HL |
| Country | Scotland |
| ITL 1 | TLM Scotland |
| ITL 2 | TLM3 West Central Scotland |
| ITL 3 | TLM32 Glasgow City |
| Local authority | Glasgow City |
| Electoral ward | Anderston/City/Yorkhill |
| Westminster constituency | Glasgow East |
| Delivery location | TLM82 Glasgow City |

## CPV Codes

### Divisions

- 72 - IT services: consulting, software development, Internet and support

### Codes

- 72000000 - IT services: consulting, software development, Internet and support

## Release History

- 12 Aug 2026 at 01:00 - Planning - PCS Notice - Website Prior Information Notice - https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG562168

## Documents

- https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=AUG562168&idx=1
  12th August 2026 - PIN Questionnaire
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=AUG562168
  Board and Entity Management System - The objectives of this market engagement are to: -understand current market capability for integrated Board and Entity Management systems, including whether suppliers can provide both requirements through a single solution or provider; -explore supplier experience in delivering secure, governance-focused systems for complex groups, subsidiaries, regulated organisations, or public-sector bodies; -identify core functionality available as standard, including board portal functionality, meeting management, agenda and paper distribution, decision tracking, entity records, statutory registers and statutory returns, filings support, document storage, and audit trails; -assess opportunities to strengthen governance and oversight through improved visibility of board activity, entity information, compliance deadlines, approvals, actions, and reporting; -understand implementation and delivery approaches, including discovery, configuration, data migration, integration, training, support, and change management; -explore integration requirements and constraints, including compatibility with Microsoft 365, SharePoint, Teams, Outlook, electronic signatures, identity management, and any existing governance or compliance systems; -identify indicative costs and commercial models, including licensing, implementation, data migration, support, hosting, and any additional modules or recurring charges;

## Notice URLs

- http://
- http://www.wheatley-group.com
- https://api.publiccontractsscotland.gov.uk/v1/Notice?id=ocds-r6ebe6-0000839828
- https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=839828

## 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-r6ebe6-0000839828. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-r6ebe6-0000839828.json.