Official UK procurement notice
Soft Market Testing Exercise for the Provision of an Accounting and Finance Cloud Based Software Solution
Authority: CDS Cooperatives (Public body)
What is being bought
Published requirement descriptionCDS Co-operatives is a charitable community benefit society first established in 1975 to support the development of new housing co-ops. Our core purpose is to provide, support and promote co-op and community-led housing - so that more people can shape the things that matter to them; at home, in their neighbourhood or community.
CDS seeks to publish a soft market testing exercise for the provision of an Accounting and Finance Cloud Based Software Solution to manage its operations, comply with housing regulations, and deliver value for money.
The primary aim of the scoping exercise is to retain all existing organisational functionality, while also identifying opportunities to:
- Improve operational efficiency
- Increase the level of automation
- Strengthen financial and control frameworks
Any proposed enhancements must be deliverable in a cost‑effective and proportionate manner and integrate with Microsoft applications. Following implementation, CDS must be fully self-sufficient, with the internal capability to manage and administer the system independently, without requiring ongoing support or intervention from the supplier.
The overarching objective of any proposed upgrade is to enhance cross‑team collaboration, streamline financial processes, and improve overall operational efficiency across the organisation.
Essential core capabilities of future software - Functional requirement:
- Optical Character Recognition (OCR) as a core capability in future software system
- The ability to use alphanumeric characters for analysis codes must be supported to enhance flexibility in coding and classification.
- Support consolidated and hierarchical reporting and capability to logically group these codes.
- Standardised Chart of Accounts to ensure uniformity in general ledger coding across all areas of the business.
- Support data export to Microsoft Excel and other commonly used file formats and reporting tools to enable analysis, sharing, and integration with external systems.
- Facilitate import and export interfaces with other systems (BEACON and PLENTIFIC), using a structure that can be easily modified to meet future integration requirements.
- Support the closure of accounting periods by authorised personnel, in accordance with defined access controls and separately for CDS, the subsidiary and the individual clients.
- Support the ability to process future-dated transactions while allowing the current accounting period to be closed, ensuring continuity in operations and accurate period-end reporting (for example period '13' for post yearend adjustments).
- Retain and provide access to nominal ledger data for the current financial year as well as for any prior comparative years, to support historical analysis and year-on-year reporting.
- Enable hierarchical drill-down functionality, allowing users to navigate from high-level reporting line items to the associated general ledger accounts, and the original transaction line items
- Generate Profit and loss/ Income and Expenditure statement, Balance Sheet and cash flow re-porting
- Ability to match an invoice against multiple purchase orders.
- Allow for 30-character field for Unique Property Reference number for the Fixed Asset module
- Allows negative depreciation (for amortisation of Grant)
- Allows for 15 Finance User licenses and 40 business user licenses for purchase ordering (projections at time of scoping exercise, however numbers may change slightly)
CPV: IT services: consulting, software development, Internet and support · Software package and information systems
The lotProcurement structure
single lot · no lot value publishedPipeline intelligence · planning stage: how this market runs before the tender is published
Competition for Software package and information systems (CPV 48), and who usually turns up
CDS Cooperatives has too little published record in this market to describe on its own. No delivery region is published, so no market column stands beside whatever it has. Frameworks and DPS are kept out: they attract a different number of bids. Whole-market view: Software package and information systems (CPV 48) →
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See the forecast, this buyer’s earlier suppliers and firms with relevant wins.
No supplier is confirmed as a bidder.
i
What past awards tell you about each lot.
See the forecast, this buyer’s earlier suppliers and firms with relevant wins.
No supplier is confirmed as a bidder.
Open a lot for its forecast, this buyer’s previous supplier and possible competitors, from published award history, not a bid list
Lot #1Estimate not published
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How many bids this lot may attract.
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Each lot shows its own forecast based on its own category; forecasts for different lots of the same notice are not comparative. The bar shows 379 past lots.
A forecast, not a list of bidders.
1 bid15%
2–331%
4–632%
7+22%
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Where the award price may land.
The forecast uses similar awards and the buyer’s estimate. The band covers the middle half of likely prices.
No comparable awards for this lot yet.
A statistical guide from past awards, not a price to bid.
Who has supplied this buyer on similar work? i
Who has done similar work for this buyer.
Past contracts are matched by buyer, title and type of work.
A past supplier may not bid again.
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Who has done similar work for this buyer.
Past contracts are matched by buyer, title and type of work.
A past supplier may not bid again.
No earlier contract of this buyer matches this lot on the published record.
Who could compete for this lot? i
Who could compete for this lot?
Firms with relevant past wins. On a framework, we show firms on that agreement.
None is confirmed as a bidder.
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Who could compete for this lot?
Firms with relevant past wins. On a framework, we show firms on that agreement.
None is confirmed as a bidder.
Candidate suppliers for this notice have not been worked out yet, so this is not a verdict that nobody fits.
About this data
- Source. Official UK public procurement notices (Find a Tender), reused under the Open Government Licence v3.0. New notices arrive through the day; the figures are rebuilt nightly.
- Two views, kept apart. The authority’s own track record and the wider market for the same kind of work sit side by side and are never mixed. Where the local picture is too thin, a figure widens to a broader market and says which one it used.
- Forecasts are labelled. The price forecast and its range, possible competitors and the earlier-work matches are our estimates from past awards: not published facts, not win chances and not price advice. Official notices do not say who is bidding.
- Every figure shows what it rests on. Not every notice publishes a bid count, a value or a delivery region, so each figure carries the number of records behind it, and one built on few records is marked as such. The on a figure explains it; the counting rules are in the methodology. Spotted something wrong? Tell us.
Procedure terms & legal framework
From the official record- Legal basis
- UKPGA · 2023/54 Procurement Act 2023
- Procurement category
- Services
- Notice status
- Planned procurement
- Procurement threshold
- Unspecified in notice
- Regulatory regime
- Standard
- Commercial structure
- Stand-alone contract (no framework)
- Competition type
- Competitive procedure
- GPA / WTO covered
- Unspecified in notice
- Recurring procurement
- Unspecified in notice
- First published
- 15 Jun 2026, 14:06 BST
- Last source update
- 15 Jun 2026, 15:38 BST
- Authority reference
CDSPME_FN001- FTS notice number
2026/S 000-056296- Latest notice
- Preliminary market engagement notice (UK2)
- Classification (CPV)
- Delivery area
- Official registry OCID
ocds-h6vhtk-06b50bFind a Tender
How it was run
Official notice- Submission deadline
- —
Timeline
15 Jun 2026 → 1 Jan 2027 · 3 dates- Planning notice published129 days ago15 Jun 2026, 14:06 BST
- Market engagement114 days ago30 Jun 2026, 23:59 BST
CDS currently operates its legacy finance and accounting system using SunSystems (version 6.4), alongside Sharperlight, representing the latest on‑premise version of the platform. This solution has been delivered and supported by a service provider for over 10 years.
While this arrangement has provided a stable and familiar platform, the continued reliance on a legacy, on‑premise system may present increasing challenges in terms of cost, efficiency, and resilience over the long term. As off‑the‑shelf finance solutions, technology standards, and user expectations continue to evolve, CDS must evaluate whether SunSystems continues to offer value for money when compared to modern, cloud‑based alternatives. These alternatives may provide enhanced automation, scalability, collaboration, and control, potentially at a lower whole‑life cost.
With the current contract approaching expiry, CDS has an opportunity to explore the market for a potential single, integrated software solution. At this stage, CDS is seeking to gain a high‑level understanding of cloud‑based products available in the market, including comparative functionality and indicative costs for an organisation of a similar size and remit.
This soft market engagement will help CDS assess market capacity, supplier capability, and overall interest, and will inform the development of a potential future procurement process.
Integration with Microsoft technologies, including Power BI (or equivalent tools), is expected to be a standard feature of any proposed solution.
NEXT STEPS:
Interested suppliers are invited to participate by considering the outline requirements set out in the previous section. These requirements are not intended to be exhaustive or restrictive; rather, this preliminary market engagement exercise is designed to help us better understand the scope of services identified, as well as the market's capacity and capability.
An initial online supplier briefing session will be held in early July via Microsoft Teams.
Following this, a questionnaire will be issued to interested suppliers to gather further information and insights regarding the proposed scope and the broader supply market.
To participate, suppliers are required to register their interest by submitting an Expression of Interest (EOI) to [email protected]. All EOIs must be submitted via this mailbox, as we are committed to ensuring a fair, transparent, and competitive process in accordance with the Procurement Act 2023.
This notice does not constitute a commitment to procure. Its purpose is to inform the development of our procurement strategy and to help shape any future procurement process.
There is no commercial advantage or disadvantage to any organisation as a result of participating in this market engagement exercise. This process is intended to focus on gathering insights from the market as a whole, rather than assessing the merits of individual suppliers.
EOIs should include the following information:
- Reference: Procurement - CDSPME_FN001
- Full name and role of key participant(s)
- Company name and Companies House registration number
- Contact details (email address and telephone number)
•Outline of proposed solution
This soft market engagement is not a formal tender exercise. Participation will not prejudice or affect suppliers' eligibility to take part in any future procurement process.
We anticipate holding 60-minute online system demonstration sessions with suppliers throughout July 2026. Please note that the schedule may be subject to change depending on the volume of responses received. Invitations to participate in these sessions will be issued only to suppliers who have submitted a response.
The purpose of these sessions is to provide suppliers with the flexibility to guide the discussion and focus on the aspects of their response that they consider to be the most valuable and impactful for CDS. Suppliers should be prepared either to demonstrate the key capabilities of their system or to deliver a comprehensive overview of their solution.
CDS representatives will also use these sessions to ask questions, seek clarification on submitted responses, and provide feedback where appropriate.
- Today22 Oct 2026
- Contract startsin 70 days1 Jan 2027
Notice history
2 events · 2 releases on Find a Tender · since 15 Jun 2026- Preliminary market engagement notice published15 Jun 2026, 14:06 BSTUK2
- Preliminary market engagement notice published15 Jun 2026, 15:38 BSTUK2
Published amendments (1)
Additional requirement added to Scope.
Commercial outcome & contract awards
Pipeline notice- Awards (0)
- No award published
- Contracts (0)
- No contract published
- Bid statistics
- No aggregate bid statistics published
Contracting authority & participating public bodies
Official documents & specifications (2)
Official links; attachments are not copiedNotices published for this procedure
- Preliminary market engagement notice Preliminary market engagement notice on Find a Tender
- Preliminary market engagement notice Preliminary market engagement notice on Find a Tender