Housing 21 - Finance System - Market Engagement

Housing 21 request that market engagement response is submitted via Delta E Sourcing (www.delta-esourcing.com ↗) using ACCESS CODE: 9Z3545K74B. Documents with further information on the market engagement process are available to view here.

Housing 21 wishes to use conduct a 'soft market engagement exercise' seeking experienced, capable Software as a Service (SaaS) suppliers and/or Solutions Integrators with a proven, successful history of delivering and integrating a new finance system to clients in the UK Housing Sector, within the last 5 years.

Specifically, we are interested in consulting with suppliers and/or integrators who have delivered and integrated the following capabilities:

1. Core Finance System (must have delivered)

a. Accounts Payable

b. Accounts Receivable

c. Sales Invoicing

d. Cash Book

e. General Ledger

f. Fixed Assets & asset management

g. Budgeting & Forecasting

2. Enhanced Finance capabilities (should have delivered)

a. Purchase - to - Pay- (P2P) including works orders and repairs.

b. Variable Service charge management

c. Tax & treasury

3. Extended Finance capabilities (could have delivered)

a. Supplier and contract management

b. Medium to long term planning scenarios

4. Shared Services (must have delivered)

a. Enforced standard data entry format across all modules.

b. API links to different systems for auto posting/flow of transactions/data.

c. Dashboards, Reports and Self-Serve Report Builder.

d. Electronic document management & templates

e. Hybrid (electronic and physical delivery) mail capability.

f. Printing.

g. Role-based-access controls, permissions & approvals, audit-trail.

This exercise aims to seek draft specification and draft pricing schedule feedback to Housing 21, (Section 1-this document) from suppliers, with a view to supporting Housing 21 progress the specification to concluding form.

The primary objective of the exercise is to achieve, an informative, accurate specification to act as an effective medium to be used in a future competition.