Enterprise Resources Planning Solution

The Vendor is required to provide information from enterprise resource planning (ERP) vendors and ERP implementers as it prepares to replace its existing ERP solution.
- Service include:
• Communicate our interest in procuring an integrated based ERP Solution in the near future and a competitive procurement process in around Q3 to Q4 of 2025.
• Help our team understand current capabilities of ERP solutions for municipalities.
• Help our team understand recommended ERP implementation and integration and data migration approaches to guide project planning.
• Obtain guidance on available support structures to ensure sufficient resources and requirements are accounted for as part of implementation
• Help our team in exploring approaches to implementing an ERP solution for the Township.
• Help our team gain insights into the benefits, limitations, and risks associated with a single shared ERP solution, particularly in terms of autonomy, licensing, customization, and governance.
• Gather insights for our future procurement process.
• Range cost structure and price range for the ERP solution.
- A new ERP solution that delivers functionality:
1. Finance
• General Ledger – Accounting, transactions, categorized / flexible
• Accounts Payable – Managing and paying bills and invoices including EFT
• Accounts Receivable – Managing invoicing for customers
• Ability to attached back up to invoices
• Cash Receipts – Point of Sale transactions
• Bank reconciliation – automated data imports and advanced transaction matching
• Financial reporting and integration with Case Ware for financial statements
• Self-service portal for managers including real-time budget data at transactional level
• Potential integration with FMW (budget software)
• Advanced, real-time report tools, dashboards, trends and insight
2. Municipal Property Taxation
• Property Assessment data management including classification
• Levy/Rate Management
• Tax Calculation
• Tax bill creation and issuance of
• Non-property tax invoicing
• Customer Account Management
• Self-Service Portal to view, pay bills, invoices, submit address changes, or sign up for PreAuthorized Debit (PAD)
• Tax Certificates
• Online presentation and payment manager
• Pre-Authorized Debit (PAD) Management
• Payment tracking and processing
• Exemptions and credits management
• Penalty and interest calculations
• Arrears Management
• Reporting and Analytics including Local improvement reports
• Levy Assessment reports
• Uploading of local improvement charges
• E-billing for property owners
3. Utility Billing
• Customer Account Management
• Meter reding integration
• Billing and invoicing
• Payment Processing
• Self-Service Portal
• Arrears Management
• Penalty calculation
• E-billing for property owners
• Integration with sensus data for meters
• Reporting and Analytics
4. Human Resources
• Employee records (demographics, employment history)
• Workforce management for multiple employment types (full-time, part-time, seasonal, contract, and volunteer firefighters)
• Position Management (reporting structures, organization charts, Vacancies, headcounts)
• Job Management including job descriptions, salary scales / grades
• Salary, Benefits and Pension administration (wages, deductions)
• Recruiting, onboarding, and off boarding
• Learning management including trainings, certifications, renewals
• Performance, succession and talent management
• Disciplinary and Grievance Tracking
• Benefit tracking and leave of absences etc.
• Advanced, real-time reporting tools, dashboards, trends and insights
• Audit Trails for Employee Records
• Notifications and Alerts (Training expiry, service anniversaries, compensation changes
• Asset Tracking (Town property i.e., phones, access cards, computers)
• Role Based Security
• Employee Engagement Surveys
5. Payroll
• Payroll Processing – Salary calculations, deductions, entitlements, benefits, tax reporting, compliance
• Integration with our current time and attendance management system – Synerion
• Multi-employer management for EI report
• Self-service portal for employees including viewing of paystubs and T4’s
• Advanced, real-time reporting tools, dashboards, trends and insights
• Multiple Pay Schedules and Complex Pay Rules
• Audit Trails
• Historical Payroll Data Retention
• Off-Cycle Payroll Runs
• Direct Deposit to Multiple Accounts
• Record of Employment Automation
• Retroactive Pay Adjustments
• Benefit Costing Breakdown
• Pension and Group Benefits
6. Integration with other systems
• Perfect Mind to the Microsoft Dynamics GP system
• Paymentus to the Microsoft Dynamics GP system
• Uploaded to FMW
• Uploaded to Case ware
• Synerion to the Microsoft Dynamics GP system for payroll processing
• Uploaded to City view for tax roll information / addressing.
- Questions/Inquires Deadline: July 03, 2025