Enterprise Resource Planning Platform

The Vendor is required to provide to establish a new, modern Enterprise Resource Planning (ERP) platform that will power them through the next decade or more of growth and development.
- In 2025, through its Shared IT Digital Strategy, the partners have decided to purposefully collaborate and work together on technology initiatives; the focus is more on commonalities and similarities, over differences.
- Currently using Keystone Information Systems, are also considering transitioning to a new ERP solution to align with the other partners and standardize on a unified platform.
- The Human Resource functions in these organizations are currently partially met by HRISMyWay. However, there is no comprehensive human capital management (HCM) solution in place.
- The current ERP system and tools no longer meet the business and functional needs of most of the organizations, and are reaching end of life stage, and it has been determined therefore that the ERP will need to be replaced.
- The partners are looking to a new ERP that automates financial and HR tasks to streamline workflows, enhance efficiency, reduce operational costs, minimize data entry errors, improve integration, and accelerate decision-making.
- Finance
•    General ledger – accounting, transactions, categorized/flexible
•    Accounts payable – managing and paying bills and invoices including EFT and pre-authorized payments
•    Accounts receivable – billing customers, payment receipting including delinquent account and recurring invoice management
•    Cash management – secure payment processing via multiple channels, payment imports and donation receipt management
•    Bank reconciliation – automated data imports and advanced transaction Matching
•    Financial reporting, statements, ability to conduct granular analysis, support for external auditing as well as internal reporting
•    Budgeting, planning and forecasting including scenario planning, real-time performance tracking, commitment accounting
•    Workforce planning and demand forecasting
•    Employee/Business Expense management
•    Fixed assets management and reporting
•    Procurement, purchase requisitions, approvals, purchase orders, vendor and contract management
•    Projects - budget and spend management
•    Project / job costing and accounting
•    Fixed asset reporting
•    Self-service portal for managers including real-time budget data at transactional level
•    Advanced, real-time reporting tools, dashboards, trend and insight
- Payroll
•    Payroll processing – salary calculations, deductions, entitlements, benefits, tax reporting, compliance
•    Volunteer payroll management
•    Multi-employer management for EI report
•    Fiscal year-end accruals
- Human Resources
•    Employee records (demographics, roles, employment history)
•    Workforce management for multiple employment types (full-time, part-time, contract, seasonal)
•    Position management (reporting structures, org chart)
•    Job management including job descriptions, salary scales/grades
•    Salary, benefits and pension administration (wages, deductions)
•    Time and attendance management, banks, leave management
•    Schedule management including shift scheduling in unionized environment and scheduling by seniority
•    Applicant tracking system
•    Recruiting, onboarding and off boarding
•    Learning management including trainings, certifications, renewals
•    Performance, succession and talent management
•    Self-service portals for employees and managers
•    Disability management
•    Health & safety incident tracking
•    Employee relations & grievance management
•    Statutory reporting including multiple employers (EI) reporting
•    Advanced, real-time reporting tools, dashboards, trend and insights
•    Self-service portal for employees including timesheet submission, viewing pay stubs and t4, accessing time banks, requesting time-off
- Municipal Property Taxation
•    Property assessment data management including classification
•    Levy/rate management
•    Tax calculation
•    Tax bill creation and issuance
•    Non-property tax invoicing
•    Customer account management
•    Self-service portal to view, pay bills, invoices, submit address changes, sign-up for pap, request tax certificates
•    Online bill presentation and payment management
•    Pre-authorized payments 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
- Utility (Water, Wastewater, Other Municipal Utilities) Management
•    Customer Account Management
•    Meter reading integration
•    Billing and Invoicing
•    Payment Processing
•    Self-Service Portal
•    Arrears Management
•    Reporting and Analytics.

- Questions/Inquires Deadline: October 24, 2025