Budgeting Software

The Vendor is required to provide a comprehensive, commercial, off-the-shelf budget software solution capable of meeting the needs of the city.
- The new Solution shall be a user-friendly system that incorporates the City’s various budget components and automates processes that are currently completed manually.
- The Budget and Policy Team develops and monitors the City's annual budget as well as analyzes and evaluates City policies and programs.
- The city is seeking a comprehensive, cloud-based software-as-a-service (“SaaS”) solution to manage the city’s entire budget lifecycle, including:
•    Long-term departmental forecasting
•    Capital Improvement Plan (CIP) development and management
•    Operating budget formulation, submission, analysis, and document generation
•    Performance measurement and program outcome tracking.
- This Solution shall allow for the forecasting, development, and production of both the proposed and adopted Operating Budget and Capital Improvement Plan documents.
- The Solution shall automate a number of processes, including spreading retirement costs and general pay increases throughout the departments at the line-item level, and budgeting for stipends.
- The Solution must be able to pull data from multiple systems. 
- The Solution shall be web-based and support up to 250 concurrent users. 
- The Solution shall include both a user dashboard and a resident facing component for the public to engage with an accessible budget book available for online viewing as well as downloadable for printing. 
- The downloaded document must be able to be printed for public release.
- Budget Development and Management
•    Long-term departmental budget forecasting
•    Forms-based submissions for operating and CIP budgets
•    Configurable, forms-based input with workflow routing and approval tracking
•    Position-based calculations and projections for both permanent and temporary roles, including applicable benefits and maintenance of salary/step tables
•    Pro-forma and customizable balancing reports
•    Version control and comparative analytics
•    Auto-generated or synced digital/print budget documents (tables, narratives, charts, and graphs)
•    Integrated budget document publishing tool
•    Role-based access for contributors, reviewers, and approvers
•    Capability by the City’s client system administration to hide or limit information shown to departments
•    Option to upload videos or multimedia to platform
•    Inclusion of a client system administrator role
•    Ability to direct query the underlying database
•    Flexible configurability by the client administrator to implement client-specific customizations such as, but not limited to, terminology, internal process changes, utilization of accounting elements, and decimal precision.
- Provide an on-site or virtual support member on the day of go live of the new software to provide training assistance and address any issues that may arise.

- Contract Period/Term: 5 years
- Questions/Inquires Deadline: December 10, 2025