The Vendor is required to provide enterprise resource planning (ERP) system, Microsoft dynamics GP, is approaching end-of-life and will no longer meet the ongoing operational needs of the organization.
- ERP system scope
1. In‑scope for initial go‑live:
• Core financials (GL, AP, AR, cash, bank reconciliation)
• Budgeting and forecasting
• Purchasing and approval
• Payroll
• Time and attendance
• Property taxation
• Utilities
• Fixed assets
• Inventory
• Project costing
• Gravel haul
2. Stage‑two scope:
• Citizen and ratepayer portal
• Cemetery management
3. Out‑of‑scope:
• None beyond the scope delineated above.
• Treat any additional functionality as optional and price it separately.
4. Required integrations (quote as separate line items):
• GIS platform – data exchange and mapping integration (ArcGIS/ORRSC)
• Camelot (property information) – property data integration
• Budgeting – excel integration (current solution report designer)
• Document and information storage integration with m-files
• Utility meter reads integration with Neptune
• Water and fuel inventory integration with Simcom.
- Current core systems:
• ERP: Microsoft dynamics GP with diamond municipal solutions add‑ons
• Budgeting: excel (integrated with GP report designer)
• GIS: currently in ESRI
- Hosting, environments and security:
• Hosting model and environments (production and sandboxes)
• Identity and SSO and MFA expectations
• Canadian data residency and privacy requirements
• Target resilience/RPO/RTO
- Users and reporting:
• Estimated user counts (full vs. light/portal) by department [10-12]
• Reporting tools in use – management reporter.
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