Planning Budgeting and Forecasting Platform

The vendor is required to provide planning budgeting, and forecasting platform that provides visibility to citywide work and its alignment to citywide goals, while producing clarity on financial investments.
•    Ability to replace and expand on the city’s current strategic planning process and tools, improving functionality, capability, and ease of use. 
•    The solution will support the ability to create desired workflows and processes within the platform, without hindering ability to receive and apply future product upgrades, updates, patches, etc. 
•    Ability for departments to link budget items to priorities, goals, objectives, key performance indicators (KPIs), and full-time equivalents (FTES) for all budget types. 
•    Secure authentication: all authentication activity occurring over the network must be encrypted using industry best practices to ensure that logins and passwords are not transmitted in clear text. 
•    This includes system user and administrator authentication activity. 
•    Configuration of the platform that will enhance data-informed decision-making capabilities, such as scenario building, forecasting, and comparative analysis, for current and future projections. 
•    Solutions will comply with national and local laws and standards for system security, reliability, data privacy, and access. 
•    Provide consultation and recommendations during design phase on the best sequence and approach to implement the solutions. 
•    The solution will support third party application integration. 
•    Offerors will need to describe integration methodologies, solutions, and approaches (e.g., API, third party app call-out and pop-up integration with call details, etc.) available with the proposed solution and ability to integrate with specific third-party applications.
- Roles and responsibilities
1. Business analyst:
•    Lead all requirements verification, design, configuration, workflow, security design, development, test script development, and testing.
•    Business analysts should have demonstrable expertise assisting organizations with implementing planning, budget, and forecasting platforms in general, and specifically for public sector entities and municipalities, across multiple levels of the organization (i.e., by department, division), across strategic goals and priorities defined by the mayor (i.e., safety, housing, health), and at different scales (i.e. initiative, program, project).
2. Technical lead:
•    Lead technical team in tasks for inbound and outbound interfaces, custom development, enhancements, reports and testing. 
•    Lead installation, and administrative configuration of the proposed system and infrastructure. 
•    Lead end to end technical implementation of proposed solution. 
•    Serve as central point of communication for all technical matters concerning the solution, supporting infrastructure, and integrations that involve city staff. 
•    Support the contractor project manager in discussions with city project coordinator, city technical lead, and city SMEs. 
•    Ensure proper technical documentation of proposed and implemented solution.
3. Training lead:
•    Document approach to training.
•    Develop training schedules aligned with the overall project plan.
•    Will have thorough understanding of the functional and technical requirements of the solution.
•    Develop a simple user guide for the solution.
•    Will have thorough understanding of the workflow process of the solution at every tier.
•    Perform training needs analysis to determine the best method of delivering content.
•    Develop and maintain training curriculum and associated training materials.
•    Evaluate participants at every level to determine appropriate training outcomes.
•    Lead implementation of the training plan required, as well as conduct training sessions.
- Responsibilities
•    Provide oversight for the work, but as a turnkey solution, the contractor is responsible for and will provide overall work management for the tasks under the contract, including day to day management of its staff.
•    City and third-party resources must be documented, with an explanation of expected roles and responsibilities.
•    Provide all administrative support for its staff and activities.
•    The microsoft dynamics 365, program management information system (PMIS) system, and other third-party systems are within scope, the contractor is responsible for identification of any requirements or need for assistance from city third-party.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: September 10, 2025