Enterprise Resource Planning System

The Vendor is required to provide a comprehensive, cloud-based enterprise resource planning (ERP) system and the professional services required to implement it.
- Includes all activities necessary to configure, migrate, integrate, test, train, and support the ERP solution in alignment with authority business processes and fiscal year requirements.
- System design and data migration
1. System design
•    Develop a business process, review capturing findings, agreed-upon workflows, and any gaps needing configuration. 
•    Establish appropriate user role(s), segregation of duties, and permissions with strong internal controls. 
•    Work with authority and its external financial team to validate business rules, chart of accounts structure, and workflow approvals. 
•    Assess authority existing data sources, including QuickBooks, bill.com, spreadsheets, and historical financial documents.
2. Data migration
•    Develop a data migration plan outlining data fields, mapping, cleansing, and validation steps. 
•    Migrate required financial, procurement, vendor, budget, and grant data. 
•    Validate migrated data with authority staff and external financial consultants. 
•    Ensure audit trail integrity during and after migration.
- Functional requirements
•    Financial management
•    General ledger
•    Accounts payable
•    Accounts receivable
•    Budgeting and budget tracking
•    Fixed asset tracking and management
•    Grant and project accounting (federal/state/local) 
•    Audit-ready financial reporting
1. Procurement and inventory
•    Purchase requisitions and purchase orders
•    Vendor management
•    Inventory tracking (parts, supplies, etc.)
•    Contract management (document generation, e-signature, archive)
2. Reporting and analytics standard configurable custom
•    Purchase requisitions and purchase orders
•    Vendor management
•    Inventory tracking (parts, supplies, etc.)
•    Contract management.