ERP System

The Vendor is required to provide for a modern, cloud-based Enterprise Resource Planning (ERP) system to support the District’s financial, payroll, human resources, procurement, and operational management functions.
- The current ERP platform supports many core accounting and payroll functions, a significant number of operational workflows remain highly manual and paper based.
- The District intends to leverage this ERP replacement initiative to modernize and digitize business processes, improve internal controls, reduce duplicate data entry, strengthen reporting and compliance capabilities, and establish more efficient workflows district wide.
- The District desires a future-state environment where purchasing requests originate electronically within the ERP system through configurable requisition workflows, automated approval routing, electronic receiving, and integrated purchasing functionality.
- The District seeks to eliminate as much paper as possible from the purchasing lifecycle, including requisitions, approvals, receiving documentation, invoice processing, and payment support documentation.
- The District strongly prefers solutions that provide integrated document management, digital attachment storage, workflow routing, and electronic filing cabinet capabilities to support procurement, accounts payable, grants management, audits, and financial transparency requirements.
- Bank reconciliation processes are largely manual and involve monthly exports from the ERP system into Excel to identify cleared checks and reconcile accounts.
- Provide an ERP solution capable of robust integration with frontline central to streamline employee lifecycle management, payroll processing, onboarding, position control, and personnel data synchronization between Human Resources and Finance.
- The District seeks solutions with strong integration capabilities, API connectivity, or at minimum reliable import/export functionality to minimize redundant data entry and improve operational accuracy across systems.
- The District expects proposed solutions to support:
• Multi-factor authentication (MFA)
• Role-based access controls and configurable security permissions
• Single Sign-On (SSO) support
• Encryption of data at rest and in transit
• Comprehensive audit logging and monitoring capabilities
• Ransomware protection and recovery safeguards
• Segregation of customer environments and tenant data isolation
• Secure backup and disaster recovery processes
• Immutable or protected backup strategies
• Defined uptime/service availability commitments
• Data hosting within the United States
• Alignment with recognized cybersecurity frameworks and standards such as SOC 2, NIST, and CIS Controls.
- The desired solution should include, at minimum, functionality supporting:
• Financial management and general ledger
• Budget development and forecasting
• Accounts payable and receivable
• Electronic requisitioning and purchasing workflows
• Workflow approvals and automation
• Payroll and compensation management
• Human resources and employee management
• Position control and staffing management
• Employee self-service functionality
• Timekeeping and attendance integration capabilities
• Grant and federal program management
• Automated state and federal compliance reporting
• Audit support and transparency reporting
• Dashboards, analytics, and configurable reporting
• Document management and electronic workflow capabilities
• Vendor management and compliance tracking
• Banking integration and automated reconciliation functionality
- Financial & Business Operations
• General ledger
• Budgeting and forecasting
• Accounts payable and receivable
• Purchasing and requisition workflows
• Electronic approvals and workflow automation
• Bank reconciliation and ACH processing
• Grant management and federal programs
• Audit support and document retention
• Vendor management and W-9 tracking
• Transparency and state reporting capabilities
- Human Resources & Payroll
• Payroll processing and automation
• Position control
• Salary schedule management
• Contract and retroactive pay calculations
• Employee self-service functionality
• Attendance and leave tracking
• Role-based reporting for principals and supervisors
• Education-specific payroll allocation functionality
- Reporting & Analytics
• Dashboards and business intelligence
• Ad hoc reporting capabilities
• User-configurable reporting tools
• Export and integration capabilities.