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OpenSolicitation 26-38-FIN

RFI for Financial Management Software and Implementation Services

Buyer
City of Lafayette
Listing location
Colorado, USA
Submission deadline
Jan 6, 2027

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What the buyer needs

AI summary

The City of Lafayette seeks information from software vendors and implementation partners on financial management software and implementation services. The requested scope includes integrating core financial operations, automating workflows, enhancing reporting and resident self-service, moving to the cloud, and meeting technical requirements such as single sign-on with Microsoft Entra ID and SOC 2 Type II compliance. The buyer is gathering non-binding budgetary cost estimates, timeline guidance, and capability information to inform a future Request for Proposal. Only onshore USA vendors performing offsite work are eligible to participate. Vendors must submit their responses electronically via Bidnet or email by January 6, 2027, or December 22, 2026, at 5:00 p.m. MT, using a searchable PDF alongside a completed Excel matrix. The deadline to submit questions is December 11, 2026, at 5:00 p.m. MT. The City will evaluate submissions based on organizational fit, functional capability, and educational value to shortlist vendors for demonstrations and proof of concept.

Scope of work

  • General Ledger and fund accounting
  • Budgeting modules with scenario modeling and transparency portal
  • Purchasing and contracts management
  • Accounts payable with OCR invoice capture
  • Accounts receivable and cash receipting
  • Capital assets and depreciation tracking
  • Implementation services, data conversion, and training
  • System integrations and interfaces with retained systems

How proposals are evaluated

CriterionWeight / scoring
FitNot specified
CapabilityNot specified
EducationNot specified

Documents to include with your response

  • Cover letter signed by an authorized representative
  • Executive summary
  • Vendor profile and cultural fit response
  • Functional requirements narrative
  • Technical requirements response
  • Implementation, project management, and training response
  • Support, maintenance, and upgrades response
  • Budgetary pricing response
  • Completed functional requirements response matrix in Excel format

How to submit

Method
Electronic, via Bidnet or email
Instructions
Submit one searchable PDF and the Excel matrix. Narrative limited to 50 pages excluding Appendix matrix and attachments; executive summary maximum 2 pages.