What the buyer needs
AI summaryFamily Services of Greater Vancouver (FSGV) seeks a qualified consultant or consulting firm to conduct a search and implementation of Finance software. The consultant will collaborate with key stakeholders to determine requirements, lead the software search and demos, and support implementation, testing, and go-live readiness. Qualified consultants must demonstrate experience with Finance software selection, Canadian social service sector solutions, and charitable sector reporting requirements. Proponents must submit questions by November 16, 2026, and email PDF proposals to Ariane Fleischmann at [email protected] by November 25, 2026. FSGV will evaluate proposals on cost proposal (25%), project and change management (20%), expertise (20%), organizational fit (20%), references (10%), and team qualifications (5%). The project is scheduled to run from January 2027 to July 2027.
Scope of work
- Conduct discovery sessions and stakeholder collaboration to determine Finance and integration requirements
- Deliver a prioritized requirements register
- Lead software solution search, book demos, and conduct follow-up
- Deliver a software shortlist with rationale and selection recommendation with cost estimates
- Identify possible implementation conflicts between current and proposed state
- Support implementation, testing, go-live readiness, and system launch
- Act as liaison with software vendor to support end user training and documentation
- Deliver an implementation plan with responsibilities, dependencies, and risks
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Cost Proposal | 25 |
| Project/Change Management | 20 |
| Expertise | 20 |
| Fit with Organization | 20 |
| References | 10 |
| Team (or Individual) Qualifications | 5 |
Minimum qualifications
- Proven experience with Finance software selection and implementation
- Familiarity with software solutions suitable for the Canadian social service sector
- Expertise in charitable sector needs, CRA guidelines, restricted contributions, and funder reporting
- Strong communication and stakeholder engagement skills
- References from at least three similar projects
Documents to include with your response
- Overview of firm or individual, service offerings, and bios of key personnel
- Detailed approach and methodology, including FSGV staff engagement estimate
- Proposed milestones within the January-July 2027 timeline
- Fee structure and budget breakdown with estimated hours, hourly rates, and optional services
- Relevant project examples
- Client references
- Disclosure of software reseller/implementation partnerships, referral fees, commissions, or conflicts of interest
How to submit
- Method
- Instructions
- Submit proposal in PDF format via email to Ariane Fleischmann, Director, Communications & Advocacy. Late submissions will not be considered.