The authority is seeking qualified vendors to provide a saas or cloud hosted accounting system solution. Accounting software this template collection targets a wide range of frequently encountered accounting applications. Rfp narrative, which includes the itys general terms and conditions and two 2 attachments, a sample consulting services agreement and. White papers and articles about accounting software comparisons, purchasing, implementation, and support read more. A sample request for information request for proposal for use in selecting accounting, crm, hr, payroll and other it software and services. Nonprofit accounting system rfp template use this comprehensive request for proposal rfp to cut rfp preparation time by up to 90%. Tips on how to write an effective rfp for a new erp system. An rfp, or request for proposal, is a document created as part of the procurement process, wherein a business i. The authority is seeking proposals for a financial accounting system finsys. Use the financial software packages request for proposal rfp template, with.
The full accounting software rfp template is a microsoft ms excel spreadsheet featuring the 5 levels of decision criteria for a total of 4,122 criteria. To that end, gdpud is seeking proposals to engage the services of a qualified professional firms experienced in providing and installing new. The request for proposal is an invitation to a group of vendors to submit proposals for a good or service to be purchased in the near future, in this case a fund accounting system. Any eventual system must not only meet the requirements. The authority seeks proposals from interested software and implementation services suppliers that have proven experience in implementing municipal bond financial management and accounting system.
Sound from seattle, krl has more than 98,000 active library cardholder accounts. The human resource function is managed through an inhouse developed system known as cytonn human resource system chris. Selecting new technology for your association, nonprofit, or government organization takes much more than that. Request for proposal for integrated financial management. Any eventual system must not only meet the requirements set forth in this request for proposal rfp, but must also be flexible and scalable in order to meet its future business and technology needs. This request for proposal rfp is being released to invite qualified companies and professionals to prepare and submit proposals to. By using the template, you will ensure software vendors address your. Any changes, additions, deletions, or clarifications to the rfp will be made by addenda issued by the authority. Quickly and easily gather accounting system requirements, prepare your rfi and rfp, and evaluate and compare vendor responses the accounting rfirfp template lists thousands of accounting system. The accounting function is currently managed in quickbooks, and this accounting function is the purpose of this rfp. This request for proposal is made up of the following sections. Currently the city of maple valley is using vision municipal services for general ledger, payroll, accounts. Any system you use for your accounting should absolutely include a general ledger gl.
The software must meet accounting and reporting standards for governmental funds, proprietary funds, fiduciary funds, and account groups in accordance with generally accepted accounting principles gaap. Offerors shall provide the following within the scope of this rfp but not limited to. Request for proposal for integrated financial management system. The desired software system would be a turnkey system with capabilities. Sep 28, 2018 more than a rfp template, it is a working document that serves as a knowledge base reference throughout the lifespan of your financial packages software project. The accounting rfi rfp template is completely impartial and unbiased no software brand can influence your requirements.
Each customizable rfp template contains thousands of software requirements criteria. Association of public health laboratories financial management system software selection. Quickly and easily gather accounting system requirements, prepare your rfi and rfp, and evaluate and compare vendor responses the accounting rfirfp template lists thousands of accounting system criteria plus readytouse rfi and rfp templates for issue to software vendors, and subsequent evaluation and comparison of responses. Gl system software have the ability to assign a responsible person to each cost center create and post transactions for subsequent accounting periods i. April 17, 2015 version 2 reissued april 20, 2015 this document and the information contained within is considered. Also include an estimated cost for the system hardware omponents and cite any c additional costs for nonvender specific software necessary to facilitate implementation. On the surface, sending a detailed rfp out to as many vendors as possible seems like the best way to reduce your risk, but it is arguable you are.
Request for proposal writers guide for fund accounting. This accounting software rfp master examines all pertinent workflow features in detail. Accounting system you are proposing, the evolution of your product line and scope of services, the current number of employees, and your companys strength in the industry. Each simplifies and streamlines the many complex tasks required to not only prepare and distribute an rfp electronically, but also to evaluate the vendor responses to that rfp. The ability of the proposed accounting software system to successfully integrate with existng business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and roi expected of the new accounting system. Enterprise resource planning software city of kirkland request for proposal 4 october 3, 2016 section i. This request for proposal rfp is being released to invite qualified companies and professionals to prepare and submit proposals to provide consulting services in accordance with the instructions provided. When buying a system, youll want to make sure your gl is functional in the context of your business. The accounting rfirfp template is completely impartial and unbiased no software brand can influence your requirements. Excel rfp template for financial software packages tec. As more fully set forth in this request for proposals the rfp, the. All system software and hosting services software as a service saas. Maple valley, wa request for proposals for financial.
An rfp template with matching vendor response evaluation tools is available for each of the following accounting environments. The system shall comply with current statements of the governmental accounting standards board gasb. This rfp may be updated, supplemented, amended or cancelled at any time by the authority. Describe how many clients are using the fund accounting software system you are proposing. This template has 1,320 financial software selection criteria, providing a complete requirements checklist. Submissions shall consist of one 1 usbflash drive or compact disc cd and one 1 bound. Your rfp is a tool for finding the best software for your situation. Creating a request for information rfi or request for proposal rfp is an effective way for an organisation to determine its needs and to quickly obtain answers about software systems and vendors. Configuration and setup of the system including saas, all thirdparty applications, etc. We combined the best elements from a number of individual rfps to create the attached document.
Tecs rfp template for financial management software is the perfect starting point for companies looking to invest in a new finance management solution. The proposed solution will include, but is not limited to, the software, installation and configuration, training and all. Rfp for enterprise resource planning system erp procurement. Notwithstanding anything to the contrary in this rfp, the authority may determine. Select accounting software accurately software selection. Any addenda issued by the authority shall be considered part of the rfp. Rfp request for proposal or rfq request for quotation software is used by both buyers and sellers of goods and services to identify requirements, create questionnaires, submit proposals, and track all proposalrelated information, such due dates, respnses, bids, etc. The document is free and can be used or modified at any time. A gl acts as a master record of all your financial operations. Once your software rfp template has been completed, well take care of the rest. All thirdparty systems, software, hardware, interfaces, etc.
Work your way through the software rfp template until it is complete. Request for proposal writers guide for fund accounting software. Rfp narrative, which includes the itys general terms and conditions and two 2 attachments, a sample consulting services agreement and insurance requirements, b. Specifications for a companywide accounting and financials. Proposals specifically marked financial accounting system finsys rfp shall be submitted electronically to susan mercertumilty, the designated procurepro consultant for this initiative. April 17, 2015 version 2 reissued april 20, 2015 this document and the information. The aforementioned criteria are the first 2 levels of the accounting software rfp template available online that will help you select the accounting software system that best fits your needs. Accounting software solution page 1 request for proposals the greater nashville regional council gnrc is seeking proposals from firms andor individuals capable of providing and implementing an enterprise resource planning erp solution for the agency and its programs. Accounting financial management software system 2019. Sales teams can create, manage, sign and store all quotes and contracts under one. Well take the information you gathered from the software rfp template and put it into a decision matrix, which will help to select the solution that best fits your requirements. Accounting software rfirfp template axia consulting. Jul 26, 2019 the authority is requesting proposals for a replacement accounting financial management software system.
By using the template, you will ensure software vendors address your precise requirements and respond accordingly, rather than with general marketing information. Each rfp template toolkit includes vendor response evaluation tools to increase software selection accuracy. Jul 29, 2015 the traditional model of sending a request for proposal rfp to a number of possible suppliers of erp software does not do anyone any favors, least of all the organization selecting a new erp system. Creating a request for proposal can be an effective way for an organization to determine its needs and to quickly obtain answers about software systems and suppliers. Accounting software rfp master contains a comprehensive request for proposal rfp plus powerful vendor rfp response proposal evaluation tools, all in familiar excel spreadsheet format. Accounting system rfp template use this comprehensive request for proposal rfp to cut rfp preparation time by up to 90%. Kitsap regional library system is soliciting proposals for a comprehensive software system to replace their existing integrated financial system. Responses to this rfp are due by february 28, 2014 page 3 section 1 project overview the city of maple valley is requesting proposals for a replacement municipal financial management software system. Note rfps are used by those who are looking to make large accounting software system purchases to request information from accounting software providers. Review infotivity all request for proposal rfp template format as a guide to finding the best software. Direct all inquiries related to this rfp to susan and cc the authority. Creating a request for information rfi or request for proposal rfp is an effective way for an organisation to determine its needs and to quickly obtain answers about software systems and.
Disclose if you cannot provide documentation for the following prior to execution of a. The ability of the proposed accounting software system to successfully integrate with existng business process workflows, or implement new workflows, is critical to a achieving the high productivity. Select nonprofit accounting software accurately software selection. The software must meet accounting and reporting standards for governmental funds, proprietary funds, fiduciary funds, and account groups in accordance with generally accepted accounting principles. Accounting financial management software system 2019request. Responses to this rfp are due by february 28, 2014 page 3 section 1 project overview the city of maple valley is requesting proposals for a replacement municipal financial management software. This rfp template is a composite of rfps for accounting software solutions we have encountered. Currently, the authority is using tom software system 7 22 speed 6. The authority seeks proposals from interested software and implementation services suppliers that have proven experience in implementing municipal bond financial management and accounting system solutions. To that end, gdpud is seeking proposals to engage the services of a qualified professional firms experienced in providing and installing new accounting software, conversion of historical data, general guidelines for proper workflow and security. The detailed responses will help you understand the ability of each vendor to match your unique business requirements. Rfp writers guide for fund accounting software abila. Proposals specifically marked financial accounting system finsys rfp shall be submitted electronically to susan mercer. All questions regarding this rfp and vendors intention to submit a proposal must be submitted in writing to.
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