Cloud-Based Budgeting and Financial Planning Software

Overview

Business Systems (ERP, CRM & POS)

Bend, Oregon, United StatesPosted about 2 months agoDeadline: April 21st, 2026

Fit Score

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SUMMARY

Oregon seeks a vendor for a three-year contract to implement a cloud-based budgeting and financial planning SaaS platform with integration to Tyler Munis, automation tools, and advanced analytics.

KEY REQUIREMENTS

Must be a Cloud-based Software as a Service (SaaS) budgeting and financial planning platform
Must integrate with Tyler Munis via API or import/export system
Must produce GFOA compliant budget reports
Must have a physical presence or be able to coordinate in-person submissions if required
Must be able to provide four years of historical data migration
Must provide ongoing support for one year after launch
Must be able to provide a signed Statement of Assurances & Certifications
Must meet all Minimum Technical Requirements as stated in Exhibit D

BUDGET

Estimate

$150,000 – $500,000

CONTRACT DURATION

36 months

TIMELINE

Proposal Due: April 21st, 2026

QUESTION DEADLINE

April 7th, 2026

Issuing Agency

City Of Bend

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DESCRIPTION

The requesting organization seeks a vendor to provide a cloud-based software-as-a-service (SaaS) solution for budgeting and financial planning. The platform must support integration with the existing financial system, either through an API or using an import/export system, and include a comprehensive data migration or integration strategy specifically addressing compatibility with Tyler Munis.

Key features should include automation and workflow tools to modernize the budgeting process, advanced forecasting capabilities with multi-year and scenario modeling functions, and robust role-based access control for workflow management and audit trails to ensure data integrity. Additional requirements are issue resolution and enhancement support for up to one year after launch, as well as embedded reporting and analytics tools.

The contract period for this engagement is set for three years.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.