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Revenue and Cash Management System

Overview


Business Systems (ERP, CRM & POS)
Alberta, CanadaPosted: August 19, 2026Deadline: September 5, 2026

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SUMMARY


The organization is seeking vendor information on a revenue and cash management system integrated with Microsoft Dynamics 365. Required capabilities include taxation and utility management, online payments, e-billing, reporting dashboards, correspondence management, and AI integrations.

KEY REQUIREMENTS


TIMELINE


Issue Date of RFI: August 18th, 2026

Deadline for Questions: August 28th, 2023

Deadline for Addenda: September 1st, 2023

Submission Deadline: September 4th, 2026, 2:00:00pm local time

QUESTION DEADLINE


August 28, 2023

Issuing Agency


Sturgeon County

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DESCRIPTION


The organization is seeking information from vendors capable of providing a revenue and cash management system with integration capabilities for Microsoft Dynamics 365. The desired solution should support self-service access to assessment and taxation information, online payments, and a digital platform for correspondence distribution and management.

The system should provide dashboards and financial reports for assessment and taxation queries by classification, assessment and payment activity in both current and historical periods, and statistics that can support council requirements. It should also include utility account profile management, electronic billing, statements delivered directly to clients within the system, and utility consumption, invoicing, statement, and arrears production.

The organization is also seeking information regarding artificial intelligence integrations and data usage parameters. Vendors must submit questions by August 28, 2026, and responses are due by September 5, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 5, 2026. Questions must be submitted by August 28, 2023.
Who issued this RFP?
It was issued by Sturgeon County. The work is located in Alberta, Canada.
Who is a good fit for this opportunity?
  • Experienced provider of revenue, taxation, utility, and cash management software
  • Demonstrated Microsoft Dynamics 365 integration capabilities
  • Expertise in online payments, e-billing, self-service portals, and correspondence management
  • Strong reporting, dashboard, historical data, and council analytics functionality
  • Experience implementing AI-enabled features and defining data usage parameters

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