RFP 2907 County Budget Software System

The County of Marin seeks a comprehensive, cloud‑based budgeting and capital‑improvement‑plan (CIP) software suite to replace its current fragmented tools. The solution must integrate with Tyler Enterprise ERP (Munis), support multi‑year operating and capital budgeting, generate the required SCO budget‑book schedules, provide WCAG 2.2 AA‑compliant public‑facing outputs, and include AI‑assisted reporting. The County requires full implementation services, data migration of at least five years of historical data, user training, and a minimum 12‑month support period. Evaluation will consider technical capability, integration experience, references, demonstration quality, and price (including optional local‑business and workforce preferences). • Core functions: operating‑budget development, workforce/position planning, CIP project intake, scoring, prioritization, and multi‑year financial modeling. • Mandatory integration: Tyler Enterprise ERP (2024.6 SaaS) via APIs/flat‑files, Microsoft‑SQL data warehouse, Azure AD SSO, and optional Asana project‑management sync. • Compliance: ISO 27001‑aligned security, WCAG 2.2 AA accessibility, living‑wage, debarment, and non‑collusion certifications; insurance requirements of $1 M per occurrence. • Deliverables: software licensing, implementation plan, data migration, training, post‑implementation support, and production‑ready budget‑book generation (Final Budget Book due March 2027).