Integrated Procurement and Financial Workflow Solution RFI

The County of San Mateo is conducting market research to better understand available solutions that can support an integrated procurement and financial workflow lifecycle. The purpose of this RFI is to gather information from vendors regarding current systems, capabilities, and best practices in the marketplace. The solution should include a centralized, configurable, and user-friendly platform to support procurement, contracting, purchasing, and related financial workflow activities across County departments. The solution should also support role-based access controls, configurable permission levels, and provide reporting/auditing/control functionality based on permission levels. Some key features and requirements of the solution include: • Requisition intake and financial approval • Solicitation assembly, evaluation, and award • Contract lifecycle management • Purchasing, purchase orders, and invoice processing • Workflow, approvals, and collaboration • Vendor engagement and participation • Artificial intelligence functionality • Security, access, compliance, and records features • Implementation, training, and support