Replacement Financial Software

This Request for Proposals (the “RFP”) is an invitation by The Corporation of the Town of The Blue Mountains (the “Town”) to prospective proponents to submit proposals for a Replacement Financial Software System, as further described in Section A of the RFP Particulars and (Appendix B) (the “Deliverables”). 

The Town of The Blue Mountains is planning to enhance their service delivery by incorporating a new Financial Software System.  The solution must be a Software as a Service (SaaS) cloud-based service. The proposed solution shall be used across the organization and shall be scalable to meet future needs. 

It is expected that the solution will:

• Offer a modular approach with the ability to implement further functionality as required;
• Reduce/replace various disconnected and siloed data systems, improve communication and shared data across the organization;
• Automate manual processes and activities, reduce redundancies and duplication of data entry through integration and tailored workflows & approvals, including personalized email alerts;
• Enhance management capability to lead the Town, based on timely, reliable, and valuable information;
• Have an open API and 3^rd party provider support for integrations e.g., Cityview, Cityworks, Ceridian HCM;
• Contain online training available to all members of the Town’s staff (any additional costs for training should be detailed in the price module);
• Include a comprehensive backup and disaster recovery strategy;
• Leverage out-of-the-box functionality to minimize customization.

The Town is interested in securing a solution that addresses the following capabilities, at a minimum, of a Financial System:

1. General Ledger
2. Accounts Payable
3. Purchasing
4. Accounts Receivable
5. Cash Receipting
6. Property Tax
7. Utilities
8. Citizen Portal (Access by citizenry to their AR, Property Taxes, Utility Billing accounts for inquiry and payment)
9. Financial Reporting
10. Budgeting

The Town of The Blue Mountains is Canada’s second fastest growing municipality and serves as home to over 9,300 full-time residents, with an extensive part-time and seasonal population. Recognized as Ontario’s true four-season tourism and recreation destination, The Blue Mountains welcomes an additional 2.5 million visitors annually and offers a high-quality lifestyle that caters to families looking to build a solid foundation, adventurers looking to go off the beaten path and relaxation seekers taking in and experiencing the very best the area has to offer. Built on a strong foundation of agriculture and tourism, the success of the local economy has been driven largely by innovation and entrepreneurship across the sectors of agriculture, tourism, construction, small business and hospitality and service.