Bids and Tenders #007

Compass Seeks Financial Consulting Services for Budget Process Modernization and Forecasting

Compass | Boussole | Akii-Izhinoogan, a non-profit agency serving children and youth in Ontario, is seeking financial consulting services to overhaul its budget process and enhance financial forecasting. - Government buyer: Compass | Boussole | Akii-Izhinoogan (Ontario-based non-profit agency for mental health, developmental, and community services) - No specific OEMs or vendors are named; the RFP is open to qualified financial consulting firms - Products/services requested: - Evaluation and revision of current budget development process - Development of a comprehensive annual budget model - Realignment of general ledger (GL) codes to meet ministry requirements - Establishment of standardized monthly and quarterly reporting mechanisms - Creation of reporting templates and dashboards using Excel and Power BI - Multi-year financial forecasting, including collective bargaining, operational projections, and organizational restructuring scenarios - Unique requirements: - Proposals must include company profile, methodology, detailed costing, and references - Emphasis on quality and expertise over lowest price - Deliverables include both process improvements and technical reporting tools

Description

Compass, a non-profit agency providing mental health and community services for children and youth, is seeking proposals from qualified financial consultants or firms to revamp its budget process. The project includes modernizing financial workflows, aligning general ledger codes with ministry requirements, establishing reporting mechanisms, and providing multi-year financial forecasting. The scope covers budget process evaluation, GL code realignment, standardized reporting, and detailed financial forecasting scenarios. Proposals are due by July 24, 2026, and must be submitted via email in PDF format.

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