Santa Ana Watershed Project Authority Planetbids #144477

SAWPA Cloud-Based Financial Software and Implementation Services Solicitation

SAWPA is seeking proposals for a cloud-based financial software solution and implementation services to replace its legacy Microsoft Dynamics GP system. - Government Buyer: - Santa Ana Watershed Project Authority (SAWPA), Administration Department - OEMs and Vendors: - No specific OEMs mandated; solution must address all functional requirements - Current system: Microsoft Dynamics GP (Microsoft) - Retained integrations: Journyx, Greenshades, OnBase, Bi360, Mikorma, US Bank, DWR, KLIR, DocuSign - Products/Services Requested: - Cloud-based ERP/financial software solution (to replace Microsoft Dynamics GP) - Implementation services including migration, integration, customization, training, and post-go-live support - Modules required: General Ledger, Accounts Payable/Receivable, Budgeting, Project/Grant Accounting, HR, Payroll, Financial Reporting - Integration with existing systems (Journyx, Greenshades, OnBase, Bi360, Mikorma, US Bank, DWR, KLIR, DocuSign) - Unique/Notable Requirements: - Must support a custom 'LAIF button' for fund allocation across 27+ funds - Comprehensive integration plan for all retained systems (data flow, security, error handling, middleware) - Compliance and fund accounting focus - Detailed functional requirements matrix provided - Minimum 90-day post-implementation hyper-care support - No restriction type specified; open to all qualified vendors - Period of Performance: - Contract term through December 31, 2028 - Implementation targeted to start after fiscal year close/audit, go-live mid-2027 - Minimum 90-day post-implementation support

Description

This solicitation is for the procurement of cloud-based financial software and implementation services. The project involves selecting a cloud-based financial software solution to replace the current Microsoft Dynamics Great Plains system, which is hosted on-premise and end-of-life. The scope includes a comprehensive current state assessment, integration with existing systems, and a custom Local Agency Investment Fund (LAIF) button feature. The solicitation is issued by the Santa Ana Watershed Project Authority (SAWPA) located in Riverside, California, and the response format is electronic with a bid due date of August 18, 2026.

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