Marin County Marincounty #rfp-2907-county-budget-software-system

Marin County integrated budget and capital improvement planning software

Marin County is seeking an integrated software solution to develop and publish its annual budget and manage multi-year capital improvement planning. - Buyer: Marin County, Office of the County Executive (OCE), Department of County Executive. - Requested solution: - Budget development and publication software for fiscal projections, financial reporting, routine data entry, customizable reports, and production of annual budget and capital plan books. - Capital Improvement Plan (CIP) management capabilities to track project scope, status, schedules, budgets, expenditures, funding, and priorities; support multi-year requests, scoring, ranking, prioritization, and funding scenarios; and provide configurable reports, dashboards, workflows, and document generation. - OEM named: Tyler Technologies, whose Tyler Enterprise ERP (formerly Munis) is identified as the system the solution should integrate with. No other solution vendors or OEMs are named in the provided information. - Important requirements: The system should help assess proposed and active projects against funding availability, strategic priorities, facility needs, infrastructure condition, regulatory requirements, and other criteria. Public-facing online and PDF materials must meet applicable accessibility requirements. - No part numbers, purchase quantities, contract value, or period of performance are provided.

Description

Marin County’s Office of the County Executive is seeking an integrated software suite for budget and capital plan development, reporting, and production of the County’s annual budget and capital plan books. The solution will support budget development, fiscal projections, financial reporting, data entry, and accessible public-facing online and PDF materials. The County also seeks capital improvement planning capabilities for managing project scope, schedules, budgets, expenditures, funding, prioritization, and multi-year planning. The system should integrate with Tyler Enterprise ERP (formerly Munis) and provide configurable reporting, dashboards, workflows, and document generation.

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