4-RFP 4450 - Appendix A.xlsx

This document is an Appendix A Request for Proposal (RFP 4450) from the City of Owensboro, Kentucky, seeking a budget book automation software solution. The RFP details comprehensive system requirements for a cloud-based, web-accessible budget management platform that can automatically generate a GFOA-compliant budget book. The proposed software must fully integrate with Tyler Technologies' New World ERP system, provide robust security features including role-based access and SOC 2-compliant hosting, and offer capabilities such as real-time monitoring, version control, dashboards, and automated document formatting.

The RFP outlines 33 specific features categorized into mandatory and preferred requirements, with key expectations including department-level dashboards, customizable reporting templates, automated workflows, mobile accessibility, and support for multiple budget scenarios. While no specific pricing or funding details are provided in this document, the requirements suggest the city is seeking a sophisticated, user-friendly solution that streamlines budget development, enhances data visualization, and supports comprehensive financial reporting and analysis. The software must be capable of facilitating both internal budget processes and external budget book presentation, with a focus on meeting Government Finance Officers Association (GFOA) award standards.