T O W N O F M O O R E S V I L L E N O R T H C A R O L I N A

Cloud-Based Enterprise Resource Planning (ERP) System & Implementation Services REQUEST FOR PROPOSALS No. 2026-RFQ-056

P R E - P R O P O S A L C O N F E R E N C E Thursday, June 11, 2026 · 10:00 AM EST Virtual — Microsoft Teams

Meeting Agenda

A walkthrough of the RFP, what we're looking for, and how proposals will be evaluated.

01Project Overview Who we are, our goals, and current state

02Scope of Services Functional, technical & implementation needs

03Proposal Requirements What to include in your response

04Proposal Evaluation & Selection Two-phase scoring and selection process

05Questions & Answers Open discussion and next steps

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S E C T I O N 0 1

Project Overview About Mooresville, the departments involved, and the systems we run today.

M T O W N O F M O O R E S V I L L E · E R P P R E - P R O P O S A L C O N F E R E N C E

P R O J E C T O V E R V I E W

An ERP Aligned with Mooresville's Strategic Vision

Operational Efficiency

Financial Stewardship

Modernized Service Delivery

Data Visibility & Analytics

Growth Management

Streamlined Experience

O U R D I R E C T I O N

Mooresville is a rapidly growing municipality of 50,000+ residents and the largest in Iredell County. Guided by our long-range planning and strategic priorities beyond 2026, this ERP will give staff an integrated platform that supports efficient operations, improves data visibility, and delivers a consistent, streamlined experience for both internal users and the public.

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Department Overviews

Administration Key ERP Needs: Budget amendment & approval workflows aligned to the governing board with full audit history; role-based leadership dashboards for budget, capital projects, and strategic KPIs.

Finance Key ERP Needs: Core financials, FP&A, ad hoc report building, advanced integrations, procurement, point of sale, and North Carolina pre-audit enforcement.

Human Resources Key ERP Needs: HRIS covering the full employee lifecycle, self-service portals, benefits management, and automated payroll integration.

Public Utilities & Utility Billing Key ERP Needs: Utility billing & management with conservation analytics, a citizen payment portal, and streamlined integration with financial systems (21,000+ accounts).

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Department Overviews (continued)

Innovation & Technology Key ERP Needs: Secure cloud-based ERP, API integration with third-party solutions, and comprehensive reporting and analytics.

Parks & Recreation (incl. Golf) Key ERP Needs: Program scheduling & registration, POS, financial/HR integration, and transaction-level posting of Jonas golf revenue with program-level dashboards.

Library Key ERP Needs: Transaction-level revenue integration without exposing PII, cashiering/POS, blanket PO support, and document management.

Experience & Engagement (CMCC) Key ERP Needs: Integration with the Town's CRM and Eproval for event permitting, ticketing/registration with GL posting, calendar-based facility booking, and POS.

Public Safety (Fire-Rescue & Police) Key ERP Needs: Payroll for complex shift scheduling & overtime, certification/compliance tracking with alerts, mobile time entry, and supervisor approval workflows.

Additional departments impacted: Building Permitting & Inspections · Cemetery · Communications & Marketing · Engineering · Planning & Community Development · Public Works · Risk Management & Safety · Sanitation · E-911 Communications

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Mooresville by the Numbers The scale of operations the new ERP must support across departments.

Total ERP system users FP&A, HCM & Utility Billing

23,000 Utility billing accounts Monthly water & sewer billing

Employees on payroll Bi-weekly; FT, PT & seasonal

49,000+ AP + AR transactions / year 25K payable · 24K receivable

5,950 Parks & Rec registrations 370 programs · 9,750 bookings

109,000 Library accounts Patron PII kept out of the ERP

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Current Challenges to Address The ERP implementation is intended to resolve the pain points that exist across today's systems and processes.

Fragmented Systems

Legacy systems operate in silos, creating inefficiencies and duplicative effort across departments.

Manual Processes

Outdated, manual workflows result in errors, delays, and increased administrative burden.

Limited Analytics

Current systems lack robust reporting and analytics, hindering data-driven decision-making.

Citizen Frustrations

Inefficient billing and service processes negatively impact citizen satisfaction and engagement.

Scalability Issues

Existing systems cannot scale effectively to meet the demands of the Town's anticipated growth.

Integration Gaps

Lack of integration between systems limits operational cohesion and collaboration.

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Current Environment & System Dispositions Munis (Tyler Technologies) is today's core ERP and will be replaced. The broader environment is a mix of systems to retire, evaluate, or retain and integrate.

REPLACE

• Munis — Tyler (core ERP)

• OnBase (AP routing & docs)

• Crystal Reports (custom reporting)

Retired and migrated into the new ERP.

EVALUATE (TBD)

• OpenGov · Gravity Budget

• GrantVantage · Agiloft

• NEOGOV · Galaxy Connect

• CivicRec · Eventeny · Brightly

• LEFTA · WhenToWork

ERP module may replace; integrate if retained.

KEEP & INTEGRATE

• Esri ArcGIS (GIS)

• Laserfiche · DocuSign

• Salesforce (CRM) · Jonas (Golf)

• SirsiDynix Horizon (Library)

• First Due · CentralSquare

• Faster · GeoCivics/IDT · Eproval

Retained specialty systems; ERP integrates via API.

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The ERP Ecosystem

ERP

C O R E

Core ERP Capabilities

Finance & Accounting, FP&A / Budgeting, HR & Payroll (HCM), and Utility Billing. The financial system of record.

Native / Bundled Modules

Parks & Recreation and enterprise Point of Sale, delivered natively or as tightly-bundled ERP modules.

Integrated Best-of-Breed

Specialty systems retained and connected via API: GIS (Esri), Laserfiche, Salesforce, Jonas golf, payment processors & meter data.

The Town welcomes best-of-breed solutions — provided the overall proposal delivers a cohesive, fully integrated experience.

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Project Timeline & Milestones

05/27/26 RFP Issued Official release to prospective vendors

06/11/26 Pre-Proposal Meeting Non-mandatory vendor Q&A (today)

06/24/26 Deadline for Questions Final day to submit written questions

07/01/26 Responses Posted All question responses published

07/15/26 Proposal Due Date Deadline to submit proposals — 5:00 PM EST

07/16/26 Evaluation Begins Initial review and scoring starts

08/10/26 Shortlist Notification Finalists invited to demonstrations

9/8–9/18 Vendor Demonstrations On-site, scenario-based demos

09/30/26 Selection / Decision Final decision and notification

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S E C T I O N 0 2

Scope of Services Functional and technical requirements, data conversion, and the services we expect.

S C O P E O F S E R V I C E S

Functional Areas Vendors should address all functional areas — identifying what is native versus delivered via add-on modules or integrations.

Finance & Accounting

• GL with fund accounting & multi-fund

• AP/AR, fixed assets, procurement

• Bank reconciliation & period close

• Audit trail & role-based controls

FP&A / Budgeting

• Full budget lifecycle & amendments

• Versioning: requested vs. adopted

• Budget-to-actual with encumbrances

• Capital & long-range planning

Human Resources & Payroll

• Employee lifecycle & onboarding

• Payroll: regular, hourly, seasonal

• Benefits administration & enrollment

• Time, attendance & position control

Utility Billing

• Account & service order management

• Automated billing with meter data

• Consumption alerts & disconnect flow

• Self-service portal & reconciliation

Parks & Recreation

• Program registration & reservations

• Reporting by revenue, facility, program

• Integrated payment processing

• POS for concessions & golf

Point of Sale (Enterprise)

• Multi-department POS support

• Merchant processing with GL posting

• Revenue reconciliation by department

• Unified reporting & audit controls

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Technical Requirements

Architecture

• Cloud-native SaaS (vendor hosted & managed)

• Role-based access with multi-factor auth

• Open API framework for current & future systems

• Mobile-accessible for field staff & management

• Configurable workflows without custom code

Integration

• Bi-directional meter data management integration

• Integration with payment processors

• Connectors for GIS, document mgmt & HR systems

• Automated data exchange — minimal manual import

Security & Compliance

• SOC 2 Type II certified (or equivalent)

• Encryption at rest and in transit

• Compliance with NC public records statutes

• Documented backup, recovery & continuity

• Town retains ownership of all data

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Data Conversion Scope A critical workstream: migrating legacy data into the new system with significant cleansing and a move to a dimensional chart of accounts.

L E G A C Y S O U R C E S

Tyler Munis: financials, employee records Tyler Munis & Metron: utility billing & payments

Data Types

Master (COA, vendors, customers, employees), transactional history, and static configuration (tax/utility rates, structures).

Data Volume

5 years of financial, utility billing & payroll history. Older data archived with continued Town accessibility.

GL Transformation

Moving from a non-dimensional to a dimensional chart of accounts — vendor services required to transform the GL.

Data Quality

Significant cleansing & validation: de-duplicating records, standardizing formats, and resolving inconsistencies.

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Implementation Services Vendors must include full-service implementation as part of their proposal.

Project Management

Dedicated implementation support

Business Process Analysis

Configuration planning & design

Data Migration

With Town participation in validation

System Configuration

Tailored to Town workflows

Testing & UAT

User acceptance testing support

Training

Admins, department users & sys admins

Change Management & Go-Live

Adoption support & cutover planning

Hypercare

Post-go-live support, minimum 60 days

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Ongoing Support & Partnership

99.5% Uptime SLA Defined system-availability commitment

Help Desk & Response Tiers Business-hours access with defined SLAs

Software Updates Regular releases included in subscription

Dedicated Account Mgmt Named customer success contact

User Community Knowledge base & training resources

A Long-Term Partnership Mooresville is seeking more than a software vendor. We want a partner who will help us realize the full value of this investment well beyond go-live, through reliable support, continuous improvement, and a shared commitment to better service for our residents.

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S E C T I O N 0 3

Proposal Requirements How to structure your response and the exhibits we require.

P R O P O S A L R E Q U I R E M E N T S

Required Proposal Sections (1–6)

1 Executive Summary Brief overview of your solution and why it fits Mooresville. No more than two pages.

2 Company Background Organization overview, years in business, number of municipal clients, and financial stability.

3 Proposed Solution Your core ERP platform, native vs. add-on coverage of each area, with a solution architecture diagram.

4 Add-On Modules & Integrations Itemize all add-ons, optional modules, and integrations, with vendor and integration method for each.

5 Implementation Approach Timeline, methodology, staffing plan, key milestones, and a high-level implementation schedule.

6 Data Migration Approach to migrating data; what the vendor handles versus what is expected from Town staff.

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Required Proposal Sections (7–11)

7 Training & Change Management Training plan (delivery method, duration, audience) and your change management support.

8 Support & Maintenance Post-go-live support model, SLAs, and escalation procedures.

9 References Minimum three references from comparable municipal implementations within the last two years.

10 Requirements Scorecard Completed Exhibit A — a response code for every requirement (see next slide).

11 Pricing Form Completed Exhibit B — itemized software, implementation, training, migration, support & add-ons.

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Exhibits A & B

E X H I B I T A

Requirements Scorecard

FS Full Fit — Standard out-of-the-box functionality

FC Full Fit with Configuration (no custom code)

FD Full Fit with Platform Scripting / Customization

PI Add-On with Pre-built, certified Integration

CI Add-On with Custom Integration (iPaaS/custom)

PF Partial Fit — requires workarounds

NF Not Fulfilled by current capabilities

E X H I B I T B

Pricing Form — 5-Year TCO

Software licensing / subscription (by module)

One-time implementation & professional services

Data migration services

Training & change management

Add-on module & third-party integration fees

Annual support & maintenance (Years 1–5)

Present pricing itemized and clearly. Bundled pricing is acceptable with a line-item breakdown.

Total cost of ownership reflects a five-year term.

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S E C T I O N 0 4

Proposal Evaluation & Selection A two-phase, non-cumulative scoring model and the road to award.

E V A L U A T I O N & S E L E C T I O N

Evaluation Process & Selection Roadmap

1Minimum Screening

Timeliness, completeness & budgetary test

2Phase 1 Shortlisting

Score & down-select to top 2–3 vendors

3Discovery Sessions

Remote sessions ~2 weeks before demo

4On-Site Demonstrations

Full-day, scenario-based Phase 2 demos

5Reference Checks

Validate delivery, performance & support

6BAFO &

Award

Best & final offers, then contract & award

Two-phase, non-cumulative scoring. Each phase is scored independently — Phase 1 scores do not carry into Phase 2. Unified Cost Scoring:

costs are normalized across all functional areas, with budgetary placeholders for any gaps, so vendors are compared on total cost of operation.

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Phase 1 — Initial Evaluation & Shortlisting (100 pts) Phase 1 down-selects to the top 2–3 vendors for demonstrations. Requirement fit and technical capability carry the most weight.

Criteria Points What We're Evaluating

Core Functional Requirements 25 Financials, budgeting, procurement, and revenue tracking across utilities, permits, and Town services.

Technical Requirements & Compatibility 20 Architecture, scalability, and integration with utility billing, payment processors, GIS, and departmental systems.

Implementation & Support Approach 20 Methodology, timeline, data migration, testing, training, and change management.

Vendor Experience & Public Sector Fit 20 Municipal / public-sector experience and understanding of local government operations.

Cost 10 Total cost of ownership and alignment with the Town's budget.

Completeness of Proposal 5 Breadth, clarity, and detail of the response against all Town requirements.

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Phase 2 — Comprehensive Demonstration (100 pts) Demonstrations are scenario-based — the Town wants to see a real “day in the life” across departments.

Criteria Points What We're Evaluating

Use Case Demonstration & Functional Fit 30 Live Town workflows: revenue lifecycle, procure-to-pay, and budgeting with minimal workarounds.

Reporting, Dashboards & Data Visibility 15 Real-time reporting and drill-down across funds and departments.

Usability & User Experience 15 Ease of use for finance and non-finance staff; adoption across departments.

Integration & Data Flow 15 Demonstrated integration with utility billing, payment processors, and Town platforms.

Implementation & Support Approach 10 Training, change management, and post-go-live support fit to Town capacity.

Cost, References & Overall Confidence 10 Final pricing, reference feedback, and confidence as a long-term partner.

Strategic Fit & Scalability 5 Ability to expand functionality and adapt to future growth.

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Questions & Answers

All questions must be submitted in writing via the Town's bid portal.

Responses will be posted as an addendum for all proposers. Question deadline: June 24, 2026.

Meredith Mecozzi Purchasing Specialist · Town of Mooresville mmecozzi@mooresvillenc.gov · (704) 662-8534