Budget Book Automation Software Solution

The City of Owensboro is seeking a comprehensive budget planning and automation software solution through Request for Proposal (RFP) #4450, targeting the replacement of its current manual budget book development process. The proposed software must integrate with Tyler Technologies' New World ERP system and be capable of automatically generating a 300-page, double-sided budget book that meets Government Finance Officers Association (GFOA) Distinguished Budget Presentation Award standards. Key deliverables include a cloud-based, web-accessible platform with robust features such as real-time monitoring, version control, department-level dashboards, customizable reporting templates, and automated workflows. The software must provide role-based access, SOC 2-compliant hosting, and mobile accessibility. Proposals are due by November 11, 2025, at 5:00 PM CST, with an evaluation based on a 100-point scoring system that considers company overview, personnel qualifications, implementation plan, project experience, fee proposal, and system requirements. Vendors must submit comprehensive proposals including implementation costs, licensing, training, and four-year maintenance fees, along with three references from comparable government agencies.

The RFP does not explicitly mention specific set-aside designations or restrictions for disadvantaged enterprises. The proposed system is intended to be operational for the fiscal year ending June 30, 2026, with an option to renew the agreement for up to four additional one-year terms. While no specific budget range is disclosed, vendors must provide detailed pricing information covering implementation, licensing, and ongoing maintenance. The city requires vendors to maintain specific insurance coverages, including worker's compensation, commercial general liability, commercial automobile liability, and technology professional liability/cyber liability insurance with defined minimum coverage levels. Vendors must also complete statutory compliance forms, including statements pursuant to Kentucky Revised Statutes KRS45A.395 and KRS45A.343, certifying their adherence to state regulations regarding corporate taxes, labor standards, and workplace requirements. The existing technological infrastructure centers on the Tyler Technologies' New World ERP system, which the new budget automation software must fully integrate.