Budgeting and capital planning software solution

Tazewell County, Illinois is seeking a comprehensive Budgeting and Capital Planning Software Solution through Request for Proposals (RFP) #2025-F-01, targeting a cloud-based or on-site software system to replace its current Excel-based budgeting processes. The county requires a robust solution that can support a minimum of 50 users, integrate with Abila MIP Fund Accounting, and provide advanced budgeting capabilities across operating, personnel, and capital budget domains. Key deliverables include multi-year forecasting, scenario planning, collaborative budget development, customizable reporting, and dashboard capabilities with strong security features. The software must serve a complex financial structure comprising a General Fund with 30 departments, 27 Special Revenue Funds, 23 Informational Funds, and one Debt Service Fund. Evaluation criteria will assess proposals based on scope of work requirements (30 points), responses to additional information requests (30 points), references/past projects (15 points), company experience and qualifications (15 points), and cost proposal and timeline (20 points). Proposals are due by 2:00 p.m. CST on January 28, 2025, with potential virtual software demonstrations and follow-up interviews scheduled for February 5-6, 2025, and an anticipated go-live date by early May 2025.

No specific set-aside designations or restrictions on respondent types were explicitly mentioned in the procurement documents. The county has previously reviewed software demonstrations from Gravity and ClearGov and remains open to virtual demonstrations from potential vendors. The total first-year budget for this procurement is $100,000, which includes $50,000 for initial software purchase and implementation and $50,000 for annual licensing. The contract term is three years with options for annual renewal. The existing technology infrastructure includes Abila MIP Fund Accounting, which the new software must integrate with seamlessly. Vendors will be required to provide detailed implementation plans, training strategies, ongoing support, and comprehensive information about system maintenance, cybersecurity protocols, and disaster recovery capabilities. Docusign signatures are acceptable for proposal submissions, and the county anticipates board approval of the selected vendor in February 2025.