Integrated Procurement and Financial Workflow Solution RFI

Closed State & local contract opportunity

Solicitation number
2026-RFI-00413
State
California
Responses due

Opportunity facts

UNSPSC codes
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Point of contact

Opportunity details come from procurement.opengov.com. Updated .

About this opportunity

Written by GovTribe AI ·

The County of San Mateo's Procurement Department is conducting market research through an RFI on integrated procurement and financial workflow solutions, with responses due August 7, 2026. This is information-gathering only; no contract will be awarded as part of this solicitation.

The County seeks information on Source-to-Pay platforms, Procure-to-Pay systems, ERP solutions, or similar platforms consolidating requisition intake, financial approvals, solicitation management, contract management, purchase order creation, and invoice processing. The solution must support multiple County departments with a hybrid procurement process where goods are centralized and services are decentralized, requiring role-based access controls, configurable permissions, and features accessible to users with varying proficiency levels.

Respondents must demonstrate at least three years of experience providing eProcurement, source-to-pay, financial, or related solutions to government entities. Submissions must address nine core functional areas: general requirements, requisition intake and financial approval, solicitation assembly and evaluation, contract lifecycle management, purchasing and invoice processing, workflow and collaboration, vendor engagement, artificial intelligence capabilities, and security and compliance features. Responses should also cover implementation, training, and support services, continuous improvement commitments, additional features, and current innovations.

Vendors must submit responses electronically through the County's eProcurement system (OpenGov portal) and include Appendix A Solution Summary, organization name, solution name, and detailed technical proposals. The County may schedule up to ten firms to provide product demonstrations following the submission deadline. Questions and comments are due July 24, 2026, at 12:00 a.m. The RFI is open to all interested vendors; no incumbents are identified. No specific contract value, pricing information, or funding source is disclosed in this market research document.

Opportunity text

The County of San Mateo's Procurement Department is conducting market research to better understand available solutions that can support an integrated procurement and financial workflow lifecycle. The purpose of this RFI is to gather information from vendors regarding current systems, capabilities, and best practices in the marketplace.

The County of San Mateo is located in the heart of the Silicon Valley. As such, the County is committed to remaining informed of new technologies and evolving industry standards, and to conducting due diligence to verify its procurement processes reflect modern, efficient, and innovative practices.

All interested vendors should submit for this RFI, as it is not a requirement to have all the functionality listed.

No contract will be awarded as part of this Request for Information (RFI).

This RFI solicitation document is being issued for market research to obtain general information from suppliers about their products, services, and capabilities to assist the County in the development and issuance of a potential future Request for Proposal (RFP) solicitation for the Procurement Department.

Proposers may be requested to perform product demonstrations.

Files

File Type Posted
Integrated_Procurement_and_Financial_Workflow_Solution_RFI_(Addendum_#1_Revision).pdf PDF
Integrated_Procurement_and_Financial_Workflow_Solution_RFI.pdf PDF

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