Upgrade Microsoft AX to Microsoft Dynamics 365

Closed State & local contract opportunity Posted

Solicitation number
2110
State
Wisconsin
Responses due

Opportunity facts

Jurisdiction
Point of contact

Opportunity details come from vendornet.wi.gov. Updated .

About this opportunity

Kenosha County, Wisconsin is seeking proposals from experienced Microsoft Implementers to upgrade its current Microsoft AX enterprise resource planning (ERP) application to Microsoft Dynamics 365 Cloud. The project scope is specifically limited to upgrading financial modules, with Human Resources and Payroll remaining on the UKG (Kronos) platform and integration planned with a future cashiering solution expected to be installed by spring 2022. The county requires a comprehensive implementation involving migration of financial data, configuration of modules including Accounts Payable, Accounts Receivable, Budgeting, Cash Management, Fixed Assets, General Ledger, Project Management, and Procurement and Sourcing. Proposal submissions are due by June 4, 2021 at 2:00 PM Central, with a non-mandatory pre-proposal conference scheduled for April 30, 2021 at 11:00 AM. The county will evaluate proposals based on written proposal assessment (30 percent), software demonstrations and interviews (60 percent), and cost (10 percent), with initial proposer interviews planned for June 15-17, 2021, and software demonstrations scheduled for July 2021. The implementation is expected to begin in November 2021, with a project go-live targeted for fall 2022.

The procurement does not specify specific set-aside designations or restrictions on respondent organizations. The county currently owns 118 Unified Operations User licenses and 74 Operations Activity licenses, and utilizes the Crowe Public Sector Accelerator for customizations. Existing system integrations include interfaces with multiple systems such as insightsoftware Atlas for financial reporting, GCS, TrakIt, US Bank p-card reconciliation, Juror and witness fee systems, and TriMin for summary payment data uploads. The current Microsoft AX database is approximately 29 GB, with 7.5 GB of model data, and includes around 19,000 active vendors, 300 customers, 3,000 fixed assets, and 1,500 projects to be migrated. While specific budget details are not explicitly stated, the county's operating budget is $264,308,465, and the project will be structured on a fixed-fee basis with invoicing tied to milestone completions. Proposers are required to submit fully loaded rates that include all travel and expenses, with costs assigned to each milestone, deliverable, or task.

Opportunity text

Kenosha County, Wisconsin (hereafter referred to as "the County") is requesting solicitations from experienced Microsoft Implementers who meet the qualifications and specifications set forth herein to assist the County with upgrading its Microsoft AX ERP application to Microsoft Dynamics 365.

The County's current Microsoft AX configuration contains full financials. Human Resources and Payroll are in UKG (Kronos) and will remain on this platform. The County is currently in the process of selecting and implementing a cashiering solution. The cashiering solution will be installed by spring 2022. The scope for this project is to upgrade financials only to Microsoft Dynamics 365 Cloud and integrate to UKG and the future cashiering solution. The County expects the upgrade to be completed by fall 2022.

Files

File Type Posted
2110 Exhibit 1 Enhancements.xlsx XLSX spreadsheet
2110 RFP Documents.pdf PDF
2110 Attachment 3 Proposer Statement.docx DOCX document
2110 Enhancement List - REVISED.xlsx XLSX spreadsheet
2110 Attachment 5 Reference REVISED.docx DOCX document
2110 Addendum 1.pdf PDF
2110 AX Interface Diagram ENHANCED.pdf PDF
2110 Attachment 7 Interfaces.xlsx XLSX spreadsheet
2110 Attachment 8 Cost.xlsx XLSX spreadsheet
2110 Attachment 4 Prof Services.docx DOCX document
2110 Attachment 2 Signature.docx DOCX document
2110 Attachment 1 Checklist REVISED.docx DOCX document
2110 Attachment 5 Reference.docx DOCX document
2110 Attachment 6 Effort.xlsx XLSX spreadsheet
2110 Attachment 1 Checklist.docx DOCX document
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